S214 Settlement – Updates

NOTE: Click on the hyperlink to take you immediately to help for the chosen screen.

· Receive Settlement Documents from Creditor

· Receive Settlement Documents from Debtor

· Receive Settlement Documents from Director

· Finalize Settlement

· Concluded Settlement

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Receive Settlement Documents from Creditor

Purposes:

This screen allows MIMS Users to note on the system that the signed Settlement documents from the creditor have been received and forward them to the debtor.

1. MIMS user must be an authorized actor to update on this screen.

The following actors have the ability to update:

· Call Center Agent

· Compliance 4 Agent

· Compliance 5 Agent

· File Intervention Agent

· ISO Agent

· MEP Senior Management

· RGPU Agent

· SIU Agent

· System Administrator

Helpful Hints:

· The settlement process must be active.

· The Debtor Party address status must be good.

· Once the L12 – Initiate Settlement (Debtor cover letter) is printed Document Processing will deliver to the level of compliance to attach the documents that have already been signed by the Creditor. (A label with debtor address will be provided)

Navigation

Collections à Collection Tool History à MEP File Number [Get] or [Search] à STLMT

Letter:

· L12a – Initiate Settlement (special handling queue)

Procedure:

1. Select the appropriate status of the requested settlement documents:

2. Enter the ‘Bring Forward Date’ in the field provided if Reschedule selected.

3. Click the ‘Save’ button to submit the update on the status of the settlement documents. The system will return you

to the ‘Collection Tool History’ screen where the STLMT tool is displayed with the updated state of the tool.

4. The system automatically generates correspondence to the Debtor.

S214 Settlement – Updates (Receive Docs From Creditor)

Screen Label	Description/Instructions
Receive Docs From Creditor
Update
Change
Received from Creditor	Select this option if the Creditor has returned the Documents signed in front of a witness.
Abandon	Select this if the documents are return mail or if the Creditor has decided that he/she is no longer wanted to settle on the arrears.
Reschedule	Select this option if you only want to enter a new future bring forward date.
Remarks Only	Select this if you wish to add additional remarks about the tool specific.
Bring Forward Date	Required field. Enter a bring forward date. Must be within 45 days in the future.
Additional Remarks	Enter your comments regarding the update of the settlement documents. Mandatory if status is ‘Abandon’ or ‘Remarks Only’. Maximum characters = 200.
	Click this button to update the state of the Settlement.
	Click this button to return to Collection Tool History screen without saving any data.
Status
Initiate
Date:	Displays the date in which the settlement was initiated.
User	Displays the MIMS User name that initiated the settlement.
Creditor	Displays the name of the creditor that the settlement was initiated to.
Bring Forward Date	Displays the Bring Forward date.
Bring Forward User	Displays the MIMS User name that entered the bring forward date.
Remarks	Displays the MIMS User name and date in which comments were made.

Possible Error Messages/System Warnings:

ID	Error Message Description
225	Bring Forward Date can only be maximum 45 days in the future.
530	Invalid debtor party mailing address.
613	Bring Forward Date is invalid. Must be in YYYYMMDD format.

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RECEIVE SETTLEMENT DOCUMENTS FROM DEBTOR

Purposes:

This screen allows MIMS Users to note on the system that the signed Settlement documents from the debtor have been received.

1. MIMS user must be an authorized actor to update on this screen.

The following actors have the ability to update:

· Call Center Agent

· Compliance 4 Agent

· Compliance 5 Agent

· File Intervention Agent

· ISO Agent

· MEP Senior Management

· RGPU Agent

· SIU Agent

· System Administrator

Helpful Hints:

· MEP must have received signed Settlement documents from the Debtor in order to proceed.

Navigation

Collections à Collection Tool History à MEP File Number [Get] or [Search] à STLMT

Procedure:

1. Select the appropriate status of the requested settlement documents.

2. Enter the ‘Bring Forward Date’ in the field provided if Reschedule selected.

3. Click the ‘Save’ button to submit the update on the status of the settlement documents. The system will return you to the ‘Collection Tool History’ screen where the STLMNT tool is displayed with the updated state of the tool.

S214 Settlement – Updates (Receive Docs From Debtor)

Screen Label	Description/Instructions
Receive Docs From Debtor
Update
Change
Received from Debtor	Select this option if the Debtor has returned the signed settlement documents
Abandon	Select this option if the Settlement can go no further. Abandon concludes the tool.
Reschedule	Select this option if you need to enter a future bring forward date.
Remarks Only	Select this option if you need to enter additional remarks specific about the tool.
Bring Forward Date	Required field. Enter bring forward date (YYYYMMDD format). Must be within 45 days in the future.
Additional Remarks	Enter your comments regarding the update of the settlement documents. Mandatory if status is ‘Abandon’ or ‘Remarks Only’. Maximum characters = 200.
	Click this button to update the state of the Settlement.
	Click this button to return to Collection Tool History screen without saving any data.
Status
Initiate
Date	Displays the date in which the settlement was initiated.
User	Displays the MIMS User name that initiated the settlement.
Creditor	Displays the name of the creditor that the settlement was initiated to.
Received From Creditor Date	Displays the date in which MEP received the signed Settlement documents from the creditor.
User	Displays the MIMS User name that recorded the arrival of the documents.
Bring Forward Date	Displays the Bring Forward date.
Bring Forward User	Displays the MIMS User name that entered bring forward date.
Remarks	Displays the MIMS User name and date in which comments were made.

Possible Error Messages/System Warnings:

ID	Error Message Description
225	Bring Forward Date can only be maximum 45 days in the future.
613	Bring Forward Date is invalid. Must be in YYYYMMDD format.

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RECEIVE SETTLEMENT DOCUMENTS FROM DIRECTOR

Purposes:

This screen allows MIMS Users to note on the system that the director has signed the Settlement documents.

1. MIMS user must be an authorized actor to update on this screen.

The following actors have the ability to update:

· Call Center Agent

· Compliance 4 Agent

· Compliance 5 Agent

· File Intervention Agent

· ISO Agent

· MEP Senior Management

· RGPU Agent

· SIU Agent

· System Administrator

Helpful Hints:

· MEP must have received signed Settlement documents from the Debtor in order to proceed.

Collections à Collection Tool History à MEP File Number [Get] or [Search] à STLMT

Procedure:

1. Select the appropriate status of the requested settlement documents.

2. Enter the ‘Bring Forward Date’ in the field provided if Reschedule selected.

3. Click the ‘Save’ button to submit the update on the status of the settlement documents. The system will return you to the ‘Collection Tool History’ screen where the STLMNT tool is displayed with the updated state of the tool.

S214 Settlement – Updates (Receive Docs From Director)

Screen Label	Description/Instructions
Receive Docs From Director
Update
Change
Received from Director	Select this when you have the settlement documents returned to you with the Director’s Signature on them
Abandon	Select this option if the Settlement can go no further. Abandon concludes the tool.
Reschedule	Select this option if you need to enter a future bring forward date.
Remarks Only	Select this option if you need to enter additional remarks specific about the tool.
Bring Forward Date	Required field. Enter bring forward date (YYYYMMDD format). Must be within 45 days in the future.
Additional Remarks	Enter your comments regarding the update of the settlement documents. Mandatory if status is ‘Abandon’ or ‘Remarks Only’. Maximum characters = 200.
	Click this button to update the state of the Settlement.
	Click this button to return to Collection Tool History screen without saving any data.
Status
Initiate
Date	Displays the date in which the settlement was initiated.
User	Displays the MIMS User name that initiated the settlement.
Creditor	Displays the name of the creditor that the settlement was initiated to.
Received From Creditor Date	Displays the date in which MEP received the signed Settlement documents from the creditor.
User	Displays the MIMS User name that recorded the arrival of the documents.
Received From Debtor Date	Displays the date in which MEP received the signed Settlement documents from the debtor.
User	Displays the MIMS User name that recorded the arrival of the documents.
Bring Forward Date	Displays the Bring Forward date.
Bring Forward User	Displays the MIMS User name that entered bring forward date.
Remarks	Displays the MIMS User name and date in which comments were made.

Possible Error Messages/System Warnings:

ID	Error Message Description
225	Bring Forward Date can only be maximum 45 days in the future.
613	Bring Forward Date is invalid. Must be in YYYYMMDD format.

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FINALIZE SETTLEMENT

Purposes:

This screen allows MIMS Users to finalize the Settlement process.

1. MIMS user must be an authorized actor to update on this screen.

The following actors have the ability to update:

· Call Center Agent

· Compliance 4 Agent

· Compliance 5 Agent

· File Intervention Agent

· ISO Agent

· MEP Senior Management

· RGPU Agent

· SIU Agent

· System Administrator

Helpful Hints:

· MEP must have received signed Settlement documents from the Director and Filed at Court of Queens Bench in order to proceed.

Navigation

Collections à Collection Tool History à MEP File Number [Get] or [Search] à STLMT

Letter:

L14 – Settlement Confirmation (2 copies, special handling queue)

Procedure:

1. Select the appropriate status of the requested settlement documents.

2. Enter the ‘Bring Forward Date’ in the field provided if Reschedule selected.

3. Click the ‘Save’ button to submit the update on the status of the settlement documents. The system will return you to the ‘Collection Tool History’ screen where the STLMNT tool is displayed with the updated state of the tool.

4. The system automatically generates 2 letters (L14 – Settlement Confirmation) one for the creditor and one for the debtor to attach the Filed copy of the Settlement Documents.

S214 Settlement – Updates (Finalize Statement)

Screen Label	Description/Instructions
Finalize Statement
Update
Change
Finalized	Select this option once the documents have been returned from the Court of Queens Bench and have been filed. You should also do your Journal Voucher prior to making this selection.
Abandon	Select this option if the Settlement can go no further. Abandon concludes the tool.
Reschedule	Select this option if you need to enter a future bring forward date.
Remarks Only	Select this option if you need to enter additional remarks specific about the tool.
Bring Forward Date	Required field. Enter bring forward date (YYYYMMDD format). Must be within 45 days in the future.
Additional Remarks	Enter your comments regarding the update of the settlement documents. Mandatory if status is ‘Abandon’ or ‘Remarks Only’. Maximum characters = 200.
	Click this button to update the state of the Settlement.
	Click this button to return to Collection Tool History screen without saving any data.
Status
Initiate
Date	Displays the date in which the settlement was initiated.
User	Displays the MIMS User name that initiated the settlement.
Creditor	Displays the name of the creditor that the settlement was initiated to.
Received From Creditor Date	Displays the date in which MEP received the signed Settlement documents from the creditor.
User	Displays the MIMS User name that recorded the arrival of the documents.
Received From Debtor Date	Displays the date in which MEP received the signed Settlement documents from the debtor.
User	Displays the MIMS User name that recorded the arrival of the documents.
Received From Director Date	Displays the date in which the settlement documents were marked as being received with the Director signature
User	Displays the User that marked the settlement as received from Director.
Bring Forward Date	Displays the Bring Forward date.
Bring Forward User	Displays the MIMS User name that entered bring forward date.
Remarks	Displays the MIMS User name and date in which comments were made.

Possible Error Messages/System Warnings:

ID	Error Message Description
225	Bring Forward Date can only be maximum 45 days in the future.
613	Bring Forward Date is invalid. Must be in YYYYMMDD format.

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Concluded Settlement

Purposes:

This screen allows MIMS Users to view the history of the Concluded tool

1. MIMS user must be an authorized actor to update on this screen.

The following actors have the ability to update:

· Call Center Agent

· Compliance 4 Agent

· Compliance 5 Agent

· File Intervention Agent

· ISO Agent

· MEP Senior Management

· RGPU Agent

· SIU Agent

· System Administrator

Navigation

Collections à Collection Tool History à MEP File Number [Get] or [Search] à Alter Criteria à Concluded [Apply] à STLMT

Screen Label	Description/Instructions
Finalize Statement
Initiate
Date	Displays the date in which the settlement was initiated.
User	Displays the MIMS User name that initiated the settlement.
Creditor	Displays the name of the creditor that the settlement was initiated to.
Received From Creditor Date	Displays the date in which MEP received the signed Settlement documents from the creditor.
User	Displays the MIMS User name that recorded the arrival of the documents.
Received From Debtor Date	Displays the date in which MEP received the signed Settlement documents from the debtor.
User	Displays the MIMS User name that recorded the arrival of the documents.
Received From Director Date	Displays the date in which the settlement documents were marked as being received with the Director signature
User	Displays the User that marked the settlement as received from Director.
Finalized Date	Displays the Date the Settlement was marked as Finalized
User	Displays the User that marked the Settlement as Final.
Buttons
	Click this button to return to Collection Tool History screen.

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