VA 2.0 Bundle Settlement Offer

ACE includes bundle settlement offer fields that allow you to create limited-time offers for consumers via email or text messages. This feature enables you to send consumers a VA 2.0 login link that directly navigates to the VA Settlement page, presenting them with specific settlement terms. These terms include:

• A fixed settlement amount

• A fixed maximum number of payments

• A fixed expiration date

This process is designed to enhance engagement by making it easier for consumers to access and act on settlement offers quickly.

Please note

When stored and provided these will be the settlement terms provided to the consumer in VA 2.0 until the expiration date. After that point in time, the consumer will be provided with the prevailing settlement terms per the client and/or VA 2.0 profile.

New Fields in the Bundle Table

To support this feature, three new fields have been introduced to the Bundle Table:

1. Bundle Settlement Offer Amount

   This field stores the fixed settlement amount associated with the offer.

2. Bundle Settlement Offer Expiration Date

   This field defines the date by which the offer expires.

3. Bundle Settlement Offer Max Payments

   This field specifies the maximum number of payments allowed for the settlement.

Populating the Bundle Settlement Offer Fields

There are two methods that agencies can use to populate the bundle settlement offer fields: ETL Import or Action Path.

• ETL Import: Agencies can calculate and populate the Bundle Settlement Offer fields by exporting account data, modifying it, and reloading it through the ETL process.

• Action Path: Agencies can design workflows that use flow actions and JavaScript to calculate and set the Bundle Settlement Offer fields dynamically.

Important Note:

It is essential to ensure that the VA 2.0 profile associated with the accounts selected also has “Use Bundle Settlement Offer Amount” is set to true. Otherwise, consumers may receive offers they cannot view when logging into the VA.

Configuring the Virtual Agent Profile

To display the Use Bundle Settlement Offer Amount in VA 2.0, follow these steps:

1. Go to Setup → Virtual Agent → Profiles in the ACE UI.

2. Find the Settlement Options section within the profile settings.

   1. Check the box labeled Use Bundle Settlement Offer Amount to activate this feature.

3. Click Save to apply the changes.

Using the New Bundle Settlement Fields in ACE

In the ACE UI, these new bundle fields are available for:

• SQL Reports: Generate detailed reports that include these fields for insights and tracking.

  • bundle.settlement_offer_amount

  • bundle.settlement_offer_max_payments

  • bundle.settlement_offer_expiration_date

• Email and Text Messages: Use these fields dynamically to personalize consumer communications.

• ETL Integration: Populate these fields via ETL using methods such as the Account Update ETL load method.

Data Behavior

• The values for these fields are not directly visible on the account UI but are stored at the bundle level.

  • These fields can be added to the summary section for reference.

• If values are loaded to multiple accounts within the same bundle, the system will retain the last value set, which will be applied to the bundle record.

How the Feature Works

Once configured, the feature presents the settlement terms to consumers in VA 2.0 as defined in the bundle fields:

• If Bundle Settlement Offer Amount is greater than zero, that amount will be displayed to the consumer as the settlement amount.

• If Bundle Settlement Offer Max Payments is set, the offer amount will be distributed over the specified number of payments.

• If Bundle Settlement Offer Max Payments is not set to a valid value, it defaults to 1, requiring the full payment amount in a single payment.

Important Note

This setting completely ignores client settlement amount max number of payments preferences, ensuring the offer terms are presented exactly as configured. It is not going to