1. Annuity Batch Setup

2. Annuity Batch – Batch Job Setup
Term driven
Batch job must be defined on term
Work Codes also attached to term
Transfer WC for charge
Only transfer from Batch
Next term connected must also have Batch Job attached to it

3. Annuity Batch – Batch Job Setup cont.
Letters
Must be RTF editor (not Word or PDF)
Tick Auto Print
Template Type = Batch
Renewal related Letter Codes
Service Levels for “Bad Payers” & “Automatic Renewal Payments”

4. Annuity Batch – Batch Job Setup cont.
Name > Financial tab
Set VAT Code
Fee Category (Price List)
Incoming Currency
Outgoing Currency
Some countries require entity size

5. Annuity Batch – Batch Job Setup cont.
Name Financial – Correspondence method tick box if you want an to be sent
Batch Job Definition
If contact listed for Correspondence or Annuity Address, make sure that name card also has either print or correspondence ticked

6. Annuity Batch – Batch Job Setup cont.
Batch List
Create report in Batch
Choose columns
Criteria = Nothing
Sort = Nothing
Design (similar to general report creation)
Security (similar to general report creation)

7. Annuity Batch – Batch Job Setup cont.
Batch List cont.
If same Letter and Report to be used with all clients, use Default Batch job Letter Report Setting
Client specific: Name No. > Financial > Batch Job Definition
Stored on the Name No. Document tab

8. Annuity Batch – Batch Job Setup cont.
Financial
Price lists (import from C&L for Official Fee)
Case Country Exception
Work codes created
Work codes added to Terms

9. Annuity Batch – Batch Job Setup cont.
Batch Type (Term Configuration)
Click New
Give label
Create label for the next batch job as well
The two batch jobs must be connected to the two terms

10. Annuity Batch – Batch Job Setup cont.
Connected to terms
Next Job
Data Comparison Batches
Batch Type
Sort Order
Type of Instructions

11. Annuity Batch – Batch Job Criteria
Select Type (Can choose All types)
Select the Batch Job
Batch Criteria
Date (Between date range)
Family No. range
Case Type
Country
Name No.
Name Type & Group by Contact
Term Responsible

12. Annuity Batch – Advisory List
Brief explanation of the different columns
Specify Sort
How are you double-checking the batch pulled all the terms?
Check Names
Verify the financial information for each name registered on the Parties tab for each case
New Job

13. Annuity Batch – Advisory List Cont.
Print Documents
Will be asked if you want to preview s before sending
This can be a pretty long process, depending on how many cases are in the batch
Update Cases
Move terms
Transfer charges
Close Batch Job

14. Annuity Batch - Troubleshooting
Checklist begins on page 268 in the Maintenance

15. Annuity Batch – Client Instructions
Batch Update
Update cases based on client instructions
Import XML, TXT, List file
Enter cases one-by-one
Term in Batch Job added as well as the person responsible (able to search for a different person)

16. Annuity Batch – Batch Update
Manual Input
Enter label
ID: case number, matter ID, application number, registration number
Sequence, if applicable
Batch Type, if applicable
Press Add to add case

17. Annuity Batch – Batch Update cont.
Import from XML
XML versions 1 and 2 supported
Need to enter Name Number of client
Structure/formatting can be found on page 269 of the Patricia manual
Import from File
If client uses the Digital Viewer program, the list will be imported automatically into Patricia

18. Annuity Batch – Batch Update cont.
Import from List
Used if print copy was sent to client and returned with instructions
Batch Types
Retrieve from log

19. Annuity Batch – Batch Update cont.
Service Levels, Terms, and Batch Update
Avengers Universe cases
PCP Instructions area
Lord Vader gives instructions

20. Questions?
Thank You!
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