Client Information

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Client Information

Program Navigation: toolbar > Clients > Insert > Client Dashboard

·The contact details of the client are uploaded to Hyphen with the plan which Hyphen then use to communicate statements and the Login details for the Hyphen Consumer portal to the client.

· The Hyphen Consumer Portal is a website hosted by Hyphen where the clients can log in and view current balances and payment history as per the information that has been uploaded to Hyphen.

·In the case where the consumer does not have an email address there is an option that allows Hyphen to send the consumer statement to an email address at the DC and not to the consumer. The consumer can then pick up his statement directly from the DC.

·There is also fields available where you can specify from where you acquired the client and which marketing campaign brought in the client.

·It can also be separately specified to which branch and Debt Counsellor the client is assigned to if your organization has multiple branches and Debt Counsellors.

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Minus18 [1]Client

Minus18 Applicant

This form allows the user to capture the client's information.

This is an example of the applicant tab

Minus18 The following can be found on the Applicant:

·Referred from:

oThis field allows the user to select a referral from the list.

·Lock Referral:

oAllows the user to prevent changes to the "Referred From" field.

·Campaign:

o Allows the user to insert a campaign through which the client was obtained.

·Debt Counsellor:

oThis field allows the user to select a debt counsellor from the list, this will affect certain debt counsel reports for the client.

·Branch:

oThis field allows the user to select a branch from the list.

·Surname:

oThis field allows the user to insert the client's surname.

·First Name:

oThis field allows the user to insert the client's first name.

·Nick Name:

oThis field allows the user to insert the client's nick name.

·ID number:

oThis field allows the user to insert the client's ID number.

·Not SA Citizen:

oThis check-box indicates whether or not the client is a South African Citizen.

·Birth date:

oThis field allows the user to insert the client's Birth date, automatically filled in when a valid ID is inserted.

·Gender:

oThis field allows the user to insert the client's gender, automatically filled in when a valid ID is inserted.

·Race:

oThis field allows the user to insert the client's race.

Number of dependents:

oThis field allows the user to insert the number of dependents.

Marital Status:

oThis field allows the user to insert the marital status of the client, using the following marital statuses or marital status combinations will enable the "Spouse" tab:

o"Married" with "Community Of Property"

o"Married" with "Joined Application"

o"Divorced" with "Joined Application"

o"Co-inhabited" with "Joined Application"

o"Married By Tradition" with "Joined Application"

·Preferred Communication:

oThis field allows the user to insert the communication method the client wants to be contacted by.

·Preferred Communication time:

oAllows the user to insert a specific time during which the client prefers to be contacted.

·Email:

oThis field allows the user to insert the client's email address. Required if "Email" is selected as the "Preferred Communication"

oThis email address will be used when Hyphen sends the monthly consumer statements to the client.

·Send Hyphen client statements to DC email only:

oAllows the user to instruct Hyphen to send this specific client's consumer statement to the DC email only.

·Home:

oThis field allows the user to insert the applicant's home telephone number.

·Home 2:

oThis field allows the user to insert the applicant's second home telephone number.

·Cell:

oThis field allows the user to insert the applicant's cell number.

·Work:

oThis field allows the user to insert the applicant's work telephone number.

·Fax:

oThis field allows the user to insert the applicant's fax number.

·Street Address:

oThis field allows the user to insert the client's street address.

· CopyC Copy Street address to Postal address:

oAllows the user to copy all inserted street address fields directly to the postal address fields.

·Postal Address:

oThis field allows the user to insert the client's postal address.

Spouse

This form allows the user to insert the spouse's information.

This is an example of the Spouse tab

Minus18 The following fields can be found in the clients form:

·Spouse surname:

oThis field allows the user to insert the client's spouse's surname.

·Name of spouse:

oThis field allows the user to insert the client's spouse's name.

·ID number of spouse:

oThis field allows the user to insert the spouse's ID number.

·NCR Number:

oThis field allows the user to insert the client's NCR number.

·Birth Date of spouse:

oThis field allows the user to insert the client's birth date.

·Living apart from spouse:

oThis check box allows the user to identify if the spouse is living apart from the client.

·Race:

oThis field allows the user to insert the spouse's race.

·Gender:

oThis field allows the user to insert the client's gender.

·Email:

oThis field allows the user to insert the spouse's email.

·Home:

oThis field allows the user to insert the spouse's home telephone number.

·Cell:

oThis field allows the user to insert the spouse's cell number.

·Work:

oThis field allows the user to insert the spouse work telephone number.

·Fax:

oThis field allows the user to insert the spouse's fax number.

· CopyC Copy Street address from applicant:

oAllows the user to copy all inserted applicant street address fields directly to the spouse address fields.

·Spouse address:

oThis field allows the user to insert the spouse's address.

·Town:

oThis field allows the user to insert the spouse's town.

·Postal Code:

oThis field allows the user to insert the postal code for the spouse's.

·Postal Address:

oThis field allows the user to insert the postal address for the spouse's.

Minus18 [2]Employment

This form allows the user to insert and change the details regarding the client's employment information.

This is an example of the Employment tab

Minus18 The following are found on the employment form:

·Not Employed:

oThis check-box allows the user to mark the client as unemployed and therefore bypass the client's employment information, this will also change the "Occupation" field to "Un-employed Reason"

·Employer:

oThis field allows the user to select an employer for the client.

·Employer Address:

oThis field simply displays the Street Address of the selected employer.

·Employee No:

oThis field allows the user to insert the client's employee number.

·Employment Date:

oThis field allows the user to insert the client's employment date.

·Occupation:

oThis field allows the user to select the sector the client's profession is in.

·Un-employed Reason:

o(only available if the "Not Employed" check-box is checked) - Allows the user to insert a reason for the client's un-employment.

·Employment Sector:

oThis field allows the user to insert the sector the client's profession is in.

·Is a salary increase due in the next 12 months:

oThis allows the user to indicate whether or not the client will be receiving a salary increase within the next 12 months, this is also displayed on the form 16A report.

Minus18 [3]Financials

This form allows the user to insert and change the information regarding the client's financial details.

DebiFin

This is an example of the Financials tab

Minus18 The following are found on the Financial's form:

·Collection Type:

oThis field allows the user to select the collection type:

·Debit Order: This option will instruct the PDA to debit the client's account each month, This also locks the "Payment Frequency" to "Monthly" and makes the bank account info fields required and will send this info to the PDA when the client is uploaded.

·Stop Order: This option will instruct the PDA to await payment from the client by way of a Stop Order set up by the client, the client's bank info will not be uploaded to the PDA.

·EFT: This option will instruct the PDA to await payment from the client by way of an Electronic transfer made by the client, the client's bank info will not be uploaded to the PDA.

·Cash: This option will instruct the PDA to await payment from the client by way of a Cash Deposit made by the client, the client's bank info will not be uploaded to the PDA.

·DebiCheck:This option will send a DebiCheck Mandate Request to Hyphen when uploading the client's Payment Plan (If Registered).

·Mandate Type:

o This option allows the user to select the type of mandate to upload, this will determine whether or not the details of the mandate mat deviate in any way.

· Fixed - This option will not allow any variance, all debits on the client's account must match the mandate exactly.

· Usage - This option will allow a slight variance, the amount to be debited can differ with 1.5 times more than the agreed amount.

·Clear Bank Information:

oThis control will allow the user to clear the client's currently inserted bank details, the current bank details will also be copied to the "Previous Bank Account Info" field before clearing.

·Payment Frequency:

oThis field allows the user to select the frequency with which the client will make payment to the PDA.

·Monthly: This option will instruct Hyphen to wait for the total received amount to equal 60% or more of the expected amount or for the action date to arrive.

·Weekly: This option will instruct Hyphen to wait for the total received amount to equal 100% of the expected amount or for the action date to arrive.

·Bi-Weekly:This option will instruct Hyphen to wait for the total received amount to equal 100% of the expected amount or for the action date to arrive.

·Bank Account No:

oThis field allows the user to insert the client's bank account number.

·Bank Name:

oThis field displays the client's bank name (Automatically inserted when a valid Bank branch is selected).

·Branch:

oThis field allows the user to insert the bank branch number, or to select the branch from a list (The bank branch name is inserted automatically when a valid Bank branch is selected).

· CopyC Copy Bank Info To Notes:

oThis control allows the user to copy the client's bank info directly to the "Previous Bank Account Info" field in text format.

·Bank Account Type:

oThis field allows the user to insert the client's account type.

·Action Day Type:

oThis field allows the user to select the action day type:

·Use Action Day: Allows the user to edit the "Action Day" field.

·Last Day Of Month: Allows the user to edit the "Last "Weekday" of Month" field.

·Action Day:

oAllows the user to insert a specific day that will be used for each month on the payment plan.

·Last "Weekday" of Month:

o(available when "Action Day Type" "Last Day Of Month" is used) - Allows the user to insert a last specific weekday that will be used for each month on the payment plan.

·December action day:

oAllows the user to insert a specific day that will be used for each December month on the payment plan.

oThere is a difference between the December action date and action date of a client, a December action date will be set when the client will be receiving money earlier then the action date.

·Lock Bank Information:

oAllows the user to prevent any changes from being made to the client's bank information.

·Copy bank info to notes:

oThis control allows the user to copy all specific populated bank information fields to the "Previous Bank Account Info" text box.

·Annual Escalation:

oThis field allows the user to insert the percentage that will increase the client's affordability.

·First Escalation date:

oThis field allows the user to insert the date when the client's affordability will increase for the first time.

·Repo Rate:

oThis field displays the Repo rate.

·CPIX:

oThis field displays the CPIX.

·Aftercare Fee Type:

oThis field allows the user to select the aftercare fee type.

·Default:

oThis will make use of the company's default aftercare Fee values for the client's proposal.

·Custom:

oThis will allow the user to insert customized aftercare fee rates and maximum figures for the client.

·AC Fee % ( First 24 Months):

oThis field displays the AC Fee for the first 24 months, will be available to edit if the aftercare fee type is "Custom".

·AC Fee % ( After 24 Months):

oThis field displays the AC fee after 24 months, will be available to edit if the Aftercare fee type is "Custom".

·Maximum AC Fee:

oThis field displays the Maximum AC fee, will be available to edit if the Aftercare fee type is "Custom".

·Other PDA Term:

oThis field displays the other pda term if the aftercare fees are on "Custom"

Minus18 [4]Case

This form allows the user to insert and change the details of the client regarding the case of the client.

This is an example of the Case tab

Minus18 The following are found on the case form:

·Status:

oThis field allows the user to select a status for the client:

·Accepted: This appears as Option B on the form 17.2.

·Under Consideration: This status means that the application was received but no action has been taken.

·Terminated: This option will mark the client as locally Terminated and makes the "Termination Reason" and "Termination Date" fields available to edit, if the client has been previously uploaded to the PDA: Then the client must be re-uploaded in order to terminate the client record at the PDA.

·Restructured: This appears as option C on the Form 17.2.

·Client NCR Number:

oThis field allows the user to insert the client's NCR number.

·Application Date:

oThis field allows the user to insert the client's application date.

·Debt Help Status:

oThis fields allows the user to select a "Debt Help Status" for the client.

·Date Form Signed:

oThis field allows the user to insert the date for when the form 16 was signed.

·Accepted Date:

oThis field allows the user to insert the date the client was accepted for debt counselling.

·Clearance Certificate Date:

oThis field allows the user to insert the date that the clearance certificate was issued.

·Client Default Date:

oThis field allows the user to insert the date on which the client defaulted.

·Termination Reason:

oThis field allows the user to insert the termination reason.

·Withdrawn: This reason indicates that the client has withdrawn form debt.

·Sequestrated: This reason indicates that the client has been sequestrated.

·Deceased: This reason indicates that the client is deceased.

·Transfer Out: This reason indicates that the client has been transferred.

·Paid in Full: This reason indicates that the client has paid all his or her debt.

·Rejected: This reason indicates that the client has been rejected form debt review.

·Custom Termination Reason:

o This will make the "Custom Termination Reason" field available to edit, this reason is used on the Form 17.W.

·Reject Reason:

oThis field allows the user to insert the reject reason, only available if "Rejected" is chosen as the client Status.

·Termination Date:

oThis field allows the user to insert the termination date for the client, only available if "Terminated" is chosen as the client Status.

·Affidavit Receive Date:

oThis field allows the user to insert the date for when the affidavit was received.

·Home Owner/Tenant:

oThis field allows the user to select an option from a list.

·Court District:

o Allows the user to insert the court district for the client, this also appears on many debt counsel reports.

·Court Town:

oAllows the user to insert the court town for the client.

·Document Signed At:

oAllows the user to insert a town at which the documents were signed, this also appears on many debt counsel reports in the "Signed At" section.

·Court Type:

oAllows the user to insert the court type for the client.

·Court Document Issue Date:

oAllows the user to insert the date on which the client's court document was issued.

·Date Court Order Granted:

oAllows the user to insert the date on which the client's court order was granted, this is also needed in order to print a Clearance Certificate (Form 19).

·Case Number:

oAllows the user to insert the case number of the client.

·Restructure Order Date:

oAllows the user to insert the restructure order date for the client.

·Attorney:

oAllows the user to insert the Attorney for the client.

·Court Application Drafted:

oAllows the user to insert the date on which the court application was drafted.

·Confirmatory Affidavit Received:

oAllows the user to insert the date on which the confirmatory affidavit was received.

·Date Application Issued:

oAllows the user to insert the date on which the client's application was issued.

·Court Date:

oAllows the user to insert the client's court date.

·Next Court Date:

oAllows the user to insert the client's next court date.

·Voluntary Consent:

oAllows the user to indicate whether or not the client has voluntarily consented.

·Legal Status:

oAllows the user to insert a legal status for the client.

·DC Name:

oAllows the user to insert the previous DC's name.

·NCR Number:

oAllows the user to insert the NCR number of the previous DC.

Minus18 [5]Notes

This form includes various text boxes that allow the user to insert notes on a client.

The "General Note" field can be viewed and edited from this window and from the "Client Info" tab on the client browse.

This is an of the Notes tab

Minus18 Additional Security

oThis window allows the Administrator to insert additional security on certain features.

oThis will allow certain users to have access to certain features on the (*Subject*) browse.

oThe security can be set by pressing Ctrl + F8 on the keyboard, this will open a browse where the Administrator can set the security for different features.

This is an example of the Set Security Browse

oOther security can also be set by clicking on the Lock Bank Information control, this control will lock the client bank information to prevent other users making changes.

This is an example of the Lock Bank Information Control