Descriptions of available actions for the Strategy Actions screen

The Available Action Descriptions window referenced in Creating or changing strategy actions displays a list of available action options for the strategy. In many of the value fields, you can also use wildcards. For more information see Using wildcard characters in strategies.

The actions available to use include the following:

Code	Action	Description—This action...	In the Value field...	Exclusions
1	Start Notice	Causes the system to stop any existing notice series and start a new notice series on the account that receives this action.	Type ? to select the name of a notice series. -or- Type the name of the notice series in the field.	An action set can only have one code 1 action; it cannot be used with code 8 action (Stop Notice)
2	Change Account Status	Changes the account's status code to the code specified in the Value field.	Type ? to select from a list of codes or type the status code. -or- Type PREVIOUS to return the account to its prior status. If there is no prior status, no action occurs.	An action set can only have one action with code 2 action. It cannot be used with code 41 (Allow protected status change).
3	Change Desk	Moves the account from its current desk to the desk specified in the Value field.	Type ? to select from a list of desks or groups. -or- Type a desk number or desk assignment code.	An action set can only have one code 3 action and it cannot be used with code 15 (Reassign Desk to Prior Desk) or code 16 (Reassign Desk to Primary Packet Member).
4	Request a Letter	Requests a single letter or letter set for an account. It is an automated version of Command 5 in the Collector screen.	Type ? to select from a list of letters or letter sets that are currently available. -or- Type the name of the letter or letter set.	None
5	Request Credit Report	Automatically requests information from any of the data vendors that Finvi interfaces with, including credit reports.	Type ? to select a data vendor. -or- Type the name of the data vendor.	None
6	Update Fiscal	Writes a value to a specific field in the account's Financial Profile. These are user definable fields which are found in the Fiscal file. You must supply the attribute number of the field you want AFM to update as well as the value you want to be placed in that field.	The system accepts any value as well as a special keyword @DATE that represents the current date. For example, to write the date three days from now, type @DATE+3 in the Value field.	None
7	Create a Note	Writes a note to the account's memo file.	Type the note to add to the memo file.	None
8	Stop Notice	Stops a notice series. This action does not start another series. To stop the current series and start a new series, use the Start Notice action.	Type ? to select from the list of series. -or- Type an asterisk (*) to stop notice series that are currently active.	None
9	Update Tickler Priority	Updates the priority field of the collector's Tickler in the Collector screen.	Type a number from 1 to 10. -or- Type NULL.	An action set can only have one code 9 action.
10	Update Tickler Next Work Days	Updates the Next-Work date field of the collector's Tickler in the Collector screen.	Type the number of days in which to next work the account. For example, type 3 to update the field three days from now. -or- Type a data field preceded by an @ (such as @F55 for attribute 55 in the Fiscal file). Also, you can use "-" or "+" to indicate the number of days before or after the date contained in the field. For example, type @F12-2 to indicate two days prior to the date in F12.	An action set can only have one code 10 action.
11	Update Tickler Next Step	Updates the Next-Step field of the collector's Tickler in the Collector screen.	Type the text for the next step.	An action set can only have one code 11 action.
12	Send To/Remove from Support	Sends or removes an account from a support desk. This action is the automated equivalent of Command 4 in the Collector screen. For more information, see Referring accounts to support desks.	Type the desk number you are sending the account to -or- Press the Spacebar to remove the account from a support desk. -or- Leave the field blank to remove an account from all support desks. For example, type 12 to move the account to support desk number 12, even if it is on another support desk. If the account is already on support desk 12, no action is taken.	An action set can only have one code 12 action.
13	Cancel an Account	Cancels an account. This action is the automated equivalent of the Cancel and Return routines in the Data Entry menu. For more information, see Menu 1.4 - Cancel & Return.	Type ? to select from the list of cancellation codes. -or- To use this field to create cancellation codes, see Managing status codes for canceling accounts.	An action set can only have one code 13 action.
14	Remove Account from WIP	Removes an account from the collector's desk, effectively removing it from any possibility of qualifying for the WIP. This action is the automated equivalent of the first level of the Command+Z in the Collector screen. For more information, see Menu 5.1 - Collector Screen.	The system automatically enters a value.	An action set can only have one code 14 action and it cannot be used with code 13 (Cancel an Account).
15	Reassign Desk to Prior Desk	Reassigns the account to the desk it was on before being moved to the current desk.	The system automatically enters a value.	An action set can only have one code 15 action and it cannot be used with code 3 (Change Desk) or code 16 (Reassign Desk to Primary Packet Member).
16	Reassign Desk to Primary Packet Member	Assigns the current account to the same desk the primary packet member is on. If the account is not in a packet, it is moved to the desk you specified on the Strategy Actions screen.	The system automatically enters the desk number.	An action set can only have one code 16 action and it cannot be used with code 3 (Change Desk) or code 15 (Reassign Desk to Prior Desk).
17	Forward Account Out	Places the account in a special batch that can later be mass forwarded. This action does not automatically forward an account. The account is forwarded in the Strategy Forwarding report routine.	Type the forward client number. -or- Leave the field blank to accept the default. Before you accept the default, set up the City Codes to default to a specific forward client ID. To set up City Codes, see Working with city codes.	An action set can only have one code 17 action and it cannot be used with code 18 (Forward Packet Out).
18	Forward Packet Out	Similar to the Forward Account Out action, except that it forwards all packet members to a specified client.	Type the forward client number. -or- Leave the field blank to accept the default. Before you accept the default, set up the City Codes to default to a specific forward client ID. To set up City Codes, see Working with city codes.	An action set can only have one code 18 action and it cannot be used with code 17 (Forward Account Out).
19	Apply Charge TC=	Applies an automatic charge to an account. At the Enter Valid Owing (Charge) Trans Code to Use prompt, type the valid transaction code.	Type the amount of the charge in whole dollars. -or- Type a data field where an amount is stored preceded by an @ (such as @F55 for attribute 55 in the Fiscal file). This can be used to retrieve values from a Fiscal field.	None
20	Deactivate Plan	Deactivates a payment plan. This setting applies if you have payment plans set up to run with AFM. For more information, see Deleting a payment plan.	The system automatically enters a value.	An action set can only have one code 20 action.
21	Unavailable	N/A	N/A	N/A
22	Update Commission Rate	Updates the commission rate. The system prompts for the commission field, do one of the following: Type the commission field sequence to update. Type None to update all commission fields. Type ? to choose from a list of commission rate categories.	Do one of the following: Type a new rate as a decimal figure. For example, type .40 to represent 40%. Type USECLIENT to use the default client commission rate.	N/A
23	Initiate Credit Bureau Reporting	Starts or reinstates credit reporting agency reporting. This action is the automated equivalent of option 2 of Command CN in the Collector screen. Option 2 of Command CN requests or reinstates credit reporting.	Type a new status code for the account. -or- Type ? to choose from a list of status codes.	An action set can only have one code 23 action. It cannot be used with any of the following: Code 24 (Cancel Credit Bureau Reporting) Code 25 (Cancel Credit Bureau Reporting - Fraud Code 26 (Report Dispute to Credit Bureau) Code 27 (Report Dispute Resolved to Credit Bureau) Code 28 (Report Bankruptcy to Credit Bureau)
24	Cancel Credit Bureau Reporting	Cancels or stops credit reporting agency reporting. This action is the automated equivalent of option 1 of Command CN in the Collector screen. Option 1 of Command CN cancels or stops credit reporting.	Type a new status code for the account.	An action set can only have one code 24 action. It cannot be used with any of the following: Code 23 (Initiate Credit Bureau Reporting) Code 25 (Cancel Credit Bureau Reporting - Fraud) Code 26 (Report Dispute to Credit Bureau) Code 27 (Report Dispute Resolved to Credit Bureau) Code 28 (Report Bankruptcy to Credit Bureau)
25	Cancel Credit Bureau Reporting - Fraud	Cancels credit reporting agency reporting due to fraudulent activity. This action is the automated equivalent of option 3 of Command CN in the Collector screen. Option 3 of Command CN cancels credit reporting due to fraudulent activity.	Type a new status code for the account.	An action set can only have one code 25 action. It cannot be used with any of the following: Code 23 (Initiate Credit Bureau Reporting) Code 24 (Cancel Credit Bureau Reporting) Code 26 (Report Dispute to Credit Bureau) Code 27 (Report Dispute Resolved to Credit Bureau) Code 28 (Report Bankruptcy to Credit Bureau)
26	Report Dispute to Credit Bureau	Reports a credit dispute to a credit reporting agency. This action is the automated equivalent of option 1 of Command DP in the Collector screen. Option 1 of Command DP reports a dispute to a credit reporting agency. The system prompts for one of the following dispute reasons: XB – Account information disputed by customer meets the Fair Credit Reporting Act. XD – Account closed at consumer request and in dispute under the Fair Credit Reporting Act. XF – Account in dispute under Fair Credit Billing Act. XJ – Account closed at consumer request and in dispute under Fair Credit Billing Act.	Type a new status code for the account.	An action set can only have one code 26 action. It cannot be used with any of the following: Code 23 (Initiate Credit Bureau Reporting) Code 24 (Cancel Credit Bureau Reporting) Code 25 (Cancel Credit Bureau Reporting - Fraud) Code 27 (Report Dispute Resolved to Credit Bureau) Code 28 (Report Bankruptcy to Credit Bureau)
27	Report Dispute Resolved to Credit Bureau	Reports a resolution of credit dispute to a credit reporting agency. This action is the automated equivalent of option 2 of Command DP in the Collector screen. Option 2 of Command DP reports resolution of a dispute to a credit reporting agency. The system prompts for one of the following dispute reasons: XC – Completed investigation of Fair Credit Reporting Act dispute. Consumer agrees. XE – Account closed at consumer request. Investigation complete. Consumer disagrees (Fair Credit Reporting Act/Fair Credit Billing Act). XG – Fair Credit Billing Act dispute resolved. Consumer disagrees. XH – Account previously in dispute – now resolved. Reported by data furnisher. XR – Remove the most recently reported Compliance Condition Code. XA – Account closed at consumer's request.	Type a new status code for the account.	An action set can only have one code 27 action. It cannot be used with any of the following: Code 23 (Initiate Credit Bureau Reporting) Code 24 (Cancel Credit Bureau Reporting) Code 25 (Cancel Credit Bureau Reporting - Fraud) Code 26 (Report Dispute to Credit Bureau) Code 28 (Report Bankruptcy to Credit Bureau)
28	Report Bankruptcy to Credit Bureau	Reports a bankruptcy to a credit reporting agency. This action is the automated equivalent of Command BK in the Collector screen. Command BK reports a bankruptcy to a credit reporting agency.	Type a new status code for the account.	An action set can only have one code 28 action. It cannot be used with any of the following: Code 23 (Initiate Credit Bureau Reporting) Code 24 (Cancel Credit Bureau Reporting) Code 25 (Cancel Credit Bureau Reporting - Fraud) Code 26 (Report Dispute to Credit Bureau) Code 27 (Report Dispute Resolved to Credit Bureau)
29	Reactivate an Account	Reactivates a canceled account.	Type a new status code for the account.	An action set can only have one code 29 action and it cannot be used with code 13 (Cancel an Account) or code 14 (Remove Account from WIP).
30	Change Packet Category on an Account	Changes the category on a packeted account.	Type the packet category to change the account to. -or- Leave the field blank to use the main packet category.	An action set can only have one code 30 action.
31	Update Interest Rate	Updates the interest rate.	Type a new rate as a decimal figure. For example, type .40 to represent 40%. -or- Type USECLIENT to use the default client commission rate.	An action set can only have one code 31 action.
32	Update Tickler Next Time to Work	Update the Time to Work field in the Collector screen Tickler.	Type the number of days between when the account is worked and when it needs to be worked again.	An action set can only have one code 32 action.
33	Cancel Letter Request	Cancels a single letter or letter set for an account.	Type the name of the letter or letter set. -or- Type ? to select from a list. -or- Type an asterisk to cancel any letters not already printed.	None
34	Add to Tickler	Adds the account to the collector's Tickler.	Y is automatically entered in the field.	An action set can only have one code 34 action.
35	Deforward an Account	Recalls a forwarded account.	Type a status code for the account.	An action set can only have one code 34 action. It cannot be used with any of the following: Code 17 (Forward Account Out) Code 18 (Forward Packet Out) Code 36 (Deforward Members of a Packet)
36	Deforward Members of a Packet	Recalls all accounts from a forwarded packet.	Type a status code for the account.	It cannot be used with any of the following: Code 17 (Forward Account Out) Code 18 (Forward Packet Out) Code 35 (Deforward an Account)
37	Update parallel strategy file	Updates a parallel strategy file. The system prompts for the parallel file format code to update.		N/A
38	Stop strategy	Stops a strategy. The system prompts for which strategy to stop: @MAIN stops the main strategy @ALL-PARALLEL stops all parallel strategies * stops the current strategy Parallel strategy name stops the specified parallel strategy	The value is entered automatically based on the prompt choice.	N/A
39	Start parallel or side action strategy	Starts a parallel or side action strategy.	Type the name of the parallel or side action strategy.	N/A
40	Update contacts	Updates contact fields. The system prompts for the following: Field code to update Contacts attribute to update	Do one of the following: Type a contact subtype. Type ? to select from a list.	N/A
41	Allow protected status change	Allows an account with a protected status to change to another account status.	Do one of the following: Type an account status. Type ? to select from a list.	An action set can only have one code 41 action. It cannot be used with code 2 (Change Account Status).
42	Telephony		Type the telephony instructions.	N/A
43	Cancel credit bureau report - Insurance	Cancels credit reporting on an account if it was discovered that this medical account will be getting a payment from an insurance provider.	Enter a new status if desired	An action set can only have one code 43 action. It cannot be used with any of the following: Code 23 (Initiate Credit Bureau Reporting) Code 24 (Cancel Credit Bureau Reporting) Code 25 (Cancel Credit Bureau Reporting - Fraud) Code 26 (Report Dispute to Credit Bureau) Code 27 (Report Dispute Resolved to Credit Bureau) Code 28 (Deforward an Account)
44	Send Text	Sends a text message to a subscribed consumer's cell number	Select the template to send to a subscribed cell at the next allowable time.	N/A