© Quantrax Corporation, Inc.
 Updated - March 27, 2009

We are issuing an update to Version 8.25. This is another part of the changes that were to be a part of Version 8.3. This update has been created as a result of the need for enhanced security and to increase the system availability for all users. The encryption of all SS#'s and the promised "30-minute nightly processing" are some of the significant changes in this update. This update also includes several changes that add new functionality and enhance the system. Minor problems identified in prior versions have been corrected and some may not have been documented. Please review the documentation carefully. There are some important operational changes.

If you are upgrading from a version other than Intelec 8.25, you should review the prior documentation (e.g. 8.1, 8.2 and 8.25) depending what version of Intelec you are presently on.


WORKING ACCOUNTS

  • Masking of social security numbers - We used to mask the first 5 characters of the guarantor SS#, based on a users security level. That will be expanded to all socials (Spouse, cosigner, bankruptcy screens etc.). Notes added will also have the social masked when they are documented for any reason.

  • Account search - On the account inquiry, we now allow you to only ask for open accounts on the name search (option 2). Put a "Y" in the field "Only open".

  • Displaying notes - On the expanded view notes screen, we have added fields for you to select notes with a specific note code or Smart Code. This should help you find information quickly, based on the way you code your information.

  • Credit cards - We have a new feature for credit cards. We know you have several options for taking credit cards, and our goal is to give you all of the options you require, in order to work your accounts, realizing that different companies could have different preferences. You have standard payment arrangements, non-linear arrangements, payment arrangements that are linked to credit cards and more. What was missing was a credit card series! We now have that.

    From the credit card screen F8 will take you to a new screen.



    Once you have selected the option, the screen that is presented is as follows.



    You would fill out the screen as for a non-linear arrangement. The reference number was designed for you to place an "identifier" on each payment. When the credit card processes are run, we will look at the new file and process the information as with the regular credit card option. For reminder letters, you need to set up the option to transfer to a non-linear arrangement.

  • Account processing - The field "Worked through inquiry" has been removed from the first account processing screen. This was a calculated field and was incorrectly calculated when people other than the person who had their worker code on the account, worked the account. There are many other screens and displays that analyze the accounts worked by a person, and this change should not be a problem for any of you.

  • Notes inquiry - On the expanded notes inquiry (F11) we have added a search option! Key in any part of the note text and we will show the notes that contain that text. We will handle lower case characters too!

MANAGEMENT CHANGES

  • Encryption of social security numbers - With this update, we will be encrypting social security numbers on all screens (e.g. co-signer, spouse, bankruptcy screens). We have also developed a feature where you can opt to have the system ALSO store the unencrypted data in the original fields on the system. This does not make your system secure, but if you have your own code that needs the encrypted fields, this is a solution. Call us and we will tell you how to set up this option. Based on system security, the masking of the SS#'s will take place, in a manner similar to the procedure with the guarantor SS#.

  • Encryption of client account numbers - With this update, there is a special option to encrypt client account numbers in the account master file. This is a special option that you must set up with Quantrax's support. It is a feature that most of you will not require. If you have to use this option, remember that the fields in SCACCT will no longer be accessible with queries. All custom programs that access accounts by client account number will need to be changed. If the client account number is encrypted, the account search will only display accounts that exactly match the search selection, when you look up accounts by client account number.

  • Queue consolidations - For the queue consolidations by user and client, there are new features to allow you to target phone numbers in the Tab + window. I-Tel presently allows you to load Tab + accounts into the account processing queues. In addition to home and work from the account detail screen, up to 3 additional phone numbers can be loaded into the queues. You control what numbers (e.g. relatives, neighbors) get loaded into the 3 numbers. You can now select an account from the queues provided they have any of those 3 additional numbers populated in the queue.The consolidation screens have 3 new fields for "Other phones", titled "Other". The first field refers to the 3rd phone number, the next to the 4th and the last to the 5th field in the queue (SCCQUE). If you enter a Y in the first 2 fields, the system will select the account if there is a phone number in the 3rd or 4th phone numbers. In order to call the numbers, you will need to set up the filters in I-Tel's campaign manager.

  • Interest (Stopping through Smart Codes) - A new option P has been added, It will stop interest, but will NOT transfer any pending interest (monthly interest) to the interest balance. It will clear the interest pending, unlike with the Y option which transfers pending interest to the interest balance.

  • Nightly processing - We have actually created the "30-minute nightly processing" that we promised some of you a few months ago! The idea was to allow a client to use Intelec for almost all of the day. This was needed in operations where you worked accounts even during the nights (perhaps from an offshore location).

    Our design was as follows
    :

    • You will be able to "start" nightly processing at any time. It can be started when users are on the system.

    • There will be 3 parts to nightly processing. During the first part, users can be on the system. Processes such as daily reports, linking, contact series, selected letters, payment arrangement processing and letter printing will be run in this phase of the nightly process. The second phase is the "dedicated phase" and it is expected that this section should run for less than 30 minutes for most systems! The final part of the nightly process is the restarting of the system, allowing users to get on, and the completion of the backup, a part of which will run AFTER the nightly process has completed and users may be on the system!

    • Account processing will also be run in the first phase. It is very possible that collectors will be working while the processing is taking place. We will create "temporary" new queues based on the status of accounts AT THE TIME the job is run. This will not interfere with the queues or accounts accounts that the collectors may be working at the time. Suppose the account processing part of the process started at 11 PM. The system may select an account for the next days queue, but that account may get worked at 11.45 PM and dated for the future. Is this a problem? No! In a later part of the nightly processing, we will look for all of the accounts worked AFTER the queue creation was started, and rebuild the queues for those accounts only!

    • The second part of nightly processing is the "dedicated process". In the company information system control file, the option to delay the second part of the nightly, now refers to this process. When this step is started, we will send a message to all users that they need to sign off. After 2 minutes, Intelec jobs will be cancelled. Users will not be able to sign in to Intelec.

    • During the dedicated portion of nightly processing, we will do the following -
      • Cancel the Smart Code processing program
      • End the I-Tel mini servers and do end day processing for the dialer
      • The "temporary" queue file created will be copied into the queues for the next day
      • Work maps will be built
      • The special processing that runs after the queues will be run (NTSPECL2). If you process new accounts or payments while the nightly process is running, or, you have processes that need to look at all the notes entered for the day, these processes must be moved into this part of the nightly so all of the records are accessed.
      • The daily notes file is backed up and cleared
      • Transaction files are cleared and some files are reorganized
      • Archiving of files take place
      • Backup processing is started. We will be using the system's feature to save files while they are being used. This will require the system to establish a checkpoint and to then do the backup. The checkpoint process could take a few minutes, but the time taken is significantly less than the time taken to backup the files. The system is basically taking a snapshot of the data, as at a particular time - and the actual backup of that snapshot can take place at a later time!
      • After the checkpoint has been established for the backup, the system will start the I-Tel servers and start the system. This will allow users to sign on (There will be no need to start the system in the morning). The backup will continue to run after the system is started and while users may be on the system!
      • If you power down the system, the backup will be cancelled. You should not power down the system unless you are omitting the backup process. There is no need to power down the system frequently.
      • The Smart Code processing program is started and the night processing will complete.

    • You should not be posting payments or new business after nightly processing is started. If you need to do that, we can accommodate it, but some custom work may be needed (e.g. We may need to move some processes into the dedicated part of nightly processing).

    • From the operational angle, the only changes you will be concerned with are -
      • Setting up a time for the dedicated part of the process to start
      • Making sure that if you work during nightly processing and have special jobs that need all of the data for the day, these jobs will need to be moved to the dedicated area of the process
      • There will be no need to start the system in the morning. You should still check INTELOPR messages
      • If you do not work after nightly processing is started, you should see no changes, other than for not needing to start the system in the morning.

    This is an exciting change and one that greatly increases system availability!

  • Display accounts for audit (Queues) - We all know how much you utilize the account audit feature. We have a new option for you to audit queues! Remember that only the primary account is in the queues and for some of the selections, we will be using the data from the primary. For the balance, we will be looking at the open linked balance for the worker whose queue the account is in.

    The new option is 17 from the Smart Code / User Audit options. After you select the batch or interactive option, you will see the following screen.




    For the selection, you must enter a User ID. The other fields are optional. The system will check for whatever is entered. You can select accounts worked, if required. The subsequent displays are similar to the account audit option. This will be a useful option for analyzing or auditing queues.

  • Tab+ phones - We have added a transaction file SCATRNP to load phones into the Tab+ window on electronic loads. This is a technical issue and does not affect you operationally.

  • Tracking of productivity on the executive dashboard - We identified a significant design flaw with regard to the tracking of productivity. We had not considered the fact that different users could apply smart codes on the same account in the course of a day. This did not affect many of you, but if you had such an environment, the tracking of the data was unpredictable. This has been addresses in this update.

  • Letter translation by state - Once you set up a rule, you may wish to copy that for most of the other states. We have a new feature that allows you to take a rule for one state and copy it into all the other states, omitting selected states. The following screen will explain how the feature was designed.



  • Settlements -
    • For the manager approval option, we have added a code of "M" (minimum). Presently the manager approval option can check if the standard, calculated option was selected and seek manager approval if any changes were made though the percentage or amount override options. The new "M" option, will check if the override causes the new settlement amount to be less or greater than the minimum based on the system parameters. As long as the new settlement amount is greater than or equal to the calculated minimum, manager approval will not be required.

      The settlement offer letter used to go on hold (the printer output queue). It now prints immediately.

    • (Added 03/10/09) For deleting a settlement we have a change. Previously, you could not delete a settlement that had been completed. You now can delete a completed settlement by entering a "C" on the delete option (instead of a "Y"). The note added will also indicate that a completed settlement was deleted. This will allow you to set up a new settlement on a competed settlement.

  • Multiple co-signers - There are significant changes to the co-signer modules.

    We have addressed the need to manage letters, mail return and address changes for multiple co-signers.

    The system will now:

    • Allow you to send letters to co-signers independently of the guarantor
    • Allow you to send letters to co-signers even if the guarantor has mail return
    • Allow you to send selected letters or contact series letters to the co-signer
    • Allow you to enter mail return and address changes for individual co-signers

    The Return Mail Entry option will now prompt you when multiple co-signers exist on an account.

After you key in the case number and press ENTER enter the screen shown below will be displayed. If the mail return is for one of the co-signers you can place a “Y” beside that co-signer needed and press ENTER. This will set the mail return flag for the designated co-signer only. If the mail return is for the guarantor do not select a co-signer.

What about address changes? After you key in the case number and the new address (in the case of an address change), press ENTER and the screen shown below will be displayed. If the new address is for one of the co-signers you should place a “Y” beside that co-signer and press ENTER. This will change the address for the designated co-signer only. If the address change is for the guarantor do not select a co-signer.


How can you control letters to individual or multiple co-signers? There is a new feature on the second screen of the Letter Code system control file. This new feature allows you to send letters to individual co-signers by designating a specific letter code to a specific co-signer.

To send a letter to a specific co-signer, you would set up a new letter code and designate which co-signer it is allowed for. The users will need to know which letter should be selected for each co-signer. On the screen below, co-signer options are as follows. If the field is left “blank” the original system rules will apply and letters will be sent to the guarantor and all co-signers who are set up to receive mail.


1=co-signer 1
2=co-signer 2
3=co-signer 3
G=Guarantor

It is important to remember that co-signer letters CANNOT be linked letters.

You would next set up the letter on the Letter Format menu. The co-signers must be set up to allow letters at the account level - The field Ltrs-Y must be set to “Y”. Here is the co-signer screen.



The letter programs will (as presently done) replace the guarantor name and address with the co-signer information (depending on the merge codes use).

  • Account audit - For the phone option, we have added an option X to check for home phone, regardless of whether a work or cell exist.

  • Adjustment codes (Added 02/24/09) - In the adjustment codes system control file, there is a new field (Debtor payment N=No). For now, this is only for I-Score. You should set this up as N, for adjustment codes that mean the payment was NOT from a debtor (e.g. insurance or most likely an insurance payment). This will be used in building scoring models for I-Score and evaluating the payments that came in after accounts are scored.

  • Sorting system generated QCat Codes (Added 02/26/09) - Presently, you can not set up system generated QCat codes in the QCat system control files (standard or by user). We have changed the system control programs to allow you to set up system generated QCat codes (991 and above) in the system controls. If you do not set up these QCat codes, they will be sorted based on the QCat code on the account. If you set up special sort options on the system controls, these will be used on the queue sorting options.

  • Training modules (Added 03/03/09) Since we have updated web-based training modules for collector training and management training, these options have been removed from the Intelec menus. The training modules can be accessed from within the client section of our web site.

  • Account processing - Special transfers (Added 03/10/09) For the attempts and contacts, you can now enter 999 to check for NO attempts or contacts. To the right of the the attempts and contacts is a new field where you can indicate > (greater than) or < (less than). This will select that accounts that have less than or greater than the number specified for attempts and contacts. Leave this field blank to check for the exact number of attempts or contacts specified.

  • Client update and remit code- (Added 03/20/09)
    • The credit reporting flag on the client master will be protected unless you have access to the system security or the system controls. This is an important security measure. It may mean a little more additional work, but it is well worth the effort. We will default to "N" for credit reporting, when a new client is set up.
    • Remit codes have been changed to allow lower case codes. This will expand the number of remit codes that can be set up.
 

INSTALLATION INSTRUCTIONS

You 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 MUST make a note of the Version you are on. YOU WILL NEED THIS LATER.

If you are upgrading from a version other than Intelec 8.25, you should review the prior documentation (e.g. 8.1, 8.2 and 8.25) depending what you are upgrading from.

If you are on Version 8.1, please make sure we have reviewed the encryption issues. You may need to run separate programs and you should have received separate documentation for this.

INSTALLATION OF THE NEW VERSION

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 MUST have a backup from the last nightly processing that was run or take a separate back up of your data library if you are running this at the end of a day. It is recommenced that you do the upgrade AFTER a nightly. The complete install should take an hour or less if you are going from a recent version of Intelec, but will vary depending on your data volumes and processor. If you are converting from Version 8.1 or before, the install will take longer.

You should allow time to run nightly processing AFTER the install. Even though it is not necessary if you are on a more recent version of Intelec, it is best that you run a Nightly AFTER the install. If time is a limiting factor, you should create account processing queues after the install (You can use the option on the Utilities menu - UT at any menu, then, option 6).

You will receive 3 CD's - on titled BASE, the second titled BASE-2 and another titled MODS. Please make sure you have all three CD's before you start the installation.

You will first need the CD called MODS. We will need a dedicated system (No Intelec jobs running).

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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. Place the CD titled BASE-2 in the optical drive. From the command line, key in

    CALL INSTALLNE2 – This will restore additional objects to the base library.

  6. Keep the CD titled BASE-2 in the optical drive and key in CALL INSTALLSYS. This step will take a very short time to complete.

  7. What you now run, will depend on the version of Intelec you are curently on. Please select and run the CORRECT OPTION!

    If you are on a Version prior to 8.0, key in CALL INSTALLR80

    If you are on Version 8.0, key in CALL INSTALLR81

    In you are on Version 8.1, key in CALL INSTALLR82

    If you are on Version 8.2, key in CALL INSTALR825

    If you are on Version 8.25, key in CALL
    INSTALR826

    Press ENTER and follow instructions. The job is submitted and will run in batch. This step could run for about an hour or longer, depending on your data volumes and processor. If you are on an older version of Intelec, the job will run for longer than if you are in newer version.

    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 will depend on the amount of data on your system, and your processor speed. An estimate of the time taken is under 30 minutes.

    In the install process, there is a program that will review all direct checks and payment arrangements. As long as you do not use the option to set up P/A's at the case number level, we will check that the direct check or P/A is linked to the primary and not a secondary account. We are aware of some problems that may not have moved the checks and P/A when accounts were linked or unlinked from the account detail screen. The problem has been addressed. You will get a report when the program runs. Even if there are accounts of the report, you do not have to worry. Most of those would not have payments on them. Any problems would have been identified in some other way and handled by your collection team.


    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 8.26 has been installed" will be sent to INTELOPR.

  8. After Step 7 has completed, you should run nightly processing if you installed the code at the end of the day. Otherwise, continue with your regular work.

  9. Please make sure that you send an e-mail to support@quantrax.com indicating that you have updated to the new version. This is very important.


© Quantrax Corporation, Inc.