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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-1858] Future Fees/Fines: Collections agency interactions - when patron pays agency</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-1858</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Institutions work with collections agencies in a variety of ways, so this feature has been split into three parts:&lt;br/&gt;
1. Some institutions &quot;sell&quot; the debt to the collection agency, which is like a transfer and will be handled by 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-105&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-105&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Future Fees/Fines: Update current automated transfer process for fees/fines to bursar or other account that works for all sites&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-105
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
&lt;br/&gt;
2. Some institutions &quot;pay&quot; the collection agency to collect the debt, but the patron still has to pay the library 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-499&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-499&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Future Fees/Fines: Collections agency interactions: when patron still pays library&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-499
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Draft&lt;/span&gt;
            &lt;/span&gt;
 (Chicago is an example)&lt;br/&gt;
3. Some institutions have the collections agency collect the debt, along with the agency fee, and then the debt payment is passed to the library from the collections agency 
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UXPROD-1858&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1858&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Future Fees/Fines: Collections agency interactions - when patron pays agency&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1858
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Draft&lt;/span&gt;
            &lt;/span&gt;
 (Cornell is an example)&lt;/p&gt;

&lt;p&gt;Survey of institutions available at &lt;a href=&quot;https://docs.google.com/spreadsheets/d/1tBzbWo3albd1133eue0xwe8x8D_Wa5uHuBhyHowLXoY/edit#gid=0&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/spreadsheets/d/1tBzbWo3albd1133eue0xwe8x8D_Wa5uHuBhyHowLXoY/edit#gid=0&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;font color=&quot;#d04437&quot;&gt;Attached image contain in-progress requirements for this feature.&lt;/font&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13015">UXPROD-1858</key>
            <summary>Future Fees/Fines: Collections agency interactions - when patron pays agency</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13654">UXPROD-792</parent>
                                    <priority id="10005" iconUrl="https://dev.folio.org/assets/jira-priority/tbd.svg">TBD</priority>
                        <status id="10000" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Draft</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="-1">Unassigned</assignee>
                                                                <reporter accountid="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</reporter>
                                    <labels>
                            <label>Unassigned-from-Holly</label>
                            <label>appreport</label>
                            <label>feesfines</label>
                            <label>resourceaccess</label>
                    </labels>
                <created>Wed, 10 Jul 2019 18:39:27 +0000</created>
                <updated>Tue, 6 Dec 2022 18:51:25 +0000</updated>
                                                                            <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="17205" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 18 Jul 2019 09:10:15 +0000"  >&lt;p&gt;From: Joanne Elisa Leary&lt;br/&gt;
Sent: Tuesday, April 24, 2018 4:12 PM&lt;br/&gt;
To: Sharon Marcus Beltaine; Holly L. Mistlebauer&lt;br/&gt;
Subject: RE: CUC Collections&lt;/p&gt;

&lt;p&gt;Sharon,&lt;br/&gt;
I am somewhat familiar with the process, although it&#8217;s been about 9 years since I&#8217;ve had any involvement with it, so I can&#8217;t guarantee my memory is accurate. The cycle (run monthly) involves selecting bills that are unpaid and that meet certain criteria for age and patron total owed. Each timeframe gets a different set of actions. The newest bills (less than a month old?) are reviewed to cancel out those that fall under a certain cumulative dollar total for the patron (&amp;lt;$25). The patrons whose bills make a total of &amp;gt;= $25 are sent a reminder notice about the unpaid amounts. The next batch of bills are those that were already sent one reminder letter and are between 30 &#8211; 60 days old. Those bills are reviewed and the patrons sent a second reminder, warning them about the impending action of being sent to Collections. I think the next batch are those that are 60-90 days old; I&#8217;m not sure if those patrons get a third letter, or if they are then sent to Collections. When the bills are finally sent to Collections, they are closed (marked Paid - sent to CUC).&lt;/p&gt;

&lt;p&gt;To do this in Folio, we would need to replicate the selection process (based on bill age and patron total). We would need to update the bill records accordingly, annotating them about the action taken, and closing the bills as appropriate. Is this enough info to make a user story?&lt;/p&gt;

&lt;p&gt;    Joanne&lt;/p&gt;

&lt;p&gt;From: Sharon Marcus Beltaine&lt;br/&gt;
Sent: Tuesday, April 24, 2018 3:47 PM&lt;br/&gt;
To: Holly L. Mistlebauer &amp;lt;hlm7@cornell.edu&amp;gt;; Joanne Elisa Leary &amp;lt;jl41@cornell.edu&amp;gt;&lt;br/&gt;
Subject: CUC Collections&lt;/p&gt;

&lt;p&gt;Holly, Joanne,&lt;br/&gt;
I just walked through a process Michelle Hubbell runs to send outstanding charges for staff and faculty to CU Collections. Are you familiar with this process? Is someone working on the user stories for us to be able to accomplish this in Folio?&lt;br/&gt;
All the best,&lt;br/&gt;
Sharon&lt;/p&gt;</comment>
                                                            <comment id="17208" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 18 Jul 2019 09:10:50 +0000"  >&lt;p&gt;From: Chris Manly&lt;br/&gt;
Sent: Friday, August 17, 2018 8:25 AM&lt;br/&gt;
To: Holly L. Mistlebauer &amp;lt;hlm7@cornell.edu&amp;gt;&lt;br/&gt;
Subject: Re: FOLIO User Information Question&lt;/p&gt;

&lt;p&gt;This, and one other issue coming from RA-SIG (the need for a &#8216;department&#8217; field) have come in recently. I&#8217;ll bring them to the SIG in e-mail.&lt;/p&gt;

&lt;p&gt;&#8211;&lt;br/&gt;
Christopher Manly&lt;br/&gt;
Director of Library Systems&lt;br/&gt;
CU Library Information Technologies&lt;br/&gt;
607-255-3344&lt;/p&gt;

&lt;p&gt;From: Holly Mistlebauer &amp;lt;hlm7@cornell.edu&amp;gt;&lt;br/&gt;
Date: Wednesday, August 15, 2018 at 2:13 PM&lt;br/&gt;
To: Chris Manly &amp;lt;cam2@cornell.edu&amp;gt;&lt;br/&gt;
Subject: FOLIO User Information Question&lt;/p&gt;

&lt;p&gt;Hi Chris. I have another User Information question. For fees/fines we need a flag that indicates if the user is deceased. If a user is marked as inactive and owes fees/fines, many libraries will send them to a collection agency. If we know the person is deceased, we would like to mark them as such so that they are not sent to a collection agency (libraries just take the loss). Also, the collection agency will often contact the library and tell them the user is deceased. We would like to be able to update User Information to reflect that when it becomes known. This wouldn&#8217;t be a flag that is automatically updated, but one that is manually updated by library staff when information is known.&lt;br/&gt;
Thanks,&lt;br/&gt;
Holly&lt;/p&gt;</comment>
                                                            <comment id="17211" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Thu, 18 Jul 2019 09:13:06 +0000"  >&lt;p&gt;From: Holly L. Mistlebauer &lt;br/&gt;
Sent: Thursday, July 18, 2019 5:04 AM&lt;br/&gt;
To: Joanne Elisa Leary &amp;lt;jl41@cornell.edu&amp;gt;; Sharon Marcus Beltaine &amp;lt;slm5@cornell.edu&amp;gt;&lt;br/&gt;
Subject: RE: CUC Collections&lt;/p&gt;

&lt;p&gt;Joanne, I have a follow-up question about this very old email about sending fees/fines to collections&#8230;&lt;/p&gt;

&lt;p&gt;So CUL doesn&#8217;t care if the patron every pays CUC?  By that I mean that CUL marks the bill as &#8220;Paid - sent to CUC&#8221; and never knows if the patron actually paid CUC or not.  Is that true? &lt;/p&gt;

&lt;p&gt;I need to know because getting data back from CUC adds a layer of complexity.&lt;/p&gt;

&lt;p&gt;Thanks,&lt;br/&gt;
Holly&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10006">
                    <name>Gantt End to Start</name>
                                                                <inwardlinks description="has to be done after">
                                        <issuelink>
            <issuekey id="81188">FOLIO-1953</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="10709">UXPROD-1117</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10194">UXPROD-105</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="12999">UXPROD-499</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="33385">REP-24</issuekey>
        </issuelink>
                            </inwardlinks>
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                            <attachment id="11254" name="Collection Agencies.jpg" size="112151" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 10 Jul 2019 18:39:28 +0000"/>
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                            <customfieldvalue>Holly: I split &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-499&quot; title=&quot;Future Fees/Fines: Collections agency interactions: when patron still pays library&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-499&quot;&gt;UXPROD-499&lt;/a&gt;, Collections Agency Interactions into two features.  &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-499&quot; title=&quot;Future Fees/Fines: Collections agency interactions: when patron still pays library&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-499&quot;&gt;UXPROD-499&lt;/a&gt; now covers only those cases where the collection agency communicates with the patron, but the library still collects the money.  New JIRA issue &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1858&quot; title=&quot;Future Fees/Fines: Collections agency interactions - when patron pays agency&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-1858&quot;&gt;UXPROD-1858&lt;/a&gt; covers cases where the collection agency collects the money and then passes it to the library.  The workaround for this feature (&lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1858&quot; title=&quot;Future Fees/Fines: Collections agency interactions - when patron pays agency&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-1858&quot;&gt;UXPROD-1858&lt;/a&gt;) is that the library would need to be able to run a query to identify the fees/fines to be sent to collections (based on their unique criteria) and to update the database with a new fee/fine action indicating the action taken with a date/time stamp. I&amp;#39;m not sure how easy that will be to do, so it may make more sense to do this in Q1 2020.  When the collections agency pays the library, the library could do a manual payment transaction for the patron or enter a waive with a Waive Reason of &amp;quot;Paid to Collection Agency&amp;quot; (depending on how their accounting is set up).  This feature doesn&amp;#39;t need the kind of testing others do--usually one person at the library does this--making this available at the last minute won&amp;#39;t be such a big issue.</customfieldvalue>

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