Your data and systems
The four files, field by field
For: IT
For the Floor Assessment you export four files, plus your outcome codes. Every file is keyed to your own account and agent IDs, so nothing in them identifies a consumer.
- Call records, inbound and outbound, up to 24 months: agent ID, account ID, date and time, outcome and talk time.
- Payments, up to 24 months: payment date and amount, linked to account ID.
- Agent roster: agent ID, start date, and team or site.
- Account attributes, keyed to account ID: balance, days delinquent, placement date, age band, state and ZIP.
- Outcome codes: each code and what it means, so we read outcomes the way your floor does.
Every file is CSV, UTF-8, with one header row, dates as YYYY-MM-DD and amounts in US dollars. The full field list is in our Data Specification and Secure Transfer Guide. We also ask for one named data contact.
No minimum history; more is better. Files move by encrypted SFTP, which opens once the Stage 1 invoice is paid. We never ask for consumer names, Social Security numbers, phone numbers, email or street addresses, or bank details. Anything extra and we delete the file and ask for a resend.