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2. Basic Configurations for Contact File and Payment History
Course 2 of 7 in HighRadius Certified: Collections Administrator
Get introduced to Course 2 of the Collections Administrators Course where our experts will share insights on various types of configurations and integrations on the collection management software.
About this Course
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| description |
| lessonOverview |
Explore this master course for a comprehensive overview of various types of configurations on the collection management software. In this course, our experts will give you a solution walkthrough for loading and configuring the customer contact job. You will be able to configure reader mapping and load contact extracts, and you will have a solid grasp of the complete CM and A/R job loading in the Collection Management Software.
You'll also be learning about the derived attributes and their significance in customer contacts and payment history jobs.
This course will help you get a hands-on experience with different configurations and become certified in operating HighRadius Collections Software Solutions.
Key Learning Objectives:
By the time you complete this course, you will be able to:
- Configure Customer Contacts
- Understand the link between A/R and Payment History Job
- Extract and Configure Payment History
- Configure and Execute Agents
Course Essentials:
The 1-hour learning content is a part of our 15-hour-long accredited professional collection series. After the successful completion of the course and assessment, you will be one step closer to achieving the milestone, i.e., the Collection Administrator Level Badge.
Prerequisites:
Course 1: Enterprise Cloud Integration 101: Creating A/R Jobs
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Curriculum75 Mins
-
An Overview to Contact (~3 Mins)
-
Introduction to Contact Extract
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Introduction to Contact File (~5 Mins)
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-
What is Interface Specification?
-
Steps for Contact Configuration (~4 Mins)
-
Steps for Contact Configuration
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Creating Contacts Job (~6 Mins)
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-
-
Types of Configuration in Contact Extract (~2 Mins)
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Types of Configuration in Contact Extract
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Configure Reader Mapping (~6 Mins)
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An Overview to Derived Attributes (~10 Mins)
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Introduction to Payment History
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Derived Attributes in Contact (~5 Mins)
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Derived Attributes Mapping for Payment History
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Steps to Configure Recipient Role
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Steps to Configure Mapping in Contact
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What are Customer Master Job?
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Resolving CorrRecipent Role ID (~2 Mins)
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Recipient Role in Customer Master Job
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Resolving CorrRecipent Role ID
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How It Looks After Derived Attributes (~2 Mins)
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Business Case Example of Derived Attributes
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Function of Payment History in Collection (~3 Mins)
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Function of Payment History in Collection
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Working of Agent Configuration (~2 Mins)
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Working of Agent Configuration
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Handling Partial Payment (~8 Mins)
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Partial Payment History Derivation
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Agent Configuration in Partial Payment History
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Working of Agent Execution (~7 Mins)
-
Working of Agent Execution
-
Comparison of CLA Payment History & Residual Payment (~6 Mins)
-
Comparison of CLA Payment History & Residual Payment
-
Quiz: Basic Configurations for Contact File and Payment History
About this Course
| promoImage |
|
| description |
| lessonOverview |
Explore this master course for a comprehensive overview of various types of configurations on the collection management software. In this course, our experts will give you a solution walkthrough for loading and configuring the customer contact job. You will be able to configure reader mapping and load contact extracts, and you will have a solid grasp of the complete CM and A/R job loading in the Collection Management Software.
You'll also be learning about the derived attributes and their significance in customer contacts and payment history jobs.
This course will help you get a hands-on experience with different configurations and become certified in operating HighRadius Collections Software Solutions.
Key Learning Objectives:
By the time you complete this course, you will be able to:
- Configure Customer Contacts
- Understand the link between A/R and Payment History Job
- Extract and Configure Payment History
- Configure and Execute Agents
Course Essentials:
The 1-hour learning content is a part of our 15-hour-long accredited professional collection series. After the successful completion of the course and assessment, you will be one step closer to achieving the milestone, i.e., the Collection Administrator Level Badge.
Prerequisites:
Course 1: Enterprise Cloud Integration 101: Creating A/R Jobs
|
|
Curriculum75 Mins
-
An Overview to Contact (~3 Mins)
-
Introduction to Contact Extract
-
Introduction to Contact File (~5 Mins)
-
-
What is Interface Specification?
-
Steps for Contact Configuration (~4 Mins)
-
Steps for Contact Configuration
-
Creating Contacts Job (~6 Mins)
-
-
-
Types of Configuration in Contact Extract (~2 Mins)
-
Types of Configuration in Contact Extract
-
Configure Reader Mapping (~6 Mins)
-
-
An Overview to Derived Attributes (~10 Mins)
-
Introduction to Payment History
-
Derived Attributes in Contact (~5 Mins)
-
Derived Attributes Mapping for Payment History
-
-
Steps to Configure Recipient Role
-
Steps to Configure Mapping in Contact
-
What are Customer Master Job?
-
Resolving CorrRecipent Role ID (~2 Mins)
-
Recipient Role in Customer Master Job
-
Resolving CorrRecipent Role ID
-
How It Looks After Derived Attributes (~2 Mins)
-
Business Case Example of Derived Attributes
-
Function of Payment History in Collection (~3 Mins)
-
Function of Payment History in Collection
-
Working of Agent Configuration (~2 Mins)
-
Working of Agent Configuration
-
Handling Partial Payment (~8 Mins)
-
Partial Payment History Derivation
-
-
Agent Configuration in Partial Payment History
-
Working of Agent Execution (~7 Mins)
-
Working of Agent Execution
-
Comparison of CLA Payment History & Residual Payment (~6 Mins)
-
Comparison of CLA Payment History & Residual Payment
-
Quiz: Basic Configurations for Contact File and Payment History
