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Oracle Advanced Collections Implementation Guide
Release 12.1
Part Number E13452-04
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Preconfigured Strategy Elements

This appendix lists the preconfigured work items and templates available for strategies.

This appendix covers the following topics:

Preconfigured Strategy Templates

The following table lists the preconfigured strategy templates available in Oracle Advanced Collections.

Preconfigured Strategy Templates
Seeded Strategy Name Seeded Description Strategy Level
Customer Pre-delinquent Strategy Strategy used with pre-delinquent customers Customer
Customer Soft Collections Strategy Soft Customer Collections Strategy Customer
Customer Moderate Collections Strategy Moderate Customer Collections Strategy Customer
Customer Hard Collections Strategy Hard Customer Collections Strategy Customer
Customer Catch-all Collections Strategy Catch All Customer Collections Strategy Customer
Litigation Strategy for Customer Later-stage strategy for customer litigations Customer
Repossession Strategy for Customer Later-stage strategy for customer repossessions Customer
Write-off Strategy for Customer Later-stage strategy for customer contract write-offs ONLY Customer
Bankruptcy Strategy for Customer Later-stage strategy for customer bankruptcies Customer
Account Pre-delinquent Strategy Strategy used with pre-delinquent accounts Account
Account Soft Collections Strategy Soft Account Collections Strategy Account
Account Moderate Collections Strategy Moderate Account Collections Strategy Account
Account Hard Collections Strategy Hard Account Collections Strategy Account
Account Catch-all Collections Strategy Catch All Account Collections Strategy Account
Litigation Strategy for Account Later-stage strategy for account litigations Account
Repossession Strategy for Account Later-stage strategy for account repossessions Account
Write-off Strategy for Account Later-stage strategy for account contract write-offs ONLY Account
Bankruptcy Strategy for Account Later-stage strategy for account bankruptcies Account
Bill To Pre-delinquent Strategy Strategy used with pre-delinquent accounts Bill To
Bill To Soft Collections Strategy Soft Bill To Collections Strategy Bill To
Bill To Moderate Collections Strategy Moderate Bill To Collections Strategy Bill To
Bill To Hard Collections Strategy Hard Bill To Collections Strategy Bill To
Bill To Catch-all Collections Strategy Catch All Bill To Collections Strategy Bill To
Litigation Strategy for Bill To Later-stage strategy for bill to litigations. Bill To
Repossession Strategy for Bill To Later-stage strategy for bill to repossessions Bill To
Write-off Strategy for Bill To Later-stage strategy for bill to contract write-offs ONLY Bill To
Bankruptcy Strategy for Account Later-stage strategy for bill to bankruptcies Bill To
Delinquency Pre-delinquent Strategy Strategy used with pre-delinquent accounts Delinquency
Delinquency Soft Collections Strategy Soft Delinquency Collections Strategy Delinquency
Delinquency Moderate Collections Strategy Moderate Delinquency Collections Strategy Delinquency
Delinquency Hard Collections Strategy Hard Delinquency Collections Strategy Delinquency
Delinquency Catch-all Collections Strategy Catch All Delinquency Collections Strategy Delinquency
Litigation Strategy for Delinquency Later-stage strategy for delinquency litigations. Delinquency
Repossession Strategy for Delinquency Later-stage strategy for delinquency repossessions Delinquency
Write-off Strategy for Delinquency Later-stage strategy for delinquency contract write-offs ONLY Delinquency
Bankruptcy Strategy for Delinquency Later-stage strategy for delinquency bankruptcies Delinquency

Preconfigured Strategy Work Items

The following table lists the preconfigured strategy work items available in Oracle Advanced Collections.

Preconfigured Strategy Work Items
Work Item Description Manual or Automatic Send Method Suggested Skill Set Required?
Pre-delinquency Courtesy Letter Courtesy reminder notice to a pre-delinquent customer Automatic E-mail N/A Optional
Pre-delinquency Courtesy Call Courtesy collections call to pre-delinquent customer Manual N/A N/A Optional
Soft Dunning Letter 1 First soft dunning letter Automatic E-mail N/A Optional
Soft Dunning Letter 2 Second soft dunning letter Automatic E-mail N/A Optional
Moderate Dunning Letter 1 First moderate dunning letter Automatic E-mail N/A Optional
Moderate Dunning Letter 2 Second moderate dunning letter Automatic E-mail N/A Optional
Hard Dunning Letter 1 First hard dunning letter Automatic E-mail N/A Optional
Final Demand Letter Final demand letter to customer Automatic E-mail N/A Optional
Soft Collections Call 1 First collections call Manual N/A N/A Optional
Soft Collections Call Second collections call Manual N/A N/A Optional
Moderate Collections Call 1 First moderate collections call Manual N/A Moderate collections Optional
Moderate Collections Call 2 Second moderate collections call Manual N/A Moderate collections Optional
Hard Collections Call 1 First hard collections call Manual N/A Hard collections Optional
Hard Collections Call 2 Second hard collections call Manual N/A Hard collections Optional
Review Moderate Customer Account Review this customer account to determine next action Manual N/A Ability to review customer's collections situation Required
Customer site visit Customer site visit Manual N/A Able to travel to customer site Optional
Review Pending Bankruptcy Review to determine bankruptcy action Manual N/A Has knowledge of bankruptcy/creditor process Required
Review Pending Repossession Review to determine repossession action Manual N/A Has knowledge of repossession process Required
Review Pending Litigation Review to determine legal action Manual N/A Has knowledge of legal aspects of collections Required
Review Pending Write off Review to determine write-off action for Leasing write off only Manual N/A Has knowledge of lease write-off process Required

Preconfigured Workflows for Strategy Work Items

The following table lists the preconfigured workflows for strategy work items available in Oracle Advanced Collections.

To customize a preconfigured workflow, you must copy, modify, and rename the workflow in order to use it.

Workflow Description
IEX: Collection Strategy Workflow This workflow executes the work items in a strategy including setting status and wait times.
Customizing this workflow is not recommended.
IEX: CO Recall Case from External Agency For Oracle Lease and Finance Management. This workflow recalls the case from the external agency and sends the work item complete signal after recalling the case.
You can customize this workflow to suit your business requirements but do not remove the send signal.
IEX: CO Report to Credit Bureau For Oracle Lease and Finance Management. This workflow reports a customer to a credit bureau and sends the work item complete signal after reporting the case.
You can customize this workflow to suit your business requirements but do not remove the send signal.
IEX: CO Review Transfer to External Agency For Oracle Lease and Finance Management. This workflow gives the leasing agent the option to review the transfer. The workflow sends the work item complete signal after reporting the customer.
You can customize this workflow to suit your business requirements but do not remove the send signal.
IEX: CO Transfer to External Agency For Oracle Lease and Finance Management. This workflow transfers the case to an external agency and sends the work item complete signal after transferring the case.
You can customize this workflow to suit your business requirements but do not remove the send signal.
IEX: Contract Termination Notification For Oracle Lease and Finance Management. This workflow sends the notification of approval of writeoff contracts to the case owners.
IEX: Strategy Custom Workflow Executes work items in a custom workflow when triggered by work items in the IEX: Collections Strategy Workflow.
Customizing this workflow is not recommended. You can copy and modify the workflow, but do not remove the initial wait node.
IEX: Strategy Fulfillment Mailer This workflow initiates all automatic correspondence work items in your strategies when triggered by work items in the IEX: Collection Strategy Workflow.
Customizing this workflow is recommended, but do not remove the initial wait node.
IEX: WF for Bankruptcy Status This workflow executes when you create a bankruptcy for a delinquency. This workflow sends a notification to the collections manager for approval. When the manager approves, it notifies the collector and sets the contact preference to Do Not Call.
IEX: WF for Collection Delinquent Credit Hold When you create a bankruptcy, this workflow runs if the Credit Hold check box is selected for a customer. It send a notification to the collections manager for approval and updates the approval status.
You can customize this workflow to suit your business requirements.
IEX: WF for Collection Delinquent Service Hold When you create a bankruptcy, this workflow runs if the Service Hold check box is selected for a customer. It sends a notification to the collections manager for approval and updates the approval status.
You can customize this workflow to suit your business requirements.
IEX: Case Reassignment Obsolete
IEX: CO Notify Customer Obsolete
IEX: Delinquency Asset Workflow Obsolete
IEX: WF for Delinquency Current Status Notice Obsolete
IEX: WF Delinquency New Status Creating Notice Obsolete
IEX: WF for Delinquency Status Approval Obsolete
IEX: WF for Refund Approval Obsolete
IEX: WF to Notify a Third Party for Repossession Obsolete
IEX: Writeoff Approval Request Obsolete