Levies - Auto-Answer for Agencies

Overview

VIDEO: Levies Auto-Answer

Safari's Levy Manager product offers an automated answer capability for government agency levies. By simply changing the matter status, Safari will automatically generate the appropriate response and send it. This capability can also be disabled when needed. This help page provides an overview of this feature.

Setup Options for Auto-Answer

How to Set Up Auto-Answer in a Matter

The auto-answer setup is controlled by the "Auto-Send Answer" field in the "Serving Party" section of the matter:

Default Auto-Send Answer Settings
The default setting for the "Auto-Send Answer" field is based on the Org Type field:

Org Type	Auto-Send Default
Federal	ON: Email
State	ON: Email
Local	ON: Email
Everything Else	OFF

ON: ServePort Exchange

If the agency is a Registered Agency and has specified a preferred method for delivering answers, the "Auto-Send Answer" field will be locked and set to "ON: ServePort Exchange."

MASKING TINs FOR EMAIL: When an answer is sent via email, Safari automatically masks the TIN field. (For details on masking, see Setup - Templates and Library.) If there is no case number and the TIN is stored in the Case No. field—matching the value in the TIN field—Safari will also mask the Case No. value.

Sending an Auto-Answer

Auto-Answer Sent Upon Status Change

When you update a status that triggers the need for an agency answer, Safari will display a notification confirming that the answer is being sent. The notification will be shown beneath the Reviewer field:

Answer Types Based on Status

Safari generates answer types based on the ANSI X9.129 electronic levy standard. The table below outlines the answer types for different statuses in Safari:

Safari Status	Answer Type
Closed - No Debtor	No Customer
Closed - No Account	No Accounts Found
Closed - No Funds	No Funds Available
Closed - Funds Exempt	Fund Exempt
Closed - Accounts Closed	Accounts Closed
Closed - Customer Deceased	Customer Deceased
Closed - Account Not Attachable	Account Not Attachable
Changing status from To Do - Seize Funds to To Do - Send Payment	Funds Held
Closed - Funds Released	N/A (standard does not require an answer)
Closed - Funds Paid	N/A (standard does not require an answer)

If auto-answer is enabled for the matter (as described below), changing the status as indicated will trigger Safari to automatically generate and send the answer.

Sample Answer

To view a sample of the auto-generated answer, download the Answer Sample available at the bottom of this page.

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