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Oracle Credit Management User Guide

Contents

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Overview of Oracle Credit Management

Overview of Oracle Credit Management

What Initiates a Credit Review?

Oracle Credit Management Process Flows

How Automation Works

Implementing Oracle Credit Management

Defining Credit Analysts

Maintaining Customer Data

Populating Transaction Data

Defining Credit Management System Options

Defining Lookups

Updating Customer Profile Classes

Assign Customer Credit Classification Program

Setting Up Your Credit Policies

Overview of Oracle Credit Management Setup

What is a Credit Data Point?

Defining Checklists

Adding Dun & Bradstreet Data Points to a Checklist

Defining Scoring Models

External Scoring

Assigning Automation Rules

Setting Up Credit Recommendations

Setting Up Credit Decision Approval Policies

Reviewing Credit Management Performance

Using Credit Management

Processing Credit Reviews

Initiating a Credit Review

Collecting Credit Data

Using Credit Applications to Collect Credit Data

Creating a New Credit Application

Searching for Saved Applications

Searching for In-Process Applications

Entering Data into a Credit Application

Submitting a Credit Application

Using Case Folders to Collect Credit Data

Retrieving a Case Folder

Entering Data into a Case Folder

Manually Creating a New Case Folder

Analyzing Credit Data

Using the Case Folder

Calculating a Credit Score

Adding Analysis Notes to the Case Folder

Viewing Case Folder Attachments

Refreshing Case Folder Data

Viewing the Credit Summary

Making a Recommendation

Implementing the Recommendation

Periodic Credit Review Program

E-Business Suite Integration

E-Business Suite Integration Overview

Oracle Order Management Integration

Oracle Lease and Finance Management Integration

Oracle Loans Integration

Workload Management

Credit Analyst Assignment Rules

Reassigning Credit Reviews

Reassign Credit Analyst Program

Additional Implementation Considerations

Defining Credit Usage Rule Sets

Defining Credit Hierarchies

Oracle Credit Management Profile Options and Profile Option Categories

Profile Options and Profile Option Categories Overview

Profile Option Category and Profile Options Descriptions

Credit Policies Management Category

Credit Management Application Workflow

Credit Management Application Workflow

Setting Up the Credit Management Application Workflow

Credit Management Application Workflow Main Process Activities

Manual Subprocess

Automation Subprocess

Approval Subprocess

Credit Request Business Events

Credit Request Business Events

Credit Request Events

Oracle Credit Management Data Points

Oracle Credit Management Data Points

Business Information and Credit Data Points

Financial Data Points

References Data Points

Guarantors Data Points

Venture Funding Data Points

Collateral Data Points

Billing and Payments Data Points

Aging Data Points

Additional Data Point PL/SQL Guidelines

Guidelines for Deriving Data Point Values

Credit Management API User Notes

Overview of Credit Management Public APIs