Collection-Master EDI By Izzy Jaber and Jim Burd
CM EDI Concepts Overview :
• Understanding Collection-Master EDI and what it can do• Easily and securely import and/or update
• Import Placements • Update Information • Third Party Vendor Data
• Steps on building CM EDI Records and importing the following samples:
• Record 901; Forwarder File• Record 902; Clerk File• Record 115; Debtor Phone• Record 170; Internal Backbone• Record 185; Claim Tags
3
CM EDI Concepts:
CM EDI stands for Collection-Master EDI; it is the ultimate database import tool designed for both novice and advanced Collection-Master users.
4
8
How Information Is Transferred
Information Data Records
Debtor
Legal
Paperless
Employment
CM EDI
Collection-Master Database
DebtorLegalPaperless
CM EDI Concepts
CM EDI Record Types
A record type is a data type that describes values and variables.
The definition includes specifying the data type of each field, its position in the record, and an identifier (name or label) by which it can be accessed.
11
Claim Record Types
100 Series – General Claim Info101 Claim Placement (New) 102 Claim Placement (Updates) 103 Plaintiff – Caption 109 Paperless File Notes 110 Historical Financial Transactions 111 Debtor Demographics (D1-999) 112 Debtor Bankruptcy (D1-999)113 Debtor Legal Info (D1-999) 114 Debtor Caption Information
12
Claim Record Types
100 Series- Additional Claim Information
121 Property Info (1-999) 131 Misc. Fields 134 Screen Infinity Fields 151 Direct Payments 152 Claim Adjust 170 Related Party/Internal Backbone 171 Interest Update (Stamp) 172 Account Card Information 195 Claim Diary Information
13
Other CM EDI Record Types
300 Series301 Call Log Information302 Call Link Information (Link to Recording)303 Call Result Information
800 Series801 Diary File Setup810 Letters Setup820 Status Codes Setup
14
900 Series• 901 Forwarder File • 902 Court File • 903 Sheriff File • 904 Adva Atty File • 905 Bank File • 906 Co-Co File • 907 Our Attorney File • 908 Our Paralegal/Secy File • 909 Client/Creditor File • 910 Employer File • 911 Our Collector File • 912 Our Sales Person File • 913 Insurance Group File
• 914 Trustee File • 915 Lender File • 916 Broker File • 917 Judge File • 918 Insurance File • 919 Title Company File • 920 CCCS File • 921 Process Server File • 922 Hospital/Medical Services File • 923 Medical Records File • 924 Doctor File • 925 Mediator File • 926 Repo File • 927 Client Contact File • 928 eNetwork File
15
Internal Data Files Record Types
Examples
Sample 1: Record 901Sample 2: Record 902Sample 3: Record 115Sample 4: Record 170Sample 5: Record 185
17
Examples
Sample Data File
Record 170 Internal Backbone Layout
21