Synergi User Manual

Managerial Dashboard Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

Collector (Section)
<Collection Efficiency> or <Total Accounts> radio button
This is for user to denote whether they want to view progress via the Collection Efficiency chart, or the Total Accounts chart.
Collection Efficiency for Current Month (Chart)
This chart basically allows either a debt collection team lead to view details of his team, or the debt collection manager of teams to view details of all his teams, on the following:- Targeted debt amount to be collected from related delinquent accounts. Actual collected debt amount from related delinquent accounts. Debt collection in progress amount from related delinquent accounts. Click twice on the respective team’s bar in order to view the collection breakdowns for the respective team. Mouse over the respective chart legend check box and click once on it, in order to select to view the chart with the selected chart legend breakdown(s). Otherwise, click once on the selected chart legend’s check box to deselect it.
Target	This is the chart legend that indicates the target amount to be repaid or collected (in base currency) of the selected delinquent accounts.
Collected	This is the chart legend that indicates the amount of repayment (in base currency) that have been collected from the respective delinquent accounts.
In Progress	This is the chart legend that indicates the debt collection is in progress (in base currency); as in debt cases have already been assigned debt collectors and is going through a certain legal event task.
Total Accounts Paid Vs Total Accounts Unpaid (Chart)
This chart allows a debt collection team lead to view details of his team, or the debt collection manager of teams to view details of all his teams, on the following:- Total number of Accounts of which debt has been collected by a certain collection plan for all his teams. Total number of Accounts of which debt has still not been collected by a certain collection plan for all his teams. Mouse over the respective chart legend check box and click once on it, in order to select to view the chart with the selected chart legend breakdown(s). Otherwise, click once on the selected chart legend’s check box to deselect it.
Total Account Unpaid	This is the chart legend that indicates the total number of accounts of which the debt has not been collected.
Total Account Paid	This is the chart legend that indicates the total number of accounts of which the debt has been collected.
Collection Made for the Past 6 Months (Chart)
This chart allows a debt collection team lead to view details of his team, or the debt collection manager of teams to view details of all his teams, on the total debt amount collected (in base currency) for each month in the past 6 months from system date.
Collected	This chart legend indicates the total amount of repayment (in base currency) that have been collected in the respective delinquent accounts for each month in the past 6 months from system date.

Collector (Section)

<Collection Efficiency> or <Total Accounts> radio button

This is for user to denote whether they want to view progress via the Collection Efficiency chart, or the Total Accounts chart.

Collection Efficiency for Current Month (Chart)

This chart basically allows either a debt collection team lead to view details of his team, or the debt collection manager of teams to view details of all his teams, on the following:-
- Targeted debt amount to be collected from related delinquent accounts.
- Actual collected debt amount from related delinquent accounts.
- Debt collection in progress amount from related delinquent accounts.
Click twice on the respective team’s bar in order to view the collection breakdowns for the respective team.
Mouse over the respective chart legend check box and click once on it, in order to select to view the chart with the selected chart legend breakdown(s). Otherwise, click once on the selected chart legend’s check box to deselect it.

Target

This is the chart legend that indicates the target amount to be repaid or collected (in base currency) of the selected delinquent accounts.

Collected

This is the chart legend that indicates the amount of repayment (in base currency) that have been collected from the respective delinquent accounts.

In Progress

This is the chart legend that indicates the debt collection is in progress (in base currency); as in debt cases have already been assigned debt collectors and is going through a certain legal event task.

Total Accounts Paid Vs Total Accounts Unpaid (Chart)

This chart allows a debt collection team lead to view details of his team, or the debt collection manager of teams to view details of all his teams, on the following:-
- Total number of Accounts of which debt has been collected by a certain collection plan for all his teams.
- Total number of Accounts of which debt has still not been collected by a certain collection plan for all his teams.
Mouse over the respective chart legend check box and click once on it, in order to select to view the chart with the selected chart legend breakdown(s). Otherwise, click once on the selected chart legend’s check box to deselect it.

Total Account Unpaid

This is the chart legend that indicates the total number of accounts of which the debt has not been collected.

Total Account Paid

This is the chart legend that indicates the total number of accounts of which the debt has been collected.

Collection Made for the Past 6 Months (Chart)

This chart allows a debt collection team lead to view details of his team, or the debt collection manager of teams to view details of all his teams, on the total debt amount collected (in base currency) for each month in the past 6 months from system date.

Collected

This chart legend indicates the total amount of repayment (in base currency) that have been collected in the respective delinquent accounts for each month in the past 6 months from system date.

Solicitor (Section)
Solicitor Performance (Chart)
This chart allows a debt collection team lead to view details of his team, or the debt collection manager of teams to view details of all his teams, on the followings:- Total Debt Collection Cases or Accounts Been Assigned to the respective Solicitor for related Legal Proceeding (Total Instruction Sent). Breakdowns by the number of Debt Collection Cases or Accounts by the respective assigned solicitor, based on following categories:- Total Attended (Total Instruction Attended) Total Yet to be Attended (Total Instruction Unattended) Total Exceeded the Expected Due Date of the respective Legal Phase (Total Past Due) Total of Successfully Brought against related Legal Proceeding (Total Win) Click twice on the part of the respective assigned solicitor’s bar in order to view the related breakdowns. Mouse over the respective chart legend check box and click once on it, in order to select to view the chart with the selected chart legend breakdown(s). Otherwise, click once on the selected chart legend’s check box to deselect it.
Total Instruction Attended	This is the chart legend that indicates the total number of debt collection cases (delinquent accounts) that have been attended by the assigned solicitor.
Total Instruction Unattended	This is the chart legend that indicates the total number of debt collection cases (delinquent accounts) that have yet to be attended by the assigned solicitor.
Total Past Due	This is the chart legend that indicates the total number of debt collection cases (delinquent accounts) of which the actual execution date has exceeded the target date to execute. Note: There will not be any value display for 'Total Past Due', if the 'Instruction to Solicitor' event is not been performed by debt collection office in any legal phase of any delinquent account. This is because the 'Date to Execute' column value for the respective legal phase involved will not have data inputted for system to treat it as each legal phase’s expiry date. The purpose of the 'Instruction to Solicitor' event is merely for debt collector to initiate a legal phase to get started of the particular phase, however, if this is not been performed by the debt collector, the related legal phase progress can still be updated via the assigned solicitor using the 'Litigation Portal'.
Total Win	This is the chart legend that indicates the total number of debt collection cases (delinquent accounts) of which all the related legal phases or activities of the legal proceedings on the delinquent account has been completed with some outcomes, or decisions.

Solicitor (Section)

Solicitor Performance (Chart)

This chart allows a debt collection team lead to view details of his team, or the debt collection manager of teams to view details of all his teams, on the followings:-
- Total Debt Collection Cases or Accounts Been Assigned to the respective Solicitor for related Legal Proceeding (Total Instruction Sent).
- Breakdowns by the number of Debt Collection Cases or Accounts by the respective assigned solicitor, based on following categories:-
  - Total Attended (Total Instruction Attended)
  - Total Yet to be Attended (Total Instruction Unattended)
  - Total Exceeded the Expected Due Date of the respective Legal Phase (Total Past Due)
  - Total of Successfully Brought against related Legal Proceeding (Total Win)
Click twice on the part of the respective assigned solicitor’s bar in order to view the related breakdowns.
Mouse over the respective chart legend check box and click once on it, in order to select to view the chart with the selected chart legend breakdown(s). Otherwise, click once on the selected chart legend’s check box to deselect it.

Total Instruction Attended

This is the chart legend that indicates the total number of debt collection cases (delinquent accounts) that have been attended by the assigned solicitor.

Total Instruction Unattended

This is the chart legend that indicates the total number of debt collection cases (delinquent accounts) that have yet to be attended by the assigned solicitor.

Total Past Due

This is the chart legend that indicates the total number of debt collection cases (delinquent accounts) of which the actual execution date has exceeded the target date to execute.

Note:

There will not be any value display for 'Total Past Due', if the 'Instruction to Solicitor' event is not been performed by debt collection office in any legal phase of any delinquent account. This is because the 'Date to Execute' column value for the respective legal phase involved will not have data inputted for system to treat it as each legal phase’s expiry date.
The purpose of the 'Instruction to Solicitor' event is merely for debt collector to initiate a legal phase to get started of the particular phase, however, if this is not been performed by the debt collector, the related legal phase progress can still be updated via the assigned solicitor using the 'Litigation Portal'.

Total Win

This is the chart legend that indicates the total number of debt collection cases (delinquent accounts) of which all the related legal phases or activities of the legal proceedings on the delinquent account has been completed with some outcomes, or decisions.

Collection Efficiency for Month <the present month in system, e.g., September> in the <present system year> (Panel)
Collection Team	This is the code and name of the respective debt collection team involved.
Amount Collected	This is the team’s total debt collected amount that has been received as repayment to each of the related delinquent account.
Collector	This is the User ID and name of the debt collector in the team who is handling the related collection of repayment of the assigned list of delinquent accounts.
Number of Accounts	This is the number of delinquent accounts that is being handled by the assigned debt collector in the team for debt collection.
Amount Collected	This is the debt collector’s total debt collected amount that has been received as repayment to each of the related delinquent account.

Collection Efficiency for Month <the present month in system, e.g., September> in the <present system year> (Panel)

Collection Team

This is the code and name of the respective debt collection team involved.

Amount Collected

This is the team’s total debt collected amount that has been received as repayment to each of the related delinquent account.

Collector

This is the User ID and name of the debt collector in the team who is handling the related collection of repayment of the assigned list of delinquent accounts.

Number of Accounts

This is the number of delinquent accounts that is being handled by the assigned debt collector in the team for debt collection.

Amount Collected

This is the debt collector’s total debt collected amount that has been received as repayment to each of the related delinquent account.

This panel will be displayed, after user has mouse over a team’s bar chart and click twice on it.
The purpose of this panel is to display the breakdowns of the amount of debt collected by the respective debt collection team and its team of collectors.

Solicitor Performance (Panel)
Solicitor Code - Name	This is the unique code and description used to identify each agent (like the Staff ID of the lawyer or solicitor in the law firm, e.g. DESROS0001) in system. Note: This is one of the assigned (instructed) solicitors for some debt collection cases (delinquent accounts).
Number of Cases	This is the number of cases accepted by the solicitor.
Total Instruction Sent	This the number of debt collection cases been assigned (instruction sent) to the solicitor.
Number of Wins	This is the number of cases that have successfully brought against related Legal Proceeding.
Instruction Sent/ New Instruction/ Instruction Attended/ Instruction Unattended (Section)
Execution Stage	This is the code and description of the respective legal stage of a certain type of legal proceeding (case) that is being executed on a debt collection case (delinquent account) in the system.
Execution Phase	This is the code and description of an activity involved in the related legal stage of a certain type of legal proceeding (case) that is being executed on a debt collection case (delinquent account) in the system.
Account No.	This is the unique reference number of the respective delinquent account involved in the related debt collection case.
Officer	This is the User ID and name of the debt collector who is handling the debt collection case (delinquent account).
Expiry Date	This is the expected date for the execution or completion of a related legal phase or activity involved in the legal proceeding on the delinquent account. Note: There will not be any value display in this column, if the 'Instruction to Solicitor' event is not been performed by debt collection office in any legal phase of any delinquent account. This is because the 'Date to Execute' column value for the respective legal phase involved will not have data inputted for system to treat it as each legal phase’s expiry date. The purpose of the 'Instruction to Solicitor' event is merely for debt collector to initiate a legal phase to get started of the particular phase, however, if this is not been performed by the debt collector, the related legal phase progress can still be updated via the assigned solicitor using the 'Litigation Portal'.
Acknowledgement Date	This is the date on which the assigned solicitor has acknowledged receipt of the debt collection case (delinquent account) to be attended.
Execution Date	This is the actual date on which a related legal phase or activity involved in the legal proceeding on the delinquent account has been executed or completed.
Overdue Days	This is the past due days (the difference between the 'Execution Date' field value, and the 'Expiry Date' field value) to execute a particular legal phase or activity involved in the legal proceeding on the delinquent account.
Instruction Past Due (Section)
Execution Stage	This is the code and description of the respective legal stage of a certain type of legal proceeding (case) that is being executed on a debt collection case (delinquent account) in the system.
Execution Phase	This is the code and description of an activity involved in the related legal stage of a certain type of legal proceeding (case) that is being executed on a debt collection case (delinquent account) in the system.
3 Days	This is the number of debt collection cases (delinquent accounts) that has each past the pre-maintained expiry date, up to this number of days, to execute or complete the related legal phase of activity of a legal stage in a legal proceeding.
4-7 Days	This is the number of debt collection cases (delinquent accounts) that has each past the pre-maintained expiry date, within this number of days, to execute or complete the related legal phase of activity of a legal stage in a legal proceeding.
8-12 Days	This is the number of debt collection cases (delinquent accounts) that has each past the pre-maintained expiry date, within this number of days, to execute or complete the related legal phase of activity of a legal stage in a legal proceeding.
13-15 Days	This is the number of debt collection cases (delinquent accounts) that has each past the pre-maintained expiry date, within this number of days, to execute or complete the related legal phase of activity of a legal stage in a legal proceeding.
> 15 Days	This is the number of debt collection cases (delinquent accounts) that has each past the pre-maintained expiry date, greater than this number of days, to execute or complete the related legal phase of activity of a legal stage in a legal proceeding.

Solicitor Performance (Panel)

Solicitor Code - Name

This is the unique code and description used to identify each agent (like the Staff ID of the lawyer or solicitor in the law firm, e.g. DESROS0001) in system.

Note: This is one of the assigned (instructed) solicitors for some debt collection cases (delinquent accounts).

Number of Cases

This is the number of cases accepted by the solicitor.

Total Instruction Sent

This the number of debt collection cases been assigned (instruction sent) to the solicitor.

Number of Wins

This is the number of cases that have successfully brought against related Legal Proceeding.

Instruction Sent/ New Instruction/ Instruction Attended/ Instruction Unattended (Section)

Execution Stage

This is the code and description of the respective legal stage of a certain type of legal proceeding (case) that is being executed on a debt collection case (delinquent account) in the system.

Execution Phase

This is the code and description of an activity involved in the related legal stage of a certain type of legal proceeding (case) that is being executed on a debt collection case (delinquent account) in the system.

Account No.

This is the unique reference number of the respective delinquent account involved in the related debt collection case.

Officer

This is the User ID and name of the debt collector who is handling the debt collection case (delinquent account).

Expiry Date

This is the expected date for the execution or completion of a related legal phase or activity involved in the legal proceeding on the delinquent account.

Note:

There will not be any value display in this column, if the 'Instruction to Solicitor' event is not been performed by debt collection office in any legal phase of any delinquent account. This is because the 'Date to Execute' column value for the respective legal phase involved will not have data inputted for system to treat it as each legal phase’s expiry date.
The purpose of the 'Instruction to Solicitor' event is merely for debt collector to initiate a legal phase to get started of the particular phase, however, if this is not been performed by the debt collector, the related legal phase progress can still be updated via the assigned solicitor using the 'Litigation Portal'.

Acknowledgement Date

This is the date on which the assigned solicitor has acknowledged receipt of the debt collection case (delinquent account) to be attended.

Execution Date

This is the actual date on which a related legal phase or activity involved in the legal proceeding on the delinquent account has been executed or completed.

Overdue Days

This is the past due days (the difference between the 'Execution Date' field value, and the 'Expiry Date' field value) to execute a particular legal phase or activity involved in the legal proceeding on the delinquent account.

Instruction Past Due (Section)

Execution Stage

This is the code and description of the respective legal stage of a certain type of legal proceeding (case) that is being executed on a debt collection case (delinquent account) in the system.

Execution Phase

3 Days

This is the number of debt collection cases (delinquent accounts) that has each past the pre-maintained expiry date, up to this number of days, to execute or complete the related legal phase of activity of a legal stage in a legal proceeding.

4-7 Days

This is the number of debt collection cases (delinquent accounts) that has each past the pre-maintained expiry date, within this number of days, to execute or complete the related legal phase of activity of a legal stage in a legal proceeding.

8-12 Days

13-15 Days

> 15 Days

This is the number of debt collection cases (delinquent accounts) that has each past the pre-maintained expiry date, greater than this number of days, to execute or complete the related legal phase of activity of a legal stage in a legal proceeding.

This panel will be displayed after user has double clicked on the name of the respective assigned solicitor in the Solicitor Performance chart
The purpose of this panel is to display the breakdowns of the assigned debt collection cases (delinquent accounts) and progress by the respective assigned solicitor.
In order for values to be displayed on this panel, the debt collection office must perform a "Instruction to Solicitor" event during any legal phase of any delinquent account. This is because the 'Execution Date' column value for the relevant legal phase will be blank, leading the system to treat it as the expiry date for each legal phase.
The purpose of the 'Instruction to Solicitor' event is merely for debt collector to initiate a legal phase to get started of the particular phase, however, if this is not been performed by the debt collector, the related legal phase progress can still be updated via the assigned solicitor using the 'Litigation Portal'.