Oracle Advanced Collections User Guide

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Preface

Introduction to Oracle Advanced Collections

Overview

Oracle Advanced Collections Key Features

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

Managing Assigned Work Items

About Dynamic Tables

Searching

Overview of Searching

Using Partial Search Terms

Optimizing Your Searches

Interacting with Customers

Overview of Interacting with Customers

Viewing Customer Information

Changing the Operational Data Level View

Designating Customer Contacts

Using the Profile Tab

Viewing History

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

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

Changing Work Items in a Strategy

Changing a Strategy

Reviewing Strategies as a Manager

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

Administering Oracle Advanced Collections

Using Preconfigured Components

Running Concurrent Programs

Concurrent Programs for Oracle Lease and Finance Management

Running Reports

Running Oracle Advanced Collections Reports

Campaign Outcome Summary Report

Collector Outcome Summary Report

Payment Collector Summary Report

Payment Collector Detail Report

Payment Campaign Summary Report

Payment Campaign Detail Report

Promise Reconciliation Summary Report - Schedule or Collector

Promise Reconciliation Detail Report - Schedule or Collector

User Procedures

Finding Text in Dynamic Tables

Performing Quick Searches

Performing Expanded Searches

Creating a List

Saving a Query for Reuse

Searching Using a Query You Have Saved

Viewing a List You Have Created

Profile Tab

Customer Contacts

History Tab

Viewing Adjustment History

Viewing Correspondence History

Viewing Dispute History

Viewing Interaction History

Viewing Payment History

Viewing Promise History

Viewing Account Balances by Aging Bucket

Viewing Open Credits

Viewing Account Information

Viewing Cases

Viewing Contracts a Customer Has With Your Organization

Notes Tab

Tasks Tab

Viewing Loan Information

Using Custom Tabs

Using Attachments

Using Directory Assistance

Payment Processing

Viewing Transaction Data

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

Running the Campaign and Collector Outcome Reports

Running the Payment Collector Report

Running the Payment Campaign Report

Running the Reconciliation Report

Self Registering Accounts

Index

Oracle Advanced Collections User Guide

Contents