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. Administration System
2.1 System Parameters
2.1.1 System Parameters Setup
2.1.2 Organization Parameters
2.1.3 Company Parameters
2.2 Lookups Setup screen
2.3 User Defined Tables
2.4 Audit Tables
2.5 Transaction Codes
2.5.1 Transaction Codes sub screens
2.6 Data Files
2.6.1 Output tab
2.6.2 Input tab
2.7 Securitization
2.8 Events
2.8.1 Events (Existing Framework)
2.8.2 Events (New Framework)
2.8.3 Monitoring Events
2.9 Batch Jobs
2.9.1 Batch Jobs
2.9.2 Batch Jobs Available
2.10 Collection Cycles
2.11 Reports
2.12 Error Messages
2.13 Translation
2.13.1 Setup Translation
2.13.2 Message Translation Setup
2.14 Seed Data
2.14.1 Factory Data
2.14.2 Current Data
2.14.3 Comparison Data
2.14.4 Download Data
2.15 Sales Tax
2.16 Data Masking
2.16.1 Setup Data Masking
2.16.2 Create data redaction policy
2.16.3 Masking User defined data
3. Administration User
3.1 Organization
3.2 Companies
3.3 Access
3.3.1 Data
3.3.2 Screen
3.3.3 Reports
3.3.4 Correspondence
3.3.5 Webservice
3.4 Users
3.4.1 Replacement users
3.4.2 Application and Oracle Identity Manager Synchronization
3.5 Credit Bureau
3.5.1 Credit Bureau
3.5.2 Special Metro II Code reporting
3.5.3 Oracle Wallet Manager setup
3.5.4 Oracle JVM Security setup
3.5.5 Importing a trusted certificate into an Oracle Wallet
3.5.6 Importing the Certificates into an Oracle Wallet
3.5.7 De-duping Credit Bureau data
3.6 Correspondence
3.6.1 Correspondence
3.6.2 Creating Correspondence
3.6.3 Generating Correspondence
3.7 Queues
3.7.1 Customer Service Tab
3.7.2 Call Action Results tab
3.7.3 Activity Tracking
3.7.4 User Groups Tab
3.8 Printers
3.9 Currencies
3.9.1 Currency Definition
3.9.2 Currency Pair link
3.10 Zip Codes
3.11 Payment Hierarchy
4. Product
4.1 Asset Types
4.1.1 Usage/Rental Details
4.1.2 Usage Charge Matrix
4.1.3 Rental Charge Matrix
4.2 Scoring Parameters
4.3 Products
4.3.1 Product Itemizations
4.3.2 Rate Adjustments
4.4 Contract
4.4.1 Balances
4.4.2 Amortized Balances
4.4.3 Itemizations
4.4.4 Fees
4.4.5 Depreciation Rate Schedule
4.5 Scoring Models
4.5.1 Credit Score Models
4.5.2 Behavioral Score Models
4.6 Fees
4.7 Checklists
4.8 Statement Messages
4.9 Letters
4.10 Subvention
4.10.1 Lease Subvention Plans
Appendix A: System Parameters
A.1 Introduction
A.2 System Parameters
A.3 Organization Parameters
A.4 Company Parameters
A.5 Other Parameters
Appendix B: Variable and Fixed Interest Rate
B.1 Variable Interest Rate Lease
B.1.1 'Rate Adjustments' for Variable Rate Lease
B.2 Fixed Interest Rate Lease
Appendix C: Lease Sales and Usage Tax
C.1 Introduction
C.2 Internal Lease Tax Calculation
C.2.1 Sales Tax Setup
C.2.2 Sales Tax Calculation at Origination
C.2.3 Sales Tax Calculation at Customer Service
C.3 External Lease Tax Calculation
C.3.1 OFSLL Vertex Integration
C.3.2 Setup changes
C.3.3 Changes in Origination Module
C.3.4 Changes in Customer Service Module
C.3.5 Limitations of Vertex integration
C.4 Manual Lease Tax Calculation
Appendix D: Usage Based Leasing
D.1 Introduction
D.2 Pre-requisites
D.3 Usage Based Leasing Workflow
D.3.1 Lease Usage Calculation
D.3.2 Lease Usage Methods
D.3.3 Tiered and Non Tiered Usage Calculation
D.3.4 Lease Usage Batch Jobs
D.3.5 Lease Usage Account Statement
D.3.6 Elastic Usage Term