Simple Data Extraction

This feature will allow you to create a CSV (comma delimited) file to be opened with a spreadsheet program like Microsoft Excel.

This is a Version 2 feature.  If you would like information on obtaining this, please call JST.

From the main screen of CollectMax, click  the button.  This will take you to the screen.

Select the   by clicking the button and picking Simple Data Extraction either Account or Claim level from the list.

 Selection Criteria

You will need to select from the following criteria to get the correct group of accounts for your batch process.  

 Client(s):

Select a single client, a group of clients or all clients.  

Click the radio button next to your selection.

 Type:

Select all type codes, a single type code or pick more than one type code from the list of codes.

Click the radio button next to your selection.  

 Status:

Select a single status, a range of status', or all status codes.

Click the radio button next to your selection.  

 Balance:

Select a balance range by typing in the balance fields.  You may also use the buttons to click to the balance you want.  Clicking the up arrow will increase the balance and clicking the down arrow will decrease the balance.  

 Open Date:

Select an open date range.  You can type the date in each field with the MM/DD/YYYY format or click the button and select the date.

 Account Number:

Select an account number range.  Type in the account numbers in the fields.

 Judgments:

Select accounts according to judgments.  You can exclude or include only accounts with judgments or pick all no matter if they have a judgment.  Click the button and pick from the list.

 Exclusions:

Select the accounts you would like to exclude.  By clicking the box you can exclude accounts for the following reasons.  

DNC:  Do Not Contact

Bankruptcy:  Accounts with Bankrupcty Information.

Defending Attorney:  Accounts that have a Defending Attorney assigned.

Process Specific Criteria:

Users can select to include accounts with only a specific responsible attorney.  Click the next to Select single responsible attorney.  

Users can also select to include only accounts with a closed date with in a specific date range.   Enter the Start date and End date or use the to select the dates.

Users can select to include only accounts with certain action codes.  Click the box next to Show Action Selection to display the action selection screen.  Select the Dates.

Disregard dates: Include no matter what date the selected action item has.

Select by Last Payment Date:  Include only accounts with the last payment date within the selected range.

Select by No Payment Date:  Include accounts with no last payment date.

Select by action date: Included only accounts with the action date with in the selected range.  

Select the date range by typing the date or click the button and select the date.  

Select the Action Items:

Account-Level:  Only include account level action items.

Claim-Level: Only include claim level actions.  

Account-Level & Claim-Level: Includes both types of actions.

Automation

For the ability to automate this batch process, see Batch Process Automation Script , a Version 7 Feature.

Output Options

Select the Data extraction options, by clicking the button.

The options box will appear.

Select the template by clicking the button and picking from the list.

For instructions on how to create a template, see Simple Data Extraction Templates.

Next, select the output file name and location to save the file. The name will default to the template name and the location will default to the CollectMax workstation location typically C:\program files\JS Technologies\CollectMax.  To select either a different name or location to save, click the button to bring up the browse window.  

Once you have chosen a location to save and a file name, click the button.

Next, if you would like the file to have a header row, click the box.  The header row  will have the variable description for each corresponding column in the first row.

The bottom section of the option screen will list the variables that are in this template.

Finally click the button to save these options and continue with the batch process.

 Processing the Batch

Once the you have selected the criteria you need.  Click the button.  

After the batch process is complete, an extraction complete message box will appear.

If you would like the file to be opened with Microsoft Excel now, make sure the box is checked.  Then click the button.  

Excel will open the data file for your viewing.  

If you would like to open the file with another program or later, then make sure the box is not checked.  Then click the button.