Annuity Batch Setup Annuity Batch Batch Job Setup

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Annuity Batch Setup

Annuity Batch Setup

Annuity Batch – Batch Job Setup • Term driven • Batch job must be

Annuity Batch – Batch Job Setup • Term driven • Batch job must be defined on term • Work Codes also attached to term – Transfer WC for charge – Only transfer from Batch • Next term connected must also have Batch Job attached to it

Annuity Batch – Batch Job Setup cont. • Letters – Must be RTF editor

Annuity Batch – Batch Job Setup cont. • Letters – Must be RTF editor (not Word or PDF) – Tick Auto Print – Template Type = Batch • Renewal related Letter Codes • Service Levels for “Bad Payers” & “Automatic Renewal Payments”

Annuity Batch – Batch Job Setup cont. • Name > Financial tab – Set

Annuity Batch – Batch Job Setup cont. • Name > Financial tab – Set VAT Code – Fee Category (Price List) – Incoming Currency – Outgoing Currency – Some countries require entity size

Annuity Batch – Batch Job Setup cont. • Name Financial – Correspondence method email

Annuity Batch – Batch Job Setup cont. • Name Financial – Correspondence method email tick box if you want an email to be sent • Batch Job Definition • If contact listed for Correspondence or Annuity Address, make sure that name card also has either print or email correspondence ticked

Annuity Batch – Batch Job Setup cont. • Batch List – Create report in

Annuity Batch – Batch Job Setup cont. • Batch List – Create report in Batch – Choose columns – Criteria = Nothing – Sort = Nothing – Design (similar to general report creation) – Security (similar to general report creation)

Annuity Batch – Batch Job Setup cont. • Batch List cont. – If same

Annuity Batch – Batch Job Setup cont. • Batch List cont. – If same Letter and Report to be used with all clients, use Default Batch job Letter Report Setting – Client specific: Name No. > Financial > Batch Job Definition – Stored on the Name No. Document tab

Annuity Batch – Batch Job Setup cont. • Financial – Price lists (import from

Annuity Batch – Batch Job Setup cont. • Financial – Price lists (import from C&L for Official Fee) – Case Country Exception – Work codes created – Work codes added to Terms

Annuity Batch – Batch Job Setup cont. • Batch Type (Term Configuration) – Click

Annuity Batch – Batch Job Setup cont. • Batch Type (Term Configuration) – Click New – Give label – Create label for the next batch job as well • The two batch jobs must be connected to the two terms

Annuity Batch – Batch Job Setup cont. • • • Connected to terms Next

Annuity Batch – Batch Job Setup cont. • • • Connected to terms Next Job Data Comparison Batches Batch Type Sort Order Type of Instructions

Annuity Batch – Batch Job Criteria • Select Type (Can choose All types) •

Annuity Batch – Batch Job Criteria • Select Type (Can choose All types) • Select the Batch Job • Batch Criteria – Date (Between date range) – Family No. range – Case Type – Country – Name No. – Name Type & Group by Contact – Term Responsible

Annuity Batch – Advisory List • Brief explanation of the different columns • Specify

Annuity Batch – Advisory List • Brief explanation of the different columns • Specify Sort – How are you double-checking the batch pulled all the terms? • Check Names – Verify the financial information for each name registered on the Parties tab for each case • New Job

Annuity Batch – Advisory List Cont. • Print Documents – Will be asked if

Annuity Batch – Advisory List Cont. • Print Documents – Will be asked if you want to preview emails before sending – This can be a pretty long process, depending on how many cases are in the batch • Update Cases – Move terms – Transfer charges – Close Batch Job

Annuity Batch - Troubleshooting • Checklist begins on page 268 in the Maintenance

Annuity Batch - Troubleshooting • Checklist begins on page 268 in the Maintenance

Annuity Batch – Client Instructions • Batch Update – Update cases based on client

Annuity Batch – Client Instructions • Batch Update – Update cases based on client instructions – Import XML, TXT, List file – Enter cases one-by-one – Term in Batch Job added as well as the person responsible (able to search for a different person)

Annuity Batch – Batch Update • Manual Input – Enter label – ID: case

Annuity Batch – Batch Update • Manual Input – Enter label – ID: case number, matter ID, application number, registration number – Sequence, if applicable – Batch Type, if applicable – Press Add to add case

Annuity Batch – Batch Update cont. • Import from XML – XML versions 1

Annuity Batch – Batch Update cont. • Import from XML – XML versions 1 and 2 supported – Need to enter Name Number of client – Structure/formatting can be found on page 269 of the Patricia manual • Import from File – If client uses the Digital Viewer program, the list will be imported automatically into Patricia

Annuity Batch – Batch Update cont. • Import from List – Used if print

Annuity Batch – Batch Update cont. • Import from List – Used if print copy was sent to client and returned with instructions – Batch Types – Retrieve from log

Annuity Batch – Batch Update cont. • Service Levels, Terms, and Batch Update –

Annuity Batch – Batch Update cont. • Service Levels, Terms, and Batch Update – Avengers Universe cases • PCP Instructions area – Lord Vader gives instructions

Questions? Thank You! Feedback. . .

Questions? Thank You! Feedback. . .