Siebel Finance Guide > Collections >

Executing Collection Campaigns

Once end users have reviewed background information about a financial account, they can start the collection campaign by calling the customer. For more information on viewing the Collection Summary and Promises Summary, see Reviewing Delinquent Accounts.

To execute a collection campaign

1. Navigate to the Contacts screen.
2. In the Contacts list, drill down on the last name of a contact with a delinquent account.
3. Click the Collection Summary view tab.
4. Call the customer.

   For more information, see Siebel Communications Server Administration Guide.

5. In the Financial Accounts list, drill down on the Account #.

   The Financial Accounts screen appears.

6. Drill down on the Account # again and click the Activities view tab.
7. Create an activity record to record the customer's response to the collection call.
8. If the customer makes a payment promise, click the Service Requests view tab.
9. In the Service Requests list, add a record and complete the following fields:
   • In the type field, select Bank.
   • In the Area field, select Payment Promises.
10. In the Service Requests list, drill down on the SR # hyperlink.
11. Select the Payment Promises view link and enter the required information in the Payment Promises form.