© Quantrax Corporation, Inc.
Updated - March 27, 2009
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.
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.
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.
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".
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
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
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
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.
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!
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
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.
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.
(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.
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
- 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
- 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
files are cleared and some files are reorganized
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
- 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
will be no need to start the system in the morning. You should
still check INTELOPR messages
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!
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
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
- 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
offer letter used to go on hold (the printer output queue). It now
- (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.
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
The system will
- 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
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.
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).
audit - For
the phone option, we have added an option X to check for home phone, regardless
of whether a work or cell exist.
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.
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
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.
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.
update and remit code- (Added 03/20/09)
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.
codes have been changed to allow lower case codes. This will expand
the number of remit codes that can be set up.
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.
OF THE NEW VERSION
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.
- 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-2 in the optical drive. From the command line, key in
CALL INSTALLNE2 This will restore additional objects
to the base library.
- 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.
- 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
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.
- 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.
- Please 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.