Revenue Premier boasts an open technical design and a set of shared services which provide vast flexibility for reusing services, integrating other products and a variety of supporting technical infrastructure and hosting options. Those shared services include Decision Analytics/Business Intelligence Framework, Case Management/Workflow, Correspondence Management, and System Administration and Configuration (including Business Rules Management).
Decision Analytics/Business Intelligence Framework
Building a Revenue Premier Portfolio Warehouse complete with business and individual taxpayer portfolios containing demographics, tax returns, income, assets and other taxpayer information, will enable your agency to realize the full benefits of using Business Intelligence tools. Leading-edge data mining, OLAP (online analytical processing) and ad hoc reporting technologies can be integrated to enhance data analysis and reporting capabilities and increase the overall effectiveness of your compliance initiatives.
Data mining technology can be used to analyze data in the warehouse to develop predictive models for improved collections case treatment and audit selection, based on agency-specific data and historical results. Using OLAP technology, online users can view summary data or drill down and explore the vast amounts of information stored in the data warehouse. For example, users might analyze compliance by geographic area and industry code or analyze the relative effectiveness of different actions. OLAP and ad hoc reporting tools are also widely used for enhanced management reporting, such as reports for measuring the benefits of a particular compliance program or taxpayer education outreach initiative. The use of decision analytics to better inform all compliance management functions, and to track the full impact, is now a reality.
Revenue Premier’s full feature Case Management/Workflow capabilities administer the process of creating and tracking cases, such as non-compliant leads. Cases can be automatically created or created manually upon user request from the lead selection process. Offline processes manage the configurable case workflow based on triggered events or case attributes, such as elapsed time, case status and dollar amount. Automated actions might include case assignments, case routings, notice mailings or case closure. Each case file includes a complete history of user assignments, case status, case actions, contacts and case notes. Users can easily define new case types or modify case workflow through the configurable case workflow management facility.
The Case Management/Workflow service provides agencies a robust case management system and integrated tracking tool for case processing for all case types and sub-types (e.g., discovery, abatements, refund reviews, audits, collections, outreach, etc.) with specialized functionality that extends the common service to meet the specific needs of a particular case type (e.g., managing Statute of Limitations on an audit case, managing Payment Plans on a collections case, managing automated assessment calculations on a discovery case, etc.). For agencies with existing case workflow applications, the Case Management/Workflow service provides a more flexible tool to pilot new compliance initiatives and cases that may not fit the current system’s case structure or requires IT resources to modify the production systems.
The Correspondence Management service is a companion component to the Case Management/Workflow service. The Correspondence Management service allows user-defined notices to be integrated as actions in the case workflow. It uses templates to define notices, letters and other mailings to be automatically requested by a Revenue Premier service or manually by a user. It also supports viewing and reprinting of previously issued notices to assist in the resolution of taxpayer notice inquiries.
The Correspondence Management service enables an agency to quickly define notices for a new correspondence need or specific initiative. This feature is particularly helpful for new desk audits and educational or outreach initiatives where the agency may select a limited number of candidates who require a tailored letter.
System Administration and Configuration:
Revenue Premier provides the capability to configure the solution for your agency’s specific tax requirements, policies and compliance program needs. User security definition, system codes and parameters, messages, offline processing, tax calculation business rules, compliance score cards, case flows and data match keys can be defined through this component. The System Administration and Configuration service also provides configuration of user IDs and passwords to enable complete tracking of every touch to the system, meeting IRS guidelines. By driving processing through the use of configurable parameters and business rules, system changes are simplified, therefore reducing implementation time and lowering ongoing system maintenance and change management costs.