Action Processing is a new system of working, updating, editing, and
inputting accounts in Beyond. This new system allows your agency the freedom to
create specific actions based on the individual needs of the company and they
way you work accounts. These actions are used to automate the process of working
accounts, dropping new business, and improving the collector work flow at the
action line. Action processing contains several utilities which emulates the
Manager, DAKCS Query, and Intercept, and offers greater customization and
flexibility.
An action is a collection of
events or processes that the system uses to automatically perform account
processing. The actions are specific and customizable to the needs and demands
of your agency. Actions are made up of events or processes that are organized in
a flow. An action run on an account will proceed through the events, which will
perform specific processes on the account.
Actions are implemented in the
system in many areas of the system:
As collectors work accounts,
actions are run at the action line in a new way. The system actions contain all
the default actions the collectors are used to, but you have control over the
actions available for individual collectors and can design new actions that are
customized to the needs of your agency.
Scheduled and jackdated actions
are run during the nightly process by Visual Intercept, which works in
conjunction with Intercept.
Actions can be assigned to an
account, so that when the jackdate on that account expires, Visual Intercept
will run the action on the account during the nightly process.
When a system event occurs,
triggers can be set up to run actions on affected accounts. New Business, for
example, can be a trigger, and the system will automatically assign the new
accounts a specified action.
Using the new Advanced Inquiry
features, you can search for a specific set of accounts in your system and apply
an action to those accounts. Some examples include changing the status code,
jackdating the accounts, and sending the account to a work queue.
Components of Action Processing
Employing Action Processing
requires the use of a few components:
The Action Maintenance is a new
main menu item under System Administration that contains four
utilities:
The Action Designer is where the
actions are created and maintained.
The Action Trigger Setup is where the
actions triggers are created and maintained.
The Action Queue Maintenance allows for
monitoring and editing scheduled actions that have not yet been
processed.
The Action System Generation controls
the system default action for the action line.
Visual Intercept Client and Manager
The Visual Intercept Client is
a utility which process actions during the nightly process, similar to how the
Intercept handles the current nightly process. The client is designed so that
the processing load for running actions can be divided out to any workstation
connected to the system with the client installed on those workstations. When
the Visual Intercept Server processes actions, it sends those actions to the
workstations for processing. The Visual Intercept Manager is a program which
controls the settings and monitors the actions of the client.
Action Line in the Collector Work Flow
Collectors use actions at the
action line as a part of working accounts. Although the collector work flow is
now highly customizable, the built-in Legacy action emulates the existing
collector work flow. The only change is that collectors enter the Legacy action
at the action line. All actions are permission based, so collectors only have
the option of running actions for which they have permission. The actions run at
the action line often contain prompts and input screens for the collectors to
enter needed data.
New Debtor Tabs and Account Tab
When a debtor has an account
with a scheduled action, the tab "Action Queue" will show in the debtor tabs.
The Action Queue tab displays all accounts under the debtor with scheduled
actions. When a debtor has an account with a jackdate driven action with an
error, the tab "Jackdate Pull Error" will show in the debtor tabs. This tab
shows the accounts with a jackdate driven action error. A user with permissions
enabled can modify those scheduled and jackdate driven actions on these tabs
without having to open Action Maintenance.
When an account has a jackdate
driven action code set, the Account Action tab will show in the account tabs.
This tab shows the action code assigned. A user with permission can edit the
action code.
Additional Processing in Advanced Inquiry
After completing a query using
Advanced Inquiry, actions can be run on the returned accounts. These actions can
be run immediately, be scheduled, or be set to run when the account's jackdate
expires.
Automating Your Business Using Actions
Once your agency has created
actions and triggers, Action Processing becomes a seamless part of the
day-to-day operations. When you enter new business into the system, an action
will be triggered on the accounts which will run during the nightly process. The
results of the action will generally either put the new accounts into a work que
or assign the account another action.