Primary Agent Logic

Primary agents

Primary agents are users who receive commissions for payments taken.

The following document describes how the primary agents is set and the logic behind selecting a new primary agent when appropriate.

Primary Collector Day Limit

The number of days that an account should stay with a “primary” collector until the account is up for reassignment to another collector is a custom parameter that can be specified. The preference is located in the Client → Invoice → Preferences and or specific Action Codes.

On Debt Save

When a debt is saved and the primary collector is null or the primary_collector_expire_date has elapsed, if the user saving the debt has a user_commission_rate_id set up, then that user is assigned to the new primary collector ID and the primary collector expire date is set to the global preference. However, if the promise payment date is greater, the primary collector expire date is set to the promise payment date.

A note is generated when the primary collector is set or updated.

On Payment Plan Creation

When a payment plan is set up, if the primary collector ID is set on the debt, then the payment plan is set up with that user as the primary collector. The user/collector will get commission on all payments taken in the payment plan.

On Bundling

An option exists to propagate the primary collector ID to all debts with in that bundle.

The Logic

• If
  • A promise payment date and amount is set,
  • and a payment comes in on or before the promise payment date,
  • and the amount matches the promise payment amount.
• Then
  • The primary collector is associated to the user that took the promise payment and commission is applied to that user. Once the payment is taken, the promise payment amount and date are set to null.
• If
  • A promise payment date and amount is set,
  • and a payment comes in on or before the promise payment date,
  • and the amount does NOT match the promise payment amount.
• Then
  • We ignore the promise payment user ID, check for a primary collector ID, and apply the commission to that user. Once the payment is taken, the promise payment amount and date are set to null.