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Oracle Advanced Collections Implementation Guide
Release 12.1
Part Number E13452-04
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Profile Options

This appendix lists the profile options used for Oracle Advanced Collections.

This appendix covers the following topics:

Oracle Advanced Collections Profile Options and Profile Categories Overview

During implementation, administrators use the collections checklist to set a value for most of the Oracle Advanced Collections system profile options. These profile options are set at the site level and specify how Advanced Collections controls access to and processes data. Other profile options can be set by individual users. These profiles can be changed later in the Setup module, if needed.

See: Setting User Profile Options, Oracle Applications System Administrator's Guide - Maintenance

See: Category and Profile Option Descriptions

Advanced Collections Categories

Advanced Collections Profile Options

Category and Profile Option Descriptions

This section describes profile options by category.

The tables in this section provide profile option information as follows:

The key for this table is:

Account Work Queue Configuration Category

This category includes profile options that control display options for the Account nodes in the collector's work queue.

Note: These profile options are owned by Oracle Advanced Collections and are associated only with the Collector's Work Queue, even though they begin with the prefix IEU.

Account Work Queue Configuration Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEU: Queue: Account View Delinquencies No Default Update Update Update Update Update
IEU: Queue: Account View Promises No Default Update Update Update Update Update
IEU: Queue: Account View Strategies No Default Update Update Update Update Update
IEU: Queue Order: Account View Delinquencies No Default Update Update Update Update Update
IEU: Queue Order: Account View Promises No Default Update Update Update Update Update
IEU: Queue Order: Account View Strategies No Default Update Update Update Update Update

IEU: Queue: Account View Delinquencies

Choose Yes to display delinquent accounts. Set to No to hide delinquent accounts.

IEU: Queue: Account View Promises

Choose Yes to display accounts for which promises to pay have been broken.

IEU: Queue: Account View Strategies

Choose Yes to display strategy work items grouped by account.

IEU: Queue Order: Account View Delinquencies

Enter number 1, 2, or 3 to specify the order in which the delinquent account node appears in Collector’s Work Queue.

IEU: Queue Order: Account View Promises

Enter number 1, 2, or 3 to specify the order in which the account broken promise node appears in the Collector’s Work Queue.

IEU: Queue Order: Account View Strategies

Enter number 1, 2, or 3 to specify the order in which the account strategy work item node appears in the Collector's Work Queue

Activity Tracking Category

This category includes profile options that control interactions.

Activity Tracking Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Activity Enabled in Account No Default   Update Update Update Update
IEX: Activity Enabled in Adjustment No Default   Update Update Update Update
IEX: Activity Enabled in Delinquency No Default   Update Update Update Update
IEX: Activity Enabled in Dispute No Default   Update Update Update Update
IEX: Activity Enabled in Payment No Default   View Only Update Update Update
IEX: Activity Enabled in Promises No Default   Update Update Update Update
IEX: Activity Enabled in Strategy No Default   View Only Update Update Update

IEX: Activity Enabled in Account

Set to Yes to automatically record interaction activity when a collector accesses the Accounts tab and makes a modification. If set to No, then interaction activity must be recorded manually.

IEX: Activity Enabled in Adjustment

Set to Yes to automatically record interaction activity when an Adjustment is created. If set to No, then interaction activity must be recorded manually.

IEX: Activity Enabled in Delinquency

Set to Yes to automatically record interaction activity when a collector accesses the Lifecycle tab and makes a modification. If set to No, then interaction activity must be recorded manually.

IEX: Activity Enabled in Dispute

Set to Yes to automatically record interaction activity when a Dispute is created. If set to No, then interaction activity must be recorded manually.

IEX: Activity Enabled in Payment

Set to Yes to automatically record interaction activity when a Payment is created. If set to No, interaction activity must be recorded manually.

IEX: Activity Enabled in Promises

Set to Yes to automatically record interaction activity when a Promise is created. If set to No, then interaction activity must be recorded manually.

IEX: Activity Enabled in Strategy

Set to Yes to automatically record interaction activity when a collector accesses the Strategy tab and makes a modification. If set to No, then interaction activity must be recorded manually.

Business Flow Configuration Category

This category includes profile options that enable and disable specific business flows within the application.

Business Flow Configuration Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Allow Changes to Customer Payment Data     Update Update Update Update
IEX: Enable Credit Card Payment Yes   Update Update Update Update
IEX: Enable Credit Hold     Update Update Update Update
IEX: Enable Electronic Funds Payment Yes   Update Update Update Update
IEX: Enable Promise to Pay Yes   Update Update Update Update
IEX: Enable Raising Customer Status Change Event No   View Only View Only View Only Update
IEX: Enable Receipt Reversal Yes   Update Update Update Update
IEX: Skip Default Strategy Assignment No   Update Update Update Update

IEX: Allow Changes to Customer Payment Data

If Yes, then it allows collectors to add and update customer bank account and credit card information.

IEX: Enable Credit Card Payment

If Yes, then it enables the Credit Card tab in Processing Payments.

Specify the receipt method set in Oracle Receivables that corresponds to this remittance type.

IEX: Enable Credit Hold

If Yes, then it displays the Apply Credit Hold and Release Credit Hold option on the Actions menu.

IEX: Enable Electronic Funds Payment

If Yes, then it enables the Electronic Transfer tab in Processing Payments.

IEX: Enable Promise to Pay

If Yes, then it enables the Promise to Pay tab in Processing Payments.

IEX: Enable Raising Customer Status Change Event

If Yes, it creates a business event to notify integrated applications of a change in delinquency status.

IEX: Enable Receipt Reversal

If Yes, then it allows a collector to process a Reversal. If No, then the Reversal button is grayed out.

IEX: Skip Default Strategy Assignment

If Yes, then it will skip the strategy assignment, if no strategy matches the criteria except the default one. If No, then it assigns the default strategy.

Collections Methods Category

This category includes profile options that control the collection methods used by the application.

Collections Methods Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Contact Information Level All Update Update Update Update Update
IEX: Enable Real Time Customer Assignment N Update Update Update Update Update
IEX: Hash Area Size for TAP No Default Update View Only View Only View Only Update
IEX: Number of Child Account Workers for TAP 1 Update View Only View Only View Only Update
IEX: Percent Analyzed for TAP 20 Update View Only View Only View Only Update
IEX: Sort Area Size for TAP No Default Update View Only View Only View Only Update
IEX: Strategy Assignment Default Resource No Default Update Update Update Update Update
IEX: Strategy Grace Period No Default Update Update Update Update Update
IEX: Territory Minimum Number of Records for Parallel Processing No Default Update View Only View Only View Only Update
IEX: Territory Number of Child Processes 1 Update View Only View Only View Only Update

IEX: Contact Information Level

Set to All to display contacts from Account Level and Site Level Contacts for a Party and Collections, dunning contact for a party. Set to Account to display contacts from Account Level for a Party and Collections, dunning contact for a party. Set to Bill To to display contacts from Site Level for a Party and Collections, dunning contact for a party.

IEX: Enable Real Time Customer Assignment

This profile option determines whether the Territory Access program assigns collectors to customers in batch mode or in real time. Batch mode is recommended. Set to Yes to run in real time. Set to No to assign territories in batch mode.

IEX: Hash Area Size for TAP

This profile option sets the hash area size used by the Territory Assignment program when assigning collectors to customers. It controls the amount of memory used by the program. If you do not set this profile option, the hash area size will be 10,000.

IEX: Number of Child Account Workers for TAP

This profile option launches the child concurrent programs used by the Territory Assignment program. The minimum value is 1 and the maximum value is 10. If no value is set then the Territory Assignment program derives the number of parallel workers based on the number of records, up to a maximum of 10. If you set this profile option to more than 10, then the program will limit the number of child workers to 10.

Set this profile option one number higher than the desired number of parallel workers. For example, if you want 2 child account workers, enter 3.

The default value is 1.

IEX: Percent Analyzed for TAP

This profile option sets the percentage of records analyzed when running the Territory Access program. You can enter values between 1 and 100.

The default value is 20.

IEX: Sort Area Size for TAP

This profile option sets the sort size area used by the Territory Assignment program. If you change the value for the profile, it only affects system performance when running the Territory Assignment program.

If you do not set this profile option, then the program will set the sort area size at 10,000.

The default value is 10,000.

IEX: Strategy Assignment Default Resource

The resource name (of a person) who will be assigned if no resources match the work item specifications.

IEX: Strategy Grace Period

Number of days to wait before executing strategies.

IEX: Territory Minimum Number of Records for Parallel Processing

This profile option sets the minimum number of records that will cause Territory Assignment program to run in parallel processing mode. If less than the number specified, then program will run in a single mode.

The recommended setting is 100. You do not have to set this profile option unless you want to change system performance.

Default: 100.

IEX: Territory Number of Child Processes

This setting determines the minimum number of records for each parallel process run by the Territory Assignment program.

Correspondence Category

This category includes profile options that control how the application sends correspondence to customers.

Correspondence Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Adjustment Fulfillment Template     Update Update Update Update
IEX: Consolidated Invoice Template No Default   View Only View Only View Only View Only
IEX: Default Fulfillment Subject Message from Collections Department   Update Update Update Update
IEX: Dispute Confirmation Letter No Default   Update Update Update Update
IEX: Fulfillment Printer No Default   Update Update Update Update
IEX: Fulfillment Send Method No Default   Update Update Update Update
IEX: Invoice Fulfillment Template No Default   Update Update Update Update
IEX: Pay Reversal Confirmation Letter No Default   Update Update Update Update
IEX: Payment Confirmation Letter No Default   Update Update Update Update
IEX: Promise to Pay Confirmation Letter No Default   Update Update Update Update
IEX: Send Correspondence Automatically Automatic   Update Update Update Update
IEX: SMTP From No Default   Update Update Update Update
IEX: Strategy Default Template Customer Catch-all Collections Strategy   Update Update Update Update
IEX: Strategy Fulfillment Resource No Default   Update Update Update Update
IEX: Strategy Unique Fulfillment No Default   Update Update Update Update
IEX: Use Customer Language for Dunning Letters No   Update Update Update Update

IEX: Adjustment Fulfillment Template

Designates the correspondence template to use to send out adjustment confirmation correspondence.

IEX: Consolidated Invoice Template

If IEX: Strategy Unique Fulfillment is set to Yes, enter the name of the correspondence template to be used to send one dunning letter to a customer that consolidates all delinquencies for a day.

IEX: Default Fulfillment Subject

This profile option determines the text for the subject line of all correspondence e-mails sent out.

IEX: Dispute Confirmation Letter

Select the correspondence template to be sent to customers as a confirmation when a dispute is recorded. For this to work, IEX: Send Correspondence Automatically must also be set to Yes.

IEX: Fulfillment Printer

Specify the printer name used by Oracle One-to-One Fulfillment for correspondence.

Note: Since you must now use Oracle XML Publisher for printing, this profile option is no longer used.

IEX: Fulfillment Send Method

If IEX: Send Correspondence Automatically is set to Yes, then you can select E-mail, Fax, or Print to identify the default correspondence send method. If IEX: Send Correspondence Automatically is set to No, there is no default method and the collector selects the send method when sending correspondence.

IEX: Invoice Fulfillment Template

Enter the template to be used to send a copy of the invoice from Transaction Details.

IEX: Pay Reversal Confirmation Letter

Select the correspondence template to be sent to customers as a confirmation when a payment reversal is recorded. For this to work, IEX: Send Correspondence Automatically must also be set to Yes.

IEX: Payment Confirmation Letter

Select the correspondence template to be sent to customers as a confirmation when a payment is recorded. For this to work, IEX: Send Correspondence Automatically must also be set to Yes.

IEX: Promise to Pay Confirmation Letter

Select the correspondence template to be sent to customers as a confirmation when a payment is recorded. For this to work, IEX: Send Correspondence Automatically must also be set to Yes.

IEX: Send Correspondence Automatically

Set to Automatic to send the dunning letter to the e-mail provided in the organization contacts. Set to Manual to open a popup window in which you can provide the e-mail address to which the dunning letter will be sent. Set to Disabled so that the dunning letter will never be sent.

IEX: SMTP From

The name that will appear on the "From" line for e-mails sent to customers.

IEX: Strategy Default Template

Select the default strategy template to be assigned if no matching strategy exists when running Strategy Management.

IEX: Strategy Fulfillment Resource

The name that will appear on the "From" line for all e-mails and faxes sent to customers.

IEX: Strategy Unique Fulfillment

Used when running strategies at the delinquency level. This profile controls correspondence sent to customers. Set to Yes to send a single correspondence each day that consolidates all delinquency information. You must also enter the correspondence template name to be used in the IEX: Consolidated Invoice Template profile option.

IEX: Use Customer Language for Dunning Letters

Used for selecting the language for the dunning letter. Set to Yes to select the language defined for the site to which dunning letter is going to be sent in customer standard form.

Customer Work Queue Configuration Category

This category includes profile options that control display options for viewing customer items in the work queue.

These profile options are owned by Oracle Advanced Collections and are associated only with the Collector's Work Queue, even though they begin with the prefix IEU.

Customer Work Queue Configuration Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEU: Queue: Customer View Delinquencies No   Update Update Update Update
IEU: Queue: Customer View Promises No   Update Update Update Update
IEU: Queue: Customer View Strategies No   Update Update Update Update
IEU: Queue Order: Customer View Delinquencies     Update Update Update Update
IEU: Queue Order: Customer View Promises     Update Update Update Update
IEU: Queue Order: Customer View Strategies     Update Update Update Update

IEU: Queue: Customer View Delinquencies

Choose Yes to display delinquencies grouped by customer. Set to No to hide delinquent customers.

IEU: Queue: Customer View Promises

Choose Yes to display customers for which promises to pay have been broken.

IEU: Queue: Customer View Strategies

Choose Yes to display strategy work items grouped by customer.

IEU: Queue Order: Customer View Delinquencies

Enter number 1, 2, or 3 to specify the order in which the delinquent customer node appears in the Collector's Work Queue.

IEU: Queue Order: Customer View Promises

Enter number 1, 2, or 3 to specify the order in which the customer broken promises node appears in the Collector's Work Queue.

IEU: Queue Order: Customer View Strategies

Enter number 1, 2, or 3 to specify the order in which the customer strategy work items node appears in the Collector's Work Queue.

Debug Category

This category includes profile options that control debugging operations within the application.

Debug Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Debug Level 20 Update Update Update Update Update
IEX: Disable iPayment Processing No Update Update Update Update Update
IEX: On-Line Creditcard Payment No Default No Access No Access Update Update Update

IEX: Debug Level

This profile option controls the level at which debugging information is collected. The default is 20. Generally, this setting should not be changed as the debug level affects system performance.

If you experience problems running the IEX: Strategy Management concurrent program, then set this profile option to 1 to enable SQL Trace. Use trace files to troubleshoot the problem.

IEX: Disable iPayment Processing

Set to Yes to disable Oracle Payments processing in Oracle Lease and Finance Management implementations. Disable payment processing only for debugging purposes. This profile option does not affect processing payments for transactions in Oracle Advanced Collections.

IEX: On-Line Creditcard Payment

Set this profile option to Yes if you want collectors to be able to authorize credit card payments online. Oracle Advanced Collections determines the validity of the credit card account through Oracle Payments and records the authorization code and payment server ID for the charge.

Delinquency Work Queue Configuration Category

This category includes profile options that control display options for delinquency work queue items.

These profile options are owned by Oracle Advanced Collections and are associated only with the Collector's Work Queue, even though they begin with the prefix IEU.

Delinquency Work Queue Configuration Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEU: Queue: Delinquency View Delinquencies No Default   Update Update Update Update
IEU: Queue: Delinquency View Promises No   Update Update Update Update
IEU: Queue: Delinquency View Strategies No   Update Update Update Update
IEU: Queue Order: Delinquency View Delinquencies No   Update Update Update Update
IEU: Queue Order: Delinquency View Promises No Default   Update Update Update Update
IEU: Queue Order: Delinquency View Strategies No Default   Update Update Update Update

IEU: Queue: Delinquency View Delinquencies

Choose Yes to display delinquent transactions in the Collector's Work Queue. Set to No to hide delinquencies.

IEU: Queue: Delinquency View Promises

Choose Yes to display transactions for which promises to pay have been broken.

IEU: Queue: Delinquency View Strategies

Choose Yes to include strategy work items grouped by transactions.

IEU: Queue Order: Delinquency View Delinquencies

Enter number 1, 2, or 3 to specify the order in which the delinquent transaction node appears in the Collector's Work Queue.

IEU: Queue Order: Delinquency View Promises

Enter number 1, 2, or 3 to specify the order in which transaction broken promise node appears in the Collector's Work Queue.

IEU: Queue Order: Delinquency View Strategies

Choose Yes to include work items for transactions in the Collector's Work Queue.

Leasing Integration Category

This category includes profile options that control integration with Oracle Lease and Finance Management.

Leasing Integration Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Case Default Resource No Default   Update Update Update Update
IEX: CB Customer Notification Email From No Default   Update Update Update Update
IEX: CB Customer Notification Email Subject No Default   Update Update Update Update
IEX: CB Customer Notification Template No Default   Update Update Update Update
IEX: CB Notification Grace Days No Default   View Only Update
View Only Update
IEX: Check Dunning Amount at Function Currency Yes   Update Update Update Update
IEX: EA Recall Grace Days No Default   Update Update Update Update
IEX: EA Score Diff For Recall No Default   Update Update Update Update
IEX: EA Score Engine ID No Default   Update Update Update Update
IEX: EA Transfer Days No Default   Update Update Update Update
IEX: EA Vendor Notification Email From No Default   Update Update Update Update
IEX: EA Vendor Notification Email Subject No Default   Update Update Update Update
IEX: EA Vendor Notification Template No Default   Update Update Update Update
IEX: Process Strategies by Operating Unit No Default   Update Update Update Update
IEX: Strategy Creation on Bankruptcy No Default   Update Update Update Update
IEX: Turn Off Collections Activity for Bankruptcy Yes   View Only Update Update Update

IEX: Case Default Resource

Select the default resource to be assigned if no matching resource exists when assigning cases.

IEX: CB Customer Notification From

Sets the e-mail address displayed on the From line on the Intent to Report To Credit Bureau notice sent by e-mail to a customer.

IEX: CB Customer Notification Subject

The text displayed in the Subject line on the Intent to Report to Credit Bureau e-mail notice sent to a customer.

IEX: CB Customer Notification Template

The name of the correspondence template used to inform the customer of the intent to report them to the credit bureau.

IEX: CB Notification Grace Days

After the customer has been notified about intent to report to the credit bureau, this user profile specifies the number of days before a follow-up is initiated in order to make a decision to report the customer to the credit bureau.

IEX: Check Dunning Amount at Function Currency

Set to Yes for the current functionality to continue. If set to No, then Advanced Collections checks the minimum dunning invoice amount and minimum dunning amount at Currency level before processing the dunning letter. However the dunning letter will have all the invoices irrespective of limit.

IEX: EA Recall Grace Days

After the elapse of the period for which the case has been transferred to an external agency and if there has been no significant positive change in the case score, the external agency will be informed about intent to recall and will be given a grace period to respond to this notification. This grace period is determined by the value in this user profile.

IEX: EA Score Diff for Recall

The score value used to determine eligibility to recall the case from the external agency after expiration of grace days. A concurrent API will compare the scores of a case after the expiration of the transfer period to determine eligibility for recall. If the positive difference in scores is less than the value in this user profile, then a case will be considered for recall and a notification will be sent to the concerned external agency.

IEX: EA Score Engine ID

The ID of the scoring engine, which is used to score cases for the transfer to external agency process.

IEX: EA Transfer Days

The number of days for which a case is transferred to an external agency, after which it is considered for review if there is no significant positive change in the case score. If the review date is not specified in the Transfer to External Agency screen when a case is transferred to an external agency, this value is used to generate the review date.

IEX: EA Vendor Notification Email From

The FROM EMAIL ID of the e-mail sent to the external agency by the concurrent notification API, to notify about intent to recall the case or a case recall.

IEX: EA Vendor Notification Email Subject

Subject of the e-mail sent to the external agency by the concurrent notification API, to notify about intent to recall the case or a case recall.

IEX: EA Vendor Notification Template

Content ID of the notification template that is used to inform the external agency of the intent to recall a case, which has been assigned to them, or to inform the external agency about a case recall. It has to be populated with the content ID of the template after the template has been created in Fulfillment. This is used by the concurrent notification API to generate an e-mail, which is sent to the external agency to notify about intent to recall the case or a case recall.

IEX: Process Strategies by Operating Unit

Set to Yes to process strategies by Operating Unit.

IEX: Strategy Creation on Bankruptcy

Set to Yes to allow creation of strategies for bankruptcy.

IEX: Turn Off Collections Activity for Bankruptcy

If set to No then collections activities are continued. If set to Yes then everything is turned to bankruptcy status, new delinquencies are created for non-delinquent cases and then turned to bankruptcy, so all collections activities are stopped.

Operations Category

This category includes profile options that control operations in the application.

Operations Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Allow Adjustments Yes   Update Update Update Update
IEX: Allow Disputes Yes   Update Update Update Update
IEX: Allow Promise Date Duplication Within Account No   Update Update Update Update
IEX: Batch Size No Default   Update Update Update Update
IEX: Collections Bucket iCollections   View Only Update Update Update
IEX: Collections Rate Type Corporate   Update Update Update Update
IEX: Callback Days for Broken Promise No Default   Update Update Update Update
IEX: Exclude Dispute Amount From Remaining Amount No Default   Update Update Update Update
IEX: iPayment Payee ID No Default   Update Update Update Update
IEX: Maximum Promise to Pay Range No Default   Update Update Update Update
IEX: Promise Grace Period No Default   Update Update Update Update
IEX: Strategy Disabled No Default   Update Update Update Update

IEX: Allow Adjustments

Set to Yes to let collectors view adjustment history and initiate adjustments.

IEX: Allow Disputes

Set to Yes to let collectors initiate disputes.

IEX: Allow Promise Date Duplication Within Account

This profile option controls whether collectors can enter more than one promise to pay with the same promise due date for an account.

IEX: Approval Required for Promise

Set to Yes if an approval is required for promises. If so, a workflow is launched to obtain the approval.

IEX: Batch Size

Enter a number if you want to limit the number of objects to be scored at one time.

IEX: Callback Days for Broken Promise

Determines the number of days after a broken promise is created that a promise callback is created.

IEX: Collections Bucket

The name of the aging bucket created in Oracle Receivables to be used as the default for the Collections Aging tab.

IEX: Collections Rate Type

Enter the exchange rate type from Oracle Receivables to be used for Oracle Advanced Collections.

IEX: Exclude Dispute Amount From Remaining Amount

Set this profile option to Yes to exclude the disputed amount from the remaining transaction amount.

IEX: iPayment Payee ID

Set this profile option if you process payments for Oracle Lease and Finance Management. Select the payment payee ID configured for Oracle Advanced Collections when setting up Oracle Payments.

IEX: Item Type of Promise Workflow

Name of the workflow launched for the promise approval. (None is seeded.)

IEX: Maximum Promise to Pay Range

Enter the maximum number of days from a payment due date that a promise to pay can be entered. Collectors will be able to enter a promise to pay if the due date for delinquency is not more than this number of days old.

IEX: Promise Grace Period

Grace period after the promise is due before it is considered a broken promise.

IEX: Strategy Disabled

Set to Yes to disable strategy functionality.

Site Work Queue Configuration Category

This category includes profile options that control the work queue display for the site.

These profile options are owned by Oracle Advanced Collections and are associated only with the Collector's Work Queue, even though they begin with the prefix IEU.

IEU: Site Work Queue Configuration Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEU: Queue: Bill To View Delinquencies     Update Update Update Update
IEU: Queue: Bill To View Promises     Update Update Update Update
IEU: Queue: Bill To View Strategies No   Update Update Update Update
IEU: Queue Order: Bill To View Delinquencies No   Update Update Update Update
IEU: Queue Order: Bill To View Promises No   Update Update Update Update
IEU: Queue Order: Bill To View Strategies     Update Update Update Update

IEU: Queue: Bill To View Delinquencies

Set to Yes to display delinquencies grouped by bill-to location in Collector's Work Queue. Set to No to hide delinquent bill-to locations.

IEU: Queue: Bill To View Promises

Set to Yes to display bill-to locations for which promises to pay have been broken.

IEU: Queue: Bill To View Strategies

Set to Yes to display strategy work items grouped by bill-to location.

IEU: Queue Order: Bill To View Delinquencies

Enter number 1, 2, or 3 to specify the order in which the delinquent bill-to node appears in the Collector's Work Queue.

IEU: Queue Order: Bill To View Promises

Enter number 1, 2, or 3 to specify the order in which the bill-to broken promises node appears in the Collector's Work Queue.

IEU: Queue Order: Bill To View Strategies

Enter number 1, 2, or 3 to specify the order in which the bill-to strategy work items node appears in the Collector's Work Queue.

UI Category

This category include profile options that control user interface preferences.

UI Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Automatically Populate Grids Yes Update Update Update Update Update
IEX: Default Date Range Span 90 Update Update Update Update Update
IEX: Default End Date Range Span 0 Update Update Update Update Update
IEX: Default History Type All Update Update Update Update Update
IEX: Default Payment Method Credit Card Update Update      
IEX: Default Tab in Collections Profile Update Update Update Update Update
IEX: Default Transaction Type No Default Update Update Update Update Update
IEX: Default Universal Search Tab No Default Update Update Update Update Update
IEX: Default Universal Search Type No Default Update Update Update Update Update
IEX: Dunning Contact Selection Method All   Update Update Update Update
IEX: Launch Notes History Grid Update Update Update Update Update
IEX: Maintain Status in Lifecycle Tab Not Allowed Update Update Update Update Update
IEX: Metric Calculation Method No Default Update Update Update Update Update
IEX: Minimum Number of Characters for Lookup No Default Update Update Update Update Update
IEX: Service Hold of Delinquencies No Update View Only View Only Update Update
IEX: Show Last Payment Due On Field Yes Update Update Update Update Update

IEX: Default Automatically Populate Grids

Set to Yes to automatically populate grids. Set to No to require the user to click Display to populate tables. To reduce performance issues relating to display of large amounts of data, set to No.

IEX: Default Date Range Span

Enter the number of days of data to be included in a search or in information displayed as a default on the History and Transaction tabs. For example, if you want searches to return a four month range of data as a default, enter 120. You must also set the IEX: Default End Date Range Span profile option.

IEX: Default End Date Range Span

After you set the IEX: Default Date Range Span profile option, set this profile option to indicate when you want the default date range span to end. Enter a negative number to set the end date in the future. For example, if the default date range span is 120 days and you want to display data for 90 days previous to today's date and 30 days in the future, enter -30.

IEX: Default History Type

Set this profile option to determine the default history type displayed on the History tab.

IEX: Default Payment Method

Choose the type of payment tab to appear when the user opens the Process Payments window.

IEX: Default Tab in Collections

Choose the Collections window tab to appear when the user first opens the Collections window.

IEX: Default Transaction Type

Enter the transaction type to be the default that is displayed on the Transactions tab of the Collections window.

IEX: Default Universal Search Tab

Use this profile option to set the default tab that appears when using Universal Search.

IEX: Default Universal Search Type

Use this profile option to set the default search type selected when using Universal Search.

IEX: Dunning Contact Selection Method

If set to All, all the contact roles are selecting while choosing the contact. If set to Dunning, then it selects only the dunning contact role while choosing the contact.

IEX: Launch Notes History

This profile option controls the format used to display notes. Set to Grid to display notes in an exportable, table format. Set to Text to display notes in a plain, readable text format.

IEX: Maintain Status in Lifecycle Tab

This profile option controls whether the New Status button in the Lifecycle tab be displayed or not. By default, it is set to Not Allowed.

IEX: Metric Calculation Method

This profile option controls whether Oracle Advanced Collections calculates customer metrics in batch mode or in real time when you access the Profile tab.

IEX: Minimum Number of Characters for Lookup

Set this profile option to determine the minimum number of characters that a collector must type before seeing a list of values.

IEX: Service Hold of Delinquency

Set to Yes if you are using Oracle Lease and Finance Management. Setting No disables the Service Hold check box on the Lifecycle tab.

IEX: Show Last Payment Due Field

This profile option determines whether Oracle Advanced Collections displays information in the Last Payment Due On field on the Collections header. Setting this profile option to No improves system performance.

Work Queue Configuration Category

This category includes profile options that control the general display parameters in all the Collections work queues.

Work Queue Configuration Category
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Enable Work Queue Statuses No   Update Update Update Update
IEX: Hide Bankruptcy in UWQ Yes   Update Update Update Update
IEX: Territory Access No Default   View Only Update Update Update
IEX: UWQ Default Complete Node Days 30   Update Update Update Update
IEX: UWQ Default Pending Days 10   Update Update Update Update
IEX: Work Queue Access Full   Update Update Update Update

IEX: Enable Work Queue Statuses

Set this profile option to display or hide the Active, Pending, and Complete subnodes in the Collector's Work Queue. If set to Yes, collectors can use the Actions menu to update the status of work items assigned to them.

IEX: Hide Bankruptcy in UWQ

Choose No to display bankruptcies tasks for collectors in Collector's Work Queue.

IEX: Territory Access

This profile option determines the level at which the Territory Assignment program runs. It can be set at the customer, account, or bill-to level. This setting assigns collectors at the desired level and is the same data level you do business with your customers. The default value is Customer.

You must rerun the IEX: Territory Assignment concurrent program, if you change the setting.

IEX: UWQ Default Complete Node Days

Enter the number of days a work item will stay in the Complete node before it is removed.

IEX: UWQ Default Pending Days

Enter the number of days a work item will stay in the Pending node before moving to the Active Node.

Note: If you set this profile option to null, work items will remain in the Pending node for 20 days.

IEX: Work Queue Access

Allows either Full or Restricted access to the Collector's Work Queue. Full access provides visibility to all customers. Restricted access provides visibility to only those customers assigned to the user by the Territory Assignment process.

XML Publisher Integration Category

This category includes profile options related to using Oracle XML Publisher to send correspondence.

XML Publisher Integration
Profile Option Default User Access System Administration: User System Administration: Responsibility System Administration: Application System Administration: Site
IEX: Fax IPP Host No Default   Update Update Update Update
IEX: Fax IPP Port No Default   Update Update Update Update
IEX: Fax IPP Printer Name No Default   Update Update Update Update
IEX: IPP Printer Name No Default   Update Update Update Update
IEX: Print IPP Host No Default   Update Update Update Update
IEX: Print IPP Port No Default   Update Update Update Update
IEX: SMTP Host No Default   Update Update Update Update

Note: IEX: Document Format for XML Publisher profile option is no longer used.

IEX: Fax IPP Host

Set this profile option to identify the IPP host name for faxing.

IEX: Fax IPP Port

Set this profile option to identify the IPP Port used for faxing correspondence generated by XML Publisher.

IEX: Fax IPP Printer Name

Set this profile option to identify the IPP printer name used for faxing correspondence generated by XML Publisher.

IEX: IPP Printer Name

Specify the printer name for sending correspondence generated by Oracle XML Publisher. Begin the name with a slash (/) as in /printer1.

IEX: Print IPP Host

Specify the name of the print host used by Oracle XML Publisher for correspondence. Use the format printer host name + domain as in xdo.us.oracle.com. Do not include a protocol such as http://.

IEX: Print IPP Port

The name of the print port used by Oracle XML Publisher.

IEX: SMTP Host

The name of the e-mail server.

Profile Options for Collections Questionnaire and Checklist

Collections Questionnaire

The following table provides a list of profile options set when you answer questions in the Collections Questionnaire.

Section Question Sets
Operations At what level does your organization do business with customers? IEU: Queue: Account View Delinquencies
IEU: Queue: Account View Promises
IEU: Queue: Account View Strategies
IEU: Queue: Customer View Delinquencies
IEU: Queue: Customer View Promises
IEU: Queue: Customer View Strategies
IEU: Queue: Delinquency View Delinquencies
IEU: Queue: Delinquency View Promises
IEU: Queue: Delinquency View Strategies
IEU: Queue: Bill-to View Delinquencies
IEU: Queue: Bill-to View Promises
IEU: Queue: Bill-to View Strategies
Transactions Do collections agents take payment from customers? Displays Bank Transfer and Credit Card tabs in Payment Processing
Transactions Which payment methods do you accept? IEX: Enable Credit Card Payment
IEX: Enable Electronic Funds Payment
Transactions What other transaction activities do you allow? IEX: Enable Receipt Reversal
IEX: Allow Adjustments
IEX: Allow Disputes
Transactions Do you take promises to pay from your customers? IEX: Enable Promise to Pay
Transactions Which later stage delinquencies does your organization manage? IEX: Default Bankruptcy Notice of Assignment
IEX: Turn Off Collections Activity on Bankruptcy
IEX: Turn Off Invoice on Bankruptcy
IEX: Hide Bankruptcy in UWQ
Collections Methods Which collections methods does your organization use? IEX: Strategy Disabled

Collections Checklist: Operations Setup

The following table provides a list of profile options set when you answer questions in the Operations Setup section of the Collections Checklist.

Topic Question Sets
General Collections Information What aging bucket should be automatically displayed? IEX: Collections Bucket
General Collections Information Should collectors have access to all customers or only customers they work with? IEX: Work Queue Access
General Collections Information At which level do you assign territories to collectors? IEX: Territory Access Level
General Collections Information Select the exchange rate type for multi-currency transactions. IEX: Collections Rate Type
General Collections Information Are collectors allowed to assign or release a customer credit hold? IEX: Enable Credit Hold
General Collections Information Will collectors initiate service hold requests? IEX: Service Hold of Delinquency
General Collections Information Which items do you want to track from customer interactions? IEX: Activity Enabled in Accounts
IEX: Activity Enabled in Adjustment
IEX: Activity Enabled in Delinquency
IEX: Activity Enabled in Dispute
IEX: Activity Enabled in Payment
IEX: Activity Enabled in Promises
IEX: Activity Enabled in Strategy
Display Preferences Select the tab that will be displayed when a collector opens the Collections window. IEX: Default Tab in Collections
Display Preferences Select the default history type for the History tab. IEX: Default History Type
Display Preferences Select the Search tab to be displayed in the Search window. IEX: Default Universal Search Tab
Display Preferences Which search type will be displayed in the Search window? IEX: Default Universal Search Type
Display Preferences What is the minimum number of characters that an agent needs to type before seeing a list of values? IEX: Minimum Number of Characters for Lookup
Display Preferences How many days of data do you want to display automatically on the History and Transaction tabs? IEX: Default Date Range Span
Display Preferences How many days forward or back from today's date should the date range start? IEX: Default End Date Range Span
Display Preferences Should data be displayed automatically for collectors? IEX: Automatically Populate Grids
Display Preferences Should collectors see more than one operating unit in the Work Queue? IEU: Desktop: UI: Show Quick Filter Panel
Display Preferences Select the default payment method tab to be displayed on the Payments window. IEX: Default Payment Method
Display Preferences Do you want to calculate metrics in batch or real-time? IEX: Metric Calculation Method
Correspondence Do you want to send correspondence automatically after each customer interaction? IEX: Send Correspondence Automatically
Correspondence What should be the default send correspondence method? IEX: Fulfillment Sent Method
Correspondence For each of the following select the letter template to be used. IEX: Adjustment Fulfillment Template
IEX: Consolidate Invoice Template
IEX: Dispute Confirmation Letter
IEX: Invoice Fulfillment Template
IEX: Pay Reversal Confirmation Letter
IEX: Payment Confirmation Letter
IEX: Promise to Pay Confirmation Letter
Correspondence For each of the following, enter the XML Publisher setting. IEX: Fax IPPHost
IEX: Fax IPP Port
IEX: Fax IPP Printer Name
IEX: IPP Printer Name
IEX: Print IPP Host
IEX: Print IPP Port
IEX: SMTP Host
Correspondence What 'From' address should appear in XML e-mail correspondence? IEX: SMTP From

Collections Checklist: Transaction Setup

The following table provides a list of profile options set when you answer questions in the Transactions Setup section of the Collections Checklist.

Topic Question Sets
Configure Transaction Processing Select the default transaction type for the Transaction tab. IEX: Default Transaction Type
Configure Transaction Processing Select the name of the vendor bank used to process electronic payments. IEX: iPayment Payee ID
Configure Transaction Processing Can collectors update customer bank account and credit card information? IEX: Allow Changes to Customer Payment Data
Configure Transaction Processing How many days after the promise payment due date will a promise be called broken? IEX: Promise Grace Period
Configure Transaction Processing How many days from a payment due date can a promise to pay be made? IEX: Maximum Promise to Pay Range
Configure Transaction Processing How many days after the promise is broken should a callback be scheduled? IEX: Callback Days for Broken Promise
Configure Transaction Processing Can more than one promise to pay have the same promise due date? IEX: Allow Promise Date Duplication with Account

Collections Checklist: Collections Method Setup

The following table provides a list of profile options set when you answer questions in the Collections Method Setup section of the Collections Checklist.

Topic Question Sets
Define Strategy Defaults Select a default strategy template. IEX: Strategy Default Template

Related Topics

Profile Options and Profile Categories Overview

Setting Up Oracle Advanced Collections

Profile Options Not Owned by Oracle Advanced Collections

IEU: Desktop: UI: Show Quick Filter Panel: Set this profile option to Yes to be able to filter tasks by operating unit in the Collector's Work Queue. The default is Yes.

OS: Customer Access Privilege: This profile determines which customers a collector can view in eBusiness Center. Set to Full Access to view all customers; set to Sales Team/Territory Access to view only customers in a collector's territory; set to Prospecting and the collector can read but not write data. This can be set at all profile levels.

OTS: Interactions-Default Action: Users must perform at least one activity for the interaction to end. If the user doesn't perform any activity but ends the interaction anyway, then the application uses the default action set in this profile and the default action item from the OTS: Interaction Default Action Item profile option.

The default is Action with action ID = 1 (Item Added).

OTS: Interactions-Default Action Item: The application uses the default action item set in this profile together with the default action set in the OTS: Interaction Default Action profile option whenever the user does not perform an action required to wrap up an interaction.

The default is Action item with action ID = 1 (Account).

OTS: Interactions-Default Outcome: This profile determines the default value of the Outcome field in the wrap-up window.

This is also the value the application uses for outcomes of interactions that are ended automatically. The application uses this value if there is no outcome associated with the campaign schedule for this interaction. If there is a campaign associated with the interaction, then the application uses the outcome for that campaign schedule.

The default is Outcome with outcome ID = 1 (No Answer).

OTS: Interactions-Enable Auto Wrapup: When this profile is set to No, the wrap-up window appears automatically prompting users to enter the outcomes and reasons for the activity.

When this profile is set to Yes, the interaction ends automatically without the users seeing the wrap-up window.

OTS: Interactions-Enable Automatic Start: Set to Yes to record interactions after the interaction is started. Set to No to require agents to start and end interactions manually.

OTS: Interactions-Record Media Item ID: Interactions track different types of communications with customers including e-mails and phone calls placed through Oracle Inbound and Outbound Telephony applications. The record includes a unique identifier for the communication. This profile determines if that unique identifier is recorded or not. This identifier is never displayed for the user.

The default is Yes.

OTS: Interactions-Max Interactions Displayed: Determines how many interactions to display in the Overview tab.

OTS: Interactions-Start On Query: Set to Yes to start an interaction whenever the user displays a new record and to support automatic start of interactions.

Set to No to start the interaction only when the user updates or deletes information in a record.

The default is No.

OTS: Task Details-Query Tasks By: If set to Reference, Oracle Advanced Collections displays on the Task tab only tasks associated with the View By selected in the Collections header.

OTS: Telesales Interaction Enabled: If set to Yes, TeleSales records interactions after the interaction is started. A setting of No limits agents to starting and ending interactions manually.

The default is No.

Related Topics

Profile Options and Profile Categories Overview