<!-- 
RSS generated by JIRA (1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d) at Fri Feb 09 00:08:25 UTC 2024

It is possible to restrict the fields that are returned in this document by specifying the 'field' parameter in your request.
For example, to request only the issue key and summary add field=key&field=summary to the URL of your request.
-->
<rss version="0.92" >
<channel>
    <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>
    </build-info>

<item>
            <title>[UXPROD-499] Future Fees/Fines: Collections agency interactions: when patron still pays library</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-499</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="12999">UXPROD-499</key>
            <summary>Future Fees/Fines: Collections agency interactions: when patron still pays library</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, 11 Apr 2018 20:58:23 +0000</created>
                <updated>Tue, 6 Dec 2022 18:51:26 +0000</updated>
                                                                            <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>1</watches>
                                                                <comments>
                                                            <comment id="15417" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 15 Aug 2018 18:04:57 +0000"  >&lt;p&gt;From: David W. Bottorff &amp;lt;dbottorff@uchicago.edu&amp;gt; &lt;br/&gt;
Sent: Tuesday, July 17, 2018 1:49 PM&lt;br/&gt;
To: Holly L. Mistlebauer &amp;lt;hlm7@cornell.edu&amp;gt;&lt;br/&gt;
Subject: RE: Working with collections agency...&lt;/p&gt;

&lt;p&gt;Hi Holly,&lt;/p&gt;

&lt;p&gt;What we really need are two reports and an ability to flag user records:&lt;/p&gt;

&lt;p&gt;A report we can customize to export a list of patrons and the total amount owed based on the following criteria:&lt;br/&gt;
a.	Patron expiration date&lt;br/&gt;
b.	Fee type&lt;br/&gt;
c.	Billing date&lt;/p&gt;

&lt;p&gt;We use this report to identify patrons who have expired within the last year with lost item fees only (we don&#8217;t care about fines), and whose lost items were billed at least 3 weeks prior to the report being run. We pull other information from the user record, such as mailing address, email address, phone number, patron group, etc.&lt;/p&gt;

&lt;p&gt;We then need a field that we can use to flag the patron as being turned over to collections. We have both a yes/no field that only a few staff can change, as well as a pop-up text note that all staff can see. This lets us identify those patrons whom we&#8217;ve paid to turn over to collections.&lt;/p&gt;

&lt;p&gt;We also run a report nightly on those who have been turned over to collections to see if their balance has changed in any way. This report, and the other report are exported and turned over to the collections agency to update their records.&lt;/p&gt;

&lt;p&gt;Currently, this is a relatively manual process, and one we&#8217;re still working out the kinks of. However, the company, Unique Collections, has done a lot of work with other major ILS vendors such as Aleph and I believe voyager and alma, to more fully automate the process. That would be great in the long term but isn&#8217;t needed at launch.&lt;/p&gt;

&lt;p&gt;So we don&#8217;t need any changes made to the bills themselves at all. Although having an &#8220;action&#8221; on the bills wouldn&#8217;t be a bad thing, it&#8217;s more important for us to have this at the patron level. We need some basic reporting features (possibly this could be done via the data warehouse, but I don&#8217;t know for sure, especially as we need the payment info to be very much up-to-date, not stale). We also need a means of flagging/identifying patrons as being within the collections process.&lt;/p&gt;

&lt;p&gt;Separately, we have a way of flagging users as deceased, so we can exclude them from the collections process in advance, as well as so we can flag them if the collections agency informs us they are deceased, as this ends their process.&lt;/p&gt;

&lt;p&gt;I&#8217;m happy to discuss this at greater length. I believe our needs are significantly more modest than what others who do actual transfers, will need.&lt;/p&gt;

&lt;p&gt;Best,&lt;br/&gt;
David&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>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="13015">UXPROD-1858</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
                    </issuelinks>
                <attachments>
                            <attachment id="11196" name="Collection Agencies.jpg" size="112151" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 12 Mar 2019 14:33:38 +0000"/>
                    </attachments>
                <subtasks>
                    </subtasks>
                <customfields>
                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10053" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Back End Estimate</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10121"><![CDATA[Medium < 5 days]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10054" key="com.atlassian.jira.plugin.system.customfieldtypes:userpicker">
                        <customfieldname>Back End Estimator</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>557058:a957226f-df85-4fc8-97f4-8b27a26029ed</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    <customfield id="customfield_10000" key="com.atlassian.jira.plugins.jira-development-integration-plugin:devsummarycf">
                        <customfieldname>Development</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10057" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Development Team</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10187"><![CDATA[Vega]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10014" key="com.pyxis.greenhopper.jira:gh-epic-link">
                        <customfieldname>Epic Link</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue key="$xmlutils.escape($text)">Fees/Fines</customfieldvalue>
                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10056" key="com.atlassian.jira.plugin.system.customfieldtypes:textarea">
                        <customfieldname>Estimation Notes and Assumptions</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>Hasn&amp;#39;t been discussed at all yet.</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10050" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Front End Estimate</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10097"><![CDATA[Medium < 5 days]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10051" key="com.atlassian.jira.plugin.system.customfieldtypes:userpicker">
                        <customfieldname>Front End Estimator</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>557058:a957226f-df85-4fc8-97f4-8b27a26029ed</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10052" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Front-End Confidence factor</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10107"><![CDATA[Low]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10063" key="com.atlassian.jira.plugin.system.customfieldtypes:float">
                        <customfieldname>PO Rank</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>0.0</customfieldvalue>
                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                <customfield id="customfield_10045" key="com.atlassian.jira.plugin.system.customfieldtypes:textarea">
                        <customfieldname>Potential Workaround</customfieldname>
                        <customfieldvalues>
                            <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-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;) 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 &amp;quot;staff only info&amp;quot; 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. 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>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                <customfield id="customfield_10019" key="com.pyxis.greenhopper.jira:gh-lexo-rank">
                        <customfieldname>Rank</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>0|hzyh5r:</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10071" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: 5Colleges (Full Jul 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10227"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10067" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Chalmers (Impl Aut 2019)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10207"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10068" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Chicago (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10211"><![CDATA[R4]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10069" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Cornell (Full Sum 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10214"><![CDATA[R2]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10070" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Duke (Full Sum 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10219"><![CDATA[R2]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10073" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: FLO (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10237"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10074" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: GBV (MVP Sum 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10241"><![CDATA[R4]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10075" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Grand Valley (Full Sum 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10247"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                        <customfield id="customfield_10077" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Hungary (MVP End 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10253"><![CDATA[R1]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10078" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Lehigh (MVP Summer 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10262"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                    <customfield id="customfield_10089" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: TAMU (MVP Jan 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10318"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10091" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: U of AL (MVP Oct 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10328"><![CDATA[R5]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                    <customfield id="customfield_10076" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: hbz (TBD)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10251"><![CDATA[R4]]></customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                            <customfield id="customfield_10060" key="com.atlassian.jira.plugin.system.customfieldtypes:multiuserpicker">
                        <customfieldname>Report Contact(s)</customfieldname>
                        <customfieldvalues>
                                    <customfieldvalue><![CDATA[557058:ae688553-c1a1-49f0-82d5-d202b0946cbd]]></customfieldvalue>
    
                        </customfieldvalues>
                    </customfield>
                                                                                                                        <customfield id="customfield_10061" key="com.atlassian.jira.plugin.system.customfieldtypes:multiselect">
                        <customfieldname>Report Functional Area(s)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10194"><![CDATA[Resource Access]]></customfieldvalue>
    
                        </customfieldvalues>
                    </customfield>
                                                                <customfield id="customfield_10059" key="com.atlassian.jira.plugin.system.customfieldtypes:textfield">
                        <customfieldname>Report ID (pre-May 2019)</customfieldname>
                        <customfieldvalues>
                            <customfieldvalue>ID441</customfieldvalue>

                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        <customfield id="customfield_10020" key="com.pyxis.greenhopper.jira:gh-sprint">
                        <customfieldname>Sprint</customfieldname>
                        <customfieldvalues>
                            
                        </customfieldvalues>
                    </customfield>
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    </customfields>
    </item>
</channel>
</rss>