Contents
1. Preface
1.1 Introduction
1.2 Audience
1.3 Documentation Accessibility
1.4 Organization
1.5 Related Documents
1.6 Glossary of Icons
2. Collections – An Overview
2.1 Introduction
2.2 Processing Collections
2.3 Collection Process flow Diagram
3. Maintenances and Operations
3.1 Action Codes
3.1.1 Maintaining Collection Action Codes
3.1.2 Viewing the Summary of Collection Action Codes
3.1.3 Operations on Action Code Maintenance Record
3.2 Result Codes
3.2.1 Maintaining Collection Result Codes
3.2.2 Viewing the Summary of Collection Result Codes
3.2.3 Operations on Result Code Maintenance Record
3.3 Action-Result-Next Action Mapping
3.3.1 Maintaining Action Result and Next Action
3.3.2 Viewing the Summary of Action-Result-Next Action
3.3.3 Operations on Action-Result-Next Action Maintenance Record
3.4 Delinquency Reasons
3.4.1 Maintaining Delinquency Reason Codes
3.4.2 Viewing the Summary of Delinquency Reason Codes
3.4.3 Operations on Delinquency Reason Code Maintenance Record
3.5 Collection States
3.5.1 Maintaining Collection States Code
3.5.2 Viewing the Summary of Collection States Codes
3.5.3 Operations on Collection State Maintenance Record
3.6 Collection Agent Groups
3.6.1 Maintaining Collection Agent Groups
3.6.2 Viewing the Summary of Collection Agent Group
3.6.3 Operations on Agent Group Maintenance Record
3.7 Promise to Pay Policy
3.7.1 Maintaining PTP Policy
3.7.2 Viewing the Summary of PTP Policy
3.7.3 Operations on PTP Policy
4. Product Maintenances and Product
4.1 Collections Product
4.1.1 Maintaining Collection Products
4.1.2 Preferences Tab
4.1.3 Accounting Roles Tab
4.1.4 Events Tab
4.1.5 Charges Tab
4.1.6 MIS Tab
4.1.7 Viewing the Summary of Collection Products
4.2 Collection State Mapping
4.2.1 Mapping of Collection State to a Product
4.2.2 Viewing the Summary of Collection State to a Product
4.3 Queue Derivation Rule
4.3.1 Maintaining Queue Derivation Rule
4.3.2 Viewing the Summary of Collection Queue Derivation
4.4 Queue Assignment Pending Queue
4.4.1 Assigning Exceptional Queues
4.4.2 Viewing the Summary of Collection Queue Assignment Exception
4.4.3 Operations on Queue Assignment Exception Record
5. Collection Contract Online
5.1 Collections Online
5.1.1 Capturing Collection Reference
5.1.2 Events Button
5.1.3 Interactions Button
5.2 Collection Interactions
5.2.1 Recording Customer Interactions
5.2.2 Asset Tab
5.2.3 Interaction Details Tab
5.2.4 Promise to Pay Details Tab
5.2.5 Legal Proceedings Tab
5.2.6 Asset Details Button
5.2.7 Viewing the Summary of Interaction Record
5.2.8 Operations on Collection Interaction Record
5.3 Collection Reminder Messages
5.3.1 Creating Collection Reminder Messages
5.3.2 Viewing the Summary of Reminder Message Record
5.3.3 Operations on Reminder Message Record
5.4 Collection Queue Change
5.4.1 Changing Collection Queue for Loans
5.4.2 Viewing the Summary of Collection Queue Change Details
5.4.3 Operations on Collection Queue change for Loans Record
5.5 Broken Promise Fee Reversal
5.5.1 Reversing Broken Promise Fee
5.5.2 Viewing the Summary of Reversal of Broken Fee Record
5.6 Interaction Approval Queue
5.6.1 Processing Collection Interaction Queues
5.7 Collection Agent Dashboard Screen
5.7.1 Viewing Collection Agent Dashboard
5.7.2 Plan Activity Button
5.8 Plan Activity
5.8.1 Viewing the Plan Activity
5.9 Collection Agent Assignment
5.9.1 Assigning Collection Agent for a Loan
5.9.2 Component Wise Balance Details Button
5.9.3 Processing Collection Agent Fee
5.9.4 Viewing the Summary of Collection Agent Assignment Record
5.9.5 Operations on Collection Agent Assignment Record
5.10 Customer Restrictions
5.10.1 Restricting User – Agent Access
5.10.2 Viewing User - Agent Details
6. Batch Processing
6.1 Batch Process Flowchart
6.1.1 Processing Batch
6.1.2 Extraction of Data from Loans
6.1.3 Processing Collection
6.1.4 Uploading the Collection Details
7. Annexure – Events and Advices for Collections
7.1 Collection Events
7.1.1 List of Events
7.1.2 Advices
7.1.3 Process Codes for Collection Module
8. Reports
8.1 OBIEE Repository
8.1.1 Creating OBIEE Repository
8.1.2 Loans under Collection Process
8.2 Activity Report
8.2.1 Generating Activity Report
8.2.2 Contents of the Report
8.3 Delinquency Analysis by Overdue Days
8.3.1 Generating Delinquency Analysis by Overdue Days
8.3.2 Contents of the Report
8.4 Account Level Activity
8.4.1 Generating Account Level Activity
8.4.2 Contents of the Report
8.5 Delinquency and Activity by each Collection Agent
8.5.1 Generating Delinquency and Activity by each Collection Agent
8.5.2 Contents of the Report
8.6 Cash Receipts by Collector, Daily and Month to Date
8.6.1 Generating Cash Receipts by Collector, Daily and Month to Date
8.6.2 Contents of the Report
8.7 Customer Aging Report by Collector (Agent)
8.7.1 Generating Customer Aging Report by Collector (Agent)
8.7.2 Contents of the Report
8.8 Contacts Results and tickles by Collector (Agent) Summery
8.8.1 Generating Contacts Results Summary Report
8.8.2 Contents of the Report
8.9 Contacts Results and tickles by Collector (Agent) Detailed Report
8.9.1 Generating Contacts Result Detailed Report
8.9.2 Contents of the Report
8.10 Fee Liquidated to Collection Agent
8.10.1 Generating Fee Liquidated to Collection Agent Report
8.10.2 Contents of the Report
8.11 Collection Interaction Details
8.11.1 Generating Collection Interaction Report
8.11.2 Contents of the Report
9. Function ID Glossary