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Linking: Setup, How Accounts link, why accounts did not link, Reports, and other information

Linking Highlights

  • Linking / Possible Linking Reports are printed in the nightly to tell you accounts that linked or could have "Possibly linked" Click here:  For the  Linking Reports definitions and warning
  • During the nightly process, the system attempts to link new accounts to an existing account,  using the “points structure” set up in the account linking parameters (system control menu - account linking parameters).  Both the primary and linked accounts are considered when determining if the new account should be linked or not to an existing account. 
  • You can have the system apply a smart code to the new account based on successful linking
  • You can have the system apply a different smart code to the new account based on unsuccessful linking (does not link to any existing account)
  • The Smart codes are applied at the end of the Linking process

Note: When accounts are manually linked smart codes will not be applied  

  • You can control the linking by client
  • You can control the ownership of the new account depending on whether the old account is legal or not
  • Linking can be further defined at the collector master level (management menu – collector update) This is covered under the linking topic – Changing collector when linking accounts

Note: Pre-collect accounts will not link or be eligible to link until they are no longer in the pre-collect status

Account did not Link

Some of the reasons an account may not link are:

  • If you have code written in a custom new business load program to automatically set up a payment arrangement, and the existing account is also on a payment arrangement the system is designed to not attempt linking. The reason for this is, the system does not know which arrangement is valid
  • The account may not qualify based on the “points structure” set up in the account linking parameters (system control menu - account linking parameters)
  • The client master (management menu – client update) may be set up to not allow linking
  • The collector master (management menu – collector update) may be set up to not allow linking
  • It is possible that the new account could have linked to an existing account in the system, but because of the linking rules set up on the collector master (management menu – collector update), the new account did not link
  • If the new account qualifies to link to more than 1 primary account, the system will link it to only 1 of the primaries. This is usually indicated by an "A" or "B" next to the case# on the possible linking report and you should research and determine if other primaries should be manually linked. NOTE: The system may also list the other primaries on the linking reports for your review
  • Linking may not be allowed because the existing account may be a legal/pre-legal account
  • Account may be in a pre-collect status 

 NOTE: Points for DOB are not calculated unless the name matches.



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