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