Oracle Advanced Collections Implementation Guide

Contents

Title and Copyright Information

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Preface

Setting Up Related Applications

Overview of Setup Process

Create Employee Locations and Organizations

Create Employees

Define Resource Group Hierarchy

Assign Roles and Resource Groups

Assign Collectors

Set Up Oracle Receivables

Enable AR Transactions Summary Tables

Set Up Oracle Cash Management

Set Up Oracle Payments

Enable Oracle iReceivables

Set Up Units of Measure

Set Up Security and Responsibilities

Set Up Notes

Set Up Tasks

Set Up Oracle XML Publisher

Create Oracle XML Publisher Templates

Correspondence and Bind Variables

Enable Customer Interaction Tracking

Set Up Oracle Customer Interaction History

Enable Oracle Interaction Center

Set Up Legacy Calls for Oracle Receivables

Set Up Call Wrap-up Administration

Implement Oracle Trade Management

Install Oracle Bill Presentment Architecture

Install Oracle Lease and Finance Management

Install Oracle Loans

Implementing Oracle Advanced Collections

Setting Up Oracle Advanced Collections

Using Preconfigured Elements

Operational Data Level

Multiple Level Strategies for Different Operating Units

Display Collector's Work Queue Nodes

Set the Desktop Display Style

Set Up Custom Tabs

Set Up Metrics

Set Up Additional Oracle Advanced Collections Profile Options

Set Up Customer Status Prioritization

Enable Web Directory Assistance

Set Up Workflow for Promise Approval

Configure Oracle Advanced Collections for Oracle Lease and Finance Management

Collections Methods Setup

Overview of Scoring

Score Objects

Concurrent Programs for Scoring

Preconfigured Scoring Engines

Set Up Scoring

Scoring Components

Create Scoring Components

Weight

Segments in Scoring Engines

Create or Update a Scoring Segment

Create New Scoring Engines

Add Scoring Components

Set Score Ranges

Enter Parameters for Function Variables

Set Up Delinquency Status Score Ranges

Collections Strategies

How Strategies Work

      Changing Strategies Based on Tolerance

Strategy Checklists

Segments in Strategies

Preconfigured Elements for Strategies

Work Items

      Work Item Details

      Using Custom Workflows

      Correspondence

Create Work Items

Create a Work Item - General Information

Create a Work Item - Details

Set Up Correspondence

Custom Workflows

Assign Skills

Create Collections Strategies

Strategy General Information

Adding a Strategy Segment

Scoring Rules

Add Work Items

Define Strategy Default

Default Strategy Resource

Overview of Using Dunning Plans

Dunning Process

Dunning Requirements

Creating Correspondence Templates

Dunning Plans

Aging Bucket Lines for Dunning

Set Dunning Plan Aging Bucket

Setting Dunning Level

Set Collections Dunning Level

Creating a Dunning Plan

Create Dunning Plans

Set Up Universal Work Queue for Dunning Plans

Verifying the Implementation

Use the Diagnostic Tests

Implementation Verification Tasks for Mandatory Components

Create Accounts

Create Invoices

Create Delinquencies

Verify Delinquencies

Dispute an Invoice

Adjust an Invoice

Record a Promise to Pay

Process a Credit Card Payment

Process a Bank EFT Payment

Verify Payment Processing

Verify the Collector's Actions

Verify Collector's Work Queue Navigation

Verify Interaction Tracking

Implementation Verification Tasks for Optional Components

Verifying Integration with Oracle Lease and Finance Management

Lookups

Collections Lookups

Profile Options

Oracle Advanced Collections Profile Options and Profile Categories Overview

Category and Profile Option Descriptions

      Account Work Queue Configuration Category

      Activity Tracking Category

      Business Flow Configuration Category

      Collections Methods Category

      Correspondence Category

      Customer Work Queue Configuration Category

      Debug Category

      Delinquency Work Queue Configuration Category

      Leasing Integration Category

      Operations Category

      Site Work Queue Configuration Category

      UI Category

      Work Queue Configuration Category

      XML Publisher Integration Category

Profile Options for Collections Questionnaire and Checklist

Profile Options Not Owned by Oracle Advanced Collections

Preconfigured Correspondence Templates

Preconfigured Templates for Oracle XML Publisher

Payment Confirmation Letter Template

Dispute Confirmation Letter Template

Promise Confirmation Letter Template

Adjustment Confirmation Letter Template

Payment Reversal Confirmation Letter Template

Consolidated Invoice Confirmation Letter Template

Invoice Letter Template

Pre-delinquent Letter Template

Soft Dunning Letter 1 Template

Soft Dunning Letter 2 Template

Moderate Dunning Letter 1 Template

Moderate Dunning Letter 2 Template

Hard Dunning Letter 1 Template

Hard Dunning Letter 2 Template

Hard Dunning Letter 3 Template

Metrics

Preconfigured Metrics

Preconfigured Scoring Elements

Using Preconfigured Scoring Elements

Preconfigured Scoring Engines

Preconfigured Scoring Components

Preconfigured Strategy Elements

Preconfigured Strategy Templates

Preconfigured Strategy Work Items

Preconfigured Workflows for Strategy Work Items

Collections Features for Oracle Receivables and Advanced Collections

List of Collections Features for Oracle Receivables and Advanced Collections

      Collections Features for Receivables

      Oracle Advanced Collections Features

Oracle Lease and Finance Management Open Interface Tables

Open Interface Tables

OKL_OPEN_INT Table

OKL_OPEN_INT_PRTY Table

OKL_OPEN_INT_ASST Table

IEX_OPEN_INT_HST Table

Index