The Collection page (System Management > Modules > Collection) allows administrators to manage several features in the Lifecycle Management Suite. This page serves as a centralized hub for important Lifecycle Management Suite settings.

Collection Settings Tab

This tab contains general collections settings.

The following fields are displayed:

Field	Description
Default Letter User	This drop-down contains a listing of all users currently in the Lifecycle Management Suite, both active and inactive. The user defined in this field is added to those letters where the collector name is a merge field in the template when the letter is generated via an automated queue. If "Doe, Jane" is displayed in the Default Letter User drop-down, and Jane Doe is deleted from the Lifecycle Management Suite, the Default Letter User value automatically reverts to the top name in the User List as displayed in System Management > Users. Making a user inactive in the system has no effect on the ability to have them set as the Default Letter User.
Monitor Mode	This drop-down determines how dashboards in the Lifecycle Management Suite are to be updated. By default, Monitor Mode is set to Batch. Batch: Batch runs the Monitor process once a day. This means users do not see the values in dashboards until the following work day when the Batch process runs. Real Time: Real Time updates the dashboards throughout the day as the end-users work in the system. This number is in minutes. Temenos does not recommend anything less than 60 minutes (1 hour). If the process is constantly running it could potentially slow down the server, as the process is constantly hitting the database to obtain the necessary data to update the information on the dashboards.
Monitor Last Run Time	This determines what time the Monitor process runs at the end of the day.
Monitor Margin Update	Specify a percentage to be used throughout the Monitor process to determine how trend arrows are defined in the Monitor Margin Update field. If the Monitor Margin Percentage is set at 2%, then 98%-102% performance calculations are represented by a yellow dash, indicating “Even.” Performance calculations under 98% are represented by a red “Down” arrow. Performance calculations over 102% are represented by a green “Up” arrow. If the Monitor Margin Percentage is set at 5%, 95%-100% would be “Even,” fewer than 95% would be “Down” and over 105% would be “Up.”
Monitor Update Interval	Determine how often the monitor and queue home page are updated.
Default Contact Start Time	Determine the default start time an account created within the Lifecycle Management Suite can begin to be worked.
Default Contact End Time	Determine the default end time an account created within the Lifecycle Management Suite can be worked.
Prevent account work ordering across queue classifications checkbox	Select the check box to separate Delinquency and Recovery queues into two tabs within the Collection Queue Work Order page in System Management. This prevents accounts that may fall into both queue classifications from being worked across both.
Include Phone Numbers for Closed Accounts in the Person Summary Panels	This check box determines if phone numbers related to closed accounts for the PersonMasterID are displayed in the Other Phones window, which is accessed from the Person Summary panel in the workspace. By default, this parameter is set to true to display phone numbers for closed accounts in the Other Phones window. If desired, clear the check box to exclude phone numbers related to closed accounts from the Other Phones window.

Email Settings Tab

This tab allows administrators to configure settings for when emails are sent using the Send Email workflow step. If necessary, define a header and footer to display by default when an email is sent. These settings can be changed manually from within the workflow step.

Also, administrators can manage the list of “From” email addresses that a user can choose from when sending an email using the Send Email workflow step. Clicking Add “From” Email Address populates a new line item in the grid. Click within the line item and enter in an email address. When finished click Save or click Cancel to erase the text entered. Click the checkbox to make it a default selection. To delete an email address from the list, highlight an item in the grid and click Delete.

Promise Settings Tab

Within the Promise Settings tab, define the company settings for Promise to Pay. In the top section, determine the minimum/maximum payments, days, and amounts for promises. If a user exceeds any of these settings set forth by an administrator, a message appears indicating that the promise to pay needs management approval. Management approval occurs in System Management > Collections > Promise Approval.

The following fields display within this tab:

Next Contact Date Options

Within the Next Contact Date Options section, determine how an account’s next contact date is adjusted when a promise is created, edited, or broken. The following options are available to select within the drop-downs:

• Always adjust NCD: Next Contact Date automatically updates to correspond with the last promise payment due date.
• Prompt to Adjust NCD: The user is prompted to decide whether to adjust the Next Contact Date to correspond with the last payment due date, or keep the original Next Contact Date.
• Do Not Set NCD: The Next Contact Date is not affected by the last promise payment date.
• Set NCD: The Next Contact Date is affected by the last promise payment due date.

  Set NCD is only available for the "On Broken Promise" Next Contact Date Option.

If desired, the Offset by 1 day parameter can be selected to automatically advance the Next Contact Date by one day for a promise, in order to ensure that account holders are not contacted until a promise is actually considered broken, one day after the due date.

The Offset by 1 day parameter only applies to the On Create Promise and On Edit Promise options. This parameter cannot be set for broken promises.

These Next Contact Date Options are used in conjunction with the Promise Delay setting configured for the payment type being used for the promise in order to adjust the Next Contact Date appropriately.

The Promise Delay Setting for a payment type is configured in System Management > Payment Types. For more information on the Promise Delay setting, please see the Payment Types topic in this guide.

• When a promise is created or edited, the Next Contact Date is automatically calculated, or the user is prompted to adjust the Next Contact Date, according to the values set within the Next Contact Date Options section. The Next Contact Date on the account is then updated according to the last payment due date for the promise, the value of the Offset by 1 day parameter, and the number of days defined for the Promise Delay set for the payment type being used for the promise.
• When a promise is broken, the Next Contact Date is updated to the number of days defined for the payment type.

For example, if the On Create Promise Next Contact Date Option is set to "Always Adjust NCD," and the Offset by 1 day parameter is set to true, when a promise is created on an account, and payments are to be made by a payment type with a Promise Delay of two days, then the Next Contact Date on the account is automatically set to a date that is three days after the date the last payment is due. If the Promise Due Date is June 15th, the Next Contact Date is set to June 18th.

In the above example, if the Offset by 1 Day Parameter is set to false, the Next Contact Date is set to June 17th, which is two days after the Promise Due Date.

Payment Settings Tab

The Payment Settings tab provides the ability to manage how payment reversals are handled in the Lifecycle Management Suite when negative payments such as payments reversals and adjustments are supported by the Host.

To learn more about how payment reversals are supported in a specific Core, please see the applicable Core Connector Guide.

The following fields display within this tab:

Queue Settings Tab

The Queue Settings tab allows administrators manage options that affect queuing in the Lifecycle Management Suite.

 The following options display in this tab:

Field	Description
Queue Refresh In Process	Displays as “YES” when a Queue Refresh is currently processing. Change the option to “NO” to stop the Queue Refresh process. Stopping the Queue Refresh process using this feature does not affect the process from automatically kicking off at the designated time.
Queue Method	Select the method of queuing to be applied in the Lifecycle Management Suite. Basic: With Basic Queuing, queues are built using account criteria and accounts fall into an individual queue. An evaluation of the person does not occur. Advanced: With Advanced Queuing, system administrators can author simple or complex business rules to determine Queue Eligibility and use account and/or account holder attributes to organize and assign accounts and persons to a collections queue. This method of queuing provides the ability to not only queue individual accounts, but also the person and all of their eligible, non-queued accounts as well. With Advanced Queuing, administrators can define Queuing Rules in System Management > Collections > Rules Management to determine Queue Eligibility and automatically assign a person and all of their accounts to specific queues as rule conditions are met. Please see the Advanced Queuing topic within this Guide for more information. To learn more about authoring Business Rules, click here. In order to assign and author rules for Advanced Queuing, the ability to author Business Rules must be enabled for your institution. For more information about how to enable this functionality, please contact your Temenos Customer Care Representative.

Collateral Settings Tab

The following fields display on this page:

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