Menu 10.4.31 - Desk Assignments
There are a variety of ways you can give assignments to collectors: by name, by dollar amount, by dealing, by client number, or by a combination of these methods. In The Collector System, you can establish the criteria by which new accounts are assigned to desks.
You can assign desks in the following ways:
- New accounts can be assigned to desks when they are entered into the system.
- All accounts from the same client can be assigned to the same desk.
- Desk assignment can be based on assigned amount, type of debt, zip code, or any other attribute in the debtor or financial record.
- Each client can have its own criteria based on any attributes in the debtor or financial record.
When an assignment code is entered in the Collector# field of a Client Control Record, the system assigns accounts to collectors based on the criteria set up for the code. The most typical assignment methods are listed below. House delay and/or a house desk may be used with any of the methods.
|
Primary Assignment |
Description |
|
Assignment Amount |
The original assignment amount. |
|
Account Name |
The account's last name using the entire alpha range or any portion of the alpha range. |
|
Client Number |
The client number. |
|
Zip Code |
Certain zip codes can be sent to one desk and other zip codes to another; for example, one desk handles all in-state zip codes while another desk handles all out-of-state zip codes |
|
Balance of Account |
The current account balance. |
Refer to the following table to determine how a new account is assigned to a desk. The first match the system finds determines where the account is assigned.
|
If... |
The system checks... |
To find... |
Which is assigned in... |
|
There is no desk number in the account record |
Line 304 of the Client Control Record |
The Account Flow Manager strategy |
Client Update |
|
There is no strategy in the Client Control Record |
The agency defaults |
The Account Flow Manager strategy "Notice-Default" |
The Account Flow Manager |
|
There is no strategy called "Notice-Default" |
Line 302 of the Client Control Record |
The desk number or assignment code |
Client Update |
|
There is no desk number or assignment code in the client record |
The agency defaults |
The assignment code "Default" |
The Agency/Collector Work Strategies |