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Acknowledgment Import Process

The acknowledgment import process imports account placement acknowledgments that an agency or attorney submitted to your organization. AIM stores the import files in the location specified in global settings. For more information, see Specify General Global Settings.

To import an acknowledgment file, do the steps to Import Data From a File, selecting Acknowledgment File (AACK) as the file type.

If errors occur during import, AIM renames the import file with an ".errors" extension. AIM includes the error message in the file, after the last import record. To view the errors, generate a processing report for the specific error (for example, balance mismatch). For more information, see Processing Reports.

To view file processing history for an agency or attorney, do the steps to View File Processing History. The NumErrors column for the acknowledgment import file signifies the number of accounts where data didn't match.

To view the number of accounts acknowledged for each agency and attorney, generate the Current Placement Report. For more information, see Generate a Current Placement Report.  

Related Topics

Import Process

Specify General Global Settings

Import Data From a File

Processing Reports

View File Processing History

Generate a Current Placement Report