Oracle Advanced Collections Implementation Guide

Contents

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Preface

Setting Up Related Applications

Overview of Setup Process
Create Employee Locations and Organizations
Create Employees
Define Resource Group Hierarchy
Assign Roles and Resource Groups
Assign Collectors
Set Up Oracle Receivables
Enable AR Transactions Summary Tables
Set Up Oracle Cash Management
Set Up Oracle Payments
Enable Oracle iReceivables
Set Up Units of Measure
Set Up Security and Responsibilities
Set Up Notes
Set Up Tasks
Set Up Oracle XML Publisher
Create Oracle XML Publisher Templates
Correspondence and Bind Variables
Enable Customer Interaction Tracking
Set Up Oracle Customer Interaction History
Enable Oracle Interaction Center
Set Up Legacy Calls for Oracle Receivables
Set Up Call Wrap-up Administration
Implement Oracle Trade Management
Install Oracle Bill Presentment Architecture
Install Oracle Lease and Finance Management
Install Oracle Loans

Implementing Oracle Advanced Collections

Setting Up Oracle Advanced Collections
Using Preconfigured Elements
Operational Data Level
Multiple Level Strategies for Different Operating Units
Display Collector's Work Queue Nodes
Set the Desktop Display Style
Set Up Custom Tabs
Set Up Metrics
Set Up Additional Oracle Advanced Collections Profile Options
Set Up Customer Status Prioritization
Enable Web Directory Assistance
Set Up Workflow for Promise Approval
Configure Oracle Advanced Collections for Oracle Lease and Finance Management

Collections Methods Setup

Scoring
      Overview of Scoring
      Score Objects
      Concurrent Programs for Scoring
      Preconfigured Scoring Engines
      Scoring Components
      Set Up Scoring
      Create Scoring Components
      Weight
      Segments in Scoring Engines
      Create or Update a Scoring Segment
      Create New Scoring Engines
      Add Scoring Components
      Set Score Ranges
      Enter Parameters for Function Variables
      Set Up Delinquency Status Score Ranges
Strategies
      Overview of Collections Strategies
      How Strategies Work
      Changing Strategies Based on Tolerance
      Strategy Checklists
      Segments in Strategies
      Preconfigured Elements for Strategies
      Create Work Items
      Creating a Work Item - General Information
      Creating a Work Item - Details
      Using Custom Workflows
      Setting Up Correspondence
      Assigning Skills
      Create Collections Strategies
      Creating a Strategy - General Information
      Adding a Strategy Segment
      Setting Up Scoring Rules
      Adding Work Items
      Define Default Strategies
      Default Strategy Resource
Dunning Plans
      Overview of Using Dunning Plans
      Dunning Process
      Dunning Requirements
      Creating Correspondence Templates
      Setting Up Dunning Plans
      Setting Up Aging Bucket Lines for Dunning
      Setting Up Collections Dunning Level
      Creating Dunning Plans
      Setting Up the Universal Work Queue for Dunning Plans
Changing Collection Method from Strategies to Dunning Plans

Verifying the Implementation

Use the Diagnostic Tests
Implementation Verification Tasks for Mandatory Components
Create Accounts
Create Invoices
Create Delinquencies
Verify Delinquencies
Dispute an Invoice
Adjust an Invoice
Record a Promise to Pay
Process a Credit Card Payment
Process a Bank EFT Payment
Verify Payment Processing
Verify the Collector's Actions
Verify Collector's Work Queue Navigation
Verify Interaction Tracking
Implementation Verification Tasks for Optional Components
Verifying Integration with Oracle Lease and Finance Management

Lookups

Collections Lookups

Profile Options

Oracle Advanced Collections Profile Options and Profile Categories Overview
Category and Profile Option Descriptions
      Account Work Queue Configuration Category
      Activity Tracking Category
      Business Flow Configuration Category
      Collections Methods Category
      Correspondence Category
      Customer Work Queue Configuration Category
      Debug Category
      Delinquency Work Queue Configuration Category
      Leasing Integration Category
      Operations Category
      Site Work Queue Configuration Category
      UI Category
      Work Queue Configuration Category
      XML Publisher Integration Category
Profile Options for Collections Questionnaire and Checklist
Profile Options Not Owned by Oracle Advanced Collections

Preconfigured Correspondence Templates

Preconfigured Templates for Oracle XML Publisher
Payment Confirmation Letter Template
Dispute Confirmation Letter Template
Promise Confirmation Letter Template
Adjustment Confirmation Letter Template
Payment Reversal Confirmation Letter Template
Consolidated Invoice Confirmation Letter Template
Invoice Letter Template
Pre-delinquent Letter Template
Soft Dunning Letter 1 Template
Soft Dunning Letter 2 Template
Moderate Dunning Letter 1 Template
Moderate Dunning Letter 2 Template
Hard Dunning Letter 1 Template
Hard Dunning Letter 2 Template
Hard Dunning Letter 3 Template

Metrics

Preconfigured Metrics

Preconfigured Scoring Elements

Setting Up Preconfigured Scoring Elements
Preconfigured Scoring Engines
Preconfigured Scoring Components

Preconfigured Strategy Elements

Preconfigured Strategy Templates
Preconfigured Strategy Work Items
Preconfigured Workflows for Strategy Work Items

Collections Features for Oracle Receivables and Advanced Collections

List of Collections Features for Oracle Receivables and Advanced Collections
      Collections Features for Receivables
      Oracle Advanced Collections Features

Oracle Lease and Finance Management Open Interface Tables

Open Interface Tables
OKL_OPEN_INT Table
OKL_OPEN_INT_PRTY Table
OKL_OPEN_INT_ASST Table
IEX_OPEN_INT_HST Table

Index