CDM Enhancements Softech is excited to announce the availability of new functionality which will enhance your existing Credit Decision Management System. These enhancements were made to CDM release 6.01 but can be retrofitted to just about any CDM release.

Three Separate Enhancements On-Line Classification Summary On-Line Source Statistics On-Line Type Transfers

On-Line Classification Summary The Classification Summary transaction provides the real-time ability to identify placement of queued applications within CDM. By simply inputting the desired Organization number, summary totals are displayed for the Work Queue by classification, as well as the Edit Queue. The user can then choose to transfer to the Edit Queue Summary (APES) transaction or to a specific Classification Summary (APCS) transaction. There is no longer any reason to wonder what the status is of your non-decisioned applications as the information is available at a glance. Classification Summary Source Statistics Type Transfer

Classification Summary Input the desired Organization number to view the number of applications in the Edit Queue and in each classification.

Classification Summary Transfer to the desired summary transaction by placing an ‘X’ beside the Edit Queue or the selected Classification. The ‘+’ sign at the bottom indicates that there are more classifications to display.

On-Line Source Statistics The Source Statistics enhancement is a real-time sub-system supporting CDM processing. Within the sub-system, in-process, approved, and declined applications are statistically tracked by Input Source and Application Type on a daily, week-to-date, month-to-date, year-to-date, and month/year basis by their Combined Score. Twenty user defined Combined Score ranges are available to further analyze the decision process. A series of inquiry screens support the display and analysis of the statistical data. Statistics are captured by specific Source within Type, Source within all Types, all Sources within Type and all Sources within all Types. Approval and decline percentages are displayed as well as total number of applications submitted. A directory function is also provided displaying the same information by individual sources. Whether your sources are specific stores, promotions, regions, time zones, or other categories of applications, you can find out how your sources are performing and the track quality of the applications that are being submitted. Classification Summary Source Statistics Type Transfer

Locate Screen The locate screen provides the ability to request various displays of statistical data by source The following is a list of the locate screen elements and the displays that they subsequently produce.

ORG: Enter the organization number. SOURCE: Enter the specific source, ALL for all sources, or DIR for a directory. TYPE: Enter the specific type or ALL for all types. DAY: Enter the desired day or ALL for a list of all days on file. If no other display control information is entered, today’s date becomes the default. CURRENT WTD MTD YTD: Enter an ‘X’ to display the current week-to-date, month-to-date, or year to date statistics. MONTH/YEAR: Enter the specific month and year to display the statistics for that period. YEAR: Enter the specific year to display the statistics for that year. The display shows the statistics by month. A specific month may then be selected. SHOW PERCENT: Enter ‘Y’ if the subsequent display should show percentages intend of raw numbers. This is used during directory displays only.

Screen Format 1 Screen format 1 is displayed when current WTD, MTD, YTD, or a specific month/year is selected.

Screen Format 2 Screen Format 2 is displayed when a specific year is requested. A specific month can be displayed by entering an ‘X’ beside the desired month.

or a specific month/year. Screen Format 3 Screen format 3 is displayed when the directory function is requested for current WTD, MTD, YTD, or a specific month/year.

Screen format 4 is displayed when a specific day is requested.

Screen Format 5 Screen format 5 is displayed when the directory function has been requested for a specific day.

Screen Format 6 Screen format 6 is displayed when the request is made to show ‘ALL DAYS’ on file.

On-Line Type Transfer The Type Transfer transaction provides the real-time ability to transfer an application from one type to another without re-keying the application data. Optionally, the user can transfer the associated memos and credit reports with the application data to the new Type. This function also allows a new "Credit Desired" amount to be entered. When the appropriate data has been transferred to the new Type, the user can be taken immediately to the Restart (APIR) transaction, or to the Application Maintenance (APIM) transaction. Imagine the time savings (your operators no longer have to re-key the application data), the accuracy of data (no input errors), the ability to retain memo data from the original application, and the ability to preserve the credit reports which you have already paid for! Classification Summary Source Statistics Type Transfer

Type Transfer Transfer an existing application to a new Type by inputting the original Org, Type and Application number with the new Type. Optionally, transfer the associated memos and credit reports with the application data to the new Type. Choose whether to be transferred to the Application Restart or to Application Maintenance after the transfer is done. A new credit desired amount may also be input.

Return to Desired Enhancement On-Line Classification Summary On-Line Source Statistics On-Line Type Transfers Or call or email us for more information! (407) 331 - TECH (8 324)