Scenarios control when bill units enter or exit the collections process and specify an ordered list of actions to take against a bill unit in collections. You associate each scenario with a currency profile and define the actions and criteria that guide its operation. Scenarios are the foundation of collections management and allow you to standardize and automate bill unit handling.

You can view a scenario by clicking the scenario name in the list. The scenario details open in a read-only panel on the side.

You must create profiles and actions before associating them with a scenario.

When you create a collections scenario, you select from a list of actions that you have previously defined and then specify the following characteristics:

• The order in which the actions should take place.

• The number of days after entering collections that the action should be completed. For example, 5 days after entering collections.

• Whether an action is optional or mandatory.

To create a scenario:

1. From the Home page, click Scenarios from the bottom left.
2. Click Create Scenario in the top-right corner of the Scenarios page.
3. On the General Information page, enter the following details for your scenario and click Continue:
   • Scenario Name: Enter a unique and descriptive name.
   • Description: Optionally, provide a description to help identify the scenario’s purpose.
4. On the Select Profile page, assign a currency profile to the scenario. Each scenario must be linked to a single currency profile. Do one of the following and click Continue:
   • Choose an existing profile from the list by clicking on the row (not the name) for that profile.
   • Click Create Profile to define a new profile. See "Creating Collections Profiles" for more information.
5. On the Entry & Exit Criteria page, specify the thresholds for bill units entering or leaving the scenario and click Continue.
   • Entry Criteria: Specify values such as
   • • Amount
     • Days
     • Severity

     These values define when bill units become subject to this scenario.

   • Exit Criteria: Enter a value in the Amount field, lesser than the entry amount, which indicates the threshold for bill units to exit the scenario.
6. Click Continue.
7. On the Additional Entry Criteria page, you can refine your scenario by adding more targeted conditions, if appropriate for your business needs, and click Continue. To add parameters:
   1. Click Add Parameters, select the parameters you want to use out of options like Payment Method, Business Type, Account Status, Attribute, Pending Balance, Customer Name, Creation Date, and click Choose Parameters.
   2. For each parameter that you have added, select an operator from the list and select or enter a value. For example, if you select Creation Date parameter, select the Operator from options such as Between, Before and After and then, enter or select the Date value and click Continue.
8. On the Select Actions page, assign the collection actions for this scenario:

   • To select existing actions, click Add Actions, select the actions from the list, and click Choose Actions.

   • You can also click Create Actions to define a new custom action. See "Creating Collections Actions" for more information.
   • To add the same action more than once, click the menu icon and select Duplicate.
   • To remove an action from your scenario, select the box next to the action and click Remove.
   • To change the order of the actions in the list, drag the icon at the end of the row to the new position. However, the order the actions are performed in is based on the number of days, rather than the order in the list.

     Note:

     Actions are generally performed based on the number of days configured; however, if multiple actions have the same number of days, they will be processed in the order they appear in the list.

   The Review Details & Create Scenario page presents a summary of all scenario settings.

9. For each action you select, update the Activate After field to indicate how many days after the bill unit enters collections the action should be preformed, and select whether the action is Mandatory or Optional in the Action Mode field. Only manual actions should be optional.

10. Review the information carefully. When you are satisfied with all details, click Create Scenario.

    A message will confirm that your scenario was created successfully.

    You will be redirected to the View and Manage all Configured Scenarios page, where your new scenario appears in the list.

You can edit a collections scenario to meet your changing business needs.

To edit an existing collections scenario:

1. On the View and Manage all Configured Scenarios page, click the following menu icon at the end of the row for the scenario you want to edit:

   

2. Select Edit.

3. Update the information as needed. See "Scenario Data Reference" for details of the information you can edit.

4. Click Save Scenario.

   The changes are saved to the scenario.

To duplicate an existing scenario:

1. On the View and Manage all Configured Scenarios page, select the row for the scenario you want to duplicate.

2. Click the following menu icon at the end of the row:

   

3. Select Duplicate.

4. A confirmation dialog appears. When you confirm, a new scenario is created with (Duplicate) prefixed to the scenario name, and all other details copied from the original scenario.

   Collections Configuration Center creates a new scenario with the details you provided.

To delete a collections scenario:

1. On the View and Manage all Configured Scenarios page, select the row of the scenario you want to delete.

2. Click the following menu icon at the end of the row:

   

3. Select Delete.

4. Confirm that you want to delete the scenario.

   Collections Configuration Center removes the scenario from the list.

Table 4-1 contains information about the data used to create and edit scenarios.