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Preconfigured Scoring Elements
This appendix describes the preconfigured scoring engines and scoring components provided in the application.
This appendix covers the following topics:
Using Preconfigured Scoring Elements
Oracle Advanced Collections provides preconfigured elements for scoring that you can use to test your implementation, or use in your live production environment if they suit your business needs.
This appendix contains information regarding the following elements:
Preconfigured Scoring Engines
Preconfigured Scoring Components
Preconfigured Scoring Engines
The following table lists the preconfigured scoring engines available in Oracle Advanced Collections.
Preconfigured Scoring Engines
Delinquency Status Determination |
Scores transactions to determine status of current or delinquent. |
Collections Transactions |
Invoice Delinquency Filter |
2 |
Customer Scoring |
Scores the party (customer). Displays the score in the Collections Score field in the Collections Header. |
Party |
Delinquent Parties Filter |
1 |
Account Scoring |
Scores the account. Displays the score in the Score field on the Accounts tab. |
Account |
Accounts Filter |
6 |
Bill To Scoring |
Scores the Bill To sites. |
Bill To |
Delinquent Bill Site To Filter |
7 |
Case Scoring |
Scores Lease and Finance Management contracts. |
Collections Case |
Case Filter |
3 |
Loans Delinquency Scoring |
Scores Oracle Loans invoices. |
|
|
|
Sample Delinquent Installment |
Scores transactions. |
Collections Transactions |
Oracle Collections Delinquent Invoice Filter |
5 |
Sample Case Delinquency |
Scores Lease and Finance Management contracts. |
Collections Case |
Oracle Collections Delinquent Case Filter |
4 |
Note: Use the Sample Case Delinquency and Sample Delinquent Installment scoring engines only if you used them in earlier releases of Oracle Advanced Collections. For all other installations, these scoring engines have been replaced by Delinquency Status Determination and Case Scoring.
For your reference, this table lists the old names used for preconfigured scoring engines in previous releases.
Delinquency Status Determination |
Default Invoice Delinquency Management Engine |
Customer Scoring |
Sample Delinquent Party Score Engine |
Account Scoring |
Sample Delinquent Account Score Engine |
Bill To Scoring |
Sample Bill to Score Engine |
Case Scoring |
Default Case Delinquency Management Engine |
Sample Delinquent Installment |
Sample Delinquent Installment Score Engine |
Sample Case Delinquency |
Sample Case Delinquency Score Engine |
Preconfigured Scoring Components
The following tables describe the preconfigured scoring components for use with scoring engines.
Aging Bucket Line for Account
Object |
Account |
Description |
Identifies the oldest aged transaction for the account. |
Object |
Account |
Type Value |
Select nvl(max(abl.Bucket_Sequence_num),0) From ar_aging_buckets ab, Ar_aging_bucket_lines abl, IEX_app_preferences_vl iex, Ar_payment_Schedules arp, IEX_DELINQUENCIES DEL Where abl.aging_bucket_id = ab.aging_bucket_id AND Ab.bucket_name = iex.preference_value AND Iex.preference_name = 'DUNNING PLAN AGING BUCKET' AND DEL.payment_schedule_id = arp.payment_schedule_id AND (sysdate - arp.due_date) between abl.days_start and abl.days_to and Del.Cust_Account_ID = :ACCOUNT_ID |
Function |
N |
Old Name |
Account Aging Bucket Line |
Aging Bucket Line for Bill To
Object |
Bill To |
Description |
Identifies the oldest aged transaction for the Bill To. |
Component |
Select nvl(max(abl.Bucket_Sequence_num),0) From ar_aging_buckets ab, Ar_aging_bucket_lines abl, IEX_app_preferences_vl iex, Ar_payment_Schedules arp, IEX_DELINQUENCIES DEL Where abl.aging_bucket_id = ab.aging_bucket_id AND Ab.bucket_name = iex.preference_value AND Iex.preference_name = 'DUNNING PLAN AGING BUCKET' AND DEL.payment_schedule_id = arp.payment_schedule_id AND (sysdate - arp.due_date) between abl.days_start and abl.days_to and Del.Customer_Site_Use_ID = :BILL_TO_ID |
Function |
N |
Old Name |
Bill To Aging Bucket Line |
Aging Bucket Line for Customer
Object |
Party (used to score customers) |
Description |
Identifies the oldest aged transaction for the customer. |
Type Value |
Select nvl(max(abl.Bucket_Sequence_num),0) From ar_aging_buckets ab, Ar_aging_bucket_lines abl, IEX_app_preferences_vl iex, Ar_payment_Schedules arp, IEX_DELINQUENCIES DEL Where abl.aging_bucket_id = ab.aging_bucket_id AND Ab.bucket_name = iex.preference_value AND Iex.preference_name = 'DUNNING PLAN AGING BUCKET' AND DEL.payment_schedule_id = arp.payment_schedule_id AND (sysdate - arp.due_date) between abl.days_start and abl.days_to and Del.Party_Cust_ID = :PARTY_ID |
Function |
N |
Old Name |
Party Aging Bucket Line |
Aging Bucket Line for Delinquency
Object |
Delinquency |
Description |
Determines the aging of the Delinquency. |
Component |
Select nvl(abl.Bucket_Sequence_num,0) From ar_aging_buckets ab, Ar_aging_bucket_lines abl, IEX_app_preferences_vl iex, Ar_payment_Schedules arp, IEX_DELINQUENCIES DEL Where abl.aging_bucket_id = ab.aging_bucket_id AND Ab.bucket_name = iex.preference_value AND Iex.preference_name = 'DUNNING PLAN AGING BUCKET' AND DEL.payment_schedule_id = arp.payment_schedule_id AND (sysdate - arp.due_date) between abl.days_start and abl.days_to and Del.delinquency_id = :DELINQUENCY_ID |
Function |
N |
Old Name |
Delinquency Aging Bucket Line |
Amount Overdue to Delinquency Threshold
Object |
Loan |
Description |
Determines Status of the Delinquent Loan |
Component |
SELECT trunc(NVL(sum.TOTAL_OVERDUE, 0) / NVL(term.DELINQUENCY_THRESHOLD_AMOUNT, 1)) from LNS_PAYMENTS_SUMMARY_V sum, LNS_TERMS term where sum.loan_id = :loan_id and sum.loan_id = term.loan_id |
Function |
N |
Case Delinquency Determination
Object |
Case |
Description |
Creates a score for a Leasing Case. |
Component |
Call IEX_SCORE_CASE_PVT.Calculate_Score (:case_id, :score_component_id) into :raw_case_score) |
Function |
Y |
Old Name |
Case Scoring Component: What is the latest case score? |
Customer Since for Account
Object |
Account |
Description |
Determines how long we've been doing business with the Account. |
Component |
SELECT TO_CHAR(CREATION_DATE, 'YYYY') FROM HZ_CUST_ACCOUNTS WHERE CUST_ACCOUNT_ID = :CUST_ACCOUNT_ID |
Function |
N |
Old Name |
Account Since |
Customer Since for Bill To
Object |
Bill To |
Description |
Determines how long we've been doing business with the Bill To. |
Component |
SELECT TO_CHAR(CREATION_DATE, 'YYYY') FROM HZ_CUST_SITE_USES WHERE CUSTOMER_SITE_USE_ID = :billto_id |
Function |
N |
Old Name |
Customer Since for Bill To |
Customer Since for Customer
Object |
Party (used to score customers) |
Description |
Determines how long have we've been doing business with the customer. |
Component |
SELECT TO_CHAR(CREATION_DATE, 'YYYY') FROM HZ_PARTIES WHERE PARTY_ID = :party_id |
Function |
N |
Old Name |
Customer Since for Party |
Delinquencies Amount for Account
Object |
Account |
Description |
Identifies the total overdue amount owed by the Account. |
Component |
Select NVL(sum(ar.acctd_amount_due_remaining),0) from ar_payment_schedules ar, iex_delinquencies del where ar.payment_schedule_id = del.payment_schedule_id AND del.status in ('DELINQUENT', 'PREDELINQUENT') AND del.cust_account_id = :cust_account_id AND del.creation_date >= sysdate -365 |
Function |
N |
Old Name |
Amount of Delinquencies for Account |
Delinquencies Amount for Bill To
Object |
Bill To |
Description |
Identifies the total overdue amount owed by this Bill To. |
Component |
Select NVL(sum(ar.acctd_amount_due_remaining),0) from ar_payment_schedules ar, iex_delinquencies del where ar.payment_schedule_id = del.payment_schedule_id AND del.status in ('DELINQUENT', 'PREDELINQUENT') AND del.customer_site_use_id = :billto_id AND del.creation_date >= sysdate -365 |
Function |
N |
Old Name |
Amount of Delinquencies for Bill To |
Delinquencies Amount for Customer
Object |
Party (used to score customers) |
Description |
Identifies the total overdue amount owed by the Customer. |
Scoring Component |
Select NVL(sum(ar.acctd_amount_due_remaining),0) from ar_payment_schedules ar, iex_delinquencies del where ar.payment_schedule_id = del.payment_schedule_id AND del.status in ('DELINQUENT', 'PREDELINQUENT') AND del.party_cust_id = :party_id AND del.creation_date >= sysdate -365 |
Function |
N |
Old Name |
Amount of Delinquencies for Party |
Number of Delinquencies for Account
Object |
Account |
Description |
Determines how many delinquencies exist for the Account. |
Component |
SELECT COUNT(1) FROM IEX_DELINQUENCIES WHERE CUST_ACCOUNT_ID = :CUST_ACOCUNT_ID |
Function |
N |
Old Name |
Number of Delinquencies for Account |
Number of Delinquencies for Bill To
Object |
Bill To |
Description |
Determines how many delinquencies exist for the Bill To. |
Component |
SELECT COUNT(1) FROM IEX_DELINQUENCIES WHERE CUSTOMER_SITE_USE_ID = :billto_id |
Function |
N |
Old Name |
Number of Delinquencies for Bill To |
Number of Delinquencies for Customer
Object |
Party (used to score customers) |
Description |
Determines how many delinquencies exist for the customer. |
Score Component Value |
SELECT COUNT(1) FROM IEX_DELINQUENCIES WHERE PARTY_CUST_ID = :party_id |
Function |
N |
Old Name |
Number of Delinquencies for Party |
Payment Schedule Delinquency Determination
Object |
Collections Transaction |
Description |
This scoring component uses a data view that consists of all payment schedules when the current date is greater than the due date, nothing is in dispute, and the remaining amount is greater than zero. The component compares this view with the group of all payment schedules. It assigns a score of 1.0 to 10.99 for payment schedules that are not in the view and a score of 11 to 100 for payment schedules in the view. |
Component |
SELECT Nvl(Count(1), 0) FROM IEX_DELINQUENCIES_NEW_V WHERE Payment_Schedule_id = :payment_schedule_id |
Function |
N |