- Original creditor
- The organization where the account originated.
- Current debt owner
- The party recorded as holding the debt now; distinct from its collection agent.
- Collector
- An organization assigned to handle collection communication for an account.
- Routing history
- A record of the organizations assigned to an account over time.
- Proposal
- Recorded settlement terms awaiting the appropriate review and acceptance.
- Offer revision
- A distinct version of proposed terms that preserves the earlier version.
- Expiration date
- The date through which a particular proposal is recorded as available.
- Acceptance
- A separate record that a specific party agreed to a specific revision.
- Installment schedule
- Planned payment dates and amounts; not evidence of cleared payments.
- Funding assumption
- An input used for a hypothetical plan that has not been independently verified.
- Local hold
- A conservative planning reservation used in the prototype’s scenario.
- Reconciliation
- Matching recorded activity to supporting provider evidence.
- Company tenant
- A company’s scoped workspace and records within the product architecture.
- Shared document
- A file deliberately made available within a defined access scope.
- State review
- A company-specific eligibility and service-scope review supported by evidence.
- Audit record
- A record of an action and its context, distinct from the action’s business outcome.
