Personal Debt Management System (PDMS) provides for end-to-end management of Individual Voluntary Arrangements, Scottish Trust Deeds, Irish Insolvency, Bankruptcy and Scottish Debt Arrangement Schemes. The system runs the process from the initial call from a potential client, through pre and post appointment stages until the arrangement or plan is completed or terminated.
PDMS includes accounting, billing, time recording, and case and document management, as standard. Moreover, since it is constantly being developed and updated following consultations with regulators, insolvency practitioners and voting agents, you can be certain your firm is compliant with the latest regulations.
PDMS is essentially a web-based product, although Windows client based software is used for interfaces to banking and accounting software. Current major installations interface with the RBS ROYLINE/BANKLINE and SAGE LINE 50 systems. However, these are de-coupled interfaces and we will build the software to integrate with all the main accounting and banking software with import/export capability, or with an appropriate application programming interface.
The product has been built from the ground up using Microsoft .NET, Microsoft SQL Server and Microsoft Office and can ship integrated into a corporate intranet/internet portal. The web-based product can be run on a corporate intranet or can be run across the internet, using HTTP and/or HTTPS for secure communications, allowing for Office and remote based usage.
The Task Manager facilitates the creation of tasks, allowing the user to search and list the tasks related to a case and also to add recipients to a task type. The roles which are added as recipients for a task type will receive email notification when any tasks of this type are completed and the hierarchy checking system enables the Insolvency Practitioner to view work flows of administrators and the status of each case, from a dashboard.
The call manager is the front end of PDMS. With CFA guidelines coded into the database the Call Manager incorporates a market leading best advice model to assist with best advice qualification.
Naturally, PDMS is installed with a complete set of templates and statutory forms that are fully customisable for your practice and incorporate the latest changes to the insolvency rules and regulations.
The system produces a full drafter handbook that includes SIP 3 documentation, money laundering checklists and best advice attendance notes.
The engagement pack and initial creditors pack for example allow for multiple document batching and collation.
A sample of the Document Templates and Letter Production are as follows:
Banking System to PDMS
Analytics and Reporting
Over the years we have been asked to produce a considerable number of different reports for our clients. In most instances, reporting requirements are standard and for this reason PDMS is installed with over one hundred standard reports required for stakeholders.
For example the system ships with the following reports: