Recall Method

What is a Recall Method?

A recall method defines:

• Which forwarded accounts should be returned

• When the recall should occur

When to Use a Recall Method

Use a recall method when accounts should automatically be returned based on status or conditions.

Common Use Cases

Set up automatic recalls for accounts that are:

• Paid Off

• Cancelled

• Bankruptcy

• Deceased

Access

Go to: Forwarding → Recall Method

How to Create

1. Click Add New (or create a new record)

2. Configure the following fields:

Required Fields

• Identifier – Unique name for the recall method

• Selection Logic – Defines which forwarded accounts are eligible for recall

• Schedule – Determines when the recall runs

Optional Field

• Recall Status Code – Passed into the recall process for tracking purposes

Important

The Recall Status Code does not update the debt status code.

• The value is saved and passed into the recall flow

• It does not automatically change the account’s status

If a status update is required, it must be handled separately (for example, through logic, workflows, or additional configuration).

How It’s Used

• Identifies accounts eligible for recall based on logic

• Runs on a defined schedule

• Initiates the process to return accounts from vendors

Exporting Recall Files

Just like distributions, generating a file for export to your forwarding vendor requires an additional step.

• Running the recall method identifies eligible accounts

• A separate process is required to generate and send the recall file

Sending Recall Files (Recall Job)

After a recall method identifies accounts for recall, a job must be used to process those accounts and generate the recall file for the forwarding vendor.

How It Works

• The recall method identifies accounts eligible for recall

• The job processes those accounts

• Export tasks generate and send the recall file to the vendor

Create a Recall Job

1. Go to Utilities → Jobs → New

   1. Label: Recall Accounts Job

   2. Schedule: On Demand

   3. Active: True

2. Add first task

   1. Tasks: Forward: Recall Accounts

   2. Recall Method: Select your Recall Method

3. Add second task

   1. Tasks: Forward: Export Recalls

   2. Forward Vendor: Select your Forwarding Vendor

4. Add third task (Optional)

   1. Tasks: Document: Transfer To Job

   2. Local Folder: [Configured Export Folder]

   3. Remote Protocol: SFTP (if applicable)

   4. Remote Host / Path: [Vendor-specific]

5. Save

Notes

• Test recall logic before enabling scheduled runs

• Ensure recall criteria do not conflict with active workflows

• Use recall batch history to review results