By default, all bill units are assigned to a single collections profile. You can use the default profile if it meets your requirements. Collections profiles allow you to organize bill units into logical groups. These groups help you apply the same collections actions to multiple bill units that share similar characteristics. Each scenario must reference a collections profile.

Set up collections profiles in Collections Configuration Center to allow you to configure the details using an opcode. For more information about this configuration, see "Setting Up Collections Profiles" in BRM Collections Manager.

To create a collections profile:

1. From the Home page, click Profile at the bottom left.

   The Organize and Manage Profiles page appears.

2. Click Create Profile in the top right corner.

   The Create Profile dialog box appears.

3. Enter the following:
   • Profile Name: Enter a name for the new profile.
   • Description: Enter a description (optional).
   • Currency: Select a currency from the drop-down list.

   Note:

   The combination of Profile Name and Currency must be unique. If a profile already exists with the same name and currency, you will need to choose a different profile name or currency.

4. Click Create Profile to add the profile.

The new profile appears in the list on the Organize and Manage Profiles page.

You can edit a collections profile to change the profile name, description, and currency.

To edit a collections profile:

1. From the Home page, click Profile at the bottom left.

   The Organize and Manage Profiles page appears.

2. Locate the profile you want to edit and click following menu icon at the end of the row:

   

3. Select Edit.

   The Edit Profile dialog box appears

4. Update the following fields as needed:
   • Profile Name: Enter a new name for the profile. The profile name must be unique.
   • Description: Update the description for the profile. This field is optional.
   • Currency: Select a different currency from the list. The profile name and currency combination must be unique.
5. Click Save Profile to apply your changes.

The updated profile details appear in the profiles list.

To duplicate a collections profile:

1. From the Home page, click Profile on the bottom left.

   The Organize and Manage Profiles page appears.

2. Locate the profile you want to duplicate and click the following menu icon at the end of the row:

3. Select Duplicate.

   A message appears in the bottom right corner when the duplicate is created successfully and the duplicate profile will be displayed in the list. See "Editing Collections Profiles" to edit the duplicated profile.

To delete a collections profile:

1. On the Home page, click Profile on the bottom left.

   The Organize and Manage Profiles page appears.

2. Locate the profile you want to delete and click the following menu icon at the end of the row:

   

3. Select Delete.
4. Confirm that you want to delete the profile.