YGC Defaults - DLSettings

CollectMax allows users to setup some default values for the Forwarder Settings. These will be used by default when adding a new Forwarder but can be changed at any time. The Download Process will still alert you that a new forwarder has been added before adding any accounts to the forwarder to give you time to set the Forwarder settings up appropriately.

From the Management Tab in the You've Got Claims Interface, to display the Management Tab.

Click the to display the YGC Interface Defaults Screen.

Click the button to get to the Portfolio ID Defaults Screen. The first tab will be the Client Defaults.

Client

Enter the Client Defaults on this screen, if your firm typically imports your YGC forwarded accounts with certain client settings including a client translation table.

Select from the following:

• Use Client Translation Table: Select this option if your firm uses the Record Type 01 Cred_Name field to translate into different Clients within CollectMax. This will set any new Forwarder ID to use the translation table.
• If you do not select to use the Client Translation, there will be an option to select the client at the Forwarder ID level. This option is not a default level option.
• Use CMWin Commission Rates: Select this option if your firm uses the Commission Rates set under the CollectMax Client instead of using the rate sent in the file.
• Use CMWin Pre-Jmt Interest Rates: Select this option if your firm uses the Pre-Judgment Rate set on the CollectMax Client instead of using the rate sent in the file.
• Use CMWin Post-Jmt Interest Rates: Select this option if your firm use the Post-Judgment Rate set on the CollectMax Client instead of using the rate sent in the file.

Once set, continue on to the other defaults of click the button to save these options. Remember all these options can be changed at the time the Forwarder is added or any time thereafter. If changed after accounts have been download, the download accounts will not respect the new settings.

Plaintiff

Enter the Plaintiff Defaults on this screen if your firm typically selects the Plaintiff information from a particular field.

Select from the following:

• Plaintiff From: Select the Record Type and Field that typically contains the Plaintiff Data used by the firm. You can also choose to use a User Selected Plaintiff or no Plaintiff at all.
  • Record Type 01: Cred_Name Field
  • Record Type 01: Cred_Name2 Field
  • Record Type 08: Plaintiff_1 Field
  • User Assigned Plaintiff
  • Do Not Assign a Plaintiff
• If choosing a User Selected Plaintiff, you can select the plaintiff in the Forwarder ID DL Settings but not on the defaults screen.

Once set, continue on to the other defaults of click the button to save these options. Remember all these options can be changed at the time the Forwarder is added or any time thereafter. If changed after accounts have been download, the download accounts will not respect the new settings.

Account

Enter the Account Defaults on this screen if your firm typically selects Account Memo information from a particular field.

Select from the following:

• Memo Field From: Select the Field location of where your the Account Memo information.
  • Record Type 01: Cred_Name Fields
  • User Defined
  • Empty
• User Defined Account Memos can be set at the Forward ID Settings level but cannot be set up as a default.

Once set, continue on to the other defaults of click the button to save these options. Remember all these options can be changed at the time the Forwarder is added or any time thereafter. If changed after accounts have been download, the download accounts will not respect the new settings.

Claim

Enter the Claim Defaults on this screen if your firm typically selects the Claims settings from the same fields.

Select from the following:

• Interest Dates From: Select the Record Type 01 Field Locations where your firm typically pulls the interest dates from.
  • Original Interest Date
  • Charge Off Date
  • Last Payment Date
  • Purchase Date
  • Download Date
• Contract Date From: Select the Field Location where your firm typically pulls the Contract Date from.
  • Record Type 01: Date_Open
  • Leave Empty
• For Field From: Select the Field Location where your firm typically pulls the For Field Information from.
  • Record Type 01: Cred_Name
  • Record Type 01: Cred_Name2
  • Record Type 01: Orig_Cred
  • Record Type 08: Plaintiff_1
  • User Assigned
  • Leave Empty
• If choosing the User Defined For Field, the data can be entered in the Forwarder ID setting level and not as a Default Setting.
• Last Payment From: Select the Field Location where your firm typically pulls the Last Payment Dates from.
  • Creditor Last Payment Date/Amount
  • Issuer Last Payment Date/Amount
  • Latest Payment Date(The later of the two other options)

Once set, continue on to the other defaults of click the button to save these options. Remember all these options can be changed at the time the Forwarder is added or any time thereafter. If changed after accounts have been download, the download accounts will not respect the new settings.

Open Balance

Enter the Open Balance Defaults on this screen if your firm typically selects opening interest balance settings from the same fields.

Select from the following:

• Open Interest: Select the Field Location where you firm typically pulls the interest balance data from.
  • Record Type 01: Orig_Int
  • Suppress Opening Interest
• All Other settings will default to the values seen of the screen and must be changed at the Forwarder Id Download Settings level.

Once set, continue on to the other defaults of click the button to save these options. Remember all these options can be changed at the time the Forwarder is added or any time thereafter. If changed after accounts have been download, the download accounts will not respect the new settings.

Direct Payment

Enter the Direct Payment Defaults on this screen if your firm typically selects the Direct Payments to be posted.

Select from the following:

• Auto Post Direct Payments: Select if your firm typically automatically posts the Record Type 12 Direct payments.
• Update Interest When Posting Direct Payments: If selecting to post Direct Payments, select to update interest when posting the payment if your firm typically posts interest before posting a Direct Payment. This option is recommended.

Once set, continue on to the other defaults of click the button to save these options. Remember all these options can be changed at the time the Forwarder is added or any time thereafter. If changed after accounts have been download, the download accounts will not respect the new settings.

Miscellaneous

Enter the Miscellaneous Defaults on this screen if your firm typically selects any miscellaneous settings.

Select from the following:

• Import Record Type 04: Employment Information into history only.
• Import Record Type 05: Bank/Asset Information into history only.
• Import Record Type 06: Misc Information into history only.
• Suppress Automatic Entry of S101 Acknowledgment PCode: this cannot be set at the default level but can be set at the Forwarder ID Download Settings level.

Once set, continue on to the other defaults of click the button to save these options. Remember all these options can be changed at the time the Forwarder is added or any time thereafter. If changed after accounts have been download, the download accounts will not respect the new settings.

Click the button to exit the DL Defaults screens.