S235 Debtor Search Updates

NOTE: This help page provides information for the following two actions. Click on the hyperlink to take you immediately to the help for the selected screen.

Abandon Search for Debtor Information

Approve Search for Debtor Information

View Concluded Search for Debtor Information

ABANDON SEARCH FOR DEBTOR INFORMATION

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PURPOSES:

Abandon Search for Debtor Information

This screen allows MIMS users with the required security access to abandon or enter ‘Remarks’ for certain search tools.

PREREQUISITES

Abandon Search for Debtor Information

1. MIMS user must have applicable security authorization to view and update files.

The following have access for ‘Abandon alternate flow’ and ‘Remarks Only’.

· Call Center Agents

· Collections Agents (RGPU, File Intervention)

· Compliance Agents (Compliance 4, Compliance 5)

· MEP Senior Management

· Program Support Agents

· Registration Agents

· ISO Agents

· ISO Support Agents

· Special Investigation Unit Agents

· Supervisors/Team Leads

NAVIGATION

Abandon Search for Debtor Information

Collections à History of Collection à S85 – History of Collection à SRCH – Request Debtor Search

PROCEDURES

Abandon Search for Debtor Information

1. Enter the desired MEP file number in the ‘File Number’ field.

2. Click the ‘Get’ button to retrieve the file.

3. Click on the SRCH hyperlink for the SRCH to be abandon for have remarks added.

4. In the Update section check the radio button to either ‘Abandon’ or add ‘Remarks Only’.

5. If ‘Remarks Only’ selected, enter comments in the ‘Additional Remarks’ field.

6. Click the ‘Save’ button.

Abandon Search for Debtor Information

Screen Label	Description/Instructions
Abandon Search for Debtor Information
Update
Status	Click the radio button to Abandon or add Remarks only to the search request.
Additional Remarks	Enter comments regarding the status of the search. Field is mandatory if the ‘Remarks Only’ radio button was selected.
	Click this button to save the updated information.
	Click this button to return to ‘S85 Collection Tool History’ screen.
Status
Request Date	Displays date that the search was requested. Displays in YYYY-MM-DD format where Y = Year, M = Month and D = Day.
Requested By	Displays the MIMS user name that requested the search.
Search Tool	Displays the type of information being requested.
Special Instructions	Displays the special request information made regarding the search.

Possible Error Messages/System Warnings:

Abandon Search for Debtor Information
ID	Error Message Description	Action
105	Additional Remarks is mandatory.	When ‘Remarks Only’ has been selected, ensure that comments have been made in the ‘Additional Remarks’ box.
269	Radio Button is mandatory.	Ensure that one of the radio buttons is selected.

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APPROVE SEARCH FOR DEBTOR INFORMATION

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PURPOSES:

Approve Search for Debtor Information

This screen allows MIMS users with the required security access to approve a request to have external databases searched to collect debtor information.

PREREQUISITES

Approve Search for Debtor Information

1. MIMS user must have applicable security authorization to view and update files.

The following have access to Approve or Deny Search requests.

· Internal MEP Agent that has been given approval authority (ie. JOIN, CoMIS, CPIC are approved by SIU, MVDC, credit bureau searches are approved by Comp4 Supervisor)

NAVIGATION

Approve Search for Debtor Information

Collections à History of Collection à S85 – History of Collection à SRCH – Request Debtor Search

PROCEDURES

Approve Search for Debtor Information

1. Enter the desired MEP file number in the ‘File Number’ field

2. Click the ‘Get’ button to retrieve the file showing the active collection tools.

3. Click the SRCH hyperlink of the search requiring approval.

4. Under the update section, click the radio button to ‘Approve’ or ‘Deny’.

5. If required add in additional remarks.

6. Click the ‘Save’ button.

Approve Search for Debtor Information

Screen Label	Description/Instructions
Approve Search for Debtor Information
Update
Status	Click the radio button to Approve, Deny or add Remarks only to the search request.
Additional Remarks	Enter comments regarding the status of the search. Field is mandatory if the ‘Remarks Only’ radio button was selected.
	Click this button to save the updated information.
	Click this button to return to ‘S85 Collection Tool History’ screen.
Status
Request Date	Displays date that the search was requested. Displays in YYYY-MM-DD format where Y = Year, M = Month and D = Day.
Requested By	Displays the MIMS user name that requested the search.
Search Tool	Displays the type of information being requested.
Special Instructions	Displays the special request information made regarding the search.

Possible Error Messages/System Warnings:

Approve Search for Debtor Information
ID	Error Message Description	Action
105	Additional Remarks is mandatory.	When ‘Remarks Only’ has been selected, ensure that comments have been made in the ‘Additional Remarks’ box.
269	Radio Button is mandatory.	Ensure that one of the radio buttons is selected.

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VIEW CONCLUDED SEARCH FOR DEBTOR INFORMATION

PURPOSE:

View Concluded Search for Debtor Information

This screen allows MIMS users to display a SRCH tool that is no longer editable i.e. abandoned (including denial) or ended (via Done button).

PREREQUISITES:

View Concluded Search for Debtor Information

1. MIM user must have applicable security authorization to view files.

The following groups have access to this panel:

· All MEP Internal Users

NAVIGATION:

View Concluded Search for Debtor Information

Collections è History of Collection è S85 – History of Collections è SRCH – Debtor Search

PROCEDURE:

View Concluded Search for Debtor Information

1. Enter the desired MEP file number in the ‘File Number’ field.

2. Click the ‘Get’ button to retrieve the file showing the active collection tools.

3. Click on the ‘Alter Criteria’ button at the bottom of the screen.

4. The system will take you to ‘S38 – History of Collection’ screen. Under the status heading, check the unmarked box ‘Concluded’

5. Click the ‘Apply’ button and the system will return you to the ‘S85 – Collection Tool History’ screen and will have displayed all of the searches (including ones that have been concluded).

6. Click on the hyperlink for the appropriate ‘SRCH’ that has been concluded to view the remarks.

7. Click the ‘Return’ button to go back to the ‘S85 – Collection Tool History’ screen.

Screens Used to View Concluded Search for Debtor Information

Screen Label	Description/Instructions
View Concluded Search for Debtor Information
Request Date	Displays date that the search was requested. Displays in YYYY-MM-DD format where Y = Year, M = Month and D = Day.
Requested By	Displays the MIMS user name that requested the search.
Search Tool	Displays the type of information being requested.
Special Instructions	Displays the special request information made regarding the search.
Abandon Date	Displays date that the search was abandoned. Displays in YYYY-MM-DD format where Y = Year, M = Month and D = Day.
Abandon user	Displays the user that requested the search be abandoned.
Remarks	Displays the remarks made at the time of the search creation.
	Click this button to go back to the previous page.

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