---
title: "Forwarding Recall Method"
slug: "forwarding-recall-method"
updated: 2026-05-08T14:04:12Z
published: 2026-05-08T14:04:12Z
canonical: "docs.interprose.com/forwarding-recall-method"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-04-29 143509.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A38%3A45Z&se=2026-10-31T17%3A38%3A45Z&sr=c&sp=r&sig=bLa%2Fpcr2ONEhTx5VW%2BcYM77LLuWFQMwjhcywMGcfmlo%3D)

Image Displays Recall Method Page

## 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