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DEAP · How-to guideGenerally available

Action a collection account

7 steps to action a collection account with SSOT validation and lifecycle controls.

Audience
Administrator, Operator
Owner
DEAP SSOT product documentation
Last reviewed
Oct 12, 2026
Reading time
14 min

Steps

  1. 01

    Choose action

    Screenshot: Choose action
    ActionRequired
    Helper
  2. 02

    Contact

    Screenshot: Contact
    Contact id
    Helper
    Activity type
    Helper
    Outcome code
    Helper
    Occurred at
    Helper
    Note
    Helper
    Next action at
    Helper
  3. 03

    Promise

    Screenshot: Promise
    Eligible balance
    Helper
    Promise conflict
    Helper
    Covered items open item id
    Helper
    Covered items covered amount
    Helper
    Installments due date
    Helper
    Installments promised amount
    Helper
    Confidence
    Helper
  4. 04

    Dispute

    Screenshot: Dispute
    Dispute handoff
    Helper
  5. 05

    Correspondence

    Screenshot: Correspondence
    Template id
    Helper
    Language
    Helper
    Subject
    Helper
    Correspondence preview
    Helper
  6. 06

    Ownership

    Screenshot: Ownership
    Collector id
    Helper
    Team id
    Helper
    Case id
    Helper
    Owner id
    Helper
    Due at
    Helper
  7. 07

    Review submit

    Screenshot: Review submit
    Reason
    Helper
    Evidence ids
    Helper
    Validation summary
    Helper
    Review
    Helper
    Submit action
    Helper

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