Forwarding Distributions

Updated on 02 May 2025
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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.

Please Note
A distribution will not run unless at least one Group Assignment or Direct Assignment is configured.

How to Set Up

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	Model Only: Use this option to test the distribution. Model & Forward: Use this option to test and flag the accounts to be forwarded. Note that an extra step is needed to generate the export fil 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

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

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What's Next

Forwarding Placements Batch

Table of contents

Determining Which Accounts are Forwarded Out.
How to Set Up
Field Descriptions
Assignments