Client View provides your clients real-time, secure access to accounts placed in The Collector System or ManageMed from Columbia Ultimate and is the first client access tool that provides a custom solution for each of your clients. Within parameters you establish, Clients now have the flexibility to configure screen views, design reports and manage their organization’s access and permission to accounts assigned to your agency.
Client View is branded specifically to reflect your agency’s website and works with all releases of The Collector System.
Real-Time Access to Client Accounts and Reports in The Collector System™
Represents significant advantages to agencies, clients and debtors. Operational efficiency is increased and real-time data reduces potential confusion for all parties in the debt-collection chain.
- Account data is secured via industry-standard 128-bit SSL encryption technology
- Access is limited to accounts and reports associated with their client number
- Clients have the ability to make account inquiries, see account and packet member detail, and place new accounts
- Clients can design and review and almost unlimited number of historical and statistical reports with the Report Archiver module
- Clients can be granted the ability to to add account notes, which are automatically updated in real-time to The Collector System
- Clients can be granted the ability to report direct payments to the agency for posting and reconciliation
- Agencies can filter client access to notes and grant access at four distinct levels
- Authorized users can make cross-logon inquiries without logging in and out of each respective database
Fully Customizable Client Screen Views and Reports
Allow agencies to address the unique needs of their customers. When it comes to client organizations, one size does not fit all. Clients have different requirements and preferences for reviewing and evaluating collection efforts on accounts submitted to your agency.
- Agencies have complete control over the information they make available to their clients allowing them to provide unique sets of fields tailored for each respective client
- Agencies can empower users to configure their own Client View screens within agency-defined parameters. Clients benefit from the autonomy and timeliness provided by administrative control, allowing agencies to optimize their resources to focus on debt recovery efforts
- Report Archiver provides templates and data fields that can be designed and configured to generate custom reports for the client or agency, allowing focus on items of key importance
Access Control Manager
Provides a new level of efficiency and flexibility to agency and client users to manage security and password settings, assign roles and permissions, import accounts and create Client View templates
- Allows users to assign any role or permission to another individual - up to the level that he/she has been authorized
- Allows agencies and users to customize password requirements and restrictions
- Allows agencies to restrict or expand Client View templates provided to users preferences. Whether creating routine or custom reports, your clients will enjoy unsurpassed flexibility
Custom Report Designer
Provides clients almost unlimited options to design reports that meet their unique preferences. Whether creating routine or custom reports, your clients will enjoy unsurpassed flexibility
- Select templates and multiple data fields that can be designed and configured to generate custom reports for the client or agency
- Choose the fields to include on any report
- Easily and rapidly create fully customizable Inventory Reports
- Generate Cross-Logon Reports if the client has accounts assigned to more than one CU logon database
- Filter on and/or sort data by any field
No Data Storage Fees
Client View provides a secure client interface into The Collector System without the expense of monthly data storage fees
The following platforms are supported:
- Universe on Windows or Unix
- Cutools/Jbase on Windows or Unix
- D3 on Unix/Linux
- Java-Run-Time Environment 1.5 or 1.6
Client View works with all releases of The Collector System, is fully customizable and is branded specifically to reflect your agency’s website. It can be deployed on a secure web server separate from your company website and separate from your CUBS server. All traffic from the web server to your client's browser will be encrypted via Secure Socket Layer encryption technology.
