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  1. UX Product
  2. UXPROD-1858

Future Fees/Fines: Collections agency interactions - when patron pays agency

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      Holly: I split UXPROD-499, Collections Agency Interactions into two features. UXPROD-499 now covers only those cases where the collection agency communicates with the patron, but the library still collects the money. New JIRA issue UXPROD-1858 covers cases where the collection agency collects the money and then passes it to the library. The workaround for this feature (UXPROD-1858) is that the library would need to be able to run a query to identify the fees/fines to be sent to collections (based on their unique criteria) and to update the database with a new fee/fine action indicating the action taken with a date/time stamp. I'm not sure how easy that will be to do, so it may make more sense to do this in Q1 2020. When the collections agency pays the library, the library could do a manual payment transaction for the patron or enter a waive with a Waive Reason of "Paid to Collection Agency" (depending on how their accounting is set up). This feature doesn't need the kind of testing others do--usually one person at the library does this--making this available at the last minute won't be such a big issue.
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      Holly: I split UXPROD-499 , Collections Agency Interactions into two features. UXPROD-499 now covers only those cases where the collection agency communicates with the patron, but the library still collects the money. New JIRA issue UXPROD-1858 covers cases where the collection agency collects the money and then passes it to the library. The workaround for this feature ( UXPROD-1858 ) is that the library would need to be able to run a query to identify the fees/fines to be sent to collections (based on their unique criteria) and to update the database with a new fee/fine action indicating the action taken with a date/time stamp. I'm not sure how easy that will be to do, so it may make more sense to do this in Q1 2020. When the collections agency pays the library, the library could do a manual payment transaction for the patron or enter a waive with a Waive Reason of "Paid to Collection Agency" (depending on how their accounting is set up). This feature doesn't need the kind of testing others do--usually one person at the library does this--making this available at the last minute won't be such a big issue.
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    Description

      Institutions work with collections agencies in a variety of ways, so this feature has been split into three parts:
      1. Some institutions "sell" the debt to the collection agency, which is like a transfer and will be handled by UXPROD-105
      2. Some institutions "pay" the collection agency to collect the debt, but the patron still has to pay the library UXPROD-499 (Chicago is an example)
      3. Some institutions have the collections agency collect the debt, along with the agency fee, and then the debt payment is passed to the library from the collections agency UXPROD-1858 (Cornell is an example)

      Survey of institutions available at https://docs.google.com/spreadsheets/d/1tBzbWo3albd1133eue0xwe8x8D_Wa5uHuBhyHowLXoY/edit#gid=0

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                hollyolepm Holly Mistlebauer
                hollyolepm Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
                Joanne Leary
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