Widget Choices

My View

When you open My Activities, you will see the My View panel by default.

• In each quadrant, select a widget from the dropdown menu.
• You may need to scroll within the dropdown menu to see all widget choices.
• Your four selections will populate each time you visit My Activities.

Right Panel

• The right panel defaults to “My View”, which displays the four widgets you’ve selected.
• To select other widgets, click one of the groups under My View.
• Associated widgets for each group will then populate into the quadrants.
  • For example, if you click Rejections (Comparison), quadrants will populate with Rejections Firm Comparison, Rejections Rule Comparison, and Quality Ratio.

• To collapse the right panel, click the hamburger icon.

Using the Widgets

Rejections Table

The Rejections table below shows you a count of the last week of each rejection type: File, Record, and Gates rejections.

• This consolidated count of all rejections acts as an alert that can save you time.
• Instead of starting your day searching for rejections, check the widget and then drill down to the items of interest.
• Example: Let’s say your Rejections table shows you have Record rejections on July 11. You can then go to Search > Records and use July 11 as the date filter.

From the Rejections table, click the [Zoom In] button to quickly visualize File, Record, and Gates Rejections for specific firms and time periods.

• This makes it easy to see if a firm’s quality is improving over time.
• The example here shows the File and Record Rejections for one selected firm.
• You can toggle to view or hide File Rejections, Record Rejections, and Gates Rejections for the firms you’ve selected.

File Status Table

The File Status table shows the status of each of your uploaded files from the past three days. You can see how many files vExchange received, whether they passed validation, and how many were successfully imported into vExchange. Senders are able to see the status of their Receivers’ files as well.

• A yellow warning icon will appear next to known processing problems.

• Click on the [Zoom In] button to see Records Rejection counts so you don’t have to drill down to see them. You can also switch the “Problems only” toggle on to see Pre-Validator Fails at the top of the list.

• Senders can see summary file information for their receivers but not drill-down to details. Select a FirmID from the drop-down to only see files from that firm.

• NOTE: Blank fields indicate that the file has not reached that step of the process. The table is updated periodically throughout the day.

View Controls

Filter / Saved Views Popup Icon

Click to launch the filter popup screen*.
* On some reports, it launches Saved Views.

Collapse Icon

Click the collapse icon to hide the top section.
*

Full-Screen Icon

Click the icon to enter full-screen mode.
*

You can see all three icons in the screenshot below.

Column Picker

Some columns are hidden by default and can be chosen with the column picker:

• Click the 3 dots on any column.
• Click on Columns to see the options.
• Scroll down until you see a column you want to display.
• Place a check in the box next to the desired column.
• Click the [Apply] button.

Search

Search Bar

Use the Search bar at the top of the site to find account(s) with a specific Creditor/Sendor/Agent Fileno. This feature replicates the Search Account Numbers page, but it persists on every screen.

• Use the dropdown menu to select the type of Fileno you wish to search for. Your selection will be saved as the default so you don’t have to select it each time.
• Enter the Fileno and hit Enter.
• If a single account is found, the Account Details page will open in a new tab.
• If multiple accounts are found, a table will show the results.
• If no accounts are found, a message will indicate that.

Saved Searches

Overview of Saved Searches

Saved Searches are a convenient way for you to save the searches and grid layouts that you and your firm use most. Watch the Saved Searches video tutorial.

• Saved Searches remembers your specific search filters and enables you to organize related searches by role, type, or process.
• Your column visibility, order and width are automatically saved as well as your sort order.
• If you selected Today, This Month or other date option, your date range will automatically be updated when you run the search in the future.

When you run a Saved Search, the Filters area of the Search screen will display a breadcrumb that shows you which Saved Search you just ran.

Four types of Saved Searches

• My Recent Searches is automatically populated with the most recent saved searches that you have performed. This makes it easy for you to quickly find and run your most frequent searches.
• My Searches are only available to you and cannot be shared with other users in your firm. You do not need any special permissions to save user searches.
• My Company’s Searches are available to all users in your firm. This is helpful when multiple staff members need to run the same search. My Company’s searches also allow the firm to ensure consistency in how searches and exports are performed. Your Firm Admin must provide you with permissions in order to create My Company’s searches.
• Shared Searches are available when another firm creates a search in My Company’s Searches and shares it with you as a Receiver. Shared Searches allow different firms to see the same search results laid out in the same way on their screens. This makes it easy to collaborate remotely.

Saved Searches apply to the type of search

• Your Saved Searches only apply to the type of search you are performing.
  • In other words, if you save a Records Search, it will only be available on the Search Records page.
• This allows you to save specific types of searches without having to remember what kind it was.
• This is especially helpful when saving a search that is available to all users in your firm.

View or Create Saved Searches

• To view existing Saved Searches or create a new one, click on the  icon to open the filters pop-up.
• The “Saved Searches” tab will show all available saved searches for the type of search you are performing.
• After closing the pop-up, a summary of the filters associated with your saved search are available when you click the “+” sign next to “Filters” on the main page.”

Managing Saved Searches

• Navigate to the Saved Searches tab.
• Expand the panel for My Recent Searches, My Searches, My Company’s Searches, or Shared Searches to see the desired list.
• Click on the [Edit mode] toggle:
  
• To create a new folder at the current level, click “New Folder”. New folders can only be created as the top level or under existing folders.
• To save a new search, click “Save Search”. New searches can be saved at the top level or under an existing folder. All filters selected in the “Edit Filters” tab as well as the current column settings and sort order will be saved.
• To edit an existing folder or search, click the pencil icon next to the name of the item. Available options will be displayed below the item. Options include creating a new sub-folder, saving a new search, renaming the item, or deleting the item.

Shared Searches

Senders

Sender users can share My Company’s Searches with their Receivers. Your Firm Admin will have to grant you the required permissions before you are able to share searches.

• Find any of My Company’s Searches under the Accounts, Records, or Gate Rejections Search screens.
• From the Saved Searches tab, open My Company’s Searches.
• Click the [Edit mode] toggle to enter edit mode.
• Click the pencil icon next to the search you would like to share.
• In the blue popup box, confirm the search you wish to share.
• If a search has been shared previously, you will be able to unshare it by clicking the Unshare icon.

Receivers

• Receivers will see the shared search under Shared Searches.

Locked Columns in Search

Locked columns keep your preferred columns from moving while you scroll horizontally. 

• Columns on the left remain anchored on the screen, while columns on the right move with the scroll bar. 
• By dragging and dropping column headers, you can move columns from the locked zone on the left to the unlocked zone on the right or vice versa.
• There must be at least one locked column so that you do not lose the left zone, so the Sender Fileno column will always remain locked. 
• Saved Searches will remember which columns you’ve locked.

Drill Down and Raw Data

In most cases, it is possible to drill down into the underlying data that is displayed on the screen. When the Raw Data is available, the cursor will change to a finger pointer, indicating that you can click on a row or field to see the Raw Data. Raw Data can be exported for further analysis, but Raw Data for archived accounts cannot be exported. Contact your Sender to unarchive any accounts that require exported records. All Personal Identifiable Information (PII) is masked in Raw Data.

Export Results

Search Export

When you click [Export] on the Search screen, a popup window will open to display additional fields that can be exported. Select the desired fields and click Export.  You have the following selection options in the “Pick Columns to export” pop-up window.

• The pop-up window opens with a Default section at the top. These columns are always included in your export — they are pre-selected and cannot be removed.
• Click the down arrow toggle to open sections (e.g., the Financial Info section in the screenshot below).
• Check boxes for specific fields.
• Click [Select ALL] to select all fields.
• Click [Deselect ALL] to clear all fields.

Don’t show this window again

• The toggle switch next to “Don’t show this window again” allows you to keep your field selections the next time you perform an export.
  • To hide the pop-up window: Click the toggle switch to the right. Your current selections will be used in all future exports.
  • To show the pop-up window: Hold the [CTRL] key while clicking the [Export] button to show the pop-up window again, after it has been hidden. You can then select different fields.

Export Records

When you click [Export Records] on the Search screen, a pop-up window will open to display a list of vExchange records available to export. All records of the chosen type will be exported for each account in the results grid. If there are no available records, you will be alerted and no file will be downloaded.

• By default, the Transmission Date range is set to the same range as the Placement Date range you originally searched for. Change the Transmission Date range if you want to find records sent during a different range.
• Select “All Notes” to export all Note-related record types (e.g. 1405, 1410, 2405).
  • Note: If there are more than 1,500 accounts in the result list, the resulting set of Note records may be too large to download.
• You can start typing in the text field to narrow search results and jump to the record you want. You can also scroll down the list and click on the desired record.
• Note: Records for archived accounts will not be exported. Contact your Sender to unarchive any accounts that require exported records.

Account Details

Account Details Overview

The Account Details page is useful for viewing specific details of an account. Access the Account Details page by clicking on an account in any report.

• The top area of Account Details defaults to a collapsed view to display more information when navigating between the panels (Debtors, Key Events, etc.).
  • Click on any field to open the Raw Data of the placement record.
• An alert icon will appear if the account is restricted, archived, unarchived, reopened, or has Record Rejections due to special characters. The icon hovertext includes details for each applicable alert.
  • The alert icon does not replace the detailed alert information and other account activity available in the right-side panel on Account Details.

• To expand the top information, click the caret icon in the top right, as shown above. Doing so will expand the top as shown below.

The Account Details page has several panels with more detailed information. Click on any section name to jump directly to that panel.

• General Account Information: Appears at the top of the page.
• Debtors: Lists information for all debtors on the account.
• Creditor: The Creditor panel shows details about the creditor associated with the account.
• Key Events: Shows when each event took place with handy aging information.
• Notes: Includes all notes that are associated with the account.
• Calls: Lists all incoming and outgoing phone calls logged against this account.
• Legal: Shows fields relevant to legal activities.
• Financials: Includes a list of balance, cost, and payment fields.
• Disputes: This panel displays a list of disputes associated with the account.
• Account Numbers: Lists additional account identifiers other than Creditor/Sender/Agent numbers, as well as linked accounts.
• Records: Displays a count of all records associated with this account. Clicking any row will display the Raw Data pop-up window.
• Rejections: A list of all rejections/exceptions associated with the account.

Account Details Panels

NOTE: Panels are not visible for archived accounts. Some of the panels have sub-panels that display very specific fields. You can choose between sub-panels or select the one labeled “All” and see all sub-panels listed together.

Debtors Panel

Creditor Panel

The Creditor panel shows details about the creditor associated with the account.

Key Events Panel

Notes Panel

The Notes panel displays all 1000-series and 2000-series notes records (e.g. 1405, 2405, 2410, 1407). You can also see which notes are associated with a Key Event.

Calls Panel

The Calls panel provides multiple views of phone calls for the account. You can view All phone calls, just RPCs or just outgoing Attempts.  This panel is useful when researching potential regulatory violations.

Legal Panel

The Legal Panel has a number of sub-panels with details about suits, judgments, and attorneys.

Attorneys Sub-Panel

 SOL Sub-Panel

The “Placed SOL Date” field, located at the top of the Account Details page displays the date provided in the original placement. All additional SOL dates are shown on the Legal → SOL Sub-Panel. Any dates that do not match the “Placed SOL Date” are highlighted to make it easy to see.

Financial Panel

The Financial panel includes several sub-panels related to payments, remittances, and balance updates.

Promise to Pay Subpanel

Stipulation Subpanel

Direct Payments Subpanel

Posted Subpanel

Historical Remittance Subpanel

The Historical Remittance sub-panel displays record 2303 information. By default, the table does not include file name information, which makes the data load more quickly. When you change the toggle button to “File Name On” filenames will load into the table.

Live Remittance Subpanel

Duplicate Records Alert

On the Posted, Historical Remittance and Live Remittance subpanels, an alert icon will appear if we detect potential duplicate 2303/2304 records.

• The panel will show all records, including duplicates.
• We look at the following fields to determine duplicates: [gross_pmt_amt], [trans_ref_no], [dp_ref_no], [ta_cost_disb], [adjust_to_prin], [posting_date], [date], and [ta_adjustment].
• If you hover over the alert icon, it displays the message: “We detected that some records below may be duplicates.”
• If there are no duplicate records detected in your search results, the Financial subpanels for Posted, Historical Remittance, and Live Remittance will show the totals in the Sum row at the bottom of the table, making it easier to reconcile data.
• The Sum will appear if there are no duplicates; otherwise you will see an alert icon on the Financials subpanel (Posted, Historical Remittance, or Live Remittance).

Dynamic Financial Totals

The Financials sub-panels show dynamically-calculated totals in the bottom row. When you filter columns, the totals update to reflect the rows that are displayed. This is helpful for filtering our rejected transactions and totaling the valid ones.

Account Numbers Panel

Additional Account Numbers Subpanel

Linked Accounts Subpanel

Any linked accounts will be listed in the Linked Accounts sub-panel. Clicking the hyperlinked values will open Account Details for the linked account.

Records Panel

The Records Panel lists a count of all 1000 and 2000-series records associated with an account. You can see the underlying data by clicking any row to see the Raw Data pop-up window.

Rejections Panel

The Rejections Panel shows all of the rejections and exceptions that have been created against this account. This panel has a Gates Rejections subpanel and a Record Rejections subpanel. The Gates Rejections subpanel shows the [Manual Remediation] and [Forced Remediation] buttons, which are only visible to Senders.

Gates Rejections Subpanel

Record Rejections Subpanel

Account Information Panel

The Account Information Panel is located on the right side of the Account Details screen. Within this collapsible panel, there is a notification icon, with a badge alerting you to information that will display on various cards.

Click the alert icon badge to expand the panel and open various cards.

Orphan Account Warning Card

• Under certain circumstances, a single account can become “orphaned”, meaning that vExchange is unsure which account to associate with new, incoming records. This can result in missing records, duplicate accounts or other anomalies. In these instances, you will see a warning along with a link to a help page on Inventory Exceptions.

Account Activity Card

• The Account Activity card can save you from having to click on separate tabs because it shows a unified list of the five most recent key events, rejections, remediations, and archive actions.
• You can currently see the following records: 1001s/2001 placement records, 1201/2201 suit and judgment records, and 2303/2304 payment records. More records will be added in the future.
• Click anywhere on the card to open a detailed view of listed activities. This will help you align the different events over time and research problems.

If you follow instructions to “click for more”, you will see an expanded view of Account Activity.

Archive Card

• Archive information shows you the archive status of the account with a link to archive or unarchive accounts.
• Archives and unarchives are processed overnight and put in the standard process (7 days for archive and 2 days for unarchive).
• The Archive Card will also display in the middle of the screen on archived accounts so it is clear that the account is archived and the date it was archived.
• The card that displays depends on the role and permissions of the user:
  • Senders can archive accounts by using the [Archive] button.

• • Senders can unarchive accounts by using the [Unarchive] button.

• • Receivers will always see this card.

Total Payments Card

• The Total Payments card will show a history of 2303 and 2304 payments received on the account.
• Note that 2302 records are not currently included.
• Records with $0 payments will not be displayed.
• The card will be colored based on the following criteria:
  • Green: There was a payment in the last 60 days.
  • Red: No payment was made in the last 60 days.
  • Yellow: No judgment or payment was received.

• When you click the card, you will see a popup window with details:

Open Gates Rejections Card

• The Open Gates Rejections card will list any open gates rejections that require remediation.

Linked Accounts Card

• The Linked Account card will list any other accounts linked to this one.

• This is the same information you would see in Account Details under the Account Numbers tab > Linked Accounts sub-tab. The notifications simply make it easier for you to get information that could be on separate tabs.

Archived Data Not Available

Archived accounts are by definition dormant. In Analytics, Receivers can see accounts that have been archived, but will not be able to see any record updates they make to an account that has been archived.

Records on Archived accounts will not display and you can no longer export Archived data using the [Export Records] button. Archived data will also not show in Account Details.

If you try to display or export data for Archived accounts, you will see one of these messages, either at the top of the Account Details page or on the Archive card in the Account Information panel.

• Account Details message: “The account is archived and the raw data is no longer available.”
• Archive Card message: “This account was archived on [date]. Please contact [name of Sender] if you would like to unarchive it.”

Archive Activity Report

The Archive Activity Report allows you to search across all archive and unarchive events. This allows you to check the history of a given account or find all events over a given period.

You will also be able to look ahead to see if any accounts are scheduled to be archived or unarchived in the near future. You will see scheduled archive events up to 7 days in the future. Unarchive events are up to 2 days in the future.

NOTE: If you want to find accounts that are currently archived or unarchived status, use Search with the Archive Status filter.

Activity on Archived Accounts

• The Activity on Archived Accounts report allows you to identify records that were sent to vExchange for accounts that are archived. This is important because records sent on archived accounts are NOT passed on to 3rd parties. This creates the potential for parties to fall out of sync.
• By default, this report looks for incoming payment (2303, 2304), balance update (2341), and note (2401, 2402, 2405, 2410) records. 
• You can focus solely on payment records by selecting the “Payments Only” toggle. In that case, the report will only show the number of incoming payments and will not display 2341 records.
• Select a required Start and End date to narrow the search results to a specific timeframe and click the [Apply Filter] button.
• The results are grouped by firm. Depending on the length of your specified date range, you will see columns grouping the records by day, week or month.
• Hover over any cell to see a breakdown of how many of each type of record was received.
• Click on any row to drill-down to the list of archived accounts that the records are attached to. Note that some accounts may have multiple records attached, so you will see a count of how many records were received on each account.
• Click on any account to open Account Details. Note that only limited information is available on archived accounts. Senders can unarchived any of the accounts to see full details, including all of the records that were received after the account was archived.
• Click the [Export for Unarchive] button to export an Excel file of accounts you wish to unarchive. You can then upload the exported file to the Bulk Unarchiving tool.

Judgments Report

The Judgments Report allows you to quickly see historical trends in judgment counts, value, and amounts paid.

• You can limit the report to run against a specific set of accounts on the Multiple Accounts tab. Just like the Account Numbers Search screen, you can enter a comma-separated list of up to 3,500 account numbers or copy/paste from Excel or another tool such as Word or Google Sheets. When you click the [Apply Filter] button, commas will automatically be added to your list.
• Select a required start and end year to narrow results to accounts with judgments during that period.
• Switch the toggle button if you do not want to include accounts in closed status.
• Click [Search Accounts] to see your results.
• You are able to click on any report element to drill-down to the clicked data.

• The Widget panel gives you the ability to slice six ways as shown in the Widget panel drop down menu below.

• Here are the field columns for the Judgments Report.

Legal Lifecycle Report

Overview

The Legal Lifecycle Report summarizes key metrics such as costs and liquidation rates. While the Key Events Report groups your accounts by standard milestones, the Legal Lifecycle Report provides insight into the performance of your portfolios. Here are two examples:

• Receivers: Compare the profitability of placements by Sender.
• Senders: Compare the liquidation rate by Receiver.

Various performance factors are included in this report, such as:

• Claim Information: Avg Days from Placement to Suit, % of Claims with Judgment, and six other factors.
• Payment and Cost Information: Gross $ Collected, Net of Cost Liq Rate, and ten other factors.

Multiple Accounts

You can limit the report to run against a specific set of accounts on the Multiple Accounts tab. Just like the Account Numbers Search screen, you can enter a comma-separated list of up to 3,500 account numbers or copy/paste from Excel or another tool such as Word or Google Sheets. When you click the [Apply Filter] button, commas will automatically be added to your list.

Available Filters

Enter a required Placement Start and End date to narrow the report to the desired timeframe. You can also specify additional optional filters. To see the available filters, click the expand filter arrow on the right.

Saved Views

The Saved Views tab allows you to create a customized view to apply filters and maintain your preferred column order and sort order. Find out more about Saved Views.

Results

The bottom row updates dynamically to show the total of all visible rows except subtotal rows. See a list of Legal Lifecycle Report Fields.

7-in-7 Call Report

This report is only visible to Collection-Master users, who can access the 7-in-7 Call Report to see a list of potential right-party contact (RPC) and Attempts violations. Drill down to the phone calls made on each individual account to determine if a violation occurred.

• Enter one or more optional firm names/IDs to search for accounts associated with that firm.
  • Senders will see a list of Receivers and vice versa.
  • Receivers have the additional option to narrow the search by sender sub ID.
• Select whether to search for RPC violations, Attempts violations or both.

Firm Level

When you first run the report, you will see a summary of potential violations grouped by firm. Click on any row to see the individual accounts included in the summary.

Account Level

When you click on a row in the Firm level, you will be presented with a list of accounts having potential violations from that firm. You can switch between Firm and account levels to continue your research.

In any row, click on the RPCs or Attempts field to open the Calls panel on the Account Details page so that you can review the potential violations and each phone call logged against the clicked account.

Restriction List Report

This report is only visible to CA20 and their Receiver firms. It lists Sender File Numbers that are on the Sender’s restriction list. Data received for any account on this list will not be sent to the Sender.

We also display an alert icon and date in the header of Account Details for any account that is on the restriction list.

Financials Reports

The Financials Reports menu includes the following reports:

• Gross Revenue Report: Shows your firm’s financial results by Month, State, and Product, as well as your firm’s rank relative to other firms.
• Liquidation Report: Shows monthly aggregated liquidation rates for the past 1-64 months.
• Payments and Costs Report: Provides aggregated financial data from across your network, including the ability to drill down to see the underlying data.
• Future Income Stream: Projects future income, by month and Receiver/Sender, based on historical income and existing payment plans.

Gross Revenue Report

Data Source

Unlike other Analytics reports, the Gross Revenue Report shows data from Collection-Master and Q-Law/Q-LawE rather than vExchange. 

• It shows your firm’s financial results by Month, State, and Product, as well as your firm’s rank compared to other firms, anonymized and aggregated by firm size.
• It also shows your results on a per-user license basis so that you can see the value of your investment.

Running the Gross Revenue Report

• Select a required Month for the report. By default, the last completed month is selected.
• Use the optional filters for States or Product.
• Click [Apply Filter] to generate the report.

Gross Revenue Report Results

• You’ll see your own data (“My Firm”) compared to other firms, anonymized and aggregated by firm size.
  • The left side of the grid shows general data and totals across the various categories.
  • The right side of the grid shows numbers on a per user basis.
• Since the report is based on firm totals, there is no drill down of the data.
• You can click [Export to PDF] if you wish.
• Row Descriptions:
  • Overall – Shows averages across all firms in vExchange.
  • My Firm – Shows averages across your firm’s accounts in vExchange.
  • Large/Medium/Small – Shows averages across groups of vExchange firms of various sizes based on user licenses.
    • The top row, in blue, is your firm’s group.
    • Large: (100+ users)
    • Medium: (25-99 users)
    • Small (0-24 users)
• Column Desciptions:
  • Your firm’s Rank is a measure of firm efficiency and is based on your firm’s Total Payments Per User compared to other firms.
    • Rank is not displayed if a data set includes 3 firms or less.
  • You can view a table of the Gross Revenue Report Column Headers or hover over the column headers to see definitions.

• View the results in full-screen view by clicking this icon as shown in the screenshot below.

Liquidation Report

This report shows monthly aggregated liquidation rates for the past 1-64 months.

Liquidation Filters

• Cick the popout filter icon in the top right.

• The popout filter screen opens:

Conditional and Compare Toggles

• Turn on the Conditional Formatting toggle to color-code the report and quickly spot areas for more research.
• Turn on the Compare to Overall Averages toggle to display your firm’s liquidation rates compared to other firms in vExchange. 
  • The report will display your firm’s liquidation rates as a percentage of overall averages.
  • For example:
    • 50% means your liquidation rate is half the average.
    • 100% means your liquidation rate is the same as the average.
    • 300% means your liquidation rate is 3x faster than your peers.
• Combine the Compare to Overall Averages toggle with the Conditional Formatting toggle to see where liquidation rates differ most from the average.

Payments and Costs Report

Filter Options

Use the optional “Show Yearly” and “Remit Date/Posting Date” toggles to change the report’s behavior to suit your data.

• By default, the report is grouped by month but you can suppress the monthly grouping by using the “Show Yearly” toggle.
• By default, the report uses the Remit Date field to calculate when payments were received. You can also use the Posting Date for calculating when payments arrived by switching the “Remit Date” toggle to “Posting Date.”
• Click on any cell to view the underlying account-level details. You can also view the results in full-screen view by clicking this icon, shown below:

Running Against Specific Accounts

You can limit the report to run against a specific set of accounts on the Multiple Accounts tab. Just like the Account Numbers Search screen, you can enter a comma-separated list of up to 3500 account numbers or copy/paste from Excel or another tool such as Word or Google Sheets. When you click the [Apply Filter] button, commas will automatically be added to your list.

Payment and Costs Widget

This report includes a dynamic Widget tab for visualizing up to four charts on the same page. On the Widget panel, the drop down provies nine available widgets: Gross Payments by Senders/Receivers, Total Commissions by Senders/Receivers, Suit Fees Earned, Statutory Fees Recovered, Costs Expended, Costs Recovery, Costs Returned, Principal Adjustments, and Balance Adjustments.

Accounts Drill-down View

Payment and Costs Report Field Columns

Future Income Stream Report

The Future Income Stream report projects future monthly income, by month and Receiver/Sender, based on historical income and existing payment plans.

• By default, the report shows projected total income.
• Column headers delineate between Actuals and Forecast data.
• Select the Show Promise to Pay toggle to only show projected income based on payment plans (vExchange 2403 record).

Servicer Reports

The Servicer (Sender) Reports are only visible if you log in as a Sender. These reports available from the main menu > Reports > Servicer Reports:

• Servicer Information Report
• Servicer Inactivity Report
• User Inactivity Report
• Servicer Claims by State
• Monthly Activity Review

Servicer Information Report

If you are also a Receiver, you have to switch to a Sender Id or log in as a Sender user to see results in the grid.

• Agent Id – ID of the Receiver.
• Support Plan – Which support plan the Receiver is subscribed to.
• Firm Name – Name of Receiver.
• Product – Vertican business adapter the Receiver uses to communicate with vExchange.
• Software – Software used by the Receiver, including non-Vertican products.
  • Vertican may only have information for some Receivers, so this field may be blank.
    • Version – Latest software version the Receiver has installed.
    • Last Updated On – most recent date that Vertican updated the information.

Servicer Inactivity Report

• If you are a Sender who is also a Receiver, you have to use the firm switcher to switch to your Sender Id to see results in the grid. Only Sender users can see the report.
• This report groups a Sender’s entire inventory into buckets based on the last time activity was reported by the Receiver.
• There are 3 panels that have the same filters and grid:
  • Open: This panel shows inventory in an “Open” status
  • Archived: This panel only shows archived inventory. This is useful to see if any recent activity has occurred on archived accounts. Note that data is not processed for archived accounts, which may cause reconciliation problems between parties.
  • Closed: This panel only shows closed inventory. This is useful to see if any recent activity has occurred on closed accounts, which may signal that the receiver considers the account open.
• There are multiple types of drill-down:
  • Clicking on any Firm ID or Name will show a drill-down of accounts by state for the selected year and Receiver. Clicking on any row will show individual accounts for the selected year, Receiver and state. Clicking on any row will open Account Details for the selected account.
  • Clicking on any Claim Count or Value will show individual accounts for the selected year and Receiver. Clicking on any row will open Account Details for the selected account.
  • Clicking on any year will show a monthly drill-down for the selected year and Receiver. Clicking on any row will show individual accounts for the selected year, month, and receiver. Clicking on any row will open Account Details for the selected account.
  • Clicking on any value in the bucket columns (e.g. “Aged 31 To 60 Days”) will show individual accounts for the selected year, receiver, and bucket. Clicking on any row will open Account Details for the selected account.

User Inactivity Report

• This report shows how active a firm’s users are in the Analytics website.
• A user is considered active if they have logged in within the past two weeks.
• Login count: The total number of logins over the past two weeks.
• All users: Total licensed users (minus any accounts that have been disabled).
• Active users: Number of users who have logged in at least once in the past two weeks.
• % of “active” users: Percent of all users who were active in the past two weeks.

Monthly Activity Review

The Monthly Activity Review summarizes what happened to the accounts you placed in a given month — how many were placed, how quickly they were worked, and how they progressed toward litigation, settlement, and recovery. Navigate to to Reports > Servicer Reports.

Filters:

• Receiver: the standard picker; collapsed by default
• Trend: Toggle trend arrows on or off and choose your comparison: Month over Month (default; the prior month), Year over Year (same month last year), Both, or None.
• Last Month: Click the [Last Month] button to run the report for accounts placed in the previous full calendar month.

Results:

• Standard grid features apply: Export, Paging, Sort (default: by Firm ID), Filtering.
• An arrow appears after each value — green for an improvement and red for a decline.
• For Avg. Days to First Action, the colors are reversed, since fewer days is better.
• Hover an arrow to see whether it is a month-over-month or year-over-year comparison.

Gates Reports

If your Sender(s) subscribe to one or more Gates (business rules), go to Reports > Gates Reports. From the Gates Reports menu, you can access the following reports:

• Gate Logic Report
• Status Code Validity Report
• Transaction Code Validity Report
• Rejections Reports

Gate Logic Report

The Gate Logic Report provides details on each rule, including how to remediate each one and which reports they appear on. We display inactive rules so that you can research historical rejections. Universal Gates will show “Vertican” in the Sender Id column and the Rule column will contain 4-digits.

Status Code Validity Report

The Status Code Validity Report lists all vExchange status codes accepted by each Sender subscribed to gates. Receivers will only see this report if they receive placements from a subscribing Sender. This report is also visible to any Forwarder listed in the report.

Transaction Code Validity Report

The Transaction Code Validity Report lists all vExchange transaction codes accepted by each sender subscribed to related gates. Receivers will only see this report if they receive placements from a subscribing sender.

Bulk Archiving

Bulk Archiving is now available to all Senders. Watch the Bulk Archiving video tutorial.

• There is a per account bulk archiving fee as listed in the vExchange pricing chart.
• You can also subscribe to the Archive Candidate Report to identify accounts ready to archive (minimum 1-year subscription).

Access Permissions

Candidates Tab

The Candidates tab can only be used by Senders that have an annual subscription to the Archive Candidate Report, which makes it easy to identify accounts that are ready for archive. You can review the report, export it, edit it, and submit it through the Upload tab.

• Select a Placement Start and End Date.
• Enter an Inactivity Lookback period: how many months an account must have had no activity.
• Click the [Generate Candidate List] button to run it.
  • This button is active for Senders that have an annual subscription to the Archive Candidate Report.
  • For all other Senders, the button will be inactive.
• Results appear in a grid, which you can export with the [Export for Archive] button.
• Modify the report in Excel, if desired.

Upload Tab

• Navigate to the Upload tab, upload the list, and click the [Proceed] button to archive the accounts.
• A message will be displayed with information about the number of accounts that were uploaded.
• The file will be processed in the background so you can navigate to other screens or even logout of the website.
• You will receive an in-app notification once your file has been completely processed.

History Tab

This tab summarizes the results for each uploaded file, including counts, the user who uploaded each file, and other details you can track for auditing purposes. You also have the ability to export results as a report.

• In addition to the History tab, you can also review results by clicking on the Notification bell.
• Download the original file by clicking the download icon.
• Note that files are only available for download for 30 days.

Click on any row in the list to drill-down to results for each account in your uploaded file.

• Success: When accounts are successfully flagged for archiving, Vertican automatically generates the corresponding 1405 and 2405 records and delivers them to the relevant parties through standard file transfer.
• Issues: If accounts have issues that prevent archiving, they are flagged with a reason so they can be fixed.
• NOTE: Data received on archived accounts is not forwarded to Senders.

Bulk Unarchiving

• A Bulk Unarchive Template is provided on screen and the upload works in the same manner as Bulk Remediation. Another screen displays Bulk Unarchiving History.
• To assist you with generating the file for Bulk Unarchiving, you can go to Search > Accounts and run the search with the “Show Archived” filter toggle on. You can then export those archived accounts directly by using the [Export for Unarchive] button. You can also export accounts from the Activity on Archived Accounts Report.
• A Bulk Un/Archiving Template for the xlsx file is next to the [Proceed] button.

Bulk Remediations

Senders can perform both Manual Remediation and Forced Remediation on large numbers of rejections by uploading a file, selecting the type of remediation to perform and clicking the [Proceed] button.

• A message will be displayed with information about the number of rejections that were uploaded.
• The file will be processed in the background so you can navigate to other screens or even logout of the website.
• You will receive a notification once your file has been completely processed.
• You can click on the notification to open the Remediations History tab where you can see detailed results or download the original file by clicking the download icon. Note that files are only available for download for 30 days.
• Click on any file in the list to drill-down and see results for each rejection that was included in your uploaded file.
• To assist you with generating the file for Bulk Remediations, you can go to Search > Gates Rejections and use the [Export for Remediation] button.
• Any user who has permission to perform bulk remediation will be able to access the Bulk Remediation feature. Your Firm Admin can grant you permission, if necessary.
• A Bulk Remediation Template for the xlsx file is next to the [Proceed] button.

The Bulk Remediation Tool can be used in two ways:

• Remediate ALL instances of a given rule on a set of accounts. For example, if an account has multiple rejections for the same reason/rule, all of the rejections can be remediated at once.
• Remediate specific instances of rejections on a set of accounts. In the above scenario, you can remediate specific instances of rejections for the same reason/rule. This is useful, for example, if different payments fail the same rule, but you want to remediate each one separately.

To specify a specific rejection in your upload file, you must provide the “Id” in the appropriate column. The simplest way to find the “Id” for a specific rejection is to use the “Download for Remediation” button on the Gate Rejections Search screen. The resulting file includes the “Id” for each rejection in the results grid. You can edit the downloaded file in Excel to remove any rejections that you do not want to remediate. You can then upload that file to the Bulk Remediation Tool to upload the specific rejections.

If you do NOT include an “Id” for any row in the uploaded file, then ALL instances of that rule will be remediated for the account. You can use both types of remediation in a single upload file – just include or exclude the “Id” value on any row.

Firm Admin

Firm Admins have special privileges that allow them to manage various aspects of the system that are not accessible to other users. For example, Firm Admins can manage users, create roles, and create other Firm Admins. You can assign any user to be a Firm Admin via the user screen (see below). Every firm is required to have at least one active Firm Admin. For new firms, the first user that is created will be configured as the Firm Admin.

Admin Console

Users that have any permission associated with tabs on the Admin Console will be able to see the Admin Console page and relevant tab(s) from My Account > Admin Console.

Manage Users Tab

Users with User.ViewUsers permission can access the Manage Users tab.

• Click “Export” to open the sub-menu.
  • Export Visible or Export All will download the entire raw list of users.
• Click the New User button to create a new user.
• Click any row row to edit a user.
• The “Date Deactivated” and “Deactivated By” fields are hidden by default, but your firm can display these fields to better monitor changes in access.
  • Date Deactivated shows the date a user was most recently deactivated. If the user is active, this field is blank.
  • Deactivated by shows the username (email) of the individual that deactivated the user.
  • To make these fields visible in the column results, use the column picker.
    • In any column, click the 3 dots.
    • Select “Columns” to display additional columns.
    • Check “Date Deactivated” and “Deactivated By” to display a column for those fields.

User CRUD

CRUD: Create, Read, Update and Delete data.

Users with User.EditUsers permission can create or edit users.

Create User

• My Account > Admin Console > Manage Users tab.
• Click the [New User] button. A popup box will display.
• Fill out all fields and click Save.
  • Username is the person’s email address. NOTE: Do not use special characters, including apostrophes.
  • Select ONE or MORE existing companies (go back and create it if it doesn’t exist yet). You must receive prior approval before assigning a single user to multiple firms.
  • If this is a test account, set the “Test user state” toggle so this user is excluded from billing and other operations.
  • If you want to make this user a Firm Admin, set the “Firm Admin” toggle to the on position.
  • If there is any problem, a error message will briefly display.

Edit User

• Log in.
• My Account > Admin Console > Manage Users tab.
• Click on the desired user in the table.
  • Update User Information: Update the fields and click Update.
  • Make a User a Firm Admin: You can also set the Firm Admin toggle to the on position to assign a user as a Firm Admin.
  • Reset User MFA: You can reset the multi-factor authentication method for your company’s users by clicking the [Reset MFA] button when in Edit mode. This is useful when a user gets a new phone or no longer has access to an old phone number. The user will be prompted to set up a new method the next time they login. Note that the affected user must configure a new method before they can access company data.

Deactivate User

NOTE: Users can only be deactivated, not deleted.

• Log in.
• Navigate to Manage Users.
• Click on the desired user in the table.
• Change the “User active state” toggle to OFF and click Update.

Reactivate User

• Follow the same steps as Deactivating a user, except change the “User active state” toggle to ON.

Manage Roles Tab

Users with Role.ViewRoles permission (such as Firm Admins) can access the Manage Roles tab.

• If the Firm Admin needs training on how to assign permissions to users, they can purchase 1 hour of Web-Based Training from the vStore.
• Once purchased, one of our vPros will reach out to coordinate the training.

Roles are used for creating groups of users with specific permissions. For example, some users can perform bulk remediation while other users can manage users and still other users can perform manual remediations. The first step is to create a role that will have a set of permissions to assign to a group of users.

Available User Permissions

If you need access to any of these roles, please ask your Firm Admin to assign you permission.

• Roles and Permissions – this set of permissions control access to Create/Update/View/Delete roles and permissions for their firm. In the simplest case, all of these permissions would be granted in a group unless a client wants very strict control over who can perform specific tasks (usually for compliance reasons).
  • Role.ViewRoles controls access to the “Manage Roles” part of the Admin Console.
  • Role.CreateRole controls who can create new roles.
  • Role.UpdateRole controls who can edit existing roles.
  • Role.EditUsers controls who can add/remove users from a role.
  • Role.EditPermissions controls who can add/remove permissions from a role.
• Users – this set of permissions determine who can Create/Update/View/Deactivate users for their firm.
  • NOTE: Creating additional users may incur monthly charges.
  • User.ViewUsers controls access to the “Manage Users” part of the Admin Console.
  • User.EditUsers controls who can Create/Edit/Deactivate users
• Rejections – this set of permissions controls access to rejection-related permissions
  • Sender.BulkRemediation controls access to the XLSX upload page and ensures only Sender users can see it.
  • Sender.ForcedRemediation controls access to the Forced Remediation button/feature and ensures only Sender users can see it.
  • Sender.ManualRemediation controls access to the Manual Remediation button/feature and ensures only Sender users can see it.
• Miscellaneous
  • AccountDetail.Disputes – make the Disputes panel visible to specific users.
  • CompanyFilter – allows a user to create and manage company-level Saved Searches
  • Sender.Archive – allows a sender user to request an account to be archived on Account Details.
  • Sender.Unarchive – allows a sender user to request an account to be unarchived on Account Details.
  • Sender.BulkArchive – allows a sender user to upload a list of accounts to be archived in bulk. 
  • Sender.BulkUnarchive – allows a sender user to upload a list of accounts to be unarchived in bulk. 

Managing Roles

To add a role:

• Users with Role.CreateRole permission can add a new role
• Click [New Role].
• Enter the Role name.
• The Agent Id field defaults to All, but you can specify a specific firm.
• Click [Save].

To delete a role:

• Users with Role.UpdateRole permission can modify or delete an existing role.
• Click on the desired role to open the Role Details screen.
• Click the “Delete this role” button.

To edit a role:

• Users with Role.UpdateRole permission can edit an existing role.
• Click on the desired role to open the Role Details screen.
• Change the name of the role or follow the steps below to modify users and/or permissions.

To manage permissions in role:

• Users with Role.EditPermissions permission can alter permissions associated with a role.

• Click on the desired role to open the Role Details screen.
• To add a permission to the role, drag-n-drop it from the right-hand “Permissions not assigned” panel into the “Permissions assigned” panel on the left.
• To remove a permission from the role, drag-n-drop it from the “Permissions assigned” panel into the “Permissions not assigned” panel
• You can start typing in the filter area to find the permission you are looking for quickly.

To manage users in a role:

• Users with Role.EditUsers permission can alter users associated with a role.

• Click on the desired role to open the Role Details screen.
• To add a user to the role, drag-n-drop them from the right-hand “Users not assigned” panel into the “Users assigned” panel on the left.
• To remove a permission from the role, drag-n-drop it from the “Users assigned” panel into the “Users not assigned” panel.
• You can start typing in the filter area to find the user you are looking for quickly.
• NOTE: There must be at least one Firm Admin for your firm. You are not permitted to remove the final one. To change who is the Firm Admin, first designate an additional Firm Admin and then remove the previous one.