Collection Protection will prevent collections which previously applied to specific obligations from being affected by Retro-Processing. Retro processing may occur for various reasons.

This business practice is intended to illustrate necessary procedures for setting up a Manual protection time frame. Based on certain criteria, the system can automatically set a protection time frame.

Refer to Business Practice 1100-35 Deactivating a Collection Protection Time Frame, to deactivate an automatic or manual set protection time frame.

1.    From the Main Menu (CSMM) select:

        Financial Management Menu (FMEN)

2.    From FMEN select:

        Debt/Distribution Management Menu (DDMM)

3.    From DDMM select:

        Obligations by AP/Payor (OPAY)

-OR- enter OPAY in the NEXT field and enter.

4.    On OPAY:

Enter the AP/Payor number and press PF2 Display.

-or-

Place an >S= in the + prompt at AP/Payor and PF4 to NAME screen.  Enter appropriate data, PF2 (Display) and select correct person, press PF9 (Return) to OPAY.

Type an >S= next to the Obligation where Collection Protection is desired and press PF20 (COLP).

-or-

Type an >S= next to the Obligation where Collection Protection is desired and press PF15 (MtnOb). At the Obligation screen (OACC, ONAC, OREL, OFEE, OVOL), press the appropriate PF key to COLP.

5. On COLP:

NOTE: If Collections have been applied to this obligation, the >Collection Dates: First & Last= will contain the first and final collection dates. A protection time frame must fall within those dates. Protection time frames may not overlap one another.

Type an >S= next to the first blank record.

Enter the following information:

First Coll-Date - this date must not be prior to the >Collection Dates: First= date or after the >Collection Dates: Last= date.

Last Coll-Date - this date must not be prior to the >First Coll-Date= date or after the >Collection Dates: Last= date.

Prot Level - may type an >S= in the + prompt field and select the appropriate protection level on Code Value list, valid codes are Current, Arrears, Interest, Gift. To protect all collections, the field must be left blank (no selection required).

Reason Text - free form text field, this is a mandatory field.

Press PF5 Add.

Upon Add, the >Date Entered= will default to current date and the system ID of the user who created the record will display in the >Created By= field.

All fields will be protected, Business Practice 1100-35 will be used to Deactivate the protection time frame.

Additional information for Automatic Collection Protection:

When an Automatic protection time frame is set the >First & Last Coll-Dt= fields will contain the first collection date and last collection date determined to be protected, based on criteria.

Depending on the type of Automatic protection, the >Prot Level= will contain the appropriate protection level; C (current), A (arrears), G (gift), I (interest) or blank.

The distribution methods of 'A' and 'P' can be found on screens such as DEBT (next to the 'Applied to Field') and COLL (under the A/M field).

The >Date Entered= will be the batch processing date, and the >Created By= will be the batch number.

The user has the option of Deactivating an Automatic protection time frame, refer to Business Practice 1100-35 Deactivating a Protected Time Frame.