Forwarding Distributions

Updated on 12 Jul 2024
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Forwarding Distributions

To setup account distribution go to Forwarding → Distributions

Distribution can be setup to:

Send accounts that meet specific criteria to a vendor
Distribute accounts between multiple forwarding vendors (via ratio of account number or account amount)
Create a model of distribution without having to flag accounts as being forwarded

Image Displays Forwarding Distribution Sections

Field Details

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.

Direct Assignments

To add a direct assignment, select a forwarding vendor and a logic block. Accounts that are returned with the selected logic block will be forwarded to the selected forwarding vendor when this distribution task is run.

Group Assignments

You can set the ratio of accounts to be forwarded to the selected forwarding vendor. Keep in mind that the selection logic for the distribution method will be used when doing a group assignment. The ratio will be based on the number of accounts or the balance of the accounts, depending on the previously selected allocation method.

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What's Next

Forwarding Placements Batch

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