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Description


Excerpt

This assignment is generated in the Interest Calculation step and prompts the user to calculate any interest that should be refunded to the account holder when the claim is resolved as paid.


Details

When ShouldUseInterestCalculator is set to false the assignment will display a grid with two fields,  Interest Type and Amount.  The default view is similar to a calculator with one row and ability to add and delete a item(s).  

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SLA

Goal: 3 Days; Urgency +5

Deadline: 8 Days; Urgency +5

Work QueueInterestCalculation
Work Group

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MultiExcerptNamework_group
PageWithExcerptInterestCalculation




StageAnalyze
NodeInterest


The Interest Calculation assignment prompts the agent to calculate the interest that should be refunded to the account holder if the dispute is paid. Interest can be calculated using the provided calculator. 

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How to complete the Interest Calculation assignment

  1. Click on the Interest Calculation button. 

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    titleClick here to see the expanded assignment...

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  2. Complete the calculator fields with the account's interest rate and the start and end dates of the interest accrual period per your firm's protocol.

  3. Click the Calculate button.

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    titleClick here to see the completed calculation...

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  4. Click the Apply button.

  5. Click the Process Actions button.