2 Project Overview Description Justification The collections upgrade provides a system that eliminates many of the manual functions currently practiced such as automating the assignment of collection cases, upgrades the collection functionality to redesign collection stage flows, allows for a single collection to track debt for multiple linked accounts, provides improved reporting capabilities.Electronic Bankruptcy Notification (EBN) is a system designed to electronically notify all affected debtors and creditors about new bankruptcy petitions, confirmed plans, court hearings, dismissals and discharges nationwide. An upgrade to the bankruptcy manager to include EBN allows some current manual actions to be done systematically upon receipt of electronic notification. It also eliminates the lag time currently happening and ensures that taxpayers who are in bankruptcy are not contacted for collections once they file bankruptcy - which is required by federal bankruptcy statutesJustificationLeveraging existing GenTax® functionality for collections, bankruptcy and security of new system functions.Part of “Fair Share ROI initiative”.2
3 Collections / Bankruptcy Deliverables included the following:System Requirements and Design SpecificationRedesign of Collection Stage Flows and Added Customer-level CollectionsAutomated Collections Assignments and Created New Payment Plan FunctionalityConversion of Existing Collection DataCreated Bankruptcy Cases with ability to Maintain Filing PeriodsAdded Bankruptcy Claims and Custom Penalty and Interest Calculations as well as Bankruptcy Case LettersAbility to Track Bankruptcy Activities, Display Assigned Cases, Close Bankruptcy Cases, Support Electronic Bankruptcy Notification (EBN)Knowledge Transfer3
4 Accomplishments Completed within Schedule Moved into production – 05/01/20104
5 DoIT System ImpactUses existing hardware and software residing at DoIT Data CenterProduction implementation of Collections Upgrade/Bankruptcy-EBN project will not impact DoIT – handled by TRD in same fashion as all other GenTax® project movesNo additional system impact on network
6 Security Strategy Utilizes current GenTax® security structure Groups FunctionsRolesIncorporated into current TRD backup scheduleFull backups completed twice a weekDifferential backups taken other five daysFull backups stored on tape once a weekAll GenTax® systems housed at DoIT data centerAll transmitted data encrypted
7 ConclusionCollections Upgrade/Bankruptcy-EBN has added automation to some of the current manual processes.Implementation of Collections Upgrade/Bankruptcy-EBN will help meet requirements set forth by federal bankruptcy statutes.Collections Upgrade/Bankruptcy-EBN will maximize the State of New Mexico’s investment in the GenTax® application.