Contents

SU 2

SU 2 introduced the following changes and enhancements to Latitude 12.0:

Account links

Added Manage Links dialog box for creating and removing links to accounts. For more information, see Account Links.

AIM work efforts

Added Work Efforts tab to the AIM panel for viewing work efforts for accounts placed with an outside collection agency or attorney. For more information, see View AIM Work Efforts.

Anchor cards

Added Account Navigator card for displaying contact information for the parties on an account. For more information, see Account Navigator Card.
Added First Party Active Collections card for displaying first-party active collections information for an account. For more information, see First Party Active Collections Card.
Added Joined Accounts card for displaying all accounts associated to the parties on the account displayed in the Work Form. For more information, see Joined Accounts Card.

Call validation

Added DPA Validation dialog box for validating a party on a call before displaying an account in the Work Form. For more information, see Validate a Call.

Client guidelines

Added Client Guidelines panel for viewing the guidelines that clients established for working accounts. For more information, see View Client Guidelines.

Collection holds

Added Manage Holds dialog box for placing and removing account-level and customer-level holds on accounts. For more information, see Collection Holds.

Interest management

Added Manage Interest dialog box for starting and stopping customer-level interest on accounts to override and reinstate the account-level interest. For more information, see Manage Interest.

Parties

Added New Customer dialog box for adding parties to accounts. For more information, see Add a Party to an Account.

Payment arrangements

Added Arrangements panel for proposing, scheduling, and managing payment arrangements. For more information, see Arrangements.

Permissions

Added Configure Data Protection Validation Instructions permission for specifying the instructions to display in the DPA Validation dialog box.
Added Customer Information Profiles permission for specifying customer profiles for Payment Vendor Gateway.
Added Fusion Services - Verify Responses permission for specifying whether users can flag the responses received from outside vendors as verified.
Added Labels - User Policy permission for specifying whether users can create, assign, view, or delete account labels. You can use account labels to flag accounts for your own purpose. For example, you can use account labels as tags, conditions, or properties.
Added Payment Method Fee Schedule permission for associating payment methods with fee schedules.
Added Reference Panels permission for specifying the reference panels to display, and which panel is the default panel.
Added Require Data Protection Validation permission for validating specific information with a caller before displaying the account.
Added Settings for Auxiliary Products permission for specifying the settings to allow auxiliary products to create payments in Latitude.
Added Task Panels permission for specifying the task panels that users can view in the Work Form.

System codes

Added Anchor Cards panel for managing the anchor cards available to display in anchors. For more information, see Anchor Cards.
Added Anchors panel for grouping anchor cards and displaying them in the Work Form. For more information, see Anchors.
Added API Key Manager panel for managing API keys for accessing APIs remotely. For more information, see API Key Manager.
Added Manual Process Stages panel for flagging processes as either manual or automated. For more information, see Manual Process Stages.
Added Payment Sub-Batch Type panel for creating groups to categorize payment sub-batch types. For more information, see Payment Sub-Batch Types.
Added Process Stages panel for maintaining account processes and stages. For more information, see Process Stages.

Added ability to maintain court case statuses. For more information, see Legal Court Case Statuses.