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Job Manager Help
Vendor Service Jobs
Vendor services include the multiple types of debtor and account information requested from outside sources that provide detailed information upon request. These services include skip tracing (update of debtor contact information), "scrubbing" for bankruptcy or deceased (probate) information, credit data and scoring, legal activity, and many others. Job Manager generates requests through exporting a file of information to the service, and importing the new or updated information received from the service provider.
In Job Manager, you schedule vendor service jobs using packages to create request files, and download and process return files. Latitude by Genesys provides standard vendor service configurations that are displayed in Job Manager as folders in the Packages panel.
Your organization creates these configurations in Exchange as Fusion Clients (mapping configurations). The Fusion web service adds the configurations to Job Manager.
You create packages in Job Manager for each vendor service to which your organization subscribes. You can create multiple packages for a specific service, based on different query criteria and extracted information. For example, you can request more services from a vendor product for higher balance accounts or those accounts belonging to specific customers. Import jobs provide the information that an export job requested. Therefore, when you create an export job, Job Manager requires you to create a corresponding import job.
The following diagram represents the relationship between elements in Job Manager and Exchange when configuring a vendor service job.
Vendor service information returned through a vendor import job is displayed in Latitude for each account that has information. You can use the vendor Exchange client to map fields to update addresses, phone numbers, and other information in Latitude.
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