Determining Which Accounts are Forwarded Out.
Forwarding Distributions are used to identify and send accounts to a forwarding vendor based on defined criteria. You can configure the distribution to:
Forward accounts that meet specific logic-based conditions.
Distribute accounts between multiple vendors based on ratio (by number or balance).
Model a distribution without actually forwarding the accounts.
How to Set Up
(need to create a logic block before configuring this section)
To set up a forwarding distribution, go to:
Navigate to Forwarding → Distributions, New
Enter the required information in each field
Image Displays Forwarding Distribution Sections
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. |
Debt Status Code | When accounts are forwarded using this distribution method, the status of the account will update to this status code. |
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
Please Note
A distribution will not run unless at least one Group Assignment or Direct Assignment is configured.
Direct Assignments
To add a direct assignment:
Select a forwarding vendor.
Choose a logic block.
Accounts returned by the logic block will be forwarded to the selected vendor when the distribution is run.
Image Displays Distribution Logic for Direct Assignments
Group Assignments
You can distribute accounts across multiple vendors by ratio:
Define the ratio per vendor (based on account count or balance, as specified in Allocation Method).
The overall selection is controlled by the distribution’s Selection Logic.
Image Displays Distribution Ration for Group Assignments