Menu 10.1.29 - Agency Change Log

The Agency Change Log allows you to view changes made to various settings of The Collector System. In addition to showing what information has changed, it logs who made the change and when. This information provides valuable data protection for your agency. For example, an inexperienced employee may have entered a screen they were not familiar with and inadvertently changed important information. You could use this log to view the changes, and return the data to its original state.

Additionally, access to information regarding changes to your system is of tremendous help should you need to contact your Finvi Support representative. If your system is not functioning as expected, this log provides key information as to what may be causing the malfunction; this is especially true with Account Flow Manager tracking.

The Agency Change Log tracks changes to many areas of The Collector System, which are described in the following table.

Area Captured	Displays Changes To...
Account Flow Manager Tracking	A Strategy Condition, Action, or Event
Collector Desk Setup	Collector and support desks, as well as WIP controls
Credit Reporting Setup	Credit reporting agency settings
Inhibited Letter Status Codes	Status codes used to prevent correspondence from being sent to an account
Desk (Group Codes) via Change Desk Option	Options that control desk movement
Credit Report History Tracking	Credit reporting history logs
Packet Update Prompting	Prompts to update packet members when users change specific fields or the status of an account in a packet
Bill Client Prompt On/Off	The Bill Client prompt on the Client Distribution screen
Auto Change Primary Packet When WIP Removed	The prompt that determines if a new primary packet member is automatically assigned when the current primary member is removed from the WIP
Payment Plan Setup	The parameters used to determine how payment plans function
Matching Report Setup	The number of points, or weight, given to matches between accounts when packeting
WIP Removal Setup	The scores that determine if an account is still eligible for a WIP
Statement Setup	The criteria used to format statements
Data Encryption	The enabling or disabling of data encryption
Agency/Branch Records	The basic information stored about your agency and branches
Misc Note Control	The functions that affect how notes are created
Collector Action Code	The codes used by collectors to execute a series of keystrokes that automatically update fields in the Tickler or prompt for additional information
Delete Desk	The desks that have been deleted
Letter Email Setup	The set up of email letters
Client Email Setup	The set up of client email
Password Phrase Email Setup	The set up of email password phrases
Dis/Enable Menu Options	The menu options that have been enabled to display or disabled so they no longer display as part of a menu
CU·Documents Setup	The system flag that enables or disables CU·Documents
Future Transaction Setup	The fields used to set up the reporting parameters for Future Transaction Plans
AC in 7 Digit Phone Setup	The prompt that allows users to assign a primary or overlay area code to a phone number with no area code
CU·Documents Custom Changes	The codes used to input account information from specified fields from The Collector System into CU·Document letters and notices
Run of MASS-UPT-INT-RT	Determine the users who have mass updated interest rates for accounts
Run of MASS-SS	Determine the users who have run mass start strategies (MASS-SS), when the strategy was started, and the accounts the strategy was applied to
Change User Login	A user's username, initials, and/or user login for The Collector System
Password Controls	A user's password controls for The Collector System
CFDaily History	The number of months to store the CFDaily history report
Series Setup	Letter and notice series (create, edit, delete)
Trans Hist Logging	Trans History Log settings
State Fees	State fees table settings
Agency Autologout	Agency autologout settings
CU·Emulate Cancel Button	Disabling of CU·Emulate cancel button
Desk Movement Wizard	Desk movements performed with the desk movement wizard
Complaint Management	Complaint management
Scheduled Payment Arrangement Restrictions	SPA restrictions
Scheduled Payment Arrangement Correspondence	SPA correspondence

Two types of change logs are available: one for Account Flow Manager tracking, and one for the other 25 areas.

The following table and images describe the differences between the two types of change logs.

Account Flow Manager Tracking	All Other Areas
Strategy Condition, Strategy Action, or Strategy Event screen as it was before the latest change	Field that was changed
Date and time the change was made	Date and time the change was made
Initials and port number of the person who made the change display in the Code field	Old value for the field
	New value for the field
	Initials and port number of the person who made the change

Account Flow Manager tracking

Displays the information that changed along with the date, time, port number, and initials of the person who made the change.

All other tracking

Displays the specific field that changed along with the date, time, previous value, new value, initials of the person who made the change, and port number.