S52 Maintain MEP File - PARTIES

 

Purposes:

 

This screen allows the MIMS user to add a party other than the Debtor and Primary Creditor to a file. 

 

Prerequisites:

 

1.       MIMS user must have applicable security authorization to access this screen.

            The following groups have access to this panel:

 

·         Administrative Assistants (view only)

·         Call Center Agents (view only)

·         Collections Agents

·         Collections Support Agents (view only)

·         Compliance Agents

·         Document Processing Agents (view only)

·         Finance Agents (view only)

·         Finance Support Agents (view only)

·         Finance Trust Accountants (view only)

·         HR & E (view only)

·         Legal Services Agents (view only)

·         MEP Senior Management

·         Other Jurisdictions (view only)

·         Program Support Agents (view only)

·         Provisional Agents (view only)

·         Reception Agents (view only)

·         Registration Agents

·         ISO Support Agents

·         Special Investigation Unit Agents

·         Supervisors / Team Leads

·         System Administrators

 

Navigation:

 

Maintain MEP File  à  Parties

 

Helpful Hints:

 

·         This screen is used to relate a dependant, creditor other than the primary creditor and ISO Crown.

·         This screen does not allow the MIMS user to update any personal information regarding the MEP file. That is done using the high Party tab.

 

Relate a  Party to A File

1.       Enter a party number.

2.       Select a party role from the drop down list.

3.       Click the Relate Party button.

4.       Click  Save.

Search For A Party

5.       Click the Search button.  The system displays child window “S13 Party Search – Criteria” opens.

6.       After selecting criteria for search, click the search button.  The system display child window “S14” Party Search – Result”. 

 

View Party Information - Link On A Party

7.       Click on the hyperlink party number in the “Related Parties” area of the screen.  The information will display in the “Party Information” of the screen.

 

Inactivate A Party

8.       In the Related Parties area of the screen, check the appropriate  ‘inactive’ check box.

9.       Click the Save button.

 

Reactivate A Party

10.   Enter the inactive party’s number   

11.   Select a party role from the drop down list.

12.   Click the Relate Party button

13.   Click Save. 

14.   The Related Parties area of the screen will display the party with the inactive checkbox unchecked.

 

Remove Party

NOTE: A Debtor or Primary Creditor can NEVER be deleted or inactivated from a file.

15.   Select the hyperlink of the party to be removed in the “Related Parties” area of the screen.   The linked party information will be displayed in the Party Information area of the screen.

16.   Click the Remove Party button.  A confirmation message will display, asking if you are sure you want to delete?

17.   Click OK to continue deleting or CANCEL to go back to screen without deleting party.

 

A
 

 

Screen Label

Description/Instructions

File Number

The file number selected on the previous panel appears.  If this is not the file you require, enter a specific MEP File Number and click the ‘Get’ button.

To view another file, enter a MEP File Number and click the GET button.  Then select the tab for the applicable information to be viewed or updated.

File Status

Displays file status of either: Active, Closed or Incomplete.

Primary Creditor

This is the creditor, who is named as the original creditor with MEP at the time of registration.  Displays formatted name with the party number in brackets

Debtor

The debtor is the party directed to make payments to a creditor by a court order or agreement.  Displays formatted name with the party number in brackets.

Icon to identify if party exists on multiple files.

If any parties on the file are related to more than one file then the “Multi File” icon is displayed

Alerts

“More Alerts” hyperlink can be selected to view currently active alerts.

Compliance Level

The Collection Progression defines the compliance level on every file from 0-7.  MIMS automatically assigns these, but it is possible to manually manipulate levels on Screen S84 Change Compliance.

Provisional File

These are uniquely numbered files created to track and manage transmission of Provisional Orders, which are granted in one Jurisdiction that must be confirmed in another Jurisdiction.

Relate New Party

 

Party Number

Enter the party number; it must be an exact match.

In Party Role

Select a role from the drop down box, only three values available. Creditor, Dependant and REMO Crown.  If selecting REMO Crown, the party must be of type “Organization”.

Click the ‘Relate Party’ to relate the new party to the file.
 

When search is clicked, a child window will open S13 Party search – Criteria (s52UpdatePartiesToExistingFile).

Related Parties

 

Party Nbr

Click on the hyperlink to display the party information in the lower portion of the screen.

Party Name

Displays the name of the party.

Birth Date

Displays the Birth date in YYYY-MM-DD format. Where Y = Year, M = Month and D = Day.   No value will be displayed if Party is an “Organization” type.

Role

Displays the role assigned to the party.

Inactive

Defaults to a checkable checkbox when the party is active.  Defaults to non-updateable checked checkbox when the party is inactive.  To reactivate a party, the party must be re-related.

Debtors are ALWAYS active and checkbox will be grayed out.

Checkbox will display if party has effective terms where they are the Charge To party.

Inactivate checkbox is only displayed for parties that are already SAVED to the file.  The if the party is currently “related” but not yet “saved” then the inactive checkbox will display as gray for that party.

The system will automatically write an event to the event log on activation and on inactivation of a party to a file when the file is of “active” status.

Click to save file activation/inactivation.
OR
Click to redisplay Relate party screen cleared.

Party Information

 

Party Nbr

Displays the assigned party number.

Party Name

Displays party name including party number.

Birth Date

Displays the Birth date in YYYY-MM-DD format.  Where Y = Year, M = Month and D = Day.   No value will be displayed if Party is an “Organization” type.

Date of Death

Displays the date of death in YYYY-MM-DD format.  Where Y = Year, M = Month and D = Day.   

Mailing Address

Displays mailing address to be used for party.

Gender

Indicates male or female.  No value will be displayed if party is an “Organization” type.

Home Phone

Displays area code and home phone number.

Work Phone

Display area code, work phone and extension if applicable.

SIN

Displays Social Insurance Number of party.  No value will be displayed if Party is an “Organization” type.

PIN

Displays the Personal Identification Number (Income Support) assigned to the party.  No value will be displayed if Party is an “Organization” type.

Address Status

Displays if the date the address was reported as still current in YYYY-MM-DD format.  Where Y = Year, M = Month and D = Day.  

Income Support Reference Nbr.

Displays the Income Support Reference Number if one was assigned by government agency and is known my MEP.  No value will be displayed if Party is an “Organization” type.

I.S. Status

Will display the status of the Income Support Reference Number.  If no I.S. Reference number exits, status will display as NULL.  No value will be displayed if Party is an “Organization” type.

Family Maintenance Reference Nbr.

Displays the Family Maintenance Reference Number if one was assigned by a government agency and is know by MEP.  No value will be display if Party is an “Organization” type.

F.M. Status

Will display the status of the Family Maintenance Reference Number.  If no F.M. Reference number exits, status will display as NULL.  No value will be displayed if Party is an “Organization” type.

Is enabled for use on parties linked if none of the following restrictions apply.

Cannot use for primary creditor and debtor parties.

Cannot remove a party if any of the following is true:
–           Financial transactions exist for the party
–           Order Terms exist for the party
–           REMO In information exists for the party on the file
–           Banking information exists for the party on the file

This will removed the party role relationship from the file.

 

Possible Error Messages/System Warnings:

 

ID

Error Message Description

Action

27

Only one Debtor Party Relationship is allowed on a file

Confirm party relationship

26

Only one Primary Creditor Party Relationship is allowed on a file.

Confirm party relationship

29 and 348

Invalid Party

Confirm party number

177

Parties related, as REMO Crown role must have a classification assigned of REMO.

Confirm REMO status

178

Only Individual parties may be related to files in the role of Dependent.

Confirm party is individual not organization

179

Party 98 can only be related in role of Creditor or Refund Recipient.

Confirm Party 98 role

256

Are you sure you want to delete?  Please click OK to continue deleting or CANCEL without deleting.

Once information is deleted it cannot be retrieved.

345

ISO Crown parties must be of party type Organization.

Confirm ISO crown status

346

Party Role is mandatory.

Enter Party Role

347

Party Number is mandatory.

Enter Party Number

352

Financial Transactions have occurred for this party.  Cannot remove party.

This party cannot be removed

354

REMO In history exists.  Cannot remove party.

Party cannot be removed.

355

Please delete banking information for this party prior to removing the party.

Party information must be deleted prior to the party being removed

357

Related Party does not have a good address.

If this related party is for a dependent a good address is not necessary to proceed.

371 and 421

Organization party status must be “Active”.

Confirm that the party is active.

 

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