Image Packages Explained
A common pain-point across clients is many of their clients have different compliance requirements. As a result, valuable time and FTE resources are allocated to post-process, organize, or redact certificates. Usually, the clients will start with a “superset” of all certificates and then create multiple copies, adjusting the content within to meet compliance. This not only introduces the risk of human error, but also consumes time and can compromise compliance.
Image Packages allow clients to define multiple package profiles with the granularity to meet compliance requirements. This eliminates FTE and automates compliance requirements.
Image Package Options
Image Packages lets users choose the options that meet their needs. These options allow users to configure screenshots, NPI redaction, summary reports, file naming, and image grouping. The goal of which is to maximize compliance, reduce error, and minimize post-processing FTE.
| Include Screenshot | Append an SCRA submission screenshot along with the corresponding military certificate. | True | False |
| Screenshot Mask1 | Mask the first 5 digits of the SSN in the SCRA submission screenshot. | ***** | None |
| Screenshot Position1 | Place the SCRA submission screenshot above or below the military certificate. | Top | Bottom |
1 : Applies only when Include Screenshot is True
| Image Overlay | Overlay the case ID as a footer on all military certificates. | Standard |
| Redact Certificate NPI | Wipe all NPI from military certificates including SSN and Date of Birth. | True | False |
| Image Group | Party: Group certificates by contact. Includes parent-most contact and all subsequent searches spawned under that contact.1
PartyUnique: Span parties and group certificates by unique identifier (SSN or Date of Birth). SourceReferenceNumber: Group certificates by Case Identifier aka SourceReferenceNumber. All: Combine all certificates into one case-level document. None: No grouping. |
Party | PartyUnique | SourceReferenceNumber | All | None |
| Summary Report | Append a case-level summary with status rollup as the cover page of the certificate package. | True | False |
| File Name Format | Replace default certificate filenames with a custom name pattern. |
1: See Parse and Permutate
| Zip Certificates | Zip package SCRA certificates according to specified image group settings. | True | False |
| Zip File Name Format | Replace default zip naming pattern with a custom naming convention. | |
| Zip Package Count | This limits the max certificate count per zip package in order to keep packages under a certain size. |
Image Package Example
Image Packages have the flexibility to meet all compliance requirements. The following example shows how Image Packages can address different compliance requirements:
Scenario
ACME attorney firm supplies multiple servicers with SCRA information and documentation. ACME has its own internal requirements for SCRA certificates to be non-redacted and merged at by party. However, Servicer A requires screenshots of all SCRA searches and redacted certificates grouped by SSN.
With Image Packages, ACME has the ability to create 2 packages:
Package 1 to satisfy internal requirements:
| Include Screenshot | False |
| Redact Certificate NPI | False |
| Image Group | Party |
Package 2 to satisfy Servicer A’s requirements:
| Include Screenshot | True |
| Redact Certificate NPI | True |
| Image Group | PartyUnique |
Scenario
ACME attorney firm supplies multiple servicers with SCRA information and documentation. ACME’s current settings produce a case-level document containing a summary report, submission screenshots, and redacted certificates. However, Servicer B does not require screenshots but does have a need for party-level documents and a separate case-level merged document.
Instead of using FTE to make a copy, remove screenshots, and separate certificates by party, ACME can simply set up separate packages to meet all requirements
Package 1 retains ACME’s current settings
| Include Screenshot | True |
| Redact Certificate NPI | True |
| Summary Report | True |
| Image Group | All |
Package 2 satisfies Servicer B’s requirements for party-level certificates:
| Include Screenshot | True |
| Redact Certificate NPI | True |
| Summary Report | False |
| Image Group | Party |
Package 3 satisfies Servicer B’s requirements for all certificates in one pdf:
| Include Screenshot | True |
| Redact Certificate NPI | True |
| Summary Report | False |
| Image Group | All |