Quantrax Corporation, Inc.
Updated - September 20, 2007
This is the first
update to Intelec Release 8. Please review all of the documentation
There are significant changes in the following areas :
- I-Tel account
- Account audit
- Account inquiry
- Credit card payments
Go to Installation
We have made a critical
internal change to the way notes are managed. While the change would
be considered major, it has no technical impact on your system unless
you have modified the main nightly processing program.
We now write new notes to a file called SCNOTED. This has the great
advantage that all of the notes for a day are kept in a small file that
can be accessed easily. Presently, during nightly processing, we copy
all of the data from SCNOTED to SCNOTE (the main notes file) and then
delete all of the records in SCNOTED. The reason we deleted the notes
as opposed to clearing SCNOTED was because we we had a join logical
file over SCNOTE and SCNOTED (called SCNOTEID), and clearing even a
small file that had a join logical with a very large file could take
many hours (IBM issue).
This design while having advantages, also added time to nightly processing.
We therefore looked for a solution that would not require notes
to be copied from SCNOTED to SCNOTE during nightly processing. The following
would also be a part of the requirements.
- We would keep
SCNOTED in the present format,
- We would automatically
add notes to SCNOTE whenever a note was added to SCNOTED, without
impacting any custom code that may have been developed,
- We would need
to keep SCNOTEID, a logical by date, that would be a view over all
notes including today's notes.
Since all notes would be in SCNOTE, the logical SCNOTEID only needs
to be built over SCNOTE.
With these changes,
we could clear SCNOTED during nightly processing.
We have done the following.
- Added a trigger
program to SCNOTED to add a record to SCNOTE whenever a note is written
to SCNOTED, provided the same key does not exist in SCNOTE. If that
key is found, a message is added to INTELOPR. This information can
be used to identify programs that could be writing duplicate keys
to the notes file.
- SCNOTEID will
be deleted and rebuilt over SCNOTE only. This will add a time-consuming
but necessary step to those of you converting from Version 8.0 to
8.1. For those going to 8.1 from 7.4, there is no impact because SCNOTEID
was being rebuilt as a part of the installation process.
has been modified. It is vital that you only run our
version of the CL program NIGHTLY or you could lose notes! There
is no other impact other than a reduction in the nightly processing
time. You do not have to make any changes.
If you ever see messages in INTELOPR in the following format,
ACCOUNT WAS INACTIVE 02.11 07-20-06
please contact our technical team. There may be a software-related problem.
SECURITY - With
increasing demands from your clients and privacy issues, we have continued
to invest in this area.
As we have been doing in the recent past, this area has been enhanced
1 is selected from the System Control Menu (System security) you will
be presented with a new option. The following screen is displayed.
The second option
allowed you to set up special access at the client or group level. But
what if you have many different client numbers that the basic setup
did not allow you to define? We have added a new "Client profile"
that will allow you to set up as many codes as you would like to. Option
2 will now display the following screen.
Note the new options
for "Client profiles". Up to 3 can be specified and will later
define the profiles through the new option. When you select option 3
from the prior menu (Client profile update), you will see the following.
This option allows
you to add client or group codes to a profile code. The profile code
can be referenced on different client access options, giving you unlimited
flexibility in client-level security.
Showing the complete
SS# - In a prior release of Intelec, we made changes to only display
the last 4 characters of a SS# on the search screen. We have given you
an option, at the User ID level, to show specific users the full SS#.
See screen later on.
to certain User ID's in account processing - Users can go into another
users' queue and work accounts (by entering a User ID on the account
processing selection options). This is a feature of Intelec. The assumption
was that a collector would not waste time going into other user's accounts
when this was documented in the notes and also wasted a collector's
valuable time. What if you want to restrict the use of this feature?
This may be for security purposes, or based on a commitment made to
a client. There is a new option. On System Security, you would first
set up the User ID's which would NOT be accessed by other users. E.g.
If you have a User ID JKING whose accounts should not be accessed by
two users PSMITH and LANDERS, you would first go into JKING on System
Security and set up the flag for "Restricted User ID". You
would then go into the User ID;s PSMITH and LANDERS and set the flag
"No access to restricted User ID". If a user tries to access
a User ID they are not supposed to, they will get the message "User
ID is restricted for this access by this user". The following screen
shows the option to show complete SS#'s and the restriction fields described
in this section.
changing collector and split credit through inquiry - In the last
update we added a feature that allowed you to change collector credit
through the payment inquiry option (F23 from account details). The security
for that was access to the "area" of payments. We have changed
this to require access to the "Payment processing menu". Note
that for access to credit card data, after it has been set up, you will
need access to the "area" of payments - Access to the "Payments
processing menu" is not required for this.
sensitive financial information - As
data security concerns grow, we will be encrypting credit card and direct
check information in this version. We offer 128-bit encryption (which
is very very strong). Any unauthorized access of your data (on your
system) will not allow others to extract and use this important information.
If your backups were to fall into the wrong hands, they can not be used
to obtain credit card or checking account information. Only valid programs
will be able to read and change the encrypted information. We will be
encrypting credit card number, checking account number and and routing
Note that you will
not be able to access encrypted fields unless you use one of
our supplied programs. As an example, DFU's or queries will not
display the stored information in any readable format. You should never
attempt to read or change the encrypted data using standard programs.
We have modified all of the base programs and will also take care of
the custom code we have written.
Since this is such
an important area, here are some additional details.
We considered 3
alternatives for the implementation of encryption.
- OS/400 V5R2
inbuilt cryptographic functions
functions created by Quantrax.
required additional software products and did the V5R2 options. We opted
to create our own cryptographic functions and focussed on the third
method of adding Cryptographic support to the Quantrax products.
A service program is created that supports Encrypt and Decrypt functions.
two standalone programs are called to encrypt and decrypt fields. If
you have custom programs that you support, the following describes the
The input data can
be any length. However it is important that the length of input data
be given correctly. For data that may have variable lengths we use the
maximum expected length of input data.
The algorithm used
in this version is Rijndael Algorithm in Counter mode of operation.
Important features of this algorithm are as follows:
- Supports key
lengths of 64 bits,128 bits or 256 bits.
- Symmetric Algorithm
(Same key is used for encryption and decryption)
- It is free and
- It is the algorithm
that is considered the Advanced Encryption Standard (AES)
- It is a block
cipher which encrypts 64 bits blocks at a time.
- Counter mode
of operation allows the block cipher to work as a stream cipher. Thus
the input length does not have to be a multiple of block size.
- We must be notified if you plan to upgrade your iSeries.
We will need to transmit new code to take handle the encrypted data.
SMART CODES - We have started to add functionality based on the
Version 8 database changes.
- On the 1st screen,
there is a field RPC. Specify a Y to indicate a right party contact.
We will allow you to make decisions based on this, in the near future.
In addition, there is a field titled "Called us". This was
designed to let the system know when a contact was initiated by the
debtor. We will be updating the accounts based on the way the Smart
Codes are defined, and you will be able to use that information to
make decisions in the near future.
These new fields will be very important in the future. You will be
able to make decisions based on whether you have had a RPC or not.
We will also be keeping fields such as the last attempt and contact
dates at the account level. To make all this happen accurately, you
must make sure the fields Smart Code type, RPC and Called us are accurately
coded. We suggest that you review and update these fields shortly
after you have installed the new update. We will give you a program
to update these fields based on Smart Codes applied, once you have
set up the required values within the codes (See installation instructions).
- We presently
add "audit" notes when a Smart Code is applied and no visible
audit trail is added to the account (no notes to indicate that the
Smart Code was applied). These notes are added to a special notes
file that can be accessed through the notes screens (special function
key). These notes also show overrides used. If a Smart Code was not
processed for any reason, that is also documented in the audit notes.
Many of you use Smart Codes to check accounts for different conditions
(thinking Smart Codes). These can add many notes! In some cases, the
audit note file is larger than the notes file. We have added a new
feature at the Smart Code level to allow you to stop some of the audit
notes from being added. On the last screen for Smart Codes, there
is a field "Stop Audit Notes". This will stop any notes
from being written to the audit file. Of course, if you turn on this
option and have problems with a Smart Code, you should turn back the
option so you can check if any special rules have been encountered
and documented in the audit notes.
- Cell phones have
been added to the decision-making and collector assignment routines
(Smart Codes and new business posting). We will now consider a cell
phone in the phone logic. When we check for "phones" we
will include the cell phone too. We will NOT be looking at the cell
phone for the contact series logic that looks at phones. This is because
you can use that information for dialer campaigns and you not permitted
(as far as we are aware) to call a cell phone on a predictive dialer.
Cell phone has been added to the ? logic on Smart Codes. The following
screen shows this change.
- One of the original
Smart Code features seems to have been described incorrectly for a
very long time. The Smart Code option "Duplicate on ALL"
looks for any value other than blank and does some special things
based on that code being set up. We have updated the help text based
on the following.
- The "Duplicate
on ALL" option works in conjunction with the "Duplicate
for other cases". You must set up the "Duplicate for
other cases" option for any duplication to take place.
of Smart Codes (which accounts the Smart Code gets applied to)
is based on the option "Duplicate for other cases",
not on the option "Duplicate on ALL".
- For collectors,
Smart Codes are not duplicated on accounts where they are
not the worker. Setting the "Duplicate on ALL" option
will not check the worker codes and will duplicate the
Smart Code across all the linked accounts. E.g. You would want
to set the "Duplicate on ALL" option for a Smart Code
that "Recommends close".
- Smart codes
will only be duplicated on legal accounts if the user has access
to legal accounts (System Security) or the option "Duplicate
on ALL is specified".
- We have done
something that has been asked for by many users. You can now do a
Smart Code search by override code. On the first screen (Smart Codes
system control file), leave the Smart Code blank, enter an override
code and press F3. The system will only display the Smart Codes that
have that override code. Want to only display a list of the base Smart
Codes? Enter "BASE" in the override code and press F3. Want
to start the search from a specific point? Enter the starting Smart
Code in the Smart Code field and press F3.
- When a Smart
Code says "Add or remove description codes" that happens
as soon as the Smart Code is entered by a user in the Smart Code window
from the account detail screen. Why? Because you may want to condition
other Smart Codes on certain things having been done, and we can not
wait for the Smart Code to be processed. If a user wants to cancel
a Smart Code (can be done before the Smart Code is processed) the
description codes added do not get removed or added back. This can
cause some problems, depending on what the Smart Code is used for.
We have added a field "Immediate update of Desc.Code N=No"
to the back screen that has the description code logic. This will
not add or remove any description code until the Smart Code is processed.
notes - We now add these notes to the audit notes. As a result,
we have removed the report option from the audit options within the
Linking - We
have enhanced the feature that changes the primary to the newest open
account found (most recent placement date) to also check the new business
that got linked to the account within the same day, and change the primary
based on the rules set up in the system controls (menu option 1-13-2).
management - During nightly processing, after the linking process,
we will check
new accounts for bad phone numbers that were previously removed from
the existing linked accounts. If bad numbers are found, we will remove
those (home, work or cell) from the new accounts and notate the Tab+
phone numbers (with simple h, w or c). Notes are added to the account
too, with the removed numbers.
- The following changes have been made.
- We will give you a powerful new option to resort a campaign. The option
will be available from campaign administrator from I-Tel options (a
new option 5 to resort) or from the Special Options Menu, option 13...
a new option 3 within that which brings up campaign administrator.
- You get a list
of campaigns as you presently do. From that list, you can select the
option 5 (Re-sort) to resort the campaign - It does not matter whether
a campaign is running or is stopped. You may get a message that a
campaign is running... That is an informational message and you can
Here is the new campaign screen.
- Select option
5 for any campaign. The system quickly analyzes the entire campaign
and shows you the top 14 clients within the campaign, based on the
largest number of accounts left to work (sorted in that order). We
also show the number of accounts already worked for these clients.
Here is a sample of the screen you see.
- You can use a
function key F10 to display the same information by client group number.
- You are now ready
to change the order of the accounts within the queue, by client or
group number or some other parameters.
- On the same screen
where you saw the client analysis of the campaign, you can select
up to 4 clients to prioritize (or drop to bottom of the queues).
- If you want to
prioritize those clients, do you want to do it randomly or so the
first client's accounts are called before the second client's etc.?
in above order" is used to say the accounts must also be presented
in the client order specified on the client selection.
- You can indicate
that the client codes entered are group numbers.
- We have a field
"Use Ratio" to the left of each client code. That is initially loaded
with the percentage of accounts within each client or group, based
on the total to be worked for all of accounts in the top 14 client/group
numbers. E.g. If there are 2 clients with a total of 5000 accounts
and the first has 2000 and the other, 3000, the ratios would be 40
and 60 respectively. If you use the ratios to resort queues, the queues
would be resorted with the first 40 accounts for Client 1, the next
60 for client 2, the next 40 for client 1 etc. You can also set your
own ratio by keying over the displayed ratios. E.g. If you set Client
1's ratio at 5, and client 2's ratio at 10, the queue would be resorted
with the first 5 accounts being Client 1, the next 10 Client 2, the
next 5 Client 1 etc. If you do not specify a ratio for a specific
client, their accounts will drop to the bottom. Note - because of
rounding issues, do not be too concerned if the ratios do not add
up to 100! This is normal.
- You can indicate
whether you want to drop the selected accounts to the bottom of the
list as opposed to prioritizing them! (e.g. You discover client X's
accounts have many bad numbers and want to stop them from being called.
Resort the queue, moving their accounts to the end.)
- You can also
"select" accounts based on placement date range (can be used to target
specific batches of accounts) or select a range of last worked dates.
(Remember that in the case of linked accounts, the results may not
be predictable because of multiple accounts for the debtor.)
- You can specify
a new sort order for the queue - date last worked, descending balance,
external score or internal score!
- The sort order
is ignored when you use the "ratio" options at the client
or group code level. When you use the ratio options, we are sorting
accounts by client or group code, so a sorting field becomes redundant.
However, there is "smart logic" to manage the queues even when ratios
are used. E.g. A queue has 5000 accounts for 2 clients. Before you
start work you set a ratio of 3 to 1 for one client and resort the
queues. You work through the entire queue. A week later you have the
SAME accounts in the SAME campaign. You set the ratio as 3 to 1, just
as you did before. Will the accounts be called in the same order as
they were the week before? NO! There is special randomizing logic
that will present the accounts at different times (provided the campaigns
run for a reasonable period of time). This is very effective on longer
campaigns. The accounts will be presented at completely different
times of the day, adding to the quality of your work!
- You can sort
account based on time zones. Select W, M, C and E (West coast, mountain
time, central time and east standard time) to sort the accounts based
on the time zone (by looking at the phone numbers on the accounts).
The field can accommodate 4 characters. E.g. EWCM would present east
coast, followed by west coast, followed by central, followed mountain
time accounts. Entering only a W in the field would put all of the
west coast accounts on the top of the list followed by all of the
other accounts in a random order. Numbers further west than the west
coast (e.g. Hawaii) are treated as west coast time zones. Numbers
further east of the east coast are considered east cost time zones.
If the time zone sort option is selected, the client sort options
are ignored and are not used.
- Summary - You
target the accounts (client, group, placement date or date last worked),
decide if you want those accounts at the top or bottom of the queues,
select a sort order for the accounts within the client grouping...
and go for it! It happens on the fly, even while a campaign is running.
- And how do you
know that you selected the correct options? How is the queue sorted
based on the selections? After the queues have been resorted, go back
to the screen that allows you to change the sort order... Press F12.
(Calling list) This will display the queue, 18 accounts at a time.
Press ENTER for more accounts. Up to 20 pages are displayed. That
should be sufficient to allow you to analyze the queue.
Here is a sample screen for the calling list display. The last field
TZ refers to the time zone E, C, M or W (East coast, central, mountain
or west coast).
options - This
is a very powerful area of Intelec. You can make large campaigns,
remove accounts from campaigns and create new calling lists during
the day. We have added features that make this even more powerful.
- For the multiple
consolidation rules, we have added the internal and external scores
as sort options.
- *ALL allows
you to select all processing types. Non-collector queues can also
- Rather that
deleting the accounts from a queue if they were recently worked
or contacted, or based on last payment date, we will allow you
to keep the account in the queues, but not consolidate them into
the specified User ID's, QCat's etc. Use the option "Omit,
do not delete (Y)" for this. The account will stay where
is was in the queues.
- The option
"Change within to prior to (Y)" can be used to delete
accounts that were worked prior to a specified period. E.g. Delete
if worked within 30 days would delete the account if it was worked
within 30 days. If you set on the option "Change within to
prior to (Y)", this will tell the system to delete the account
ONLY if it was last worked more than 30 days ago. i.e. if it was
worked more than 30 days ago and not been worked since. This would
keep the accounts that were worked within 30 days, deleting the
- There was
an option to delete accounts from the queue, if they were worked
within a certain number of days. That has been enhanced to allow
you to delete accounts if they were contacted within a certain
number of days (based on Smart Code type). You will set up the
number of days and enter "C" in the field "Contact".
- For the multiple
consolidation rules (Option 2), we have added an option that allows
you to move only some of the eligible accounts into the new queues.
A reason to use this may be if you want to work some of a user's
queue on the dialer (in a predictive or unattended campaign) and
to have the collector work the queue at the same time.
You would, in this case, want to move some of the accounts, leaving
some in the queues, under the original User ID, QCat etc. The
new option allows you to bypass every Xth account that is eligible
to be moved. E.g. If you want to move one account, leave the next,
move the next, leave the next etc., you would put a "1"
in the field "Bypass every Xth account". Following is
a sample screen. The new option is at the top of the screen.
- We have expanded
the client consolidation options significantly. The following
applies to this option. Here is a sample screen.
- Client groups
can be selected using the "Is group (Y)" feature.
- You can select
worker codes. You were only able to select User ID's in the past.
Worker codes are entered in the User ID section in the format
W-xxxx where xxxx is the worker code.
- The options
based on last worked date, last contact date and last payment
date can produce unpredictable results if linked accounts are
present because Smart Codes may not be duplicated or the accounts
may belong to different clients. If there is no last worked date
or contact date, then we ignore the checking.
- On prior releases we only allowed you to transfer a call to
an Outbound extension. We have added the following.
- The ability
to transfer an outbound or inbound call to an inbound extension
- the option
to transfer either an outbound or inbound call to a huntgroup
phone numbers - Two new functions have been added for use while
working an account.
a Cell Phone - From the Smart Code field you can enter a C & Tab
and ENTER to dial the cell phone number stored in the Cell Phone
field on the account detail screen. The number dialed will be
stored in the Audit Notes. Note - The only time we will allow
a cell phone to be dialed is if the call is placed as a preview
an extra phone number - From the Smart Code field you can enter
D & Tab and ENTER to dial any manually entered phone number. When
you use this function, a window will be presented to the user
to enter the phone number they want dialed. The number dialed
will be stored in the audit notes.
a campaign with up to 5 telephone numbers
- Presently, you can predictively call a home and/or work number
for each account. With this update, you will have the ability to
create a campaign that will dial up to 5 different phone numbers.
The additional numbers that can be dialed are up to 3 additional
numbers stored in the "Other Phone Window" (Tab + from the Smart
Code field on the account detail screen). There will be some additional
setup required in order to use this new feature. You will first
need to set up switch disposition codes to set up the action to
be taken based on the call results from the additional numbers.
In the screen show below, you would define the Smart Codes to be
applied when the switch disposition code applies to one of the additional
numbers called (3rd, 4th or 5th).
The next step is to tell the system how you want to load other phone
numbers into the 3 additional phone number fields. For this, we
have a new option on the I-Tel menu, option 6 which is "Other
phone number options". What is the objective? You have one
or many additional phone numbers stored in the Tab+ window. These
numbers could be from different sources (denoted by the code associated
with the phone number). Remember that H, W and C are reserved for
home, work and cell. The others codes are user defined. We want
you to be able to work through some or all of the numbers available
as you try to make contact with the debtor, or someone who knows
the debtor. As you try to do this, you need to be able to accomplish
- Since different
types of numbers can be called, a collector will need to be made
aware of the type of number they have been connected to (e.g.
Possible home, friend, neighbor).
- Based on
the type or number that is called, you would want to stop all
future calls to a specific number, if a contact is made (e.g.
if you are calling a neighbor, you would not want to call that
party more than once)
- You may want
to stop future calls if you get an answering machine and leave
- If you call
and get a busy or no answer, you may want to want to retry the
number up to a certain number of times, after which you stop calling
- If a number
is bad you many want to immediately mark it as a bad number so
it does not get called again.
- You want
to be able to call multiple numbers on the same day (any or all
of the 5 numbers allowed including home and work numbers) calling
them and possibly leaving messages on answering machines until
a contact is made at a number. At that time, other numbers could
be dialer using preview mode.
- There must
be a method of easily marking any number on the Tab+ phones as
a bad number or a number that should not be called again.
The above were
the design objectives. They would provide powerful contact options
for a dialer. We accomplished the objectives with the following database
- There is a
file that allows you to associate the phone code on the Tab+ window,
with some rules about how those numbers should be handled. The option
is accessed from the I-Tel menu through Option 6 and "Other
phones system control file".
You can set up the option for the code and if those numbers should
be updated when a contact is made or a message is left on an answering
machine. These would be "connects" where you talked to
someone or left a message. An answering machine where we do not
leave a message should be considered an attempt because you would
want to try the number again. Based on the rules, the phone code
can be changed to a lower case character, indicating that the number
should not be called again. The audit notes will show the number
and the fact that it was updated due to a contact (live contact
as opposed to a message played). The note will read "Contact-XXX.XXX.XXXX
Pred or Prev" for a contact with a collector. For a message
played, Smart Codes can be used to notate the account.
This screen also allows you to specify when a phone number should
be "disabled" based on a number of attempts (would be
a busy, no answer or answering machine where you did not leave a
message - to be set up within the disposition codes as non-connects).
We will only change the phone code to a lower case character when
we "disable" the number. An attempt would be anything
defined as "non-connect" disposition code in the disposition
codes file. We will count the number of times the number was attempted
and take the required action.
You will also be able to say that a number should be disabled when
it is a bad number (SIT).
When we disable a number due to the rules set up, notes will be
added to the audit notes section.
There will be a note in the format -Ph 888.888.8888 Con - X
where "Con" will mean due to contact, while answering
machines, attempts and SIT's will be coded AM, Att and SIT respectively.
The "X" will contain the code for the phone type that
was disabled. Another note will be added, with a description of
the phone code from the "Phone Status Code" system control
Note that any "connect" will reset the number of attempts
(busy, no answer and answering machine with no message) and the
number of times the number was detected as a bad number.
- There is a
new option "Other phone number options" which will be
used to define other rules for dialing the Tab+ numbers. Here is
screen for the new option which is accessed using Option 6 from
the I-Tel menu.
You have two choices. You can ask the system to look through all
of the Tab+ number and place the first 3 valid numbers it finds
into the 3 additional phone numbers on the dialer calling file.
For this option you would specify 'Y' for "Select all phones".
The numbers will be selected, lowest phone codes first (e.g. H's
would be before W's, but after F's). You can ask the system to
look for the codes in a specific order by entering the order in
the "Selection order". E.g. HN will look for types H,
followed by the type N's until 3 numbers have been found. If you
enter a selection order, only those phone codes will be selected.
Only valid numbers (numbers with an upper case phone code) are
selected. You should use the order because this is the only way
to omit type C's (cell phone from being included). We do not
omit cell phones and you must do that using the selection order
option. If you use the "Select all phones" option, when
a call is connected, we will get the description for the phone
code from the system control file for phone codes. This description
will be displayed to a collector when a connect is made in predictive
The second choice is for you to have the system place a specific
type of number (based on phone code) in the 3rd, 4th or 5th dialer
phone numbers. In this case, you will for the selected number,
enter a phone code and a description (e.g. Extra home phone).
The description entered for the 3rd, 4th or 5th code will be displayed
on the first detail screen when a connect is made using that number.
accounts - There is an option in campaign administrator
when you create a new campaign where you can make non-connects eligible
to be dialed again. If you had not selected that option when you initially
created and ran that campaign, but decide later that day that you
want to rework the accounts that were not contacted, you will now
be able to do so. There is a new option from the Queue Consolidation
options called "Rework non-contacts by campaign". This feature looks
at all of the Smart Codes applied to any of the accounts in the selected
campaign and as long as there has not been a positive or negative
contact, these accounts will be updated in the queues and made eligible
to be re-dialed.
Time-zone calculations - In the past we would only look at
the time zone that the area code it was associated with to determine
the allowed calling time for a phone number. But what if you have
an account with a phone number in one time zone and an address in
a different time zone. A good example may be a person with an address
in the east coast and a phone number in the west coast (may be a cell
phone number you did not know was a cell phone). What times are you
allowed to try to contact the debtor? Suppose you called based on
the phone number. Clearly, you may face some complex legal challenges
with a determined attorney should you place a call to the debtor's
cell phone at 9PM west coast time and the debtor's phone rings in
his east coast home at midnight! Someone may ask why you placed the
call outside valid east cost calling times when you were aware
that the debtor lived on the east coast? This change will address
this problem, making sure that a call is placed to the debtor within
valid calling times based on their state and their phone numbers.
Note that you do not have to set up the state options for this change
to be effective. We know what time zone(s) a specific state falls
within and will use that information in the new logic.
Letters - There
is an option on the letter system control file called "Do not allow
if any letter mailed within __ days". That was designed for letters
sent to a debtor. We will not mark letters sent to clients or insurance
companies (can be set up on letter system control too) as a "Letter
sent". It will only be documented in the notes. This will mean
that the option "Do not allow if any letter mailed within 15 days"
will permit a letter to be sent to a debtor 2 days after a letter was
sent to a client, because the system will not use letters sent to a
client in that special logic.
This also means that should you have to use the special options to rerun
letters for a day, only letters sent to a debtor would be reprinted.
This change will only apply to those of you who use the feature to control
letters. We may not make the change if your letter programs are customized.
Please call us if you do require this change. We will make it for you
at no charge. Note that this change is on a go forward basis and will
only start from the time the changes are installed on your system.
for audit (Option 6 from within Smart Code/User Audit options)
- This powerful feature is further enhanced in this version.
- The option to
apply a Smart Code after the list is displayed now allows you to optionally
move the accounts within account processing and dialer queues! The
following screen shows you the change. As always, the system will
check if the account has been worked and not place it in a queue in
- We have modified
the feature to display the account list faster when client (or group)
and owner / worker are selected. In general, there would be less accounts
for a collector than a client. We use that to search for accounts
by collector and then check client or group codes.
- We will save
the Batch / Interactive code entered, so you do not have to keep changing
it when you run the job for different selections.
We know how important the audit feature
is. We have made a major change that will probably help most of you
in some way. What happens when you link accounts within a client and
want to pull a list of accounts by debtor? Presently, that is a tedious
process because the list is made up of individual accounts. On the
first line of selections (on the screen where you select clients,
collectors etc.) there is a new option "Primary only (Y)".
Specify this to only work with the primary account only. Remember
that if you link across clients this could produce unexpected results.
look at only primary accounts for all the selection criteria except
balance range. For balance range we look at the entire linked
other fields we look at only the primary. If an an example, you
try to select accounts with no contacts and the primary has a
contact but some of the links do not, the account will not get
the balance is listed it is the linked balance that will displayed.
balance range selection will work off linked balances!
that if you use the new primary option and apply Smart Codes to
the list, only the primary account have have the Smart Code applied.
You will need to duplicate the smart code to have it applied to
the linked accounts.
- We have made a change to some very old logic. First, let us
remind you that if you set up different rates for different conditions
(E.g. age and placement amounts) and an account meets multiple conditions,
Intelec will assign the highest rate to give you the advantage. (Added
The option to set rates based on placement amounts was designed assuming
you would charge more for smaller amounts. As a result of this, you
must enter up to 3 lines with the highest rate on the first line, with
the next highest rate on the second line and the lowest rate on last
line. This means amounts would be entered in ascending order
and commission rates would be entered for those amounts in descending
order. The system would basically stop at the first placement amount
that met the conditions specified. That would produce the required results.
Here is the new feature - Suppose you wanted to sometimes charge a higher
rate for larger placements. E.g. Less than $1000, 20%, less than $2000,
25% and other amounts, 22%. You could say for placements less than $1000,
take 20%. For less than $2000, take 25% and for less than 99999.99 take
22% in that order (sequence). Again, you enter the amounts in ascending
order. The rates will not be in descending sequence, for this example.
Based on this, a placement amount of $500 would get a rate of 20%. The
system meets this condition and stops checking. For $1500, the rate
would be 25%. For any amount, $2000 or over and less than 99999.99,
the rate would be 22%.
Nightly processing and queues - Many of our clients
keep accounts open with worker codes whose related queues do not get
worked. These accounts end up in the account processing queues. This
adds time to all processes and reports that use the queue file (SCCQUE).
We have added a field to the collector master called "No queues
(N)" on the 3rd screen of the collector master. Putting an "N"
in this field (for the worker code) will not create queues for that
worker. The audit notes screen which shows exactly where an account
is, has also been changed to highlight the fact that an the worker code
is set up to not create queues. You will see the message "No queues
are created for this worker" in red. (Added
Nightly processing - Reducing the time taken - There
will be cases where nightly processing may take longer that is practical.
This is likely to happen in the case of very large databases with many
open accounts. Although nightly processing is a very efficient procedure,
much of what can happen is out of our control. E.g. You may have loaded
an unusually large number of accounts which will increase the time taken
for linking. Of you may have set up Smart Code Series on many accounts.
At this time, we will give you the option of running nightly processing
in two parts. The first part can be run while users are on the system,
while the rest of the process will be started after all users have stopped
working (You will tell the system when that happens). We have assumed
that areas such as account posting and payment processing will stop
earlier in the day. The idea is that Nightly Processing can be started
after your clerical processes have stopped, but while collectors continue
The processes that will be run in the first part of nightly processing
are standard reports, the daily operator productivity report, the payment
receipts report, the payment detail report, the process to apply Smart
Codes for a future date, linking, removing any bad phone numbers from
new accounts, applying client Smart Codes for new accounts, interest
calculations and contact series processing. The rest of the jobs will
be run in the second part of the process.
The first part of nightly processing will start based on the time entered
in the nightly processing set up screens. You would set up that value
to be some time after all your clerical processes have stopped for the
day (E.g. 7 PM which is 19:00). The 2nd part of nightly processing will
start at the time set up in the Company Information System Control file.
This time would be set up depending on when your collectors stop working
(E.g. 20 minutes past midnight if your collectors work until midnight)
Since you can now start your nightly processing while collectors are
still working, you could potentially complete nightly processing a few
hours before you presently do.
Here is a sample screen for the company information (2nd screen of company
information). In the example, nightly processing will be paused after
the first part and the second part of the process will resume at at
00:20. If the first part completes after 00:20, the second part will
start with no delay.
When the nightly process is set up, the following message will be displayed
if the special delay option is set up.
Most of our clients do not require this change, but users with very
large systems will appreciate the flexibility that has been offered.
(Added June 2006)
- In a prior release,
we addressed the issue of people "fishing" for data and
social security numbers. We only showed the last 4 characters of the
SS# on the search screens. We were also asked for flexibility. Within
System Security, on the 2nd page, there will be a new field - Display
SS#. If this is "Y", the user will see the complete SS#.
- We have allowed
you to search by the last 4 characters of a SS#. If you enter exactly
4 characters in the SS# field, the system will search by the last
4 characters of the social only!
- Cell phone logic
has been enhanced. On the duplication options (F3), cell phone and
home phone are duplicated using the same option. Cell phones also
follow the same logic as phone numbers for duplication across links.
Change a number and it gets intelligently changed across linked accounts.
- We have added
the fields "Last changed by" and "Last changed date"
fields to the attorney screen (F2 from the account details).
- We have enhanced
the search options. We have removed the work phone search and replaced
it with a "Phone search". This will search across all numbers
stored on an account, the home, work, cell and any numbers on the
Tab+ window! All numbers in the home, work or cell phones, will now
show in the Tab+ window. The Tab+ screen will keep both good and bad
phone numbers (based on the code, where a lower case letter indicates
a bad number). Only good numbers are considered for this new search
option. This option has only been added to the standard account inquiry
and the search from within account processing.
- We have added
a home phone search to the multi-company search options (Option 15)
to the standard account inquiry and the search from within account
The following is a sample screen for the new search options.
- Payment history
- From the account detail screen, F23 always allowed you to look at
payment history on the individual account. But what happened when
the $200 payment was distributed across 4 linked accounts and different
balance types? How would you find that payment of $200? There was
an "All Pmts" option, F20 that showed one line per case
number and the last payment information on each account. We have replaced
this option with a new one that looks through all of the linked accounts
and displays the total amount of each transaction based on date and
payment code. E.g. In the case of the $200 payment, you would see
this single transaction along with the total commission for the payment.
Commission information is displayed or not displayed based on the
same rules that are used for the screen that shows commission on the
payment history inquiry. Here is a sample of the new screen.
Credit Card Payments - These seem to have become very popular and
Intelec is being used to set them up! Yet, we can only take a single credit
card payment at this time. We have made significant enhancements to this
process to allow you to take a credit card for a series of payments. We
feel that the change is creative and simple and will require little training
for the users!
screen - We have replaced the skip-tracing screen (F4 from account
details) with a new screen. This screen is more suited for today's skip-tracing
and information processing requirements. It is also a part of the manual
skip-tracing operation that Quantrax is now involved with. The documentation
for this new offering can be found here.
You can access the old skip-tracing screen and any existing data by
using a function key on the new screen.
If you use the skip-tracing service, you can access those statistics
by keying in SK from any menu. This requires access to the management
TAB-Q - This option
now has some new selections.
- Option 9 is
called "Letter with custom text". This option allows you
to request a letter and insert custom text based on the user's input.
At this time, we only allow access to this option provided the user
is not set up as a collector. We have set up merge code T11 through
T18, to print the information that can be entered on the screen (There
are 8 fields). Here is a sample screen.
- Option 10 is
for settlements. This is described in a separate section.
- Option 11 displays
a screen with some of the new account master fields. The new screen
shows original creditor, account number, country code, fax number
and date of first delinquency.
- In Version 8, we introduced a new notes screen (F11 from account
details). This is what we refer to as the extended format for notes.
We have added some new features to help with the navigation between
the new screen and the old screen. From the extended format, F9 would
take you to the old screen (that showed Smart Codes for each note line
and letters sent). If you go to that old screen and use F7, the system
will now take you to the account detail screen. The next time you use
F11, the system will remember that the old notes screen was the last
screen accessed, and will take you directly to that screen. Clerical
people may prefer to work off that screen and this will help those users
operationally. To get from the old screen to the extended format, you
Payment arrangements - When a user tries to delete a payment
arrangement, they will be asked to confirm the selection through a verification
- The Account Entry (Menu option: 4-1-1) - The other Information option
now allows entry of more insurance details for medical accounts. Previously
it only allowed the entry of insurance for 2 companies. Now by pressing
the "ENTER" key after entering the Insurance Company 2 information,
the system prompts you for Company 3 and 4 details.
- We have changed the on-line client menu to hide the options that a
client can not access.
We also looked for
a method for a client to generate a report on their accounts. We have
added a new Reports option to on-line client menu (option: 12-14). The
users who have been set up as on-line clients could access the following
3 reports through this new menu option if they were given access to
the area of "Client reports" in System Security.
- Placement history
- Activity history
- Status report
When the user has
selected one of the above options the system could automatically generate
the selected report and e-mail it to the client. To e-mail these reports
to the client you have to set up the system as follows.
- Client update
set up (menu option: 2-1) First you have to select the required client
number and under E-mailing options for reports, you have to set up
the e-mail address details of the client.
- The user should
only choose status report, activity history or the placement history
reports to be e-mailed to the on-line clients from the client screens.
- Once you have
setup the client options the client can select and and run the reports
from the on-line client reports option.
- If the client
is not set up for E-mailing of the reports, the reports will go to
the associated spool file.
comparison reports - We have included information on accounts in
a Smart Code series. For these and accounts in a contact series, we
only show them in these classifications if the account does not go into
the queues because they are on a series that is not included in account
We have added an
option that analyzes accounts by client. Presently, this option runs
for all clients.
- We have made a change to payment entry. On proportional assignment,
if amount to be allocated to an account is less that $5.00, we will
not distribute the payment to that account. This could happen when there
are very large and very small balances linked together and the payment
amount is small. Rather than applying very small amounts to an account,
we will apply any unallocated amount to the first account on the list
of linked accounts.
are a key area of collections. It is complex area and has become more
important as your clients impose new rules and penalties regarding settlement
guidelines. The following documentation describes the first phase of
a SIF module for Intelec. Several enhancements are planned, including
the complex area of aggregate settlements.
We will use the Payment Arrangements system in Intelec as a core part
of the SIF design. This will allow you to manage the arrangement and
follow up if a payment is missed. You can set up SIF's at the linked
account level or at the individual case number level. If you wish to
use settlements for a linked group, you should not link accounts
across different clients. The linked balance will be used within the
To use settlements at the account level, you will need to turn on the
feature that allows you to set up payment arrangements at the individual
account level. This will also apply to direct checks. The option is
on the System Parameters - Pmt. Arrangements by Case# (Y). This may
mean a change to your workflow and collection processes if you have
a significant amount of linking. It must be considered as you move forward
with settlements. With the payment arrangements by case number, you
will not be able to set up one payment arrangement or direct checks
to cover several linked accounts. You will need a separate arrangement
for each account.
will be offered at the client level. There will be a client set up which
will be linked to client update. There are 2 screens to define the client
rules. Not all of the options will have the associated processing. From
within client update you will see the following. This is the 1st screen.
In phase 1, we will have the following options operational. There are
options that have been designed that are not yet set up within the system.
We will say something is "active" to indicate that this feature
can be used.
- You can enter
a standard settlement percentage (for this client code). The group
option is also available. The system first checks the specific client.
If the client is not set up with any settlement percentages, we will
check the client group code. If that says "Use for group"
we will use those parameters for all clients within the group.
- You can set up
percentages based on the primary balance or the combination of primary
balance and interest (set up at client level)
- Allow for SIF%
override - Use this if you want to allow a collector (someone without
access to management menu) to override the standard options.
- Once there is
a SIF offer (the settlement information has been set up) you can not
change the settlement parameters without deleting the offer information
and then reentering a new offer.
and users with access to the management menu can override the SIF
parameters at the time of setting up the offer letter. Collectors
can override the standard rules if "Allow SIF% override"
- Smart Code at
offer time - This smart code will get applied when the offer is initially
made (usually by a collector). You can use this Smart Code to move
the account to a manager if approval is required.
- Smart Code with
letter - This smart code will get applied when the SIF letter is requested
(may be by a collector or a manager). This will happen after the SIF
offer, if the account has to go to a manager for approval.
- SIF parts - the
recommended number of parts is used on the payment arrangement set
up. If not entered, 1 is assumed. For recommended parts of 1, with
a standard payment arrangement (not nonlinear), the downpayment option
will not automatically be set up. The downpayment feature requires
at least 2 recommended parts.
- The options Downpayment
%, Downpayment within days and 1st payment within days are active
and are used for the payment options within the SIF setup (described
- Recall days is
used to tell a collector how many days remain before the account will
be recalled. Recall days is based on placement date.
- Manager approval
- Managers (users with access to management menu) and users who are
not collectors can automatically generate SIF letters without an approval
process. "Y" will mean you want any user who a collector
to submit the request for management approval (would happen by applying
a Smart Code that could change the worker - e.g. Smart Code at time
of SIF offer can be set up at client level). An "S" can
be used to indicate that the letter can go out without manager approval
if the "standard" settlement percentages were used (as set
up in the client master). If a special rate (or amount) was defined,
an "S" will submit the request for manager approval.
- Smart code for
SIF - The system will remember the settlement offered. If the payments
made meet or exceed that amount, the specified Smart code will be
applied. You will use that to close an account as a SIF.
- Add description
code on offer - this will be applied when a collector sets up the
offer from account inquiry (see later) and a letter is requested by
the collector or a manager.
- If a manager
deletes an offer, "Description code if withdrawn" will be
- There is an option
to include interest in the settlement calculations. The default is
primary balance only.
- Only valid letter
codes defined on the client setup, can be used.
- The default letter,
if specified, will be brought into the collector screen when settlements
- Close codes for
SIF are used in the reporting and SIF inquiries.
The second client
screen for SIF's is the following.
- The age range
options for settlement percentages will be active. Age is computed
from placement date to the system date.
- If multiple settlement
percentages are applicable (e.g. age and placement) the system will
by default select the lowest percentage. On this screen you can indicate
that the highest percentage should be used.
- Maximum dollar
write off is active.
- The options "SS#
or Contact needed" are active. Contact needed refers to a contact
PRIOR to the present action, which may be a contact and the first
one. The number of contacts on the account must be at least 1 and
that means a Smart Code that is a contact should have been entered
AND processed prior to the settlement being set up.
- Minimum age requirements
with a prior contact (see earlier option for definition of contact),
no contact or regardless of contacts - these options are active. If
a condition is not met, a message is issued indicating that the "minimum
age requirements were not met". The same message is displayed
for each condition.
- Use nonlinear
Pmt. Arrangement, is active.
As you know, client
information (update and inquiry) is now stored on many different screens.
We have added a new function key F15, from the first client screen,
to take you to the SIF information screens which are usually displayed
at the end of the client information screens.
We will have the
following as far as a collector experience.
be able to access a SIF screen from the Tab-Q options.
This is what they will see when they select the option for settlement
- You will recognize
an existing settlement offer by the following text *** STORED INFORMATION
HAS BEEN DISPLAYED *** which will be displayed on the screen above.
- Based on the
client, the letter code would have the default letter code filled
- You can not enter
settlements on accounts that are closed with an inactive close code
or a close code that does not indicate that payments are allowed.
If settlements are not at the case number level, inactive closes and
close codes that do not indicate that payments are allowed, are omitted
from the linked balance that is used by the system.
- The collector
could enter information in the areas titled custom text, comment,
fax to and fax number. We will provide merge codes for this information.
The merge codes for the fields custom text, fax to and fax number
are T03 to T10 respectively (8 fields)
- The account balance
is shown along with the calculated settlement percentage and the settlement
amount. Settlement percentage means how much are we willing to settle
for. If client will write off 30%, settlement percentage is 70%.
- There is a function
key F12 - Rules, which allows a person with access to the management
to menu to view the client options for SIF's.
- There is a field
"1st payment". This is an optional field that the user can
enter to indicate the date when the first payment is due. This is
used in payment arrangements when the user moves to to "Set up
payments" option (F9)
- Depending on
how the client was set up, the special % or special settlement amount
fields can be accessed. If the user is a collector and the client
does not allow overriding the settlement percentage, the special fields
can not be accessed on this screen.
- Depending on
whether manager approval was needed or not (set up on client), the
system could print a letter immediately or could "submit"
the request for manager approval.
- A person who
is not a collector or has access to the management menu can generate
a letter. A collector can generate a letter if manager approval is
not needed or if they did not override the percentage or amount and
approval was not needed in that case.
- After testing,
we plan to allow you to have letters generated in the nightly process.
- From the SIF
set up screen, a user can set up payment arrangements and direct checks.
This area is very powerful and is closely integrated with the SIF
set up process.
- Since payment
arrangements are critical for the SIF process, the user will be
forced into the payment arrangement screen before the SIF arrangement
is updated. After the ENTER key is taken on the first screen,
the user will be taken to the payment arrangment screen if no
payment arrangement exists. (Added June
- At the client
level you can indicate whether the preferred payment arrangement
is the standard or nonlinear type. Payment arrangements are a
critical component of the SIF process and as stated earlier, you
can set up SIF's at the linked account or the individual account
level. For SIF's at the account level, you will need to activate
the feature that allows you to set up payment arrangements at
the individual account level. This will also apply to direct checks.
The option is on the System Parameters - Pmt. Arrangements by
- You can indicate
a default of nonlinear arrangement by selecting the option "Use
nonlinear payment arrangement" (2nd client screen), setting
a number in "Time frame every X days" or by setting
the recommended SIF parts to more than 9.
- If a nonlinear
payment arrangement is selected, the system will use the 1st payment
date entered on the screen or use the "1st payment within
days" field to calculate the date for the first payment.
If "Time frame every X days" is specified, subsequent
installments will be dated for those dates. If no "frequency"
is specified, 30 days is used. The "Recommended parts"
option is used to select the number of installments. The settlement
amount is allocated over the number of parts and the system will
fill out the nonlinear payment arrangement with dates and amounts!
Obviously, the use can change any of the data. Remember that the
data is filled in based on the way the client is set up. You control
the options. You do have the flexibility to have the system look
at the client set up and do all the calculations for the collector,
as we have described. Following is an example of the nonlinear
P/A screen, filled in by the system, based on the client parameters.
Note that the recommended SIF parts and the SIF amount are displayed
- Once you have
viewed the payment arrangement information (and possibly changed
it) you can either use F12 to update the data or use F14 set up
direct checks if you are taking check information on the phone.
F12 takes you back to the SIF set up screen and you will need to
go back to the payment set up to enter direct checks. Using F14
after filling the payment arrangements screens is a faster process.
Do not be concerned about bad data. You will not be taken to the
direct checks screen if there are any errors. The direct checks
screen will be presented with no data filled in. There was a field
"Transfer to nonlinear P/A" on the P/A set up screen.
That that been modified to also allow an "F" which means
"Transfer from a nonlinear arrangement".
- On the blank
direct checks screen, you must specify the first check number. Enter
that number in the check number field of the first check area. If
a check number is not specified, 1 is assumed. As with all direct
checks, checking account information will need to be supplied. You
will now enter "F" in the new "Transfer to/from nonlinear
P/A" field. Press ENTER. The nonlinear arrangement is looked
up and data is filled in! Here is an example.
- Press F12 and
the arrangement is set up!
- If you opt
for standard payment arrangements, the process is similar. You can
not have variable installment amounts, so the system would only
compute the start date, the installment amount, the qualifying amount
and the number of installments after which the arrangement must
be suspended (recommended SIF parts). A frequency of "Monthly"
is assumed. If the client parameters indicated a downpayment, the
set up date is used to calculate the date for the downpayment. This
is brought into the screen along with the downpayment and the downpayment
is treated as the first "part" of the SIF. Here is an
example of a SIF with a standard payment arrangement.
- The user will
press ENTER and proceed as with the standard Intelec process for
setting up a payment arrangement.
- The maximum
number of SIF parts (set up on the client) is enforced and can not
be overridden. This applies to standard payment arrangements and
nonlinear arrangements. For standard arrangements, the downpayment
is not considered one of the parts for this edit.
- The "T/Frame
is monthly (Y)" option works with standard payment arrangements or
with the nonlinear payment arrangements. For nonlinear arrangements,
when the "T/Frame every X days" option is blank, the nonlinear arrangement
defaults to a frequency of every 30 days.
- We will provide
merge codes to print the installments due for the settlement. These
will be driven off the payment arrangements screen where the user
will enter the number of SIF parts in the "Suspend after"
field. This will mean that only a maximum of 9 parts are allowed as
far as using the letters to outline the payments due. This is a system
limitation. More than 9 parts can be defined within the SIF arrangement
with the debtor. Presently, there are 7 merge codes for the first
7 payments expected. The downpayment can be the first one expected
and allows you to set up a different amount from the other parts.
In the future variable parts will be supported through the nonlinear
payment arrangements feature.
The merge codes for the first 7 payment amounts are - P24, P25, P26,
P30, P31, P32 and P33 respectively. The dues dates for those installments
are P27, P28, P29, P34, P35, P36 and P37 respectively.
The above merge codes work for regular payment
arrangements and for nonlinear payment arrangements.
is a merge code P38 for the last scheduled payment on a nonlinear
merge codes for settlement amount and settlement percentage are NS1
and NS2 respectively.
- You can use the
payment arrangements module to look for a broken SIF promise.
- Only management
can delete a SIF set up. (F4) This option is used to delete OR void
a SIF. The delete option removes the information, while the void option
retains the data but makes the SIF offer inactive. You will see a
message that the SIF is void on the top right hand side of the screen
and a message at the bottom of the screen too. You can not make any
changes to a voided SIF - you can only delete it.
The delete option will check for an existing payment arrangement and
display that screen for the user to delete the payment arrangement
if required. (Added June 2006)
- Notes are added
for each step of the SIF process. An example follows.
Here is an account,
with a default letter code, and with the a number of recall days
having been set up on the client file. The collector would see when
the account would be recalled and how may days away the recall date
- There is a letter
search option. The user can look up the default letter and the other
valid letters set up at the client level. To display the letter information,
from the settlements set up screen, the user would key in a ? over
the first character of the letter code. The system would display the
letter information as shown below. The letter code would revert to
the original value after the search is ended.
of you may have a custom program you wish to call from the set up
screen. You can use F15 to call this program. F15 will call a CL program
called SIFCUSCL, passing the parameters company code (2), case number
(9), link number (9) and settlement amount (9). (was
- F11 from the
SIF screen (management only) will show settlements for the SIF period.
In the first phase SIF periods will need to be set up at the client
level. Here is an example of the management inquiry.
- What happens
after the SIF is set up? In addition to any letters that would be
generated through selected letters or the payment arrangements area,
payments received after the SIF arrangement will be tracked. If the
SIF has been set up, there will be a field "Payments" on
the last line of the display, with the payments applied to the account
since the SIF was set up.
- The payment update
will update the payments processed, and also check if the payments
since the set up, meet or exceed the settlement amount. If this is
true, the "Smart code for SIF" in the client setup will
be applied. You can close the account as a SIF, through the Smart
- There is an option
on the client settlement screens called "Use Smart code ____
if amount due is _________. This option is used to check for the condition
where the balance due on a settlement falls to or below a certain
specified amount. As an example, if the amount in this field is $100,
the settlement amount is $5000 and the payments made are $4900 or
more, the Smart code specified will be applied. As an example, you
can close the account as a SIF if the condition is met.
will first need to determine what version of Intelec you presently are
on. The current release is displayed when you sign into Intelec and
get to the Main Menu.
YOU ARE ON RELEASE 7.2 OR RELEASE 7.4, please go to the documentation
for Release 8.0 and follow those instructions which will get you directly
to Version 8.1. Do not proceed beyond this point.
INSTALLATION OF THE NEW VERSION IF YOU ARE ON VERSION 8.0
not proceed beyond this point if you are on Release 7.2 or 7.4. Please
use the documentation for Version 8.0.
You can install
this update as long as no users are on the system. You can install the
update at any time - at the end of a day (before nightly processing)
or at the beginning of a day (after nightly processing has completed).
You should have a backup from the last nightly processing that was run.
There are no major file changes and a full backup is not necessary.
The complete install could take a few hours (2 - 3 hours) depending
on the size of your account master file.
You will receive 2 CD's - on titled BASE and another titled MODS. Please
make sure you have both CD's before you start the installation.
You will first need
the CD called MODS. We will need a dedicated system (No Intelec jobs
You should make
sure that all users are signed off Intelec.
- Cancel the Smart
Code processing program.
- If you have a
dialer other than Intelec, cancel those programs.
- If you are using
I-Tel, end the dialer server.
For the following
instructions, please remember to use "opt01" if you are using
a CD and are prompted for the device name.
- Sign on with an
Intelec User ID that gives you access to the command line (anything
other than INTELOPR), load the CD titled MODS in the optical drive and
get to a command line.
Key in CALL INSTALLMOD and press ENTER. This job will take about
5 minutes. You will be signed off and will be asked to sign on at the
end of the job. Sign on as QSECOFR.
- Now remove the
CD titled MODS and replace it with the CD called BASE.
Key in ADDLIBLE SCLIB from a command line and press ENTER
Then key in ADDLIBLE SCMOD and press ENTER
Key in CALL INSTALLNEW, press ENTER and follow the instructions.
The device name should be opt01.
This option will take about 5 - 10 minutes. At one point in the installation,
the system will check that the library SCLIB is not in use and if it
is, it will display any jobs that will need to be canceled. At the end
of this step, you will be asked to have all users signed off the system.
- After Step 2 is
complete sign off and sign back on with the User ID QSECOFR
Place the CD titled MODS in the optical drive and key.
Key in ADDLIBLE SCLIB from a command line and press ENTER.
Key in CALL INSTALLFIX
This step will take a few minutes.
- After Step 3 is
complete sign off and sign back on with the User ID QSECOFR.
Do not attempt to sign on with an Intelec User ID.
At this stage, do not allow users to sign on. The rest
of the installation process could take about an hour. We will be creating
some new logical files over the account and payment files.
Key in ADDLIBLE SCLIB from a command line.
Key in ADDLIBLE SCFIX from a command line.
Key in ADDLIBLE SCMOD from a command line.
- Place the CD titled
BASE in the optical drive and key in CALL INSTALL80S. This step
will take a very short time to complete.
- Keep the CD titled
BASE in the optical drive and key in CALL
INSTALLR81. Press ENTER and follow instructions. The job is submitted
and will run in batch. This step could run for a few hours.
Check that the install program is running by using WRKACTJOB. Once the
job has started, you should wait about 5 minutes and can leave if there
are no messages.
This time taken for this step willl depend on the amount of data on
your system, and your processor speed. An estimate of the time taken
is between 1 and 3 hours.
When this step is over, the installation of the new release is complete.
You should check the job to make sure it has completed (WRKMSG QSECOFR)
and use the WRKACTJOB command to make sure there are no messages.
The completion message "'Intelec Release 8.0 has been installed"
will be sent to QSECOFR and INTELOPR.
- After Step 6 has
completed, you should run nightly processing if you installed the code
at the end of the day. Otherwise, continue with your regular work.
make sure that you send an e-mail to email@example.com indicating
that you have updated to the new version. This is very important.
POST INSTALL OPERATIONS
As we discussed earlier, we have started to track right party contacts,
has debtor called us? etc. We have a program you should run after
you have set up your Smart Codes. Remember, we will be looking at
the base Smart Code for our analysis. For ongoing work, it is important
to set up all overrides in the same way as the base Smart Code, with
regard to some of these new option. Recognizing the need to be able
to easily move information across Smart Codes, we have a new program
that will copy information from the base Smart Code to the overrides.
In addition, you can set up some options across all Smart Codes too.
From the Smart Code duplication options (3rd System Control Menu)
you will see the following when you select "Smart Codes".
You can leave
the copy options blank and have the system duplicate the selected
options from the base smart codes to all of the overrides. This is
a good time to remind you that Smart Codes and their overrides must
have the same basic meaning. E.g. You should never have the
base Smart Code defined as attempt and the overrides for that Smart
Codes defined as contacts.
If you use ACat codes, and you want the ACat code to be used for Smart
Code overrides, you need to tell they system to do that at the client
level (because ACat Codes may mean different things for different
clients). The above option allows you to put a Y in all of the clients
for the "Use ACat for Smart Codes" option.
It is our recommendation
that you update the Smart Codes as soon as possible after the new
version is installed.
To update the
account master based for RPC's, attempts etc. based on on prior activity,
we have created a special program that can be run after the Smart
Codes have been set up. The job will run for a long time (a guess
is 1 - 2 hours) depending on the number of the accounts in the system.
The job can be run when users are on the system, but we suggest that
you run it during a period of low system activity.
To run the program key in the following from a command line.
The job will run
from the job queue.
You may want to consider setting up the following sometime soon
- Option to stop
audit notes being added for maintenance Smart Codes
- Changing some
worker codes to not have the account go into queues.