Support Ticket Report Set

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Support Tickets - All

Purpose and Usage - FAQs

The report can display any support ticket based on the Open Date range specified in the report request.

FAQs

  1. Is this data Real Time or Live Data?

    • Yes, the data are updated in real-time as soon as we get information on the cases.

  2. Who can access the Support Ticket?

    • Support Tickets are accessible by Location, so to enter the details of the support ticket, make sure you are part of the Location where the account has originated.

Column Name

Definition

Example

Program

Name of your Program

Open-End Contracts

Location

The Location where Account was originated

Kansas City

Case Number

7 Character Random Case Number uniquely assigned by our system.

ABC1234

Contract #

Related Contract (Consumer Account)

ABC1234LOA01

Client Ext ID

Merchant External Id for the Consumer related to the Support Ticket.

Contract - Code

This field will contain a three letter code (SRV,PUR) to display the type of account we are dealing with

SRV

Payoff

Principal Bal + Interest Balance + Fees Balance = Payoff Amount - The amount currently owed to payoff this Contract.

6700.00

Reason

Reason for opening the case

Pre-Buyback

Status

Status of the case

Pre- Buyback

Subject

What is this case about

There May Be a Problem

DateTime Opened

Time the case was first opened

08/22/2024

DateTime Closed

Time case was closed

08/24/2024

Description

Detailed explanation of the nature of the case

This Account has fallen Delinquent. Please confirm with Consumer that they have Received Products and/or Services and confirm there are no issues

Intake

This is just the method that the case was inserted into Salesforce

Pre-Buyback 4 Pay Default

Merchant Status

The current status of the case set by the Merchant

Pending - Merchant Review

Merchant Resolution

Resolution of the case provided by the Merchant

Continue Servicing

Resolution

Resolution of the contract provided by UAS

Contract Adjustment

Call Hold

Temporary Hold of Outbound Calls until Hold Date has passed.

08/09/2024

Special Situation Type

This field is set when there is an Escalated or Disputed Support Ticket to categorize the type of escalation or dispute.

NA

Bankruptcy

Consumer Credit Counseling

Attorney

Deceased

SCRA

Hardship

Earnings Claim

Dispute

Identity Fraud

Supervisor Review

Escalated

Special Situation Investigation

Used for Support Tickets when there is a special situation like a Dispute. This field will define the status of the investigation.

Open - UAS Initial Review

Support Tickets - OPEN

Purpose and Usage - FAQs

The report allows to report any support ticket that are in Active status.

FAQs

  1. Is this data Real Time or Live Data?

    • Yes, the data are update in real time as soon as we get information of the cases.

  2. Who can access the Support Ticket?

    • Support Tickets are accessible by Location, so in order to enter the details of the support ticket, make sure you are part of the location where the account has been originated

Field Definitions

Column Name

Definition

Example

Program

Name of your Program

Open-End Contracts

Location

Location where account was originated

Kansas City

Case Number

7 Character Random Case Number uniquely assigned by our system.

ABC1234

Contract #

Cases are related to a Contract, the Contract number is build on the Account Number (ACCT#LOA##)

ABC1234LOA01

Client Ext ID

Contract - Code

This field will contain a three letter code (SRV,PUR) to display the type of account we are dealing with

PUR

Note Date

Date the Contract was written to take effect and Day Interest would start to Accrue and Assess.

09/25/2023

Payoff

Principal Bal + Interest Balance + Fees Balance = Payoff Amount - The amount currently owed to payoff this Contract

6700.00

Reason

Reason for opening the case

Pre-Buyback

Status

Status of the case

Pre- Buyback

Subject

What is this case about

There May Be a Problem

DateTime Opened

Time the case was first opened

08/22/2024

DateTime Closed

Time case was closed

08/24/2024

Description

Detailed explanation of the nature of the case

This Account has fallen Delinquent. Please confirm with Consumer that they have Received Products and/or Services and confirm there are no issues

Intake

This is just the method that the case was inserted into Salesforce

Pre-Buyback 4 Pay Default

Merchant Status

The current status of the case set by the Merchant

Pending - Merchant Review

Merchant Resolution

Resolution of the case provided by the Merchant

Continue Servicing

Resolution

Resolution of the contract provided by UAS

Contract Adjustment

Call Hold

Temporary Hold of Outbound Calls until Hold Date has passed.

08/08/2024

Special Situation Type

This field is set when there is an Escalated or Disputed Support Ticket to categorize the type of escalation or dispute.

NA

Bankruptcy

Consumer Credit Counseling

Attorney

Deceased

SCRA

Hardship

Earnings Claim

Dispute

Identity Fraud

Supervisor Review

Escalated

Special Situation Investigation

Used for Support Tickets when there is a special situation like a Dispute. This field will define the status of the investigation.

Open - Pending Consumer info