Priority List

The Collection Element prioritizes the order in which clients are displayed in users worklists. Each user may be assigned to one or more worklists. Only those accounts in worklists assigned to a user are brought to their attention.

It may be important to call a client at a certain time during the day to be sure they can be reached. The Collection Element allows users to enter a follow-up time as well as a follow-up date against each loan. At the assigned time, the time-based loan becomes the next client that displays in a user's Queue workspace after the Next button is clicked, regardless of its position in the user's work queue.

The following factors determine the order in which accounts are presented:

Follow-up Date (oldest first)
Follow-up Time
Priority List (1 through 9)
Priority Order (A through Z)
Priority Amount (the priority amount value is set in the download mapping. It is typically amount due, current balance or days delinquent)

There are two priority lists, Date and Time-based and Date-based, that determine the schedule of loans to be reviewed. The Date and Time-based list takes precedence over the Date-based list.

Date and Time-based Priority List

Follow-up time is an overriding factor in assigning work. All past due timed entries are viewed before any non-timed item is viewed, regardless of follow-up date, current balance or priority. When the follow-up date predates the current date, no effort is made to link the follow-up time with the actual time (i.e. an account with a follow-up time of 5pm might be seen at 9am).

If a follow-up time is entered, the work is assigned as follows:

Date (oldest first)
Time (earliest first)
Priority List (1 first)
Priority Order (A first)
Priority Amount (largest first)

Once the user is finished with the time-based past due client(s), the Collection Element returns to the non-time based priority list until another time-based client is inserted into the priority line-up.

Date-based Priority list

If no follow-up time is included, the priority value is the determining factor. All past due loans with a priority of 1 are viewed before any loan with a priority of 2, regardless of follow-up date or current balance.

If no follow-up time is entered, the work is assigned as follows:

Priority List (1 first)
Date (oldest first)
Priority Order (A first)
Priority Amount (largest first)