CU Users Group

sfscolle · Posted: Fri Mar 05, 2010 9:38 am Post subject: Dealing accounts issue

We have AFM setup to deal new accounts to collectors after 31 days on a "house" desk. There are usually a few days a month that no new accounts will be dealt simply because no accounts were entered 31 days prior to that day (usually due to a weekend when no accounts are being entered). Was wandering if anyone has a suggestion for a workaround to this issue, we would like to be able to even out the accounts so that some are dealt each day. We are using the WIP Sorting Defaults to try and control this but is there a way to do this with AFM? Thank you in advance for any advice.

John Jarrell
Southern Financial Systems, Inc.

dhenders · Posted: Fri Mar 05, 2010 12:28 pm Post subject:

I don't know if you or anyone at your company can program but if so you could write a simple program that you can set in CFDAYEND-USER-BEGIN to run before the strategies are evaluated. The program would just have to select everyone assigned 31 days ago and if there is nothing then try 30 then 29 and so on until you have enough accounts. Once you have the account numbers you can update a specific fiscal field with a flag that a strategey event can then evaluate. So lets say you set FISCAL 999 to a 1 if you want it to be dealt, the event will wait until FISCAL 999 is a 1 and move on to the deal.
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David Hendershot
Creditech
Bangor, PA 18301
610-863-6025

sfscolle · Posted: Tue Mar 09, 2010 1:37 pm Post subject:

Thank you very much for your suggestion. I will definitely look into this process.
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John Jarrell
Southern Financial Systems, Inc.

rufinij · Posted: Tue Apr 20, 2010 6:59 pm Post subject:

If what you describe is the exception and not the rule (i.e. it doesn't happen often), you could very easily select records at your discretion (from the house desk based on whatever you deem appropriate) and run them through REASSIGN which will use a reassignment strategy (I think the default - its been awhile).

If it is the rule, then a small program or paragraph/proc would solve the problem in the dayend as mentioned, as long as the criteria in your select provides consistent results day-to-day.
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John Rufini
Director - Technology
First Data - Merchant Services
Houston, Texas

sfscolle · Posted: Wed Apr 21, 2010 8:59 am Post subject:

Thank you all for the continued comments. This is very helpful, i am proficient with paragraphs but not so much with procs but i am learning. Thanks again for your response.
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John Jarrell
Southern Financial Systems, Inc.