CLIENT DATA
Staging Table
What is the name of the temp table a file is initially loaded into?
BDT
What is a file that contains the entire insurance amount for the term of each lease?
PDT
What is a file that contains the amount a customer has paid on a given month for insurance?
Burke
What is the name of the Mailing House that prints and mails letters?
To ensure that our system data remains in sync with the Client's system.
What is the primary responsibility of an Operations Analyst?
CTRN
When the conversion process has run, in which table do the records reside?
IDT
What is a file that contains only the invoice amount that should be billed on the customers next invoice?
Global Premier
A subsidiary of GAI that offers third-party financing to clients that cannot fund the full-term insurance costs on their own.
The letter sweep
What process finds the .pdf and .doc files, creates zips and stages them to be ready to send to Burke?
Stick rate
The percentage of customers that accept our insurance.
Z
What is the transaction type of the final record on the CDT file?
BLDT
What table stores the summary information of each BDT batch?
Flexibility and less consistent with income
What is a pro and con of a PDT client?
name, invoice address, client logo, contract #, inv amount, insufficient variables, VIN, equipment description
What are things to validate on a batch of letters?
Risk Management, Fee Income and Outsourcing
What are three reasons that could drive a business to seek our services?
LEAS, LPRG, CCOV, BTRN, BLDT, LTDT, CLTR, CLVV
What tables, other than CTRN, are affected by the CDTA process?
CDTA and OCS
What are the two processes that calculate the amounts that will be sent on the BDT?
AGAR
What process runs AGNG and PRNG at the same time? (Also acceptable Agings and Accounts Receivable).
CDTA and OCS
What are two processes that create data for letters?
different portfolio types, different insurance requirements, multiple client systems, varying program business rules
What are some reasons a client may have multiple client ID's?
CDTA
What process calculates insurance, cancels and processes updates on a lease to lease basis?
Cash Flow and client Asset Management system
What are two factors that determine which Finance Method a client will use?
PTRL, PDTL, PYDT, PTRN
What tables are populated when the PDTA process is run?
Invoice Address
What is the address populated for the letters?
An Automatic Insurance competitor.
What is Other Coverage? Who is Assurant? Who are insurance tracking service providers?