The Documents Maintenance screen allows for both the paperless storage of documents within Oracle Financial Services Lending and Leasing system, first with Accounts during the Loan origination cycle and later with accounts during customer service.
This chapter explains how use the Account Document section to:
It also explains how to use the Account Document Tracking screen to attach documents to accounts and then view these documents in a browser.
Account Document screen
The Account Document screen consists of “Document Maintenance” and “Document Details” sections.
Credit Accounts are often sent or faxed to financial institutions from producers (or ‘dealers’) on behalf of the customer. These credit Accounts, if received as fax, can be stored in the system as images. Frequently, more than one Account is received in a single fax or a single Account is received across multiple faxes. In such cases, the Account Document Tracking screen can help you organize and maintain your image collection.
The Account Document screen’s Document Maintenance screen allows you to upload documents to an Account in the form of GIF files, PDF files, DOC files, XLS files, and TXT files. The Document Maintenance screen’s Document Details section allows you to view these documents.
Oracle Financial Services Lending and Leasing supports the online attachment of document images to an Account using the Account Documents screen’s Document Maintenance section. You can attach the documents from either a client machine or server. A default image directory can be maintained in the system using the system parameter: UIX_DEFAULT_IMAGE_PATH.
When you choose List File in the Select Document sub section in the Document Maintenance section, system displays all available files in the selected directory in Document Details section. You can use the Document Maintenance sub-section and Action sub-section to attach selected documents to a particular account.
To attach a document to an Account from a server
Field: |
Do this: |
File Name |
View the file name for the document. |
Document Type |
Select the type for the document. |
Document Sub Type |
Select the sub type for the document. |
Account# |
Select the account number to attach/copy/move the document image. |
Attach |
Select the attachment type. |
Status |
View the status of the document. |
Tracking # |
Specify the tracking number of the document. |
Docket # |
Specify the docket number of the document. |
Location |
Specify the location of the document. |
Received Dt |
View the document image received date. |
Effective Dt |
Specify the effective date of the document. |
Expiry Dt |
Specify the expiration date of the document. |
Comment |
Specify any comments regarding the document. |
You can view the document in a browser by clicking View Document in the Document Details section.
To attach a document to an Account from a client machine
Field: |
Do this: |
File Name |
View the file name for the document. |
Document Type |
Select the type for the document. |
Document Sub Type |
Select the sub type for the document. |
Account # |
Select the application number to attach/copy/move the document image. |
Attach |
Select the attachment type. |
Status |
View the status of the document. |
Comment |
Specify any comments regarding the document. |
Tracking # |
Specify the tracking number of the document. |
Docket # |
Specify the docket number of the document. |
Location |
Specify the location of the document. |
Received Dt |
Specify the received date of the document. |
Effective Dt |
Specify the effective date of the document. |
Expiry Dt |
Specify the expiration date of the document. |
Comments |
Specify any comments regarding the document. |
You can view the document in a browser by choosing View Document in the Action section.
The Action section’s Copy Document command copies the document image from one Account to another Account. This command has no impact on the source Account or the source Account’s document image.
To copy a document to an Account from another Account
Click the Account Documents link.
The Action section’s Move Document command moves an existing document image from one Account to another Account. This command detaches the document image from source Account and attach to second Account.
To move a document to an Account from another Account
You can view the documents attached to a particular account by loading application on Customer Service screen, then clicking Customer Service tab and then clicking on Document Tracking sub tab.
To view a document attached to an Account
Field: |
Do this: |
Document Type |
View the document type. |
Comment |
Specify any comments regarding the image. |
Field: |
View this: |
Document Sub Type |
The document sub type. |
Version |
The version (version numbers will be incremental by batch job, first version will start with 1.0). |
Page # |
The page number. |
Document File Type |
The document file type. |
Status |
The status. |
Tracking # |
The tracking number of the image. |
Docket # |
The docket number of the image. |
Location |
The location of the of the image. |
Received Dt |
The effective date of the image. |
Effective Dt |
The effective date of the image. |
Expiry Dt |
The expiration date of the image. |
Comment |
Any comments regarding the image. |
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You can view the documents attached to a particular Account by loading the application on the Underwriting/Funding screen and then clicking on Document tab.
To locate an account document
Information about the documents attached to Account appears in Account Documents and Account Document Details sections.
To view a document attached to an account
Field: |
Do this: |
Document Type |
View the document type. |
Comment |
Specify any comments regarding the image. |
Field: |
View this: |
Document Sub Type |
The document sub type. |
Version |
The version (version numbers will be incremental by batch job, first version will start with 1.0). |
Page # |
The page number. |
Document File Type |
The document file type. |
Status |
The status. |
Tracking # |
The tracking number of the image. |
Docket # |
The docket number of the image. |
Location |
The location of the image. |
Received Dt |
The effective date of the image. |
Effective Dt |
The effective date of the image. |
Expiry Dt |
The expiration date of the image. |
Comment |
Any comments regarding the image. |
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