This chapter explains how to create and use strategies to automate your collections process.
This chapter covers the following topics:
Use this procedure to view strategies for a customer, account, bill to location, or delinquency.
Steps
Using the Collections Agent responsibility, in the View list, select the object for which you want to view strategies: Customer, Account, Bill To, or Delinquency.
Select the Strategy tab.
The list of strategies for the selected object appears.
Select a strategy.
The work items for the selected strategy appear.
If you want to view a related checklist, then click Checklist.
The Checklist Details window lists items on the checklist with dates and whether or not items are completed.
If you want to see details for a work item, then select the work item and click Details.
The Work Item Details window displays the detail information.
Optionally, you can edit the status, dates, and assignee fields in Work Item Detail.
To complete a work item, click Complete Work. This initiates a workflow notification process and updates the work item status in Collector's Work Queue.
If you determine that work items in a strategy need to change, you can change, skip, or add new work items. Use this procedure to change work items for a customer, account, or bill to location, or delinquency strategy.
Steps
Using the Collections Agent responsibility, in the View list, select the object for which you want to view strategies: Customer, Account, or Bill To, or Delinquency.
Select the Strategy tab.
The list of strategies for the selected object appears.
Select a strategy.
The work items for the selected strategy appears.
Click Change Work Item.
The Strategy User Item Selection window lists all current work items for the strategy as well as all available work item templates available.
If you want to skip one of the work items, then highlight it and click Skip.
The status for the work item changes to Skip.
Note: If you click Complete Work for a wait time work item, Oracle Advanced Collections executes the wait time.
To add a work item:
Highlight the work item above the sequence where the new work item should appear.
Select the work item from the Available section.
Click the arrow to move the item to the Assigned section.
The work item appears below the highlighted item and is given a Work Item Order number that equals the one on the line before plus one.
To remove an item that was manually added:
Highlight the item you want to remove in the Assigned section.
Click the arrow to move it to the Available section.
Click OK.
Use this procedure to change a strategy for a customer, account, bill to location, or delinquency.
Note: If you change a strategy and not all of the work items for that strategy have been executed, then those work items that have not yet been executed will change with the strategy.
Steps
Using the Collections Agent responsibility, in the View list, select the object for which you want to view strategies: Customer, Account, Bill To, or Delinquency.
Select the Strategy tab.
The list of strategies for the selected object appears.
Select a strategy.
The work items for the selected strategy appear.
To change a strategy:
Click Change Strategy.
The Change Strategy window displays available strategy templates.
Select a template.
Click OK.
The highlighted strategy on the Strategy tab is replaced with the new strategy template.
Using the Collections Manager responsibility, use the following procedure to view strategies and work items in Oracle Advanced Collections that are assigned to you as a manager.
Steps
Using the Collections Manager responsibility, select the Strategy tab.
A list of your strategies appears.
Click a strategy name.
The details for that strategy appear.
Optionally, if the Checklist button is enabled, you can do the following:
Click Checklist.
The checklist for the strategy appears.
Optionally, enter date information for checklist items.
Optionally, select Complete for checklist items.
Your changes appear the next time you view the checklist, but are not saved to the database.