Cases
New Functionality
Person Centric Approach and Person Workspace
Business Rules
Philadelphia Trivia
100
This new workflow step allows a user to open a brand new case on the selected person and accounts.
What is the Create Case Workflow Step?
100
This new feature allows the user to document many accounts simultaneously as opposed to documenting each individual account for every action.
What are Multi-Account Workflows?
100
When performing a search in the Framework, users can now search for these three things.
What are Persons, Accounts, or Cases?
100
This can be used to automatically determine a course of action within a workflow based on an evaluation of criteria.
What is an Automated Decision?
100
What are the four major sports teams in Philadelphia?
Who are the Phillies, Eagles, 76ers and Flyers.
200
This new feature allows the user to work through all of the tasks that are scheduled to be worked.
What are Task Queues?
200
This new concept provides the institution with the ability to create their own fields for data tracking, no longer needing to contact Akcelerant for assistance.
What are Custom Fields?
200
This panel helps to show a full relationship of all people related to the selected account holder.
What is the Related Persons Panel?
200
This workflow step integrates a business rule into a workflow. For example – capturing the value of a field.
What is the Execute Business Rule Step?
200
This famous landmark is found in Philadelphia and has a giant crack running through the middle.
What is the Liberty Bell?
300
This new configuration within tasks allows multiple task templates to be grouped together for an easier understanding of what needs to be completed for various sections in a process.
What is a Task Process?
300
This workflow step allows the user to log multiple calls inside of one workflow, eliminating the need to run multiple workflows to log each call.
What is the Contact Method Step?
300
This type of screen allows the user to update information on the Person Level.
What is a Person Screen?
300
These are important messages regarding the selected person or account that can be displayed on the Person Workspace
What is Workspace Messaging?
300
This famous landmark is where the declaration of independence was signed.
What is Independence Hall?
400
This Panel on the Person Workspace shows all of the cases that are associated with the selected person or account.
What is the Related Cases Panel?
400
This tool allows a user to visually represent their data within a View in the Framework.
What is Charting?
400
This concept is when queues are configured to pull in the entire account holder using person level fields.
What is Person Queuing?
400
This area within business rules allows all of one persons accounts to be queued together for the collector to work the entire account holder at once.
What is Person Queuing?
400
What two famous cheesesteak rivals are located directly across the street from each other at the corner of 9th St and Passyunk Avenue.
What are Pats and Genos?
500
These configurations all a user to keep track of the various items that need to be completed within a specialty processes through a case in the Framework.
What are Task Templates?
500
This new tool allows an institution to move configurations between the test and production.
What are Import Configurations and Export Configurations?
500
This is the number of secondary roles that Akcelerant supports in the Version 14 release of the Framework.
What are the 8 Secondary Roles?
500
This rule category allows for an action to occur when a case is created in the Framework.
What is the Case Creation Category?
500
Rocky Balboa ran up the stairs of this famous Philadelphia landmark prior to his fight with Apollo Creed.
What is the Philadelphia Art Museum.