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Call Attempt and Conversation Limits Permission
If enabled the call conversations and call attempts can be accessed based on the policy.
Location
In the Navigation pane, click Compliance > Attempts and Conversations > Call Attempt and Conversation Limits.
Scope
This permission is available for the following scopes:
- System
- Business Class
- Client Group
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Client Policy
Note: Use Communication Restriction to configure these settings at state level and zip code level.
Policy
The policy allows your organization to specify Call Attempt and Conversation Limits. Enable the permission for a scope and then specify the settings.
Maximum Attempts Allowed to a Debtor on an Account Within Time Window: Maximum number of attempts via call that can be made to a debtor on an account within the time frame specified in the setting “Time Window for Attempts (days)”.
Time Window for Attempts (days): Duration (in days) within which the system counts the maximum allowed attempts to a debtor via call.
Maximum Conversations Allowed With a Debtor on an Account Within Time Window: Maximum number of conversations via call with a debtor on an account within the time frame specified in the setting “Time Window for Conversation (days)”.
Time Window for Conversations (days): Duration (in days) within which the system counts the maximum allowed conversations with a debtor via call.
Call Restriction Period after Conversation (days): After a contact is made, this setting defines the waiting period (in days) before another call attempt can be made to a debtor.
Track Attempts and Conversations on Non-Responsible Parties/Debtors: By default, these restrictions only apply to responsible debtors. If enabled, the system will also monitor call attempts and conversation involving non-responsible debtors.
Include State Level Restrictions: If enabled, the system applies the call/voice attempt and conversation limits based on the debtor’s correspondence state, as configured under Communication Restriction. State level restrictions take precedence over client level restrictions.
Include Zip Code Restrictions: If enabled, the system applies the call/voice attempt and conversation limits based on the debtor’s correspondence zip code, as configured under Communication Restriction. If both zip code and state level restrictions exist, zip code restrictions take precedence.