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Siebel eFinance Guide > Collections > End-User Procedures >

Researching Delinquent Accounts

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Prior to actually calling an account in a collection campaign, end users can use the Collection Summary and Promises Summary views to review historical information about an account.

To view collection summary information from the Campaigns screen

1. Navigate to the Campaigns screen.
2. In the Campaigns list, select a campaign.
3. Click the Call Start view tab.
4. Drill down on the Last Name field hyperlink.

   The Contacts screen appears.

5. Click the Collection Summary view tab.

   The Collection Summary view appears.

   The following table describes the types of information appearing in the Collection Summary view.

   Summary	Comments
   Financial Accounts	Displays a list of financial accounts associated with the selected contact.
   Financial Account Detail	Displays details about the account selected in the Financial Accounts list.
   Situation Summary	Displays collection information, such as past payment promises, about the currently selected delinquent account.
   Campaigns	Displays a list of campaigns associated with the currently selected contact.

6. To view additional information:
   • Drill down on the Account # in the Financial Accounts list to access the Financial Account screen
   • Drill down on the campaign name in the Campaigns list to return to the Campaigns screen

NOTE:  End users can also access the Collection Summary view tab directly from the Contacts screen. Navigate to the Contacts screen, select a contact, and then click the Collection Summary view tab.

The Situation Summary view displays a brief history of collection information about the currently selected financial account. To view even more detailed collection information, users can access the Promises Summary view.

To view promises summary information from the Campaigns screen

1. Navigate to the Campaigns screen.
2. In the Campaigns list, select a campaign.
3. Click the Call Start view tab.
4. Drill down on the Last Name field hyperlink.

   The Contacts screen appears.

5. Click the Financial Accounts view tab.
6. In the Financial Accounts list, drill down on the Account # hyperlink.

   The Financial Accounts screen appears.

7. Click the Promises Summary view tab.

NOTE:  End users can also access the Promises Summary view tab directly from the Financial Accounts screen. Navigate to the Financial Accounts screen, select an financial account, and then click the Promises Summary view tab.

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