CLIENT DATA
Staging Table
What is the name of the temp table a file is initially loaded into?
BDT, BLDT, or BTRN
What is a transfer 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?
all billing information sent on time, causing inconsistency between client data and our data, creating sqls that can reduce costs/time in CS
What are ways an OA can directly impact our business?
CTRN
When the conversion process has run, which table is where the records reside?
IDT or ITRN
What is a transfer that contains only the invoice amount that should be billed on the customers next invoice?
What is the type of client that uses PDTs?
The letter sweep
What process finds the .pdf and .doc files, creates zips and stages them to be ready to send to Burke?
# of customers accepting our insurance
What is the "Stick Rate"?
Z
What is the transaction type of the final record on the CDT file?
BLDT or BTRN
What are the two tables that relate to the BDT process?
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?
fee income, flexibility, risk management, allowing for growth by reducing risk, outsourcing insurance
What are some reasons that would drive a business to seek our services?
LEAS, LPRG, CCOV, BTRN, BLDT, LTDT, CLTR, CLVV
What are three tables other than CTRN that are affected by the CDTA process?
CDTA or OCS
What are the two processes that will calculate the amounts that will be sent on the BDT?
Agings and Account Receivable
What is part of the AGAR process?
CDTA, OCS
What are two processes that create data for letters?
portfolio types, insurance requirements, fall out leases, private labels
What are some reasons a client may be split into different databases?
CDTA
Which process calculates insurance, cancels and processes updates on a lease too lease basis?
Financing, and System
What is a pro and con to using the IDT billing method?
PTRL, PDTL, PYDT, PTRN
What are the four tables used in the PDT process?
Invoice Address
What is the address populated for the letters?
Other Coverage
What is the biggest competitor for the Automatic Insurance program?