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 Documentation 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 Underwriting/Funding tasks
3.4 System Monitor
3.4.1 Monitoring Batch Jobs
3.4.2 Monitoring Jobs
3.4.3 Monitoring Services
3.4.4 Database 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. Sales Lead
4.1 Lead Entry screen
4.1.1 Telecoms sub tab
4.1.2 Comments sub tab
4.1.3 Documents sub tab
4.1.4 Requests sub tab
4.2 Follow-Up screen
4.3 Maintenance screen
5. Simple Application Entry
5.1 Introduction
5.2 Entering a Credit Application
5.2.1 Pre-qualifying an Application
5.3 Applicants Tab
5.4 Business Tab
5.5 Request Tab
5.6 Collateral Tab
5.7 Comments Tab
5.8 Tracking Tab
5.9 Verification Tab
5.9.1 Application Entry using Fax-In
5.10 Review Request
6. Application Entry
6.1 Introduction
6.2 Entering a Credit Application
6.3 Applicants Tab
6.4 Business Applicants Tab
6.5 Request Tab
6.6 Bureau Tab
6.7 Collateral Tab
6.8 Comments Tab
6.9 Tracking Tab
6.10 Document Tab
6.10.1 Document Sub Tab
6.11 Verification Tab
6.12 Tools tab
6.12.1 Application Entry using Fax-In
6.13 Review Request
7. Underwriting
7.1 Introduction
7.2 Underwriting Screen - an overview
7.3 Loading an Application on the Underwriting screen
7.3.1 Applications
7.3.2 Changing the Status of the Application
7.3.3 Rehashing an Application
7.3.4 Aging an Application
7.4 Summary Tab
7.5 Applicant Tab
7.5.1 Address Sub Tab
7.5.2 Employments Sub Tab
7.5.3 Telecoms Sub Tab
7.5.4 Summary Sub Tab
7.5.5 Credit Score Sub Tab
7.5.6 Duplicate Applicant Sub Tab
7.5.7 Existing Account Sub Tab
7.5.8 Tracking Attributes Sub Tab
7.5.9 Customer Search Tab
7.6 Business Tab
7.6.1 Address Sub Tab
7.6.2 Telecoms Sub Tab
7.6.3 Financials Sub Tab
7.6.4 Liabilities Sub Tab
7.6.5 Partners Sub Tab
7.6.6 Affiliates Sub Tab
7.6.7 Other Details Sub Tab
7.7 Request Tab
7.7.1 Itemization Sub Tab
7.7.2 Trade-In Sub Tab
7.7.3 Subvention Sub Tab
7.8 Decision Tab
7.8.1 System Recommendation
7.8.2 Stipulations Sub Tab
7.8.3 Itemization Sub Tab
7.8.4 Trade-In Sub Tab
7.8.5 Rate Schedule Sub Tab
7.8.6 Subvention Sub Tab
7.9 Customer Credit Limit tab
7.10 Bureau Tab
7.10.1 Printing the Credit Bureau Data as a Text/PDF Report
7.10.2 Requesting a Credit Bureau Report Manually
7.11 Collateral Tab
7.11.1 Valuations Sub Tab
7.11.2 Tracking Sub Tab
7.11.3 Seller Tab
7.12 Comments Tab
7.13 Tracking Tab
7.13.1 Field Investigation Sub Tab
7.14 Document Tab
7.14.1 Checklist Sub Tab
7.15 Verification Tab
7.15.1 Edit Sub Tab
7.15.2 Audits Sub Tab
7.15.3 History Sub Tab
7.16 Correspondence Tab
7.16.1 Correspondence Sub Tab
7.16.2 Letters Sub Tab
7.17 Tools Tab
7.18 Review Request
7.18.1 Filter and View Review Requests
7.18.2 Create and Send Review Request
7.18.3 Reviewing a Request
7.18.4 Responding to Review Request
7.18.5 Reassign Review Request
7.18.6 E-mailing Review Request
7.18.7 Closing Review Request
7.18.8 Complete Review Request
8. Funding
8.1 Introduction
8.2 Funding (an overview)
8.3 Funding Screen’s Master Screen
8.4 Summary Tab
8.5 Applicants Tab
8.6 Business tab
8.7 Request Tab
8.8 Decision Tab
8.9 Customer Credit Limit tab
8.10 Bureau Tab
8.11 Contract Tab
8.11.1 Contract (2) Sub Tab
8.11.2 Repayment Sub Tab
8.11.3 Itemizations Sub Tab
8.11.4 Trade-In Sub Tab
8.11.5 Subvention Sub Tab
8.11.6 Insurance Sub Tab
8.11.7 ESC Sub Tab
8.11.8 Escrow Sub Tab
8.11.9 Proceeds Sub Tab
8.11.10 Disbursement Sub Tab
8.11.11 Fee Sub Tab
8.11.12 ACH Sub Tab
8.11.13 Coupon Sub Tab
8.11.14 References Sub Tab
8.11.15 Real Estate Sub Tab
8.11.16 PDC Sub Tab
8.12 Collateral tab
8.13 Comments Tab
8.14 Tracking Tab
8.15 Document tab
8.16 Verification Tab
8.17 Correspondence Tab
8.18 Escrow Analysis Tab
8.19 Tool Tab
8.20 Review Request
9. Tools
9.1 Vehicle Evaluator
9.1.1 Attributes Tab
10. Application Retrieval
10.1 Introduction
10.2 Archiving / Purging
10.3 Retrieving an Archived Application
11. Application Documents
11.1 Introduction
11.2 Application Document screen
11.2.1 Attaching a Document to an Application from a server
11.2.2 Attaching a Document to an Application from a Client Machine
11.2.3 Copying a Document
11.2.4 Moving a Document
11.2.5 Viewing a Document Attached to an Application
11.3 Document Tracking section
11.3.1 Locating an Application Document
11.3.2 Viewing a Document Attached to an Application
12. Image Maintenance
13. Oracle Financial Services Lending and Leasing Reports
13.1 Number of Credit Applications Entered by User
13.2 Collateral Tracking Log
13.3 Credit Bureau Report
13.4 Account Payable (Origination)
13.5 Number of Credit Application Images by Status
13.6 Dealer Reserve Report
13.7 Batch Job Report
13.8 User Report and Access by Responsibility
13.9 Transactional Access by Responsibility
13.10 Front End Access by Responsibility
13.11 Underwriting Status by Month and Producer (Line)
13.12 Underwriting Status By Month and Underwriter (Line)
13.13 Underwriting Status By Month (Line)
13.14 Funded Contracts Line
13.15 Pre Funding Contracts Line
14. Producer
14.1 Producer Details tab
14.1.1 Payment Details
14.1.2 Tracking Attributes
14.1.3 Contacts
14.1.4 Comments
14.1.5 Summary
14.1.6 Title Status Summary
14.2 Search Tab
15. Vendors
15.1 Vendors tab
15.1.1 Payment Details
15.1.2 Vendor Groups
15.1.3 Tracking Attributes
15.1.4 Comments
15.2 Assignment Allocation
15.2.1 Vendor Assignment Criteria
15.2.2 Vendor Assignment Allocation
15.3 Work Orders Tab
15.3.1 Services
15.3.2 Work Order History
15.3.3 Tracking Attributes
15.4 Follow-up Tab
15.4.1 Assigned Services
15.5 Invoices Tab
15.5.1 Auto Validate Invoice
15.5.2 Invoice Details sub tab
15.5.3 Accept/Reject Invoice details
15.5.4 Payment Schedules sub tab
15.5.5 Related Invoice/Work Order Details sub tab
15.5.6 Tracking Attributes sub tab
15.5.7 Business Rules
15.6 Search tab
Appendix A: Rounding Amounts and Rate Attributes
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