Table of Contents
1. Navigation
1.1 Audience
1.2 Conventions Used
1.3 Logging In
1.4 Template and Navigation
1.4.1 Home Screen
1.4.2 Screens
1.5 Common Operations
1.5.1 Basic Operations
1.5.2 Basic Actions
1.5.3 Personalization Options
1.6 Keyboard Compatibility
1.6.1 Keyboard Compatibility
1.7 Tool Tips
1.8 Accessibility
1.8.1 Understanding Accessibility
1.8.2 Application Accessibility Preferences
1.8.3 Other Accessibility Considerations
1.8.4 Setting up Accessibility Preferences
2. Search Function
2.1 Search Criteria
2.2 Searching for an Application
2.2.1 Search/Task tab
2.2.2 Quick Search section
2.3 Searching for an Account and Customer
2.3.1 Quick Search section
2.3.2 Search Using Customer Details
2.3.3 Search Using Account Details
2.3.4 Search Using Business Details
3. Dashboards
3.1 Introduction
3.2 Dashboards
3.3 User Productivity
3.3.1 Viewing the Customer Service/Collection tasks
3.4 System Monitor
3.4.1 Monitoring Batch Jobs
3.4.2 Monitoring Jobs
3.4.3 Monitoring Services
3.4.4 Data Server Log Files
3.4.5 Monitoring Users
3.5 Producer Analysis
3.6 Process Files
3.6.1 Incoming Process File
3.6.2 Outgoing Process File
4. Customer Service
4.1 Introduction
4.1.1 Quick Search section
4.2 Customer Service screen
4.3 Customer Service screen’s Summary tab
4.4 Customer Service screen’s Customer Service tab
4.4.1 Call Activities sub tab
4.4.2 Maintenance sub tab
4.4.3 Comments sub tab
4.4.4 Promises sub tab
4.4.5 Checklists sub tab
4.4.6 Tracking Attributes sub tab
4.4.7 Field Investigation Sub Tab
4.4.8 References sub tab
4.4.9 Correspondence sub tab
4.4.10 Letters sub tab
4.4.11 Document Tracking sub tab
4.4.12 Access History
4.5 Customer Service screen’s Account Details tab
4.5.1 Account Details sub tab
4.5.2 Statements sub tab
4.5.3 Rate Schedule sub tab
4.5.4 Insurances sub tab
4.5.5 Condition Details sub tab
4.5.6 Contract Information sub tab
4.6 Customer Service screen’s Customer Details tab
4.6.1 Customer sub tab
4.6.2 Business sub tab
4.7 Customer Service screen’s Transaction History tab
4.7.1 Balances sub tab
4.7.2 Transactions sub tab
4.7.3 Payment Rating sub tab
4.7.4 Due Date History sub tab
4.7.5 Repayment Schedule sub tab
4.7.6 Work Order sub tab
4.8 Customer Service screen’s Pmt Modes tab
4.8.1 ACH sub tab
4.8.2 Coupon sub tab
4.8.3 Post Dated Checks sub tab
4.8.4 Payment Arrangement sub tab
4.9 Customer Service screen’s Bankruptcy tab
4.9.1 Call Activities sub tab
4.9.2 Comments sub tab
4.9.3 Due Date History sub tab
4.10 Customer Service screen’s Repo/Foreclosure tab
4.10.1 Repossession sub tab
4.10.2 Foreclosure sub tab
4.10.3 Analysis sub tab
4.10.4 Call Activities sub tab
4.10.5 Comments sub tab
4.10.6 Due Date History sub tab
4.11 Customer Service screen’s Deficiency tab
4.11.1 Call Activities sub tab
4.11.2 Comments sub tab
4.11.3 Due Date History sub tab
4.12 Customer Service screen’s Collateral tab
4.12.1 Valuation sub tab
4.12.2 Tracking sub tab
4.12.3 Seller sub tab
4.13 Customer Service screen’s Bureau tab
4.14 Customer Service screen’s Timeline tab
4.15 Customer Service screen’s Cross/Up Sell Activities tab
4.15.1 Edit Cross/Up Sell Activity
4.15.2 Create Simple Application
4.15.3 Close Opportunity
4.16 Customer Service screen’s External Interfaces tab
4.16.1 Accept or Reject Bankruptcy Details
4.17 Review Request
4.17.1 Review Requests Tab
4.18 Queue Assignment
4.18.1 Using Queue Search
4.18.2 Queues & Queue Assignment details
4.18.3 Reassign Users in Queue
5. Collections
5.1 Introduction
5.2 Search Tab
5.2.1 Searching for a Customer or Account
5.3 Customer Service screen
5.4 Customer Service screen’s Summary tab
5.5 Customer Service screen’s Customer Service tab
5.6 Customer Service screen’s Account Details tab
5.6.1 Account Details sub tab
5.7 Customer Service screen’s Customer Details tab
5.8 Customer Service screen’s Transaction History tab
5.9 Customer Service screen’s Pmt Modes tab
5.9.1 ACH sub tab
5.10 Customer Service screen’s Collateral tab
5.11 Customer Service screen’s Bureau tab
5.12 Review Request
5.12.1 Review Requests Tab
6. Bankruptcy
6.1 Introduction
6.2 Search Tab
6.2.1 Searching for a Customer or Account
6.3 Customer Service screen
6.4 Customer Service screen’s Summary tab
6.5 Customer Service screen’s Customer Service tab
6.5.1 Call Activities sub tab
6.6 Customer Service screen’s Account Details tab
6.6.1 Account Details sub tab
6.7 Customer Service screen’s Customer Details tab
6.8 Customer Service screen’s Transaction History tab
6.9 Customer Service screen’s Pmt Modes tab
6.9.1 ACH sub tab
6.10 Customer Service screen’s Bankruptcy tab
6.11 Customer Service screen’s Collateral tab
6.12 Customer Service screen’s Bureau tab
6.13 Review Request
6.13.1 Review Requests Tab
7. Repossession
7.1 Introduction
7.2 Search Tab
7.2.1 Searching for a Customer or Account
7.3 Customer Service screen
7.4 Customer Service screen’s Summary tab
7.5 Customer Service screen’s Customer Service tab
7.5.1 Call Activities sub tab
7.6 Customer Service screen’s Account Details tab
7.6.1 Account Details sub tab
7.7 Customer Service screen’s Customer Details tab
7.8 Customer Service screen’s Transaction History tab
7.9 Customer Service screen’s Pmt Modes tab
7.9.1 ACH sub tab
7.10 Customer Service screen’s Repo/Foreclosure tab
7.10.1 Repossession sub tab
7.11 Customer Service screen’s Collateral tab
7.12 Customer Service screen’s Bureau tab
7.13 Review Request
7.13.1 Review Requests Tab
8. Deficiency
8.1 Introduction
8.2 Search Tab
8.2.1 Searching for a Customer or Account
8.3 Customer Service screen
8.4 Customer Service screen’s Summary tab
8.5 Customer Service screen’s Customer Service tab
8.5.1 Call Activities sub tab
8.6 Customer Service screen’s Account Details tab
8.6.1 Account Details sub tab
8.7 Customer Service screen’s Customer Details tab
8.8 Customer Service screen’s Transaction History tab
8.9 Customer Service screen’s Pmt Modes tab
8.9.1 ACH sub tab
8.10 Customer Service screen’s Deficiency tab
8.11 Customer Service screen’s Collateral tab
8.12 Customer Service screen’s Bureau tab
8.13 Review Request
8.13.1 Review Requests Tab
9. Tools
9.1 Vehicle Evaluator
9.1.1 Attributes Tab
10. Oracle Financial Services Lending and Leasing Reports
10.1 Bankruptcy Log
10.2 Collector Activity (Detailed) Log
10.3 Collector Activity Log
10.4 Collector Productivity by Queue
10.5 Deficiency Log
10.6 Delinquency Analysis by Credit and Grade
10.7 Delinquency Analysis by Producer
10.8 Delinquency Analysis by State
10.9 Delinquency Log
10.10 Non Monetary Txns Log
10.11 Collection Queue Wise Promises Report
10.12 Payment Promise Log
10.13 Repossession/Foreclosure Log
10.14 Accounts and Listing - Line
11. Producer
11.1 Producer Details
11.1.1 Payment Details
11.1.2 Tracking Attributes
11.1.3 Contacts
11.1.4 Comments
11.1.5 Summary
11.1.6 Title Status Summary
12. Vendors
12.1 Vendors Screen
12.1.1 Vendors tab
12.1.2 Assignment Allocation
12.1.3 Work Orders Tab
12.1.4 Follow-up Tab
12.1.5 Invoices Tab
Appendix A: Transaction Parameters
A.1 Monetary Transactions
A.1.1 Late Charges
A.1.2 Nonsufficient Fund Fees
A.1.3 Repossession Expenses
A.1.4 Bankruptcy Expenses
A.1.5 Phone Pay Fees
A.1.6 Financed Insurances
A.1.7 Index/Margin Rates
A.1.8 Payoff Quotes
A.1.9 Account Paidoff
A.1.10 Account Charge Off
A.1.11 Account Closure
A.1.12 Advance (Principal) Balance
A.1.13 Interest
A.1.14 Interest Accrual
A.1.15 Active Military Duty
A.1.16 Due Date Change
A.1.17 Payment Refund Transaction
A.1.18 Extensions
A.1.19 Payment Amount
A.1.20 Prepayment Penalty
A.1.21 Escrow Payment
A.1.22 Escrow balance refund
A.1.23 Pay Off Quote Fee
A.1.24 Nonperforming Accounts
A.1.25 Convert a Precomputed (PC) Line of credit into a Simple Interest (SI) Line of credit
A.2 Nonmonetary Transactions
A.2.1 Customer Name Maintenance
A.2.2 Customer Details Maintenance
A.2.3 Skipped Customers
A.2.4 Mark Customer as Deceased
A.2.5 Privacy Opt-Out Indicator
A.2.6 Correspondence (stopping)
A.2.7 Financed Insurance (modifying)
A.2.8 ACH Maintenance
A.2.9 Stop an ACH
A.2.10 Statement Reprinting (batch only)
A.2.11 Add ACH Bank
A.2.12 Post Dated Checks
A.2.13 Coupon Book Maintenance (batch only)
A.2.14 Extended Service Contract (ESC)
A.2.15 Insurance Maintenance
A.2.16 Escrow Information and Maintenance
A.2.17 Escrow Analysis Disbursements
A.2.18 Insurance Payment Maintenance
A.2.19 Adjust Dealer Compensation
A.2.20 Add / Modify Account Contact References
A.2.21 Account Statement Preference Mode
A.2.22 Cure Letter Date Maintenance
A.3 Processing SCRA
A.3.1 Setting up Interest Rate for SCRA
A.4 Black Book Interface
Appendix B: Payment Amount Conversions
Appendix C: Generic Recovery Interface (GRI)
C.1 Introduction
C.1.1 Pre-requisites
C.2 Create Case
C.3 Update Case
C.4 Case Comments
C.5 Hold Case
C.6 Reopen Case
C.7 Reassign Case
C.8 Close Case
C.9 Case Updates Received via FireHose WebService
C.10 Case Repossession
C.11 Case Invoice