The Person Summary Panel is designed to provide a quick, high-level overview of a person. The information that appears within the top of this box is system-defined and cannot be configured by system administrators.
  
Administrators can configure additional fields and/or aggregated information to appear below the system-defined data to provide quick access to important information for the person in context beyond demographics, such as the total number of promises and/or delinquent accounts for the person, if a case exists for the person, or if the person is an employee. By configuring Presentation rules in System Management > Collections > Rules Management and assigning them to this area of the workspace in System Management > Areas, administrators can eliminate the need for users to search for information and increase the time spent on collection efforts.

Rule Configuration

In order to assign rules to the Person Summary Panel, the ability to author Business Rules must be enabled for your institution. For more information about how to enable this functionality, please contact your Akcelerant Customer Care Representative.

Rules for the Person Summary Panel are configured in System Management > Collections > Rules Management. Use the following table to assist with configuring business rules to execute within the Person Summary panel:

Action Template	What it Does	Category Selection
add a field to a panel	Adds a field to the Person Summary panel- label, order	Presentation
add a field to a panel with attributes	Adds a field to the Person Summary panel- label, order and then attributes include size, color and style	Presentation
add a line to a panel	Adds a line to Person Summary panel	Presentation

In order to produce the desired results, select the appropriate entity when authoring a rule. The entity Root.Person is the recommended entity for the Person Summary panel, but does not reflect the only entity choice. The entity Person.Accounts can be selected to execute the rule on all the accounts related to the person in context and display new fields and/or aggregated information in the Person Summary for each account. The example above was written under the Root.Person entity to populate information within the Person Summary panel as shown below:

All Rules created under the Presentation category in Rules Manager are available to be assigned to the Person Summary panel from the Rules tab on the Area Configuration screen in System Management > Areas. To learn more about Area configuration, please see the Areas topic within this guide.

An unlimited number of rules can be configured to appear in the Workspace Person Summary, however, while the height of the Person Summary expands to accommodate these rules, a scroll bar does not appear. This can significantly reduce the amount of space within the Left Navigation Panel, therefore it is recommended to be mindful of the number of rules assigned to execute within the Person Summary in order effectively use the Favorites, Screens, Workflow and Post Comment functionality in the workspace.

When rules are assigned to the Person Summary panel, a loading message displays within the panel while the assigned rules execute:  

Please see the Rule Authoring topic of this Guide to learn more about authoring rules for the Person Summary panel.   

The top area screen appears within the top section of the workspace and displays all account and case information for the person in context when configured to include the Related Accounts and Related Cases Panels.

For these panels to display, system administrators must configure a Person screen to include the Related Accounts and Related Cases panels in System Management> Screens. The fields that display within the Related Panels are also configured here.

When configuring the Related Accounts panel, there are fields that can be added to display an icon within a column of the panel. These icons alert users to important account information, such as which queue an account is in or if the account is associated with an open case. Hovering over the icon immediately displays the account information in the workspace. Reference the table below to assist with identifying these fields, the icon that displays when the field is configured to appear in the panel, a description of the icon, and the information that appears as the icon is hovered over in the workspace:

Field Name	Icon	Description	Tooltip
Delinquency Indicator		The account is delinquent.	This account is delinquent.
Queue Info	Empty Box	The account is not in a queue.	No message displays.
		The account is in the current queue.	This account is in the queue being worked.
		The account is in the current queue and must be worked before selecting Get Next.	This account is in the queue being worked and must be worked before getting next.
		The account is in a different queue.	This account is in the [name of queue] queue.
		The account is in a different queue and must be worked before selecting Get Next.	This account is in the [name of queue] queue and must be worked before getting next.
Account Case Indicator		The account is associated with one or more open cases.	Case Number(s) and Case Type(s).

The functionality of Queue Information   icon and  icon is determined by the configuration of the Which accounts must be worked before allowing Get Next setting for the area in System Management > Areas. For more information on Area configuration, click here.

Once the Person screen is created, administrators can map it to the top area section of the workspace in System Management > Areas.