This article will cover the various sections and parameters available in the Compliance Page, providing clarity on itemization, validation notice, contact window, and restricted account settings.
Compliance Page Navigation
Go to Setup → Compliance → Settings
Compliance Page Sections
Itemization
Validation Notice
Contact Window
Restricted Account
Itemization Section
Default Itemization Description Field: This section outlines the default itemization description. For detailed information, refer to the "Understanding the Itemization Section".
Validation Notice (Letter & Email Buffers)
The Validation Notice Letter Buffer and Validation Notice Email Buffer allows agencies to account for factors that could affect the processing and delivery of validation notices to consumers. By extending the validation notice period with extra days, agencies can address potential delays stemming from holidays, weekends, or logistical issues.
For detailed information, refer to Validation Notice End Date section. This date is calculated based on the validation notice period plus the validation notice buffer (either letter or email).
Contact Window Section
This section provides tooltips for each item in the Contact Window screenshot.
For additional information, refer to Attempted Contacts, Contacts, and Connected Call "In Window" Statistics.
Important
If you need to restrict accounts once they have had 1 connected call within a 7 day period, please be sure to change your Maximum Connected Calls value to 1.
These values will only be used to restrict accounts in ACE if Maximum in Contact Window has been selected in the Restricted Account section.
Field | Details |
|---|---|
Use Bundle Accounts | Use the total counts from the bundle for evaluating the maximums. |
Number of Days | The number of days prior to the date to include when evaluating contact limits. |
Maximum Contact Attempts | The maximum number of contact attempts to allow within the window. All channels of communication (phone, letter, email, text) will be included in the evaluation except letters with a category of “INFORMATION”. |
Maximum Contacts | The maximum number of contacts to allow within the window. All channels of communication (phone, letter, email, text) will be included in the evaluation. |
Maximum Right Party Contacts | The maximum number of right party contacts to allow within the window. Only phone logs will be included in the evaluation. |
Maximum Connected Calls | The maximum number of connected calls to allow within the window. A connected call is a phone call with any “Contact” result type or a “No Contact” result type with “NO_ANSWER”. |
Maximum Letters | The maximum number of letters to allow within the window. |
Maximum Emails | The maximum number of emails to allow within the window. |
Maximum Texts | The Maximum number of texts to allow within the window. |
Max Consent to Contact Days | The maximum number of days to allow a consent to contact to override for the Contact Window. The consent will automatically expire after this number of days from the date of consent. |
Restricted Account Section
Options selected here will result in the restriction of accounts meeting the defined criteria.
For additional information, refer to Restricted Accounts.
Field | Details |
|---|---|
Account Status Groups | Restrict an account while it has an account status in any of the selected Account Status Code Groups. |
Account Statuses | Restrict an account while it has any of the selected account statuses. |
Maximum in Contact Window | Restrict an account while any of the maximum Contact Window settings have been reached. Please Note: if “Maximum in Contact Window has not been selected, accounts will not be restricted based on the Contact Window values entered. |
Inside Validation Notice Period | Restrict an account while the account is still within the validation notice period. |
Litigious Debtor | Restrict an account while the litigious setting is true on the primary demographic. |
Account Attorney | Restrict an account while an account attorney is present on the account. |
In Legal | Restrict an account while there are any legal cases on the account which have not been dismissed and do not have a judgment result. |
