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

A

account data level link link link
accounts
  verifying link

aging bucket lines
  for dunning plans link

aging buckets link
AKData diagnostic test link
AOLSessions diagnostic test link
AOLTests diagnostic test link
application windows
  reusing link

AR Transactions Summary tables link
assigning collectors link

B

bill to data level link link link
bind variables link
broken promises node link

C

CachingFramework diagnostic test link
call wrap-up link
case scoring engine link
CGI switches link
Checklist link
   See Collections Checklist

checklists
  pre-implementation link
  strategy link

claims link
collection status
  determining with scoring engine link

Collections
  Checklist link
  Questionnaire link

collections administrator link
collections agent link
Collections Checklist
  setting profile options link

Collections header link link
Collections lookups link
collections manager link
Collections Questionnaire
  setting profile options link

Collector Report link
Collector's Work Queue
  displaying nodes link
  verifying navigation link

collectors
  assigning link

components
  mandatory, verifying link
  optional, verifying link
  scoring link

concurrent programs
   IEX: Refresh Metrics Summary Table link
  IEX: AR Collectors to Resource Collectors link
  IEX: Case Owner Load Balancing link
  IEX: Create Dunning and Broken Promise Call Backs link link link
  IEX: Delinquency Management link link
  IEX: Delinquency Status Determination link link
  IEX: Notify Customer link
  IEX: Notify Ext Agency link
  IEX: Open Interfaces link
  IEX: Process Pending link
  IEX: Promise Reconciliation link
  IEX: Purge Score History Table link
  IEX: Recall Transfer link
  IEX: Report All Contracts link
  IEX: Resource Collectors to AR Collectors link
  IEX: Review Transfer link
  IEX: Scoring Engine Harness link link
  IEX: Send Dunning for Delinquent Customers link link
  IEX: Strategy Management link
  IEX: Territory Assignment link
  Synchronize Territory Assignment Rules link

configuring for Oracle Lease and Finance Management link
correspondence link
correspondence templates link
creating
  dunning plans link
  employees link
  scoring components link
  scoring engines link

creating templates
  using Oracle XML Publisher link

credit card payments link link
Custom tabs link
customer data level link link link
customer status prioritization link

D

data levels link link
  account link link
  bill to link link
  customer link link
  delinquency link
  for dunning link

deductions link
delinquencies
  creating link
  verifying link

delinquency data level link link
delinquent node link
diagnostic tests link
  AKData link
  AOLSessions link
  AOLTests link
  CachingFramework link
  DiagnosticsSecurity link
  JTFSessions link
  PropertyManager link
  RunAll link
  Security Manager link
  TerritoryManager link
  UserProfile link
  UserTest link

DiagnosticsSecurity diagnostic test link
dunning
  correspondence templates link
  process link
  setting up Universal Work Queue link

dunning level link
dunning plans link
  aging bucket lines link
  creating link link
  dunning level link
  overview link
  prerequisites link
  setting dunning level link

E

EFT payments link link
employees
  assigning roles and resource groups link
  creating link
  creating locations and organizations link
  importing link

enabling
  customer interaction tracking link
  interaction center link
  Web Directory Assistance link

F

features
  Oracle Advanced Collections link
  Oracle Receivables link

filters link
   See segments

Foundation Notes link
functions link link

H

History tab link

I

IEU Queue: Bill To View Strategies profile options link
IEU: Desktop: UI: Show Quick Filter Panel profile option link
IEU: Desktop: Work Selector profile option link
IEU: Non-Media: Navigate profile option link
IEU: Queue
  Account View Strategies profile option link
  Bill To Strategies profile option link
  Customer View Strategies profile option link

IEU: Queue Order
  Account View Strategies profile option link
  Bill To View Strategies profile option link
  Customer View Strategies profile option link

IEU: Queue Order: Account View Delinquencies profile option link
IEU: Queue Order: Account View Promises profile option link
IEU: Queue Order: Account View Strategies profile option link
IEU: Queue Order: Bill To View Delinquencies profile option link
IEU: Queue Order: Bill To View Promises profile option link
IEU: Queue Order: Bill To View Strategies profile option link
IEU: Queue Order: Customer View Delinquencies profile option link
IEU: Queue Order: Customer View Promises profile option link
IEU: Queue Order: Customer View Strategies profile option link
IEU: Queue Order: Delinquency View Delinquencies profile option link link
IEU: Queue Order: Delinquency View Promises profile option link link
IEU: Queue Order: Delinquency View Strategies profile option link link
IEU: Queue: Account View Delinquencies profile option link
IEU: Queue: Account View Promises profile option link
IEU: Queue: Account View Strategies profile option link
IEU: Queue: Bill To View Delinquencies profile option link
IEU: Queue: Bill To view Promises profile option link
IEU: Queue: Customer View Delinquencies profile option link link
IEU: Queue: Customer View Promises profile option link link
IEU: Queue: Customer View Strategies profile option link link
IEU: Queue: Delinquency View Delinquencies profile option link link
IEU: Queue: Delinquency View Promises profile option link link
IEU: Queue: Delinquency View Strategies profile option link link
IEX: Activity Enabled in Account profile option link
IEX: Activity Enabled in Adjustment profile option link
IEX: Activity Enabled in Delinquency profile option link
IEX: Activity Enabled in Dispute profile option link link
IEX: Activity Enabled in Payment profile option link
IEX: Activity Enabled in Promises profile option link
IEX: Activity Enabled in Strategy profile option link
IEX: Adjustment Fulfillment Template profile option link
IEX: Allow Adjustments profile option link link
IEX: Allow Changes to Customer Payment Data profile option link
IEX: Allow Disputes profile option link link
IEX: Allow Promise Date Duplication Within Account profile option link
IEX: Approval Required for Promise profile option link link
IEX: AR Collectors to Resource Collectors concurrent program link
IEX: Batch Size profile option link
IEX: Callback Days for Broken Promise profile option link
IEX: Case Default Resource profile option link link
IEX: Case Owner Load Balancing concurrent program link
IEX: CB Customer Notification Email From profile option link link
IEX: CB Customer Notification Email Subject profile option link link
IEX: CB Customer Notification Grace Days profile option link
IEX: CB Customer Notification Template profile option link link
IEX: CB Notification Grace Days profile option link
IEX: Check Dunning Amount at Function Currency profile option link
IEX: CO Recall Case from External Agency workflow process link
IEX: CO Report to Credit Bureau workflow process link
IEX: CO Review Transfer to External Agency workflow process link
IEX: CO Transfer to External Agency workflow process link
IEX: Collections Bucket profile option link
IEX: Collections Rate Type profile option link
IEX: Consolidated Invoice Template profile option link
IEX: Create Dunning and Broken Promise Call Backs concurrent program link link link
IEX: Credit Hold of Delinquency profile option link
IEX: Debug Level profile option link
IEX: Default Automatically Populate Grids profile option link
IEX: Default Bankruptcy Notice of Assignment profile option link
IEX: Default Date Range Span profile option link
IEX: Default End Date Range Span profile option link
IEX: Default Fulfillment Subject profile option link
IEX: Default History Type profile option link
IEX: Default Notice of Bankruptcy Assignment profile option link
IEX: Default Payment Method profile option link
IEX: Default Tab in Collections profile option link
IEX: Default Transaction Type profile option link
IEX: Default Universal Search Tab profile option link
IEX: Default Universal Search Type profile option link
IEX: Delinquency Asset Work Flow workflow process link
IEX: Delinquency Management concurrent program link
IEX: Delinquency Management current program link
IEX: Delinquency Status Determination concurrent program link link
IEX: Delinquency Status Determination scoring engine link link
IEX: Disable iPayment Processing profile option link link
IEX: Dispute Confirmation Letter profile option link
IEX: Document Format for XML Publisher profile option link
IEX: Dunning Contact Selection Method profile option link
IEX: EA Recall Grace Days profile option link link
IEX: EA Score Diff For Recall profile option link link
IEX: EA Score Engine ID profile option link link
IEX: EA Transfer Days profile option link link
IEX: EA Vendor Notification Email From profile option link link
IEX: EA Vendor Notification Email Subject profile option link link
IEX: EA Vendor Notification Template profile option link link
IEX: Enable Credit Card Payment profile option link
IEX: Enable Credit Hold profile option link
IEX: Enable Electronic Funds Payment profile option link
IEX: Enable Promise to Pay profile option link
IEX: Enable Raising Customer Status Change Event profile option link
IEX: Enable Receipt Reversal profile option link
IEX: Enable Work Queue Statuses link
IEX: Exclude Dispute Amount From Remaining Amount profile option link
IEX: Fax IPP Host profile option link
IEX: Fax IPP Post profile option link
IEX: Fax IPP Printer Name profile option link
IEX: Fulfillment Send Method profile option link
IEX: Hide Bankruptcy in UWQ profile option link
IEX: Invoice Fulfillment Printer profile option link
IEX: Invoice Fulfillment Template profile option link
IEX: iPayment Payee ID profile option link link
IEX: IPP Printer Name profile option link
IEX: Item Type of Promise Workflow profile option link link
IEX: Launch Notes History profile option link
IEX: Maintain Status in Lifecycle Tab profile option link
IEX: Maximum Promise to Pay Range profile option link
IEX: Metric Calculation Method profile option link link
IEX: Minimum Number of Characters for Lookup profile option link
IEX: Notify Customer concurrent program link
IEX: Notify Ext Agency concurrent program link
IEX: On-Line Creditcard Payment profile option link
IEX: Open Interfaces concurrent program link
IEX: Pay Reversal Confirmation Letter profile option link
IEX: Payment Confirmation Letter profile option link
IEX: Print IPP Host profile option link
IEX: Print IPP Port profile option link
IEX: Process Pending concurrent program link
IEX: Process Strategies by Operating Unit profile option link
IEX: Promise Grace Period profile option link
IEX: Promise Reconciliation concurrent program link
IEX: Promise to Pay Confirmation Letter profile option link
IEX: Purge Score History Table concurrent program link
IEX: Recall Transfer concurrent program link
IEX: Refresh Metrics Summary Table concurrent program link
IEX: Report All Contracts concurrent program link
IEX: Resource Collectors to AR Collectors concurrent program link
IEX: Review Transfer concurrent program link
IEX: Scoring Engine Harness concurrent program link link
IEX: Send Correspondence Automatically profile option link
IEX: Send Dunning for Delinquent Customers link
IEX: Send Dunning for Delinquent Customers concurrent program link
IEX: Service Hold of Delinquencies profile option link link
IEX: Show Last Payment Due On Field profile option link
IEX: Skip Default Strategy Assignment profile option link
IEX: SMTP From profile option link
IEX: SMTP Host profile option link
IEX: Strategy Assignment Default Resource profile option link
IEX: Strategy Creation on Bankruptcy profile option link
IEX: Strategy Default Template profile option link
IEX: Strategy Disabled profile option link
IEX: Strategy Fulfillment Resource profile option link
IEX: Strategy Grace Period profile option link
IEX: Strategy Management concurrent program link
IEX: Strategy Unique Fulfillment profile option link
IEX: Territory Access profile option link
IEX: Territory Assignment concurrent program link
IEX: Turn off Collections Activity for Bankruptcy profile option link link
IEX: Turn Off Invoice on Bankruptcy profile option link
IEX: Use Customer Language for Dunning Letters profile option link
IEX: UWQ Default Complete Node days profile option link
IEX: UWQ Default Pending Days profile option link
IEX: WF for Collection Delinquent Service Hold workflow process link
IEX: WF for Collections Delinquent Credit Hold workflow process link
IEX: Work Queue Access profile option link
IEX_OPEN_INT_HST table link
implementing Oracle Trade Management link
interaction history link
Interaction Tracking link
invoices
  adjusting link link
  disputing link
  verifying link

J

JTFSessions diagnostic test link

L

Legacy Calls link

M

metrics link
  preconfigured link

N

note types link
  adding link
  deleting link
  mapping to source link link

O

OKL_OPEN_INT table link
OKL_OPEN_INT_ASST table link
OKL_OPEN_INT_PRTY table link
open interface tables
  IEX_OPEN_INT_HST link
  OKL_OPEN_INT link
  OKL_OPEN_INT_ASST link
  OKL_OPEN_INT_PRTY link
  Oracle Lease and Finance Management link

Oracle Bill Presentment Architecture link link
Oracle Customer Interaction History link
Oracle iReceivables link
Oracle Lease and Finance Management link link link
Oracle Loans link
Oracle Notes link
Oracle Payments link
Oracle Receivables link link
Oracle Resource Manager link
Oracle Territory Manager link
Oracle Trade Management link
Oracle XML Publisher link
OTS: Advanced Outbound Installation profile option link
OTS: Customer Access Privilege profile option link
OTS: Interaction-Generate Customer Activity profile option link
OTS: Interactions-Default Action Item profile option link link
OTS: Interactions-Default Action profile option link link
OTS: Interactions-Default Outcome profile option link link
OTS: Interactions-Enable Auto Wrapup profile option link link
OTS: Interactions-Enable Automatic Start profile option link link
OTS: Interactions-Generate Notes Activity profile option link
OTS: Interactions-Generate Task Activity profile option link
OTS: Interactions-Record Media Item ID profile option link
OTS: Interactions-Start on Query profile option link link
OTS: Max Interactions Displayed profile option link
OTS: Task Details - Query Task By profile option link
OTS: Telesales Interaction Enabled profile option link

P

parameters link
pre-implementation checklist link
preconfigured elements link link
  scoring components link
  scoring engines link
  strategy templates link
  strategy work items link
  workflows for work items link

preconfigured scoring components link
profile categories link link
profile options link link link
  checklist questions link
  description link
  IEU: Desktop: UI: Show Quick Filter Panel link
  IEU: Desktop: Work Selector link
  IEU: Non-Media: Navigate link
  IEU: Queue
    Account View Strategies link
    Bill To Strategies link
    Customer View Strategies link
  IEU: Queue Order
    Account View Strategies link
    Bill To View Strategies link
    Customer View Strategies link
  IEU: Queue Order: Account View Delinquencies link
  IEU: Queue Order: Account View Promises link
  IEU: Queue Order: Account View Strategies link
  IEU: Queue Order: Bill To View Delinquencies link
  IEU: Queue Order: Bill To View Promises link
  IEU: Queue Order: Bill To View Strategies link
  IEU: Queue Order: Customer View Delinquencies link
  IEU: Queue Order: Customer View Promises link
  IEU: Queue Order: Customer View Strategies link
  IEU: Queue Order: Delinquency View Delinquencies link link
  IEU: Queue Order: Delinquency View Promises link link
  IEU: Queue Order: Delinquency View Strategies link link
  IEU: Queue: Account View Delinquencies link
  IEU: Queue: Account View Promises link
  IEU: Queue: Account View Strategies link
  IEU: Queue: Bill To View Delinquencies link
  IEU: Queue: Bill To View Promises link
  IEU: Queue: Bill To View Strategies link
  IEU: Queue: Customer View Delinquencies link link
  IEU: Queue: Customer View Promises link link
  IEU: Queue: Customer View Strategies link link
  IEU: Queue: Delinquency View Delinquencies link link
  IEU: Queue: Delinquency View Promises link link
  IEU: Queue: Delinquency View Strategies link link
  IEX: Activity Enabled in Account link
  IEX: Activity Enabled in Adjustment link
  IEX: Activity Enabled in Delinquency link
  IEX: Activity Enabled in Dispute link link
  IEX: Activity Enabled in Payment link
  IEX: Activity Enabled in Promises link
  IEX: Activity Enabled in Strategy link
  IEX: Adjustment Fulfillment Template link
  IEX: Allow Adjustments link link
  IEX: Allow Changes to Customer Payment Data link
  IEX: Allow Disputes link link
  IEX: Allow Promise Date Duplication Within Account link
  IEX: Approval Required for Promise link link
  IEX: Batch Size link
  IEX: Callback Days for Broken Promise link
  IEX: Case Default Resource link link
  IEX: CB Customer Notification Email From link link
  IEX: CB Customer Notification Email Subject link link
  IEX: CB Customer Notification Grace Days link
  IEX: CB Customer Notification Template link link
  IEX: CB Notification Grace Days link
  IEX: Check Dunning Amount at Function Currency link
  IEX: Collections Bucket link
  IEX: Collections Rate Type link
  IEX: Consolidated Invoice Template link
  IEX: Credit Hold of Delinquency link
  IEX: Debug Level link
  IEX: Default Automatically Populate Grids link
  IEX: Default Bankruptcy Notice of Assignment link
  IEX: Default Date Range Span link
  IEX: Default End Date Range Span link
  IEX: Default Fulfillment Subject link
  IEX: Default History Type link
  IEX: Default Notice of Bankruptcy Assignment link
  IEX: Default Payment Method link
  IEX: Default Tab in Collections link
  IEX: Default Transaction Type link
  IEX: Default Universal Search Tab link
  IEX: Default Universal Search Type link
  IEX: Disable iPayment Processing link link
  IEX: Dispute Confirmation Letter link
  IEX: Document Format for XML Publisher link
  IEX: Dunning Contact Selection Method link
  IEX: EA Recall Grace Days link link
  IEX: EA Score Diff For Recall link link
  IEX: EA Score Engine ID link link
  IEX: EA Transfer Days link link
  IEX: EA Vendor Notification Email From link link
  IEX: EA Vendor Notification Email Subject link link
  IEX: EA Vendor Notification Template link link
  IEX: Enable Credit Card Payment link
  IEX: Enable Credit Hold link
  IEX: Enable Electronic Funds Payment link
  IEX: Enable Promise to Pay link
  IEX: Enable Raising Customer Status Change Event link
  IEX: Enable Receipt Reversal link
  IEX: Enable Work Queue Statuses link
  IEX: Exclude Dispute Amount From Remaining Amount link
  IEX: Fax IPP Host link
  IEX: Fax IPP Port link
  IEX: Fax IPP Printer Name link
  IEX: Fulfillment Send Method link
  IEX: Hide Bankruptcy in UWQ link
  IEX: Invoice Fulfillment Printer link
  IEX: Invoice Fulfillment Template link
  IEX: iPayment Payee ID link link
  IEX: IPP Printer Name link
  IEX: Item Type of Promise Workflow link link
  IEX: Launch Notes History link
  IEX: Maintain Status in Lifecycle Tab link
  IEX: Maximum Promise to Pay Range link
  IEX: Metric Calculation Method link link
  IEX: Minimum Number of Characters for Lookup link
  IEX: On-Line Creditcard Payment link
  IEX: Pay Reversal Confirmation Letter link
  IEX: Payment Confirmation Letter link
  IEX: Print IPP Host link
  IEX: Print IPP Port link
  IEX: Promise Grace Period link
  IEX: Promise to Pay Confirmation Letter link
  IEX: Send Correspondence Automatically link
  IEX: Service Hold of Delinquencies link link
  IEX: Show Last Payment Due On Field link
  IEX: Skip Default Strategy Assignment link
  IEX: SMTP From link
  IEX: SMTP Host link
  IEX: Strategy Assignment Default Resource link
  IEX: Strategy Creation on Bankruptcy link
  IEX: Strategy Default Template link
  IEX: Strategy Disabled link
  IEX: Strategy Fulfillment Resource link
  IEX: Strategy Grace Period link
  IEX: Strategy Unique Fulfillment link
  IEX: Territory Access link
  IEX: Turn off Collections Activity for Bankruptcy link link
  IEX: Turn Off Invoice on Bankruptcy link
  IEX: Use Customer Language for Dunning Letters link
  IEX: UWQ Default Complete Node Days link
  IEX: UWQ Default Pending Days link
  IEX: Work Queue Access link
  OTS: Advanced Outbound Installation link
  OTS: Customer Access Privilege link
  OTS: Interaction-Generate Customer Activity link
  OTS: Interactions-Default Action link link
  OTS: Interactions-Default Action Item link link
  OTS: Interactions-Default Outcome link link
  OTS: Interactions-Enable Auto Wrapup link link
  OTS: Interactions-Enable Automatic Start link link
  OTS: Interactions-Generate Notes Activity link
  OTS: Interactions-Generate Task Activity link
  OTS: Interactions-Record Media Item ID link
  OTS: Interactions-Start on Query link link
  OTS: Max Interactions Displayed link
  OTS: Task Details - Query Task By link
  OTS: Telesales Interaction Enabled link
  Process Strategies by Operating Unit link
  questionnaire link

promise approval workflow link
promise to pay link
PropertyManager diagnostic test link

Q

Questionnaire link
   See Collections Questionnaire

R

Reconciliation Report link
reports
  Collector Report link
  Reconciliation Report link

resource group hierarchy link
resource groups link
responsibilities link
reusing application windows link
RunAll diagnostic test link

S

scoring link
  adding components to scoring engines link
  components link
  configuring scoring components link
  creating scoring components link
  creating segments link
  entering parameters link
  objects link
  overview link
  scoring engines
    preconfigured link
  segments link
  weight link

Scoring Engine Harness link
scoring engines
  case scoring engine link
  creating link
  determining collection status link
  IEX: Delinquency Status Determination link link
  preconfigured link

security link
Security Manager diagnostic test link
segments
  FAQ link
  scoring link link
  strategy link

setting dunning level link
setting up
   Oracle Territory Manager link
  banks link
  call wrap-up link
  Custom tabs link
  customer status prioritization link
  dunning plan aging bucket link
  dunning plans link link
  E-Business Suite applications link
  Foundation Notes link
  Foundation Tasks link
  legacy calls link
  metrics link
  Oracle Advanced Collections link
  Oracle Bill Presentment Architecture link
  Oracle Cash Management link
  Oracle Customer Interaction History link
  Oracle iReceivables link
  Oracle Lease and Finance Management link link
  Oracle Loans link
  Oracle Payments link
  Oracle Receivables link
  Oracle XML Publisher link
  profile options link
  resource group hierarchy link
  responsibilities link
  scoring link
  scoring ranges link
  security link
  strategies link
  territories link link
  unit of measure link

strategies link
  changing link
  preconfigured templates link
  preconfigured work items link
  preconfigured workflows link
  using checklists link
  using segments link
  work items link

strategy work node link
switch code link
Synchronize Territory Assignment Rules concurrent program link

T

tables
  AR Transactions Summary link
  IEX_OPEN_INT_HST link
  OKL_OPEN_INT link
  OKL_OPEN_INT_ASST link
  OKL_OPEN_INT_PRTY link
  open interface link

task node link
Task pages link
tasks
  setting up link

templates
  correspondence link

territories
  assign collectors link
  matching attributes link

TerritoryManager diagnostic test link

U

unit of measure link
Universal Work Queue
  display style link
  dunning plans link

UserProfile diagnostic test link
UserTest diagnostic test link

V

verifying implementation link
  accounts link
  adjusting invoices link
  bank EFT payments link
  collector's actions link
  Collector's Work Queue navigation link
  disputing invoices link
  Interaction Tracking link
  optional components link
  payment processing link
  processing credit card payments link
  promise to pay link

W

Web Directory Assistance link
work items link
workflow
  promise approval link

workflow processes
  IEX: CO Recall Case from External Agency link
  IEX: CO Report to Credit Bureau link
  IEX: CO Review Transfer to External Agency link
  IEX: CO Transfer to External Agency link
  IEX: Delinquency Asset Work Flow link
  IEX: WF for Collection Delinquent Service Hold link
  IEX: WF for Collections Delinquent Credit Hold link
  preconfigured for work items link