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arsons, Andrew"! GRO i
Subject: Briefing note - flags applied to accounts where disputed sum settled centrally [BD-
4A.FID26896945]
Date: Mon, 26 Jun 2017 10:26:19 +0100
Importance: Normal
Attachments: Customer_Acc._ Example.pdf; FSC_Abbreviations_22.06.2017.docx
Inline-Images: image001.png; image9abb04.JPG; image56dea6.PNG; imaged43f8a.PNG;
imagea0d485.PNG
Dear Tony, Owain
Briefing note on flags which are applied to SPMR accounts where disputed sum settled centrally
Where an item has been settled centrally and disputed, the agent accounting team apply a dunning block to the open
item on the account. This prevents any further requests for payment being sent to the agent.
The account below shows (in the column titled "block")
e — the item marked with an R is already set up to be deducted from remuneration and therefore blocked for any
further request for payment; and
e the items marked with an M relates to a miskey error where the agent is waiting for a TC, so this will remain
blocked until the enquiry is completed.
Arear/Account” IS...DocumentNo I enITy. voice ret, [Assignment [Doc. Cale I= AnountintocalcurINet due date IO0IRet. Ke... OunILastOunned [Block Tent
I 177 1016267 Wi 400089589 1 11 1400049549 20161220 20.12.2016 125.02- 20.12.2016 M = HRadjustm
I 2 JW re00106346 1 08 1800106046. 20161102 09.14.2016 5105 03112016 EMED 215112016 M — DFRDeCIE
I on 5 teoo129013 106 1800126013 20170409 03042017 30492 03042017 \e0 21600207 RST
The effect of placing these blocks on the system is to prevent a dunning letter (chaser letter) being produced and/or
preventing the item from falling on a processors worklist for further action.
Please also find attached an example of a customer account and an explanation of the abbreviations which are used
in this.
If you would like any further information on this please let me know.
Kind regards
Amy
Amy Prime
Solicitor
Bond Dickinson LLP
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www.bonddickinson.com
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