Temenos Lifecycle Management Suite - Collection Product Guide
Account Assignments

The Account Assignments screen allows for the management of queue assignments. When a user runs the Account Assignment workflow step on an account to manually assign it to a Collections Queue, it populates on this screen. An account can be manually assigned to a queue for a particular collector to work or for a manager to review. Once worked or reviewed, the account can be unassigned from the queue via this page.

Using the views drop down highlighted below, Administrators can navigate through existing queues found within Temenos Infinity to view Accounts that were manually assigned to them.

The following columns display on the Account Assignments page:

Column Name Description
Account The Account Number assigned to the respective queue.
Suffix Displays the suffix of the account.
Account Type The Account Type of the listed account in the queue.
Days DQ Denotes the amount of days the respective account is delinquent.
Balance Displays the outstanding balance on the account.
Name The Primary’s name on the account.
Date Assigned Denotes the date in which the account was manually assigned to that queue.

From this page administrators can assign, reassign, and remove queue assignments from accounts.

To re-assign a manually assigned account to a different collection queue

To un-assign accounts from queues

See Also

 

 


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