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Derived Field: coll_recommended_strategy

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Field Details

Field Name:

coll_recommended_strategy

Source Table:

evolved_records

Status:

Active

Expression Type:

jinja

Output Type:

TEXT

Version:

v1

Used In:

Summaries

Display Name:

Recommended Collection Strategy

Expression:

            {% if coll_priority_level is defined and coll_risk_score is defined %}
                {% if coll_priority_level == "HIGH" %}
                    {% if coll_risk_score >= 80 %}
                        "IMMEDIATE_ESCALATION"
                    {% else %}
                        "PRIORITY_CONTACT"
                    {% endif %}
                {% elif coll_priority_level == "MEDIUM" %}
                    {% if coll_days_overdue > 60 %}
                        "STRUCTURED_PAYMENT_PLAN"
                    {% else %}
                        "REMINDER_SEQUENCE"
                    {% endif %}
                {% else %}
                    "REGULAR_FOLLOW_UP"
                {% endif %}
            {% else %}
                "NEEDS_ASSESSMENT"
            {% endif %}
            
Dependencies
Field Type Actions
coll_priority_level Derived View
coll_risk_score Derived View
coll_days_overdue Derived View
Joins

No joins defined

Registry Information

No registry entry found

Version History

No version history available

Field Usage

Referenced by:

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