About Forwarding

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What is Forwarding?

Forwarding allows accounts to be sent from your system to another vendor or system for handling.

Forwarding includes:

  • Vendors – where accounts are sent

  • Distributions – how accounts are selected and assigned

  • Placement Batches – records of what was forwarded

  • Recalls – how accounts are returned

Forwarding Models

ACE supports two forwarding models:

Standard Forwarding

Accounts are sent to an external vendor or system for handling.

  • One-time account transfer

  • No ongoing synchronization

  • Vendor manages account activity after forwarding

ACE2ACE Forwarding

Accounts are sent between ACE systems and remain synchronized.

  • Accounts stay linked between systems

  • Transactions and updates sync automatically

  • Uses API communication and callbacks

Key Difference

  • Standard Forwarding: Send accounts and manage externally

  • ACE2ACE Forwarding: Send accounts and keep systems synchronized

When to Use Each Model

Use Standard Forwarding when:

  • Sending accounts to third-party agencies

  • No ongoing updates are required

Use ACE2ACE Forwarding when:

  • Sending accounts between ACE systems

  • Real-time updates and synchronization are required

How Forwarding Works

High-Level Flow

  1. Configure a Forwarding Vendor

  2. Define a Distribution to select accounts

  3. Run the distribution to forward accounts

  4. Review results in Placement Batches

  5. Search forwarded accounts as needed

  6. Use Recall Methods to bring accounts back