This section provides account system screens that are available upon activation of the Framework.
| Name of Screen | Description | ||
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This screen displays user-initiated changes to fields flagged for audit on the account displayed in the workspace.
The Account Audit screen displays the user who made the change, date the change was made, the type of change and a description of the change.
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| Collection Summary | This screen displays a summary of collection information that includes an Account Summary, Payments, Promises, Letters sent and call information. | ||
| Documents | This screen displays any documents that are associated to the account. From this screen, users can manually upload documents, view documents and delete documents. Also, any emails sent using the Send Email workflow step can be viewed from this screen. | ||
| Email History |
This screen displays all emails that have been generated for the account in context.
Double-clicking an email history record opens a copy of the email exactly how it appeared when it was generated. The most recent email sent appears at the top of the list. |
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| Expenses | This screen displays all collection and recovery expenses recorded for the account in context. From this screen users can add, delete and update expenses. | ||
| Letter History |
This screen displays all letters that have been generated for the account in context. Double-clicking a letter history record opens a copy of the letter exactly how it appeared when it was generated. The most recent letter sent appears at the top of the list. |
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| Payment History | This screen displays all payments that have been recorded for the account in context. The information on this screen may vary based on whether the payment was taken from within the Framework, as well as which core the institution uses. | ||
| Queue History |
This screen displays a list of queues to which the account in context has been assigned.
The queue name, starting balance, ending balance, starting days DQ, end days DQ, start DQ amount, end DQ Amount, age, start date and end date are listed. The View drop-down offers all, delinquency or charge off queues. |
