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Text File  |  1990-08-24  |  12KB  |  254 lines

  1.  
  2.  
  3.                        /--------------------------\   
  4.                       |       Process 1:           |  
  5.                       | Logic of the Preprocessor  |
  6.                        \--------------------------/   
  7.  
  8.                                  Overview:
  9.  
  10. Thσ preprocesso≥ perform≤ ß higΦ leve∞ checδ iε thσ Paymen⌠ Detai∞ Filσ fo≥ ì
  11. certaiεá indexeΣá values¼á theε make≤ real-timσ correction≤ anΣ update≤á a≤ ì
  12. needed« 
  13.  
  14.                             Logic of Process 1:
  15.  
  16. Thσá preprocesso≥á examine≤á thσ Paymen⌠ Detai∞á Filσá anΣá extract≤á thosσ ì
  17. record≤ tha⌠ mee⌠ thesσ criteria:
  18.  
  19.      1⌐  Currentl∙ Activated
  20.      2⌐  Streaφ no⌠ finished
  21.  
  22. Record≤á thu≤ selecteΣ arσ theε processeΣ fo≥ de-escalatioεá status«á  Thi≤ ì
  23. fragmen⌠á froφá thσ Paymen⌠ Detai∞ Filσ Hel≡ screeε define≤ DE_ESCALA╘á anΣ ì
  24. PERCENT_PD«  
  25.  
  26. ----------------------------------------------------------------------------
  27.  *  3  PERCENT_PD  <== Percent Paid= ((Gross Paid/Gross Owed) x 100)       | 
  28.     .
  29.     .
  30. #  11  DE_ESCAL    <== Logical field for de-escalation value.
  31.     .
  32. #  10  DE_ESCALAT  <== De-escalation value.  Once this optional Percentage |
  33.                        Paid is reached, all letters stop.                  |
  34. ----------------------------------------------------------------------------
  35.  
  36. DE_ESCALA╘ i≤ thσ percentagσ de-escalatioε valuσ yo⌡ assigε t∩ eacΦ record¼ ì
  37. whilσ PERCENT_P─ i≤ thσ percentagσ paiΣ tha⌠ thσ prograφ calculates.
  38.  
  39. Wheε thσ preprocesso≥ determine≤ tha⌠ thσ percentagσ de-escalatioε valuσ i≤ ì
  40. equa∞á t∩ o≥ greate≥ thaε thσ percentagσ paid¼á i⌠ set≤  DE_ESCA╠ t∩á '.T.º ì
  41. anΣá place≤á thσ followinτ tex⌠ int∩ thσ mem∩ fielΣ oµ thσá Paymen⌠á Detai∞ ì
  42. File:
  43.  
  44. --------------------------------------------------------------------------
  45.               -- De-escalation of active account --                       |
  46.            -- performed on Thursday, August 16, 1990: --                  |
  47.                                                                           |
  48.      Current Percentage paid: 62
  49.      Current De-escalate value: 50
  50.                                                                           |
  51. [Gross Owed:  $ 2700.00; Gross Paid: 1675.00; Net Owed: 1025.00]          |
  52.                                                                           |
  53. --------------------------------------------------------------------------
  54.  
  55. èT∩á reversσ o≥ reinstatσ aε accoun⌠ alread∙ identifieΣ a≤ havinτá beeεá de-ì
  56. escalated¼á thσá preprocesso≥á make≤ thi≤ entr∙ int∩ thσ mem∩ fielΣ oµá thσ ì
  57. Paymen⌠ Detai∞ File:
  58.  
  59.  
  60. --------------------------------------------------------------------------
  61.       -- Reversal of De-escalate value,  from .F. to .T. --               |
  62.            -- performed on Friday, August 17, 1990: --                    |
  63.                                                                           |
  64.      Current Percentage paid: 62
  65.      Current De-escalate value: 85
  66.                                                                           |
  67. [Gross Owed:  $ 2700.00; Gross Paid: 1675.00; Net Owed: 1025.00]          |
  68.                                                                           |
  69. --------------------------------------------------------------------------
  70.  
  71.  
  72. Iµá yo⌡á ente≥á ßá crossove≥ valuσ int∩ thσ Paymen⌠á Detai∞á Filσá anΣá thσ ì
  73. percentagσá paiΣá become≤ equal≤ o≥ exceed≤ thσ crossove≥ value¼á theεá thσ ì
  74. prograφá wil∞ perforφ thσ crossove≥ automatically«á  Herσ i≤ aε examplσá oµ ì
  75. onσ sucΦ entr∙ int∩ thσ mem∩ fielΣ oµ thσ Paymen⌠ Detai∞ File:
  76.  
  77.  
  78.  
  79. --------------------------------------------------------------------------
  80.          -- Automatic crossover from one stream to another --             |
  81.            -- performed on Wednesday, August 15, 1990: --                 |
  82.                [Original crossover value zeroed out]                      |
  83.  
  84.      Crossover value prior to conversion: 60
  85.      Percentage paid at crossover: 62
  86.      'Stream' assigned prior to conversion: 1
  87.      'Stream' assigned after conversion: 2
  88.      Letter assigned prior to conversion: 2
  89.      Letter assigned after conversion: 5                                  |
  90.      New 'STREAM_BGN' assigned of 08/15/1990                              |
  91.      New 'NEXT_LTR' assigned of 09/05/1990                                |
  92. --------------------------------------------------------------------------
  93.  
  94.  
  95.  
  96.  
  97.  
  98.                        /--------------------------\   
  99.                       |       Process 2:           |  
  100.                       |   Logic of the Processor   |
  101.                        \--------------------------/   
  102.  
  103.  
  104.                                  Overview:
  105.  
  106. Oncσ thσ preprocesso≥ ha≤ finisheΣ it≤ part¼á thσ processo≥ take≤ ove≥á anΣ ì
  107. assesse≤ thσ numbe≥ oµ letter≤ duσ today¼á iµ any¼ t∩ bσ mergeΣ agains⌠ thσ ì
  108. datßá iεá thσ Paymen⌠ Detai∞ File«á  Iµ ß holida∙ ha≤ occurreΣ anΣ yo⌡á arσ ì
  109. returninτ somσ numbe≥ oµ day≤ afte≥ thσ lette≥ duσ date¼ theε thσ processo≥ ìèstil∞á identifie≤ thi≤ a≤ unprinteΣ unti∞ yo⌡ havσ mergeΣ anΣá printeΣá al∞ ì
  110. pendinτ letters.
  111.  
  112.                             Logiπ oµ Proces≤ 2:
  113.  
  114. Recalling again the Help screen from the Payment Detail File, observe this fragment:
  115.  
  116. ----------------------------------------------------------------------------
  117.  * 12  LTRS_SENT   <== numbers of letters that have been sent.             |
  118.    13  ACTIVATED   <== is this feature activated or not?                   |
  119.  * 14  STREAM_BGN  <== Date letters began from this 'stream'               |
  120.  * 15  SEQUENCE    <== Sequence of letter in current 'stream'
  121.  * 16  NEXT_LETTR  <== number of next letter in this 'stream'
  122.  * 17  NEXT_LTR    <== date  of next letter due in this 'stream'
  123.  * 18  NXLTR_DTNL  <== Days to Next Letter [DTNL] in this 'stream.'
  124.       Iµ zero¼átheε 'streamº i≤ finisheΣ anΣ STREAM_FI╬áse⌠át∩ True.       |
  125.  * 19  STREAM_FIN  <== if 'stream' is finished, set to True; else False.   |
  126.  * 20  DATE_LASTL  <== Date when last letter was sent                      |
  127. ----------------------------------------------------------------------------
  128.  
  129. Thσá processo≥ examine≤ thσ Paymen⌠ Detai∞ Filσ anΣ extract≤ thosσá record≤ ì
  130. tha⌠ mee⌠ thesσ criteria:
  131.  
  132.      1⌐  Currentl∙ Activated
  133.      2⌐  Streaφ no⌠ finished
  134.      3)  Not yet de-escalated
  135.  
  136. Oncσ thosσ record≤ arσ isolated¼ thσ processo≥ examine≤ thσ NEXT_LT╥ field¼ ì
  137. thσ datσ  oµ nex⌠ lette≥ duσ iε thi≤ 'stream'«á  Iµ tha⌠ datσ occur≤á toda∙ ì
  138. o≥á prio≥ t∩ day¼á theε i⌠ i≤ counteΣ a≤ duσ anΣ displayeΣ iε summar∙ alonτ ì
  139. witΦ an∙ other≤ duσ o≥ ove≥ duσ today.
  140.  
  141. Thσ processo≥ give≤ yo⌡ thesσ option≤ fo≥ processinτ unmergeΣ letters:
  142.  
  143. -------------------------------------------------------------------------
  144. The Printfile is now complete, containing the merged letters.            | 
  145. You can now choose to send all merged letters to 'VIEW.TXT' for your     |
  146. review now or you can send the Printfile directly to the printer.        |
  147.  
  148. Enter your choice:
  149.  
  150.  0 = bypass selections 1 and 2
  151.  1 = send letters to 'VIEW.TXT'                                          |
  152.  2 = sent labels to 'VIEW.TXT'                                           |
  153.  3 = send letters, then labels to printer                                |
  154. -------------------------------------------------------------------------
  155.  
  156. Option≤á ▒ anΣ ▓ senΣ letter≤ o≥ label≤ t∩ 'VIEW.TXT'¼á ß tex⌠á file¼á theε ì
  157. display≤ thσ content≤ t∩  yo⌡ oµ tha⌠ file«á   Thesσ tw∩ selection≤ havσ n∩ ì
  158. effec⌠á oεá thσá Paymen⌠á Detai∞ File«á  Oncσá yo⌡á selec⌠á optioεá 3¼á thσ ì
  159. postprocesso≥áá take≤áá ove≥áá anΣáá update≤á thσáá Paymen⌠áá Detai∞áá Filσ ì
  160. correspondingly.
  161.  
  162.     
  163.                        /---------------------------\   è                      |        Process 3:           |  
  164.                       | Logic of the Postprocessor  |
  165.                        \---------------------------/   
  166.  
  167.  
  168.                                  Overview:
  169.  
  170. Thσá postprocesso≥á i≤á thσá prin⌠ anΣ updatσá functioεá tha⌠á follow≤á thσ ì
  171. processor«á  An∙ letter≤ identifieΣ iε thσ Paymen⌠ Detai∞ Filσ a≤ unprinteΣ ì
  172. arσ theε merged¼ printed¼ anΣ updateΣ t∩ reflec⌠ tha⌠ event« 
  173.  
  174. Thσá postprocesso≥á theε perform≤ thσ looku≡ functioε int∩ thσá Librar∙á oµ ì
  175. Letter≤ anΣ Definition≤ oµ 'Streamsº t∩ identif∙ iµ an∙ furthe≥ letter≤ arσ ì
  176. needed«  Iµ so¼ i⌠ calculate≤ thσ nex⌠ duσ datσ baseΣ oε thσ DTNL¼ adjusteΣ ì
  177. fo≥ thσ worδ week«  Iµ thσ streaφ i≤ finished¼ theε thσ postprocesso≥ mark≤ ì
  178. thσ Paymen⌠ Detai∞ Filσ accordingly.
  179.  
  180.  
  181.                             Logic of Process 3:
  182.  
  183. Wheneve≥ ß lette≥ i≤ duσ fo≥ printinτ anΣ yo⌡ elec⌠ t∩ prin⌠ it¼  theε thi≤ ì
  184. entr∙ i≤ automaticall∙ madσ :
  185.  
  186.  
  187. --------------------------------------------------------------------------
  188.          -- Letter merged and printed on Thursday, August 16, 1990: --    |
  189.                                                                           |
  190.      Current 'Stream' assigned: 2                                         | 
  191.      Letter sent: 7
  192.      Sequence of letter in current 'stream': 3                            |
  193.                                                                           |
  194.      [Gross Owed:  $ 6950.00; Gross Paid: 1250.00; Net Owed: 5700.00]     |
  195. --------------------------------------------------------------------------
  196.  
  197.  
  198.  
  199.                        /--------------------------\   
  200.                       |  Other logical functions   |  
  201.                       |  outside the Processors    |
  202.                        \--------------------------/   
  203.  
  204.                            Logic of Escalation:
  205.  
  206. Thσ logiπ tha⌠ identifie≤ whicΦ record≤ arσ t∩ bσ escalateΣ i≤ containeΣ iε ì
  207. thσá Report≤á Menu¼á optioεá 3:
  208.  
  209.  
  210.                                ==============
  211.                                |  OPTION 3: |
  212.                                ==============
  213.  
  214.                           "3)  Escalation Report"
  215.  
  216. First¼á optioεá │á identifie≤ al∞ record≤ iε thσ Paymen⌠ Detai∞á Filσá tha⌠ ì
  217. exhibit these traits:è
  218.      1⌐  Currentl∙ Activated
  219.      2)  Stream not finished
  220.      3)  Not yet de-escalted
  221.  
  222.  
  223. Theεá thi≤á repor⌠ select≤ thosσ record≤ froφ thσ Paymen⌠ Detai∞ Filσá tha⌠ ì
  224. mee⌠á thσá minimuφá selectioεá value≤ yo⌡ ente≥ unde≥á thσá ESCALATE_▒á anΣ ì
  225. ESCALATE_▓ constraints.
  226.  
  227. Specifically, these two logical tests are applied:
  228.  
  229.                          PERCENT_PD <= ESCALATE_2 
  230.    Current date >=  (STREAM_BGN  +  INT((ESCALATE_1  / (DEFDAYS / 7)))) 
  231.  
  232. 'INTºá i≤á integer¼á whilσ 'DEFDAYSº i≤ thσ defaul⌠ day≤ o≥ worδá weeδá yo⌡ ì
  233. assign¼á factoreΣá b∙ thσ tota∞ numbe≥ oµ day≤ availablσ iε onσ week«á  If¼ ì
  234. fo≥á example¼á yo⌡ selec⌠ ß worδ weeδ oµ ╡ days¼á theε thσ datσ thσá streaφ ì
  235. begaε [STREAM_BGN▌ i≤ addeΣ t∩ ESCALATE_▒ iε thi≤ manner:
  236.  
  237.                            ESCALATE_▒ » (╡ » 7)
  238.  
  239. Recalling a fragment of the Help screen on the Payment Detail File:
  240.  
  241.  #  8  ESCALATE_1  <== Escalate value #1: used with Escalate value # 2. If
  242.                        both values are realized, then this debtor is 
  243.                        identified on Escalation Report.  Escalate value #1
  244.                        shows the number of days that must pass before this
  245.                        debtor is so remiss as to warrant escalation, such as 
  246.                        direct phone calls.                                     
  247.                  
  248.  #  9  ESCALATE_2  <== Escalate value #2: used with Escalate value # 1. If     
  249.                        both values are realized, then this debtor is           
  250.                        identified on Escalation Report.  Escalate value #2 
  251.                        shows the minimum Percent Paid that this debtor 
  252.                        must attain during the days allowed in Escalate 
  253.                        value #1.  
  254.