AIM Help
AIM and Latitude work together to process and track accounts that you place with and recall from outside agencies and attorneys. You can view, place, and recall accounts in both AIM and Latitude. AIM updates the affected accounts in Latitude when you receive information from agencies or attorneys and import it into AIM.
The AIM panel in Latitude allows you to:
Create a request to place an account with an agency or attorney. AIM includes the account in the placement file the next time you generate placement files.
View placement activity, recall activity, and payment arrangements for an account.
Create a request to recall an account. AIM includes the account in the recall file the next time you generate recall files.
When you attempt to display a placed or recalled account in the Work Form, one of the following occurs:
If you have the appropriate AIM permissions, a message appears in blue to indicate that AIM assigned the account to an agency or attorney. The account displays in the Work Form when you close the message.
If you don't have the appropriate AIM permissions, a message appears in red to indicate that AIM assigned the account to an agency or attorney. The account doesn't display in the Work Form when you close the message.
After placing or recalling accounts, you can use the Desk Mover tool in Latitude to assign the accounts to desks.
Your organization, agencies, and attorneys can update account information such as demographics, bankruptcy, deceased debtor, and payment transactions. AIM exports and imports the updated information regularly to ensure that accounts are current in Latitude and in the agency's or attorney's system. Payment transaction processing requires more steps. For more information, see the "Payment processing" section of this topic.
When an agency or attorney updates information for an account that's placed with them, they export the updated information to a file. Your organization imports the updated information into AIM, and AIM updates the information in Latitude.
When your organization updates information in Latitude for an account that an agency or attorney holds, your organization uses AIM to export the updated information to a file. The agency or attorney imports the file into their system to update the affected account.
The Payment Entry window in Latitude allows you to process batches of payment transactions (for example, payments and reversals). The batches contain payment transactions that you imported into AIM (from an agency or attorney) or that your organization added manually in Latitude.
When you receive payment transactions from an agency or attorney that holds an account, your organization imports the payment transactions into AIM and AIM adds the payment transactions to a batch. Your organization processes the batch in Latitude, which updates the account balances for the affected accounts.
If your organization receives a payment transaction for an account that an agency or attorney holds, you add the payment transaction in Latitude and process it in Latitude. The next time you export payment transactions to a file, AIM includes the payment transaction in the export file. The agency or attorney imports the file into their system to update the account balances for the affected accounts. If a payment transaction is a Paid Us (PU) or Paid Client (PC) payment, AIM credits the agency or attorney that holds the account. If you recalled the account, AIM credits your organization.