GenTax Upgrade Collections/Bankruptcy
Project
Certification Presentation
07/10/10
Project Certification Committee
Project Overview
• Description
– The collections upgrade provides a system that eliminates many of the
manual functions currently practiced such as automating the assignment of
collection cases, upgrades the collection functionality to redesign
collection stage flows, allows for a single collection to track debt for
multiple linked accounts, provides improved reporting capabilities.
– Electronic Bankruptcy Notification (EBN) is a system designed to
electronically notify all affected debtors and creditors about new
bankruptcy petitions, confirmed plans, court hearings, dismissals and
discharges nationwide. An upgrade to the bankruptcy manager to include
EBN allows some current manual actions to be done systematically upon
receipt of electronic notification. It also eliminates the lag time currently
happening and ensures that taxpayers who are in bankruptcy are not
contacted for collections once they file bankruptcy - which is required by
federal bankruptcy statutes
• Justification
– Leveraging existing GenTax® functionality for collections, bankruptcy
and security of new system functions.
– Part of “Fair Share ROI initiative”.
Collections / Bankruptcy
Deliverables included the following:
• System Requirements and Design Specification
• Redesign of Collection Stage Flows and Added Customerlevel Collections
• Automated Collections Assignments and Created New
Payment Plan Functionality
• Conversion of Existing Collection Data
• Created Bankruptcy Cases with ability to Maintain Filing
Periods
• Added Bankruptcy Claims and Custom Penalty and Interest
Calculations as well as Bankruptcy Case Letters
• Ability to Track Bankruptcy Activities, Display Assigned
Cases, Close Bankruptcy Cases, Support Electronic
Bankruptcy Notification (EBN)
• Knowledge Transfer
Accomplishments
• Completed within Schedule
• Moved into production – 05/01/2010
DoIT System Impact
• Uses existing hardware and software
residing at DoIT Data Center
• Production implementation of Collections
Upgrade/Bankruptcy-EBN project will not
impact DoIT – handled by TRD in same
fashion as all other GenTax® project moves
• No additional system impact on network
Security Strategy
•
•
•
•
Utilizes current GenTax® security structure
– Groups
– Functions
– Roles
Incorporated into current TRD backup
schedule
– Full backups completed twice a week
– Differential backups taken other five days
– Full backups stored on tape once a week
All GenTax® systems housed at DoIT data
center
All transmitted data encrypted
Conclusion
•
Collections Upgrade/Bankruptcy-EBN has added
automation to some of the current manual
processes.
•
Implementation of Collections
Upgrade/Bankruptcy-EBN will help meet
requirements set forth by federal bankruptcy
statutes.
•
Collections Upgrade/Bankruptcy-EBN will
maximize the State of New Mexico’s investment in
the GenTax® application.