This appendix lists the preconfigured work items and templates available for strategies.
This appendix covers the following topics:
The following table lists the preconfigured strategy templates available in Oracle Advanced Collections.
| Seeded Strategy Name | Seeded Description | Strategy Level |
|---|---|---|
| Customer Pre-delinquent Strategy | Strategy used with pre-delinquent customers | Customer |
| Customer Soft Collections Strategy | Soft Customer Collections Strategy | Customer |
| Customer Moderate Collections Strategy | Moderate Customer Collections Strategy | Customer |
| Customer Hard Collections Strategy | Hard Customer Collections Strategy | Customer |
| Customer Catch-all Collections Strategy | Catch All Customer Collections Strategy | Customer |
| Litigation Strategy for Customer | Later-stage strategy for customer litigations | Customer |
| Repossession Strategy for Customer | Later-stage strategy for customer repossessions | Customer |
| Write-off Strategy for Customer | Later-stage strategy for customer contract write-offs ONLY | Customer |
| Bankruptcy Strategy for Customer | Later-stage strategy for customer bankruptcies | Customer |
| Account Pre-delinquent Strategy | Strategy used with pre-delinquent accounts | Account |
| Account Soft Collections Strategy | Soft Account Collections Strategy | Account |
| Account Moderate Collections Strategy | Moderate Account Collections Strategy | Account |
| Account Hard Collections Strategy | Hard Account Collections Strategy | Account |
| Account Catch-all Collections Strategy | Catch All Account Collections Strategy | Account |
| Litigation Strategy for Account | Later-stage strategy for account litigations | Account |
| Repossession Strategy for Account | Later-stage strategy for account repossessions | Account |
| Write-off Strategy for Account | Later-stage strategy for account contract write-offs ONLY | Account |
| Bankruptcy Strategy for Account | Later-stage strategy for account bankruptcies | Account |
| Bill To Pre-delinquent Strategy | Strategy used with pre-delinquent accounts | Bill To |
| Bill To Soft Collections Strategy | Soft Bill To Collections Strategy | Bill To |
| Bill To Moderate Collections Strategy | Moderate Bill To Collections Strategy | Bill To |
| Bill To Hard Collections Strategy | Hard Bill To Collections Strategy | Bill To |
| Bill To Catch-all Collections Strategy | Catch All Bill To Collections Strategy | Bill To |
| Litigation Strategy for Bill To | Later-stage strategy for bill to litigations. | Bill To |
| Repossession Strategy for Bill To | Later-stage strategy for bill to repossessions | Bill To |
| Write-off Strategy for Bill To | Later-stage strategy for bill to contract write-offs ONLY | Bill To |
| Bankruptcy Strategy for Account | Later-stage strategy for bill to bankruptcies | Bill To |
| Delinquency Pre-delinquent Strategy | Strategy used with pre-delinquent accounts | Delinquency |
| Delinquency Soft Collections Strategy | Soft Delinquency Collections Strategy | Delinquency |
| Delinquency Moderate Collections Strategy | Moderate Delinquency Collections Strategy | Delinquency |
| Delinquency Hard Collections Strategy | Hard Delinquency Collections Strategy | Delinquency |
| Delinquency Catch-all Collections Strategy | Catch All Delinquency Collections Strategy | Delinquency |
| Litigation Strategy for Delinquency | Later-stage strategy for delinquency litigations. | Delinquency |
| Repossession Strategy for Delinquency | Later-stage strategy for delinquency repossessions | Delinquency |
| Write-off Strategy for Delinquency | Later-stage strategy for delinquency contract write-offs ONLY | Delinquency |
| Bankruptcy Strategy for Delinquency | Later-stage strategy for delinquency bankruptcies | Delinquency |
The following table lists the preconfigured strategy work items available in Oracle Advanced Collections.
| Work Item | Description | Manual or Automatic | Send Method | Suggested Skill Set | Required? |
|---|---|---|---|---|---|
| Pre-delinquency Courtesy Letter | Courtesy reminder notice to a pre-delinquent customer | Automatic | N/A | Optional | |
| Pre-delinquency Courtesy Call | Courtesy collections call to pre-delinquent customer | Manual | N/A | N/A | Optional |
| Soft Dunning Letter 1 | First soft dunning letter | Automatic | N/A | Optional | |
| Soft Dunning Letter 2 | Second soft dunning letter | Automatic | N/A | Optional | |
| Moderate Dunning Letter 1 | First moderate dunning letter | Automatic | N/A | Optional | |
| Moderate Dunning Letter 2 | Second moderate dunning letter | Automatic | N/A | Optional | |
| Hard Dunning Letter 1 | First hard dunning letter | Automatic | N/A | Optional | |
| Final Demand Letter | Final demand letter to customer | Automatic | N/A | Optional | |
| Soft Collections Call 1 | First collections call | Manual | N/A | N/A | Optional |
| Soft Collections Call | Second collections call | Manual | N/A | N/A | Optional |
| Moderate Collections Call 1 | First moderate collections call | Manual | N/A | Moderate collections | Optional |
| Moderate Collections Call 2 | Second moderate collections call | Manual | N/A | Moderate collections | Optional |
| Hard Collections Call 1 | First hard collections call | Manual | N/A | Hard collections | Optional |
| Hard Collections Call 2 | Second hard collections call | Manual | N/A | Hard collections | Optional |
| Review Moderate Customer Account | Review this customer account to determine next action | Manual | N/A | Ability to review customer's collections situation | Required |
| Customer site visit | Customer site visit | Manual | N/A | Able to travel to customer site | Optional |
| Review Pending Bankruptcy | Review to determine bankruptcy action | Manual | N/A | Has knowledge of bankruptcy/creditor process | Required |
| Review Pending Repossession | Review to determine repossession action | Manual | N/A | Has knowledge of repossession process | Required |
| Review Pending Litigation | Review to determine legal action | Manual | N/A | Has knowledge of legal aspects of collections | Required |
| Review Pending Write off | Review to determine write-off action for Leasing write off only | Manual | N/A | Has knowledge of lease write-off process | Required |
The following table lists the preconfigured workflows for strategy work items available in Oracle Advanced Collections.
To customize a preconfigured workflow, you must copy, modify, and rename the workflow in order to use it.
| Workflow | Description |
|---|---|
| IEX: Collection Strategy Workflow | This workflow executes the work items in a strategy including setting status and wait times. Customizing this workflow is not recommended. |
| IEX: CO Recall Case from External Agency | For Oracle Lease and Finance Management. This workflow recalls the case from the external agency and sends the work item complete signal after recalling the case. You can customize this workflow to suit your business requirements but do not remove the send signal. |
| IEX: CO Report to Credit Bureau | For Oracle Lease and Finance Management. This workflow reports a customer to a credit bureau and sends the work item complete signal after reporting the case. You can customize this workflow to suit your business requirements but do not remove the send signal. |
| IEX: CO Review Transfer to External Agency | For Oracle Lease and Finance Management. This workflow gives the leasing agent the option to review the transfer. The workflow sends the work item complete signal after reporting the customer. You can customize this workflow to suit your business requirements but do not remove the send signal. |
| IEX: CO Transfer to External Agency | For Oracle Lease and Finance Management. This workflow transfers the case to an external agency and sends the work item complete signal after transferring the case. You can customize this workflow to suit your business requirements but do not remove the send signal. |
| IEX: Contract Termination Notification | For Oracle Lease and Finance Management. This workflow sends the notification of approval of writeoff contracts to the case owners. |
| IEX: Strategy Custom Workflow | Executes work items in a custom workflow when triggered by work items in the IEX: Collections Strategy Workflow. Customizing this workflow is not recommended. You can copy and modify the workflow, but do not remove the initial wait node. |
| IEX: Strategy Fulfillment Mailer | This workflow initiates all automatic correspondence work items in your strategies when triggered by work items in the IEX: Collection Strategy Workflow. Customizing this workflow is recommended, but do not remove the initial wait node. |
| IEX: WF for Bankruptcy Status | This workflow executes when you create a bankruptcy for a delinquency. This workflow sends a notification to the collections manager for approval. When the manager approves, it notifies the collector and sets the contact preference to Do Not Call. |
| IEX: WF for Collection Delinquent Credit Hold | When you create a bankruptcy, this workflow runs if the Credit Hold check box is selected for a customer. It send a notification to the collections manager for approval and updates the approval status. You can customize this workflow to suit your business requirements. |
| IEX: WF for Collection Delinquent Service Hold | When you create a bankruptcy, this workflow runs if the Service Hold check box is selected for a customer. It sends a notification to the collections manager for approval and updates the approval status. You can customize this workflow to suit your business requirements. |
| IEX: Case Reassignment | Obsolete |
| IEX: CO Notify Customer | Obsolete |
| IEX: Delinquency Asset Workflow | Obsolete |
| IEX: WF for Delinquency Current Status Notice | Obsolete |
| IEX: WF Delinquency New Status Creating Notice | Obsolete |
| IEX: WF for Delinquency Status Approval | Obsolete |
| IEX: WF for Refund Approval | Obsolete |
| IEX: WF to Notify a Third Party for Repossession | Obsolete |
| IEX: Writeoff Approval Request | Obsolete |