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Oracle Credit Management User Guide
Release 12.1
Part Number E13502-04
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Oracle Credit Management User Guide

Contents

Title and Copyright Information

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Preface

Overview of Oracle Credit Management

Overview of Oracle Credit Management
What Initiates a Credit Review?
Oracle Credit Management Process Flows
How Automation Works

Implementing Oracle Credit Management

Defining Credit Analysts
Maintaining Customer Data
Populating Transaction Data
Defining Credit Management System Options
Defining Lookups
Updating Customer Profile Classes
Assign Customer Credit Classification Program

Setting Up Your Credit Policies

Overview of Oracle Credit Management Setup
What is a Credit Data Point?
Defining Checklists
Adding Dun & Bradstreet Data Points to a Checklist
Defining Scoring Models
External Scoring
Assigning Automation Rules
Setting Up Credit Recommendations
Setting Up Credit Decision Approval Policies
Reviewing Credit Management Performance

Using Credit Management

Processing Credit Reviews
Initiating a Credit Review
Collecting Credit Data
Using Credit Applications to Collect Credit Data
      Creating a New Credit Application
      Searching for Saved Applications
      Searching for In-Process Applications
      Entering Data into a Credit Application
      Submitting a Credit Application
Using Case Folders to Collect Credit Data
      Retrieving a Case Folder
      Entering Data into a Case Folder
      Manually Creating a New Case Folder
Analyzing Credit Data
      Using the Case Folder
      Calculating a Credit Score
      Adding Analysis Notes to the Case Folder
      Viewing Case Folder Attachments
      Refreshing Case Folder Data
      Viewing the Credit Summary
Making a Recommendation
      Implementing the Recommendation
Periodic Credit Review Program

E-Business Suite Integration

E-Business Suite Integration Overview
Oracle Order Management Integration
Oracle Lease Management Integration
Oracle Loans Integration

Workload Management

Credit Analyst Assignment Rules
Reassigning Credit Reviews
Reassign Credit Analyst Program

Additional Implementation Considerations

Defining Credit Usage Rule Sets
Defining Credit Hierarchies

Oracle Credit Management Profile Options and Profile Option Categories

Profile Options and Profile Option Categories Overview
Profile Option Category and Profile Options Descriptions
      Credit Policies Management Category

Credit Management Application Workflow

Credit Management Application Workflow
      Setting Up the Credit Management Application Workflow
      Credit Management Application Workflow Main Process Activities
      Manual Subprocess
      Automation Subprocess
      Approval Subprocess

Credit Request Business Events

Credit Request Business Events
Credit Request Events

Oracle Credit Management Data Points

Oracle Credit Management Data Points
Business Information and Credit Data Points
Financial Data Data Points
References Data Points
Guarantors Data Points
Venture Funding Data Points
Collateral Data Points
Billing and Payments Data Points
Aging Data Points

Additional Data Point PL/SQL Guidelines

Guidelines for Deriving Data Point Values

Credit Management API User Notes

Overview of Credit Management Public APIs
Major Features
API Usage

Index