Determining Which Accounts are Forwarded Out
A forwarding distribution is used to select accounts and send them to a forwarding vendor based on defined criteria.
Distributions control:
Which accounts are selected
Which vendor receives the accounts
How accounts are distributed across vendors
How It Works
A forwarding distribution runs in the following order:
Selection Logic identifies eligible accounts
Assignments determine which vendor receives the accounts
The distribution is run (Model Only or Model & Forward)
Accounts are flagged for forwarding
An export file is generated and sent to the vendor
Please Note:
Running the distribution selects and flags accounts for forwarding, but does not send them to the vendor.
You must complete a separate step to generate and deliver the export file.
How It Fits in the Process
Forwarding distributions are part of the overall forwarding workflow:
Configure a Forwarding Vendor
Define a Distribution (this step)
Run the distribution to select and assign accounts
Generate and send export files to the vendor
Use Recall Methods if accounts need to be returned
See Configuring a Forwarding Vendor and Recall Method for related setup.
Before You Configure
A logic block must be created before setting up a distribution
Ensure at least one forwarding vendor is configured
Confirm export configuration is complete for the selected vendor
Access
Go to: Forwarding → Distributions → New
How to Set Up
Enter the required fields
Configure assignments (Direct or Group)
Select a run method
Test using Model Only
Run using Model & Forward when ready
Image Displays Distribution Page
Field Descriptions
Field | Description |
|---|---|
Identifier | Label used to identify this distribution method |
Placement Type | The placement type for the accounts forwarded for this distribution method. This will also flag accounts forwarded with this specific placement type for the purposes of setting the default commission, minimum balance and minimum settlement. |
Selection Logic | Select a logic block to indicate which accounts to be forwarded. A logic block will allow you to return accounts based on criteria. |
Sort Method | When selecting accounts based on ratio, this determines the order of accounts that get distributed |
Allocation Method | When selecting accounts based on ratio, this determines if the ratio is based on the number of accounts or the balance of accounts. |
Status to Set After Forward | Optional. When a debt is successfully forwarded using this distribution, the account status will be updated to this value. Leave blank to keep the account’s current status. |
Run Method |
Note that an extra step is needed to generate the export file to be sent to a forwarding agency. |
Schedule | It is recommended to use “On Demand”. However, if you’d like to see a model of this forwarding distribution on a more regular bases you can set it to a schedule. |
Model Invalid
If "(model invalid)" shows up while testing setup, please review any job tasks set up in association with the vendor and distribution setup. The job may need to be set as active, and the tasks may need to be run from the job to resolve the "model invalid" issue.
Assignments
A distribution will not run unless at least one assignment is configured.
Direct Assignments
Use direct assignments to send accounts to a specific vendor.
How it works:
Select a forwarding vendor
Assign a logic block
All matching accounts are sent to that vendor
Image Displays Distribution Logic for Direct Assignments
Group Assignments
Use group assignments to distribute accounts across multiple vendors.
How it works:
Assign vendors
Define ratios for each vendor
Ratios are applied based on count or balance
Accounts are distributed from the same selection pool
Image Displays Distribution Ratio for Group Assignments
Running the Distribution
Image Displays Run Method Field
Model Only
Tests the distribution
Shows which accounts would be selected
Does not forward accounts
Model & Forward
Flags accounts for forwarding
Prepares accounts for export
Please Note:
Accounts are not sent to the vendor until the export file is generated and delivered.
Sending Accounts to the Vendor (Export Job)
After running a distribution using Model & Forward, a job must be used to process the accounts and generate the export file for the forwarding vendor.
Image Displays Example Forward Export Job Configuration
How It Works
The distribution selects and flags accounts for forwarding
The job processes those accounts
Export tasks generate and send the files to the vendor
Create a Forwarding Job
Go to Utilities → Jobs → New
Label: Forward Accounts Job
Schedule: On Demand
Active: True
Add first task
Tasks: Forward: Forward Accounts
Distribution: Select your Forwarding Distribution
Add second task
Tasks: Forward: Exports
Forward Vendor: Select your Forwarding Vendor
Add third task (Optional)
Tasks: Forward: Export Transactions
Forward Vendor: Select your Forwarding Vendor
Save
Notes
The job can be run manually or scheduled
Start with On Demand for testing
Ensure vendor export fields and format are configured before running
Bundle Behavior
Accounts selected by the distribution may be part of a bundle.
Depending on bundle preferences:
Accounts may be kept together
Accounts may be grouped within the batch
Accounts may be split across vendors
These settings are applied globally.
See Forwarding Bundle Preferences for details.
Model Invalid
If "(model invalid)" appears:
Verify associated jobs are active
Ensure required tasks have been run
Review vendor and distribution setup
Key Notes
Accounts are only forwarded after:
Running Model & Forward
Completing the export process
Status to Set After Forward applies only after successful forwarding
Always validate using Model Only before forwarding accounts