Account Placements and Recalls

Use the placement and recall features to create account placements, pending recalls, and final recalls for a single agency or attorney. If you assign a fee schedule to an account when creating a placement, AIM overwrites the account's current fee schedule for each payment credited to the outside agency or attorney. Once AIM recalls the placed accounts, AIM resets the account's fee schedule to the customer's default fee schedule.

• Flat agency commission: The Payhistory.AIMAgencyFee field for the transaction contains the commission percent times the payment.

• Fee schedule: The Payhistory.AIMAgencyFee field for the transaction contains the sum of the amounts in Fee1 through Fee10. 

To create account placements or recalls for multiple agencies and attorneys, export data to a placement or recall file. For more information, see Export Data to a File.

Related Topics

Flag Accounts for Placement

Create a Placement File

Create a Pending Recall File

Create a Final Recall File

Create a Placement File Using Business Rules

View Scheduled Recalls

Queries