Any modifications to primary account holder address information within the Framework will be displayed on this screen.

• The address type dropdown contains Home, Work, and Address 3 and reflects the history of changes to these addresses within the Framework.
• For address type that contains changed information, the most recent address will be displayed on the top line of the table.
• For each modification, the history table will show the Address 1, Address 2, Address 3, City, State and Postal values. In addition users will be able to see the date that the information was changed and the source of the change.

The Email History lists all emails that have been generated to the account holder via a workflow.

• The Email History table shows the Email title, the Date and Time that the email was created, the user who created the email and the status of the email.
• Double-clicking on a line in the Emails History prompts the Framework to open a copy of the email exactly how it appeared when it was generated. The most recent email sent will appear at the top of the list.
  

The Letter History lists all letters that have been generated for an account through the execution of a workflow.

• The Letter History table shows the letter title, Date and Time that the letter was created, the user who created the letter and the status of the letter.
• Double-clicking on a line in the Letters History prompts the Framework to open a copy of the letter exactly how it appeared when it was generated.
• The most recent letter created will appear at the top of the list.

The Payment History allows the user to see all payments that have been recorded in the Framework on the account, as well as the functionality to enter a new payment directly into the system. Payments are updated automatically during the nightly batch processes from the Core.

• For each payment, the History table shows the Payment Date, Payment Amount, Memo, the Type of Payment, the user, Status of the payment, the Transaction Code, the Transaction Description and the Transaction ID.
• Clicking on the payment line will open a new window to show when the payment was made, payment type, payment amount, the user who took the payment and any additional comments.

Any modifications to a borrower’s phone information within the Framework will be displayed on this screen.

• The Phone Type dropdown contains Home, Mobile, Other Phone 1, Other Phone 2 and Work.
• For each modification made, the Phone History table will show the phone number, the date the information was changed and the source of the change.

The Promise History screen displays the past Promise to Pay activity for each account. This information includes Due Date, Opened, Status, Amount Promised, Number of Payment, Amount Paid, Created By, Note and Reason.

The Workflow History screen displays all workflows that have been run on the account. This screen will preload on the Flex Area when an account is displayed.

• The Workflow History contains who the workflow was started by, the account holder’s phone number, comments, days DQ, DQ amount, the workflow, next contact date and date created. The order of these fields can be controlled by the system administrator by selecting System Management > Areas > Workfow History Fields.
• The Workflow History can be displayed for one account or all linked accounts by choosing the appropriate account from the Accounts dropdown.

• The Area will determine how much Workflow history will display. The minimum display is one month of history. The history screen provides an option to display the exact dates by using the calendar icons and choosing appropriate dates.

• The history screen be may be refreshed to display additional information added by selecting the Refresh button.

• Double clicking a workflow will display more information about the workflow. The user will be able to see comments posted with the workflow, the workflow design, fields, comment history and when the workflow was created on, created by, the name of the workflow and the workflow status.

• The Fields tab displays information that was captured during the workflow. This information can contain the following:

• In an Account Workspace, this will show all of the cases that the account is linked to and provides the user access to the case by double-clicking it.

• To create a case, select Tools and Create Case.
• A new screen appears where the user chooses the Case Base Type, the Case Type, provides a Title to the case and a Description.
• The user may also add accounts to the case by choosing an available account in the lower screen and selecting Add Account.

• Clicking Save will return a new case workspace with the case being created.

Credit Reporting contains the functionality to request and download a variety of credit reports from up to three major credit bureaus (Equifax, Experian and Transunion), as well as retain past history of credit report requests for a borrower. This will be available if Credit Reporting is an integrated third party service through the Framework. This is activated under System Management > Connectors. The initial Credit Report screen will show previous credit reports which have been pulled on the account, if any.

• The Date Requested, Full Name, Bureau Name and Product Name will be displayed, along with the results of corresponding credit reports. If no previous credit reports have been pulled, a message will display.
• If the user has the ability to pull credit reports (meaning the service is activated in the Framework), the user will see a “New” button in the top right corner of the screen. Clicking the New button will take the user to the New Credit Report Screen. Choose a Bureau, Product Type and Country from the dropdowns, update the Report Criteria as needed, and click Submit.

The Queue Analyzer is utilized against accounts to determine the queue and the criteria it matches. To analyze an account, enter the account identifier in the Queue Analysis for Account Identifier box. A listing of all of the queues in the system is displayed. Users would then double click on the queue that the account is expected to be in.

Skip Tracing contains the functionality to perform skip tracing as well as retain information from past searches. This will be available if Credit Reporting is an integrated third party service through the Akcelerant Framework. This is activated under System Management > Connectors. The Search Type, Request By and Requested Date information is displayed, along with a link that will display the results of the corresponding skip trace. If no previous skip traces have been performed, a message will display. If the user has the ability to perform skip traces, he or she will see New in the top right corner of the screen.

• The user must fill out information including the search type and select any of the fields that the account meets. Select Submit once all of the information is entered.
• The skip trace will be performed and the results will be displayed in a separate window. The search will also be recorded on the main Skip Tracing page.

• Users can also access hyperlinks to external sites through the tools menu.
• Hyperlinks can be added to this spot by accessing System Management>Hyperlinks. For more information on adding hyperlinks see the Hyperlinks section of the User Manual.

If a user runs a Promise to Pay workflow, he or she will be directed to the Promise to Pay screen.

The first window in the Promise to Pay screen asks for basic information:

The lower window in the Promise to Pay screen displays the payment's Due Date, Amount and Type in a table.

Users can add and remove payments from this table or edit the due dates and amounts populated.

There are several situations where there may need to be approval on a promise that was created.

• The number of payments exceeds that which the user has been authorized.
• The duration (number of days between the current date and the date the last payment is due) exceeds that which the user has been authorized.
• The tolerance percentage exceeds that which the user has been authorized.
• The total dollar amount of the promise is below the threshold set by administration.

Depending on the Workflow chosen, users may have the ability to choose, within a predetermined range, the date that the borrower should be scheduled for contact again.

Management has the ability to set the Next Contact module to allow for one or more of the following options:

• The ability to leave the contact date as-is without change.
• The ability to set a target time for follow up on the specified day.
• The ability to apply the Next Contact Date to all linked accounts.

Some workflows are configured to have one or more letters sent when the workflow is chosen. In some cases, the user may have the opportunity to choose which letter or letters they would want to send.

• To add a letter to the Selected Letters list, click on the letter name in the Available Letters window then click on the Add > button. To remove a letter from the Selected Letters list, click on the letter name then click on the < Remove button.
• Once the workflow is complete a message will appear stating 'The Workflow is Complete.'
• Depending on the setup of the letter, the user may or may not have the opportunity to view the letter prior to sending.