Defining Client Suspension Jobs

(Requires EZ-Wallet) Clients can be automatically suspended or unsuspended based on age range if their EZ-Wallet purse balance falls below a specified amount.

Before you begin

Schedule Job Agent must be open.

About this task

Age is calculated based on date of birth. For example, a client under 65 may be suspended if their purse balance is below $0. Other clients may be given a grace amount. For example, a client who falls in the age range for a threshold of $500 will be suspended if the purse balance is less than -$500. Suspension activity can be seen in EZ-Wallet on the Purse tab under Transactions.

Client suspensions and unsuspensions can be tracked using the Track Code SUS in the Tracker Action Browser. SUS uses the PASS/ClientSuspension and PASS/ClientUnsuspension Tracker Actions.

Procedure

  1. Select a job from the grid.
    The scheduled job record settings are shown in the Job Schedule frame.
  2. Confirm the Agent Name PassScheduleAgent is defined for the job schedule.
    The selected agent determines the options that are available in the Job Type field.
  3. Click Job Data.
    The Job Data dialog box appears.
  4. Define the schedule type and date information:
    1. In the SchType field, click a schedule type:
      Live or Template.
    2. Optional: In the Schedule list, if setting parameters for a single date or week day, specify a date or day. If the job parameters should apply to all dates or days that the job runs, leave this field set to N/A.
    3. In the Offset field, type the offset from the present date.
      Typing 0 will run the job today. Typing 1 runs the job on the next day’s schedule.

      Using Offset allows you to always run the job for days in the future.

  5. In the Job Type field, select Client Suspension.
    If no Job Types are available, confirm that an Agent Name has been selected in the Job Schedule frame of the Schedule Job Agent dialog box.
  6. Click New.
    The New Batch dialog box appears.
    The New Batch dialog box open to the Client Suspension tab. No batch information is defined.
  7. Type the Batch Name for the job step.
    Only one job step is needed for Client Suspension job types.
  8. In the From Age cell in the first row, type the youngest age for which clients will be suspended at the defined threshold.
    Age ranges must be specified beginning at age 0.
  9. In the To Age cell in the first row, type the oldest age for which clients will be suspended at the defined threshold.
    Age ranges can be specified up to age 130.
  10. In the Threshold cell in the first row, type the grace amount that clients must be equal to or less than to be suspended.
    If the client has an overdraft limit, that amount will be added to the threshold amount before the client is suspended. For example, a client who has an overdraft limit of $100 and a client suspension threshold of $200 will be suspended if they owe $300 or more.
  11. Add additional rows of information until all age ranges are defined.
    Age ranges are defined in numerical order. For example, 0–5, 6–12, and so on.
  12. Click OK.
  13. Click OK.
    The Job Data dialog box closes.
  14. Click Save.