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