1.2 Determine Referral Amount and Assign Agency

Reference: Manage Collection Agency Referrals Process Model - Page 1 for the business process diagram associated with this activity.

Actor/Role: CSR, CC&B

Description: If the CC&B automated process or CSR/Credit and Collection Specialist identifies the need to create an Initial Collection Agency Referral, CC&B automatically or CSR/ Credit and Collection Specialist must manually determine amount of referrals and assign the Collection Agency.

•	Manual Process: CSR/Credit and Collection Specialist populates required referral amount and selects Agency. Multiple Referrals for multiple Agencies could be created (It's not a recommended business practice though). However, total referrals amount cannot be more than the Customer's debt amount.

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Automated Process: CC&B automatically assigns debt amount to the Collection Agency that has the least dollar amount of active referrals. This logic is implemented in the default Collection Agency Referral Algorithm (AGYREF EQUAL), which can be replaced with custom Algorithm. Please check Write Off event type “Collection Agency Referral” for details.

Entities to Configure

•	Collection Agency

Available Algorithms

•	Installation - Collection Agency Referral Information (C1-ARI-EMPTY) - Sample Collection Agency Referral Information Algorithm.

•	Write Off Event Type - Agency Referral Algorithm (AGYREF EQUAL) - Return collection agency with the least debt.