Annuity Batch Setup

Annuity Batch – Batch Job Setup Term driven Batch job must be defined on term Work Codes also attached to term Transfer WC for charge Only transfer from Batch Next term connected must also have Batch Job attached to it

Annuity Batch – Batch Job Setup cont. Letters Must be RTF editor (not Word or PDF) Tick Auto Print Template Type = Batch Renewal related Letter Codes Service Levels for “Bad Payers” & “Automatic Renewal Payments”

Annuity Batch – Batch Job Setup cont. Name > Financial tab Set VAT Code Fee Category (Price List) Incoming Currency Outgoing Currency Some countries require entity size

Annuity Batch – Batch Job Setup cont. Name Financial – Correspondence method email tick box if you want an email to be sent Batch Job Definition If contact listed for Correspondence or Annuity Address, make sure that name card also has either print or email correspondence ticked

Annuity Batch – Batch Job Setup cont. Batch List Create report in Batch Choose columns Criteria = Nothing Sort = Nothing Design (similar to general report creation) Security (similar to general report creation)

Annuity Batch – Batch Job Setup cont. Batch List cont. If same Letter and Report to be used with all clients, use Default Batch job Letter Report Setting Client specific: Name No. > Financial > Batch Job Definition Stored on the Name No. Document tab

Annuity Batch – Batch Job Setup cont. Financial Price lists (import from C&L for Official Fee) Case Country Exception Work codes created Work codes added to Terms

Annuity Batch – Batch Job Setup cont. Batch Type (Term Configuration) Click New Give label Create label for the next batch job as well The two batch jobs must be connected to the two terms

Annuity Batch – Batch Job Setup cont. Connected to terms Next Job Data Comparison Batches Batch Type Sort Order Type of Instructions

Annuity Batch – Batch Job Criteria Select Type (Can choose All types) Select the Batch Job Batch Criteria Date (Between date range) Family No. range Case Type Country Name No. Name Type & Group by Contact Term Responsible

Annuity Batch – Advisory List Brief explanation of the different columns Specify Sort How are you double-checking the batch pulled all the terms? Check Names Verify the financial information for each name registered on the Parties tab for each case New Job

Annuity Batch – Advisory List Cont. Print Documents Will be asked if you want to preview emails before sending This can be a pretty long process, depending on how many cases are in the batch Update Cases Move terms Transfer charges Close Batch Job

Annuity Batch - Troubleshooting Checklist begins on page 268 in the Maintenance

Annuity Batch – Client Instructions Batch Update Update cases based on client instructions Import XML, TXT, List file Enter cases one-by-one Term in Batch Job added as well as the person responsible (able to search for a different person)

Annuity Batch – Batch Update Manual Input Enter label ID: case number, matter ID, application number, registration number Sequence, if applicable Batch Type, if applicable Press Add to add case

Annuity Batch – Batch Update cont. Import from XML XML versions 1 and 2 supported Need to enter Name Number of client Structure/formatting can be found on page 269 of the Patricia manual Import from File If client uses the Digital Viewer program, the list will be imported automatically into Patricia

Annuity Batch – Batch Update cont. Import from List Used if print copy was sent to client and returned with instructions Batch Types Retrieve from log

Annuity Batch – Batch Update cont. Service Levels, Terms, and Batch Update Avengers Universe cases PCP Instructions area Lord Vader gives instructions

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