Collection-Master EDIBy Izzy Jaber and Jim Burd

Announcement

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CM EDI is now free and available to all current Support & Enhancements clients!

CM EDI Concepts Overview :

• Understanding Collection-Master EDI and what it can do• Easily and securely import and/or update

• Import Placements • Update Information • Third Party Vendor Data

• Steps on building CM EDI Records and importing the following samples:

• Record 901; Forwarder File• Record 902; Clerk File• Record 115; Debtor Phone• Record 170; Internal Backbone• Record 185; Claim Tags

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CM EDI Concepts:

CM EDI stands for Collection-Master EDI; it is the ultimate database import tool designed for both novice and advanced Collection-Master users.

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Information – Data

Import

Updates

Third Party Data

Other Data

CM EDI Concepts

CM EDI Concepts

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Information – Data

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How Information Is Transferred

Debtor

Legal

Paperless

Employment

CM EDI Concepts

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How Information Is Transferred

Information Data Records

Debtor

Legal

Paperless

Employment

CM EDI

Collection-Master Database

DebtorLegalPaperless

CM EDI Concepts

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How Information Is Transferred

CM EDI Concepts

How to Build a Record and it’s Importing Process

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CM EDI Record Types

A record type is a data type that describes values and variables.

The definition includes specifying the data type of each field, its position in the record, and an identifier (name or label) by which it can be accessed.

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Claim Record Types

100 Series – General Claim Info101 Claim Placement (New) 102 Claim Placement (Updates) 103 Plaintiff – Caption 109 Paperless File Notes 110 Historical Financial Transactions 111 Debtor Demographics (D1-999) 112 Debtor Bankruptcy (D1-999)113 Debtor Legal Info (D1-999) 114 Debtor Caption Information

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Claim Record Types

100 Series- Additional Claim Information

121 Property Info (1-999) 131 Misc. Fields 134 Screen Infinity Fields 151 Direct Payments 152 Claim Adjust 170 Related Party/Internal Backbone 171 Interest Update (Stamp) 172 Account Card Information 195 Claim Diary Information

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Other CM EDI Record Types

300 Series301 Call Log Information302 Call Link Information (Link to Recording)303 Call Result Information

800 Series801 Diary File Setup810 Letters Setup820 Status Codes Setup

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900 Series• 901 Forwarder File • 902 Court File • 903 Sheriff File • 904 Adva Atty File • 905 Bank File • 906 Co-Co File • 907 Our Attorney File • 908 Our Paralegal/Secy File • 909 Client/Creditor File • 910 Employer File • 911 Our Collector File • 912 Our Sales Person File • 913 Insurance Group File

• 914 Trustee File • 915 Lender File • 916 Broker File • 917 Judge File • 918 Insurance File • 919 Title Company File • 920 CCCS File • 921 Process Server File • 922 Hospital/Medical Services File • 923 Medical Records File • 924 Doctor File • 925 Mediator File • 926 Repo File • 927 Client Contact File • 928 eNetwork File

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Internal Data Files Record Types

Record Format: Tab Delimited

CM EDI Record Layout

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Examples

Sample 1: Record 901Sample 2: Record 902Sample 3: Record 115Sample 4: Record 170Sample 5: Record 185

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Examples

Sample Data File Record 901 Forwarder File Layout

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Examples

Sample Data File

Record 902 Clerk File Layout

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Examples

Sample Data File Record 115 Debtor Phone Layout

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Examples

Sample Data File

Record 170 Internal Backbone Layout

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Examples

Sample Data File

Record 185 Claim Tags Layout

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Questions?

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