Collections
Referral File
You can find the Collections Referral File function under the Outbound tab. Use this function to create an extract file of borrowers who have loans assigned to an outside collection agency. You can create a new Collections Referral File for each external agency used by your school at anytime, or you may choose to append a file that already exists for that agency.
The extract file is an ASCII file that includes borrower and loan data. One record is written for each loan. To see the file format, click on this link: Collections Referral File Format.
To create a Collections Referral File, enter the following information and click on the Create File button. Clicking on the Reset button will restore the data entry form to its initial (blank) state. Any data that was entered in the form will be erased from the display.
|
Field
Name |
Required? |
Size/Format |
What
to Enter |
|
External Collection Queue |
Required |
Drop-down list |
The user should select the desired external queue to be used for file creation. Only external queue's will display in the dropdown list. |
|
Report Loan Referred Between… |
Required |
8 numeric characters |
Format is mm/dd/yyyy or drop-down box. The dates will default to the first and last day of the prior month, but you can modify these dates to include any time period you choose. Only loans referred to the selected queue during the specified time period will be included in the extract file. The referral date used for selection is the date from the history transaction that shows when the loan was referred to the specific agency. It is NOT the date seen as the referral date in the queue or on the Collection Status screen in Borrower Services. |
|
Outbound File Path |
N/A |
N/A |
You will not enter the location of the file here. It is established in Office Management/System Configuration Parameters/Inbound/Outbound Parameters. |
|
File Name |
Required |
|
Enter the name of the file you are going to create or append. |
|
Overwrite Existing Files |
Required |
Checkbox |
Check this box if you would like to overwrite an existing file with that same name. |