Oracle Advanced Collections User Guide

Contents

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Preface

Introduction to Oracle Advanced Collections

Overview of Oracle Advanced Collections

Key Features of Oracle Advanced Collections

Oracle Advanced Collections Integrations

Process Flow for Oracle Advanced Collections

Process Flow for Strategies

Process Flow for Dunning Plans

Process Flow for Later-stage Delinquencies

Process Flow for Campaigns

Overview of Using Oracle Advanced Collections

Oracle Advanced Collections User Interface

Using the Collections Window

Using the Navigator in Oracle Advanced Collections

Using Collector's Work Queue

About Dynamic Tables

Searching

Overview of Searching

      Using Partial Search Terms

      Optimizing Your Searches

Performing Quick Searches

Performing Expanded Searches

Creating a List

Viewing a List You Have Created

Saving a Query for Reuse

Searching Using a Query You Have Saved

Finding Text in Dynamic Tables

Interacting with Customers

Overview of Interacting with Customers

Viewing Customer Information

      Changing the Operational Data Level View

      Designating Customer Contacts

Overview of the Profile Tab

Overview of the History Tab

Viewing Aging

Processing Transactions

Overview of Processing Transactions

Viewing Invoices Using Bill Presentment Architecture

Processing Payments

Accepting Promises to Pay

Viewing Claims in Oracle Trade Management

Managing Later-stage Delinquencies

Overview of Later-stage Delinquencies

Viewing Collection Lifecycle Data

Collections Lifecycle

Managing Later-stage Delinquencies

Bankruptcy

Write-Offs

Litigation

Repossession

Tracking Costs for Collecting a Case

Using Dunning Plans

Running Concurrent Programs for Dunning Plans

Dunning in Correspondence History

Using Strategies

Viewing Strategies for a Customer

Viewing Strategies History

Changing Work Items in a Strategy

Changing a Strategy

Reviewing Strategies as a Manager

Putting Strategies On Hold or Releasing Strategies

Canceling a Strategy

Reporting and Transferring Cases to External Parties

Overview of Reporting to a Credit Bureau

Using a Strategy to Notify and Report to a Credit Bureau

Overview of Transferring to an External Agency

Using a Strategy to Transfer to an External Agency

Details of Transfer to External Agency Workflows

User Procedures

Using the Profile Tab

Using Customer Contacts

Using the History Tab

Viewing Adjustment History

Viewing Correspondence History

Viewing Dispute History

Viewing Interaction History

Viewing Payment History

Viewing Promise History

Viewing Account Information

Viewing Account Balances by Aging Bucket

Viewing Open Credits

Viewing Transaction Data

Using the Notes Tab

Using the Tasks Tab

Viewing Loan Information

Viewing Cases

Viewing Contracts a Customer Has With Your Organization

Using Custom Tabs

Using Attachments

Using Directory Assistance

Using Payment Processing

Processing Credit Card Payments

Adding Credit Card Information

Processing Bank Check EFT Payments

Entering a Promise to Pay

Reversing Payments

Adjusting Invoices

Disputing Invoices

Reviewing Delinquencies

Updating a Delinquency

Recording a Bankruptcy

Closing a Bankruptcy

Manually Notifying Customers of Impending Report to Credit Bureau

Manually Reporting a Customer to a Credit Bureau

Reporting All Customers

Manually Transferring Cases to an External Agency

Manually Reviewing Transferred Cases

Manually Recalling Transferred Cases

Controlling Status in the Collections Header

Reassigning Work

Self Registering Accounts

Administering Oracle Advanced Collections

Using Preconfigured Components

Running Concurrent Programs

Concurrent Programs for Oracle Lease and Finance Management

Running Reports

Overview of Oracle Advanced Collections Reports

Collector Campaign Schedule Report

Running the Collector Campaign Schedule Report

Payment Campaign Report

Running the Payment Campaign Report

Payment Collector Report

Running the Payment Collector Report

Promise Reconciliation Report

Running the Promise Reconciliation Report

Index