DCS Calendar Manager℠

DCS Calendar Manager℠ schedules regular deliverables and payments out to each debt’s maturity on the actual business day, ensuring reliable compliance delivery. Each task in the calendar is assigned an owner and a manager with email reminders and warnings regarding notices and deadlines. Weekly, monthly, quarterly, and annual task rules can be duplicated and expanded on Microsoft Outlook’s recurring task rules, while allowing stakeholders to estimate due dates and make comments.

Debt Compliance Services co-Founder, Jim Simpson, explains the advantages and benefits automation can have on your debt compliances processes.

DCS Calendar Manager℠ Features

  • Schedule all regular deliverables and payments to each debt’s maturity to the actual business day – based upon the business day convention and country holidays
  • Assign an owner and a manager to each task with email reminders and warnings
  • Duplicate and expand weekly, monthly, quarterly, and annual task rules on Microsoft Outlook
  • Escalate overdue tasks are with email warnings to senior managers
  • Estimated due dates and commenting functionality
  • Report and retain records of all task deletions
  • Substantial reporting capabilities include:
    • Upcoming tasks with estimated and hard due dates
    • Completion date vs. hard due date
    • Filtering options include by agreement, task owner, manager, and task type
  • Can be easily expanded to include other regularly occurring departmental tasks
DCS Calendar Manager℠ In-House Calendars
Repetitive payments, notices, certifications, and other deliverables are scheduled out to each business day to the maturity of each debt, using their repetitive rule Usually Excel-based which are private to the person responsible for the quarterly compliance
These tasks are assigned to an owner and a manager, with due dates and estimated due dates Usually the due dates are rules such “45 days after fiscal quarter-end” instead of July 16th, which can lead to missed dates due to manual errors
Email reminders are sent based upon estimated and actual due date rules While the due dates can be incorporated in some sort of department calendar, the voluminous nature of the many debt deliverables usually precludes this
Overdue tasks are escalated with emails to senior managers Managers have to ask the owners about completion status
Extensive reporting easily identifies the completion progress by owner, manager and task type