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Oracle Advanced Collections User Guide
Release 12.1
Part Number E13451-04
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Using Strategies

This chapter explains how to create and use strategies to automate your collections process.

This chapter covers the following topics:

Viewing Strategies for a Customer

Use this procedure to view strategies for a customer, account, bill to location, or delinquency.

Steps

  1. Using the Collections Agent responsibility, in the View list, select the object for which you want to view strategies: Customer, Account, Bill To, or Delinquency.

  2. Select the Strategy tab.

    The list of strategies for the selected object appears.

  3. Select a strategy.

    The work items for the selected strategy appear.

  4. If you want to view a related checklist, then click Checklist.

    The Checklist Details window lists items on the checklist with dates and whether or not items are completed.

  5. If you want to see details for a work item, then select the work item and click Details.

    The Work Item Details window displays the detail information.

  6. Optionally, you can edit the status, dates, and assignee fields in Work Item Detail.

  7. To complete a work item, click Complete Work. This initiates a workflow notification process and updates the work item status in Collector's Work Queue.

Changing Work Items in a Strategy

If you determine that work items in a strategy need to change, you can change, skip, or add new work items. Use this procedure to change work items for a customer, account, or bill to location, or delinquency strategy.

Steps

  1. Using the Collections Agent responsibility, in the View list, select the object for which you want to view strategies: Customer, Account, or Bill To, or Delinquency.

  2. Select the Strategy tab.

    The list of strategies for the selected object appears.

  3. Select a strategy.

    The work items for the selected strategy appears.

  4. Click Change Work Item.

    The Strategy User Item Selection window lists all current work items for the strategy as well as all available work item templates available.

  5. If you want to skip one of the work items, then highlight it and click Skip.

    The status for the work item changes to Skip.

    Note: If you click Complete Work for a wait time work item, Oracle Advanced Collections executes the wait time.

  6. To add a work item:

  7. To remove an item that was manually added:

  8. Click OK.

Changing a Strategy

Use this procedure to change a strategy for a customer, account, bill to location, or delinquency.

Note: If you change a strategy and not all of the work items for that strategy have been executed, then those work items that have not yet been executed will change with the strategy.

Steps

  1. Using the Collections Agent responsibility, in the View list, select the object for which you want to view strategies: Customer, Account, Bill To, or Delinquency.

  2. Select the Strategy tab.

    The list of strategies for the selected object appears.

  3. Select a strategy.

    The work items for the selected strategy appear.

  4. To change a strategy:

Reviewing Strategies as a Manager

Using the Collections Manager responsibility, use the following procedure to view strategies and work items in Oracle Advanced Collections that are assigned to you as a manager.

Steps

  1. Using the Collections Manager responsibility, select the Strategy tab.

    A list of your strategies appears.

  2. Click a strategy name.

    The details for that strategy appear.

  3. Optionally, if the Checklist button is enabled, you can do the following: