CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

23
CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015

Transcript of CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Page 1: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

CONFIDENTIALH. Balogh, K. Toal

RDN Iteration 37 Release FeaturesApril 8, 2015

Page 2: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

• DRN Address Scoring available now!• New Decline Reasons Available• Export Invoices to Excel• Dashboard Calculation• Reorganized the permissions on the Collector

Management screen

[2]

Release Features

Page 3: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

• DRN Address Scoring available now!

[3]

Release Features

Page 4: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

DRN Address Scoring

[4]

DRN is offering a new RDN integrated service to our lenders that scores addresses based on DRN hit information. Once this service is activated for your company, all addresses sent to DRN associated with cases with a plate and plate state will be scored as: Good, Bad or Indeterminate.

The addresses on a case will be re-scored by DRN every time one of the following occurs:1. The plate on the case is changed or added2. A new address is added to the case3. An existing address on the case is edited

For an address to be scored, it must contain the following:• A street address• A city• A state• A zip code

Page 5: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

DRN Address Scoring

On the case page, RDN will display an Icon next to the address to indicate its score.

• Good –You will see a green check mark icon• Bad – You will see an exclamation mark icon• Indeterminate – You will see a question mark icon

If an address has not yet been scored then you will not see an icon.

This is an example of what you would see for an address that has a “Good” score

Page 6: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

DRN Address Scoring

This address was scored as Bad:

The score on this address was Indeterminate:

Page 7: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

DRN Address Scoring

Some additional notes of interest:• The process of scoring addresses is not immediate• Your repossession agents do not see these address scores

Page 8: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

DRN Address Scoring

Access to the address scoring information is permission based. Once yourCompany has the DRN Address Scoring service activated, you will see the DRN Address Score permission on collector profiles.

Page 9: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

DRN Address Scoring

If you are interested in signing up or learning more about DRN address scoring, please contact your relationship manager at DRN directly.

[email protected]

Page 10: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

• New Decline Reasons Available

[10]

Release Features

Page 11: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

New Decline Reasons

[11]

RDN has expanded the decline reasons. These new decline reason were added:• Previously worked• Mileage needed• Flatbed needed

Page 12: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

• Export Invoices to Excel

[12]

Release Features

Page 13: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Export Invoices to Excel

[13]

Two improvements have been made to the Export Invoices to Excel feature.• You can now select invoices by branch• The lien holder’s named has been added to the export result

Page 14: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Export Invoices to Excel

A new column has been added that contains the name of theLien Holder on the case.

Page 15: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

• Dashboard Calculation

[15]

Release Features

Page 16: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Dashboard Calculation

[16]

There has been a change in how the Needs Reassignment is calculated.In the configuration section, when the setting of Only Count Cases Opened in the Last x Days is less than the setting for the Days Open – Need Reassignment configuration setting, the calculation was performed on a collection of orders that met the global setting.

There are two settings on the configuration that could have conflicted:

The global open orders (seen at the top of the configuration screen):

And the Need Reassignment – Days open:

Page 17: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Dashboard Calculation

The global setting creates a universal collection of orders. In this example, a collection of orders that have been opened in the last 7days is created.This universal collection is then checked to see if any of the orders meet the Need Reassignment criteria. In this example, the check would look for orders in the universal collection that have been open more than 24 days. However, because the universal collection only has orders that have been open in the last7 days, none will meet the criteria.

To improve the computation of the Need Reassignment number, when the global setting for open orders is smaller than the Need Reassign open setting, we will use 365 days to create the universal collection.

Page 18: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Collector MGT Layout

[18]

RDN has reorganized the layout of permissions on the Collector Management screen. Permissions have been grouped into:• Basic Permissions• Manager Settings• Restrictions• Integrated Services• Invoice Management• Reporting Options

Page 19: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Collector MGT Layout

Basic Permissions

Page 20: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Collector MGT Layout

Manager Setting

Page 21: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Collector MGT Layout

Integrated Services

Invoice Management

Page 22: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

Collector MGT Layout

Reporting Permissions

Page 23: CONFIDENTIAL H. Balogh, K. Toal RDN Iteration 37 Release Features April 8, 2015.

[23]

Please contact Kathy Toal with any questions or further information about these

enhancements.

817-204-028Option 2

[email protected]