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 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 Database Server Log Files
3.4.5 Monitoring Users
3.4.6 Monitoring JMS Queues
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 Collections tab
4.5 Customer Service screen’s Customer Service tab
4.5.1 Call Activities sub tab
4.5.2 Maintenance sub tab
4.5.3 Comments sub tab
4.5.4 Promises sub tab
4.5.5 Checklists sub tab
4.5.6 Tracking Attributes sub tab
4.5.7 Field Investigation Sub Tab
4.5.8 References sub tab
4.5.9 Correspondence sub tab
4.5.10 Letters sub tab
4.5.11 Document Tracking sub tab
4.5.12 Scenario Analysis sub tab
4.5.13 Access History
4.6 Customer Service screen’s Account Details tab
4.6.1 Account Details sub tab
4.6.2 Statements sub tab
4.6.3 Rate Schedule sub tab
4.6.4 Insurances sub tab
4.6.5 Condition Details sub tab
4.6.6 Contract Information sub tab
4.6.7 Tax Details
4.7 Customer Service screen’s Customer Details tab
4.7.1 Customer sub tab
4.7.2 Business sub tab
4.8 Customer Service screen’s Customer Preferences tab
4.9 Customer Service screen’s Transaction History tab
4.9.1 Balances sub tab
4.9.2 Transactions sub tab
4.9.3 Payment Rating sub tab
4.9.4 Due Date History sub tab
4.9.5 Repayment Schedule sub tab
4.9.6 Work Order sub tab
4.10 Customer Service screen’s Pmt Modes tab
4.10.1 ACH sub tab
4.10.2 Coupon sub tab
4.10.3 Post Dated Checks sub tab
4.10.4 Payment Arrangement sub tab
4.11 Customer Service screen’s Bankruptcy 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 Repo/Foreclosure tab
4.12.1 Repossession sub tab
4.12.2 Foreclosure sub tab
4.12.3 Analysis sub tab
4.12.4 Remarketing sub tab
4.12.5 Call Activities sub tab
4.12.6 Comments sub tab
4.12.7 Due Date History sub tab
4.13 Customer Service screen’s Deficiency tab
4.13.1 Call Activities sub tab
4.13.2 Comments sub tab
4.13.3 Due Date History sub tab
4.14 Customer Service screen’s Collateral tab
4.14.1 Valuation sub tab
4.14.2 Tracking sub tab
4.14.3 Seller sub tab
4.14.4 Usage Summary
4.14.5 Usage Charge Matrix
4.14.6 Rental Charge Matrix
4.15 Customer Service screen’s Bureau tab
4.16 Customer Service screen’s Timeline tab
4.17 Customer Service screen’s Cross/Up Sell Activities tab
4.17.1 Edit Cross/Up Sell Activity
4.17.2 Create Simple Application
4.17.3 Close Opportunity
4.18 Customer Service screen’s External Interfaces tab
4.18.1 Accept or Reject Bankruptcy Details
4.19 Review Request
4.19.1 Filter and View Review Requests
4.19.2 Create and Send Review Request
4.19.3 Reviewing a Request
4.19.4 Responding to Review Request
4.19.5 Reassign Review Request
4.19.6 E-mailing Review Request
4.19.7 Closing Review Request
4.19.8 Complete Review Request
4.20 Queue Assignment
4.20.1 Using Queue Search
4.20.2 Queues sub tab
4.20.3 Criteria sub tab
4.20.4 Queue Assignment sub tab
4.20.5 Reassign Users in Queue
4.20.6 Filter Accounts based on Queue Criteria
4.20.7 View Accounts in Sort Order Sequence
4.20.8 Track Activity Status
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 Filter and View Review Requests
5.12.2 Create and Send Review Request
5.12.3 Reviewing a Request
5.12.4 Responding to Review Request
5.12.5 Reassign Review Request
5.12.6 E-mailing Review Request
5.12.7 Closing Review Request
5.12.8 Complete Review Request
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 Filter and View Review Requests
6.13.2 Create and Send Review Request
6.13.3 Reviewing a Request
6.13.4 Responding to Review Request
6.13.5 Reassign Review Request
6.13.6 E-mailing Review Request
6.13.7 Closing Review Request
6.13.8 Complete Review Request
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 Filter and View Review Requests
7.13.2 Create and Send Review Request
7.13.3 Reviewing a Request
7.13.4 Responding to Review Request
7.13.5 Reassign Review Request
7.13.6 E-mailing Review Request
7.13.7 Closing Review Request
7.13.8 Complete Review Request
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 Filter and View Review Requests
8.13.2 Create and Send Review Request
8.13.3 Reviewing a Request
8.13.4 Responding to Review Request
8.13.5 Reassign Review Request
8.13.6 E-mailing Review Request
8.13.7 Closing Review Request
8.13.8 Complete Review Request
9. Remarketing
9.1 Introduction
9.2 Pre-requisites
9.3 Navigation
9.4 Assignment Allocation
9.4.1 Define Vendor Assignment Criteria
9.4.2 Vendor Assignment Allocation
9.5 Remarketing Request
9.5.1 Interfacing Remarketing Details with Third Party Auctioning System
9.5.2 Remarketing Proceed Details
9.5.3 Status History sub tab
9.5.4 Tracking Attributes sub tab
9.5.5 Expenses sub tab
9.5.6 Refunds sub tab
9.6 Invoicing
9.6.1 Post Transaction
9.6.2 Business Rules for Invoice Validation
9.6.3 Details sub tab
9.6.4 Proceeds sub tab
9.6.5 Tracking Attributes sub tab
10. Customer Credit Limit
10.1 Introduction
10.2 Search tab
10.3 Customer/Business tab
10.3.1 Transactions sub tab
10.3.2 Addresses sub tab
10.3.3 Telecoms sub tab
10.3.4 Employments sub tab
10.3.5 Partners sub tab
10.3.6 Affiliates sub tab
10.3.7 Tracking Attributes sub tab
10.3.8 Accounts sub tab
10.3.9 Applications sub tab
10.3.10 Comments sub tab
10.3.11 Documents sub tab
11. Tools
11.1 Lease Calculator
11.1.1 Repayment Options
11.1.2 Amortization Schedule
11.1.3 Printing a Quote
11.1.4 Copy Calculation to Contract or Decision tab
11.2 Vehicle Evaluator
11.2.1 Attributes Tab
11.3 Depreciation Calculator
12. Oracle Financial Services Lending and Leasing Reports
12.1 Bankruptcy Log
12.2 Collector Activity (Detailed) Log
12.3 Collector Activity Log
12.4 Collector Productivity by Queue
12.5 Deficiency Log
12.6 Delinquency Analysis by Credit and Grade
12.7 Delinquency Analysis by Producer
12.8 Delinquency Analysis by State
12.9 Delinquency Log
12.10 Non Monetary Txns Log
12.11 Collection Queue Wise Promises Report
12.12 Payment Promise Log
12.13 Repossession/Foreclosure Log
12.14 Accounts and Listing - Lease
13. Producer
13.1 Producer Details tab
13.1.1 Payment Details
13.1.2 Tracking Attributes
13.1.3 Contacts
13.1.4 Comments
13.1.5 Summary
13.1.6 Title Status Summary
13.2 Search Tab
14. Vendors
14.1 Vendors tab
14.1.1 Payment Details
14.1.2 Vendor Groups
14.1.3 Tracking Attributes
14.1.4 Comments
14.2 Assignment Allocation
14.2.1 Vendor Assignment Criteria
14.2.2 Vendor Assignment Allocation
14.3 Work Orders Tab
14.3.1 Services
14.3.2 Work Order History
14.3.3 Tracking Attributes
14.4 Follow-up Tab
14.4.1 Assigned Services
14.5 Invoices Tab
14.5.1 Auto Validate Invoice
14.5.2 Invoice Details sub tab
14.5.3 Accept/Reject Invoice details
14.5.4 Payment Schedules sub tab
14.5.5 Related Invoice/Work Order Details sub tab
14.5.6 Tracking Attributes sub tab
14.5.7 Business Rules
14.6 Search 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 (For Lease)
A.1.16 Due Date Change
A.1.17 Change Term
A.1.18 Payment Refund Transaction
A.1.19 Extensions
A.1.20 Payment Amount
A.1.21 Prepayment Penalty
A.1.22 Escrow Payment
A.1.23 Escrow balance refund
A.1.24 Pay Off Quote Fee
A.1.25 Nonperforming Accounts
A.1.26 Convert a Precomputed (PC) Lease into a Simple Interest (SI) Lease
A.1.27 Account Settlement Transaction
A.1.28 Change Lease Payment Amount
A.1.29 Lease Extension
A.1.30 Change Lease Term
A.1.31 Lease Security Deposit Adjustment
A.1.32 Lease Fee Usage Adjustments
A.1.33 Evergreen Lease Transaction
A.1.34 Lease Rental/Damage Fee Adjustments
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.2.23 Recourse Details Maintenance
A.2.24 Change Leased Asset Usage
A.2.25 Lease Early Termination
A.2.26 Allow to Terminate Active Military Duty Accounts (For Lease)
A.2.27 Customer Credit Limit Transactions
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
Appendix D: Lease Sales and Usage Tax
D.1 Introduction
D.2 Internal Lease Tax Calculation
D.2.1 Sales Tax Setup
D.2.2 Sales Tax Calculation at Origination
D.2.3 Sales Tax Calculation at Customer Service
D.3 External Lease Tax Calculation
D.3.1 OFSLL Vertex Integration
D.3.2 Setup changes
D.3.3 Changes in Origination Module
D.3.4 Changes in Customer Service Module
D.3.5 Limitations of Vertex integration
D.4 Manual Lease Tax Calculation
Appendix E: Usage Based Leasing
E.1 Introduction
E.2 Pre-requisites
E.3 Usage Based Leasing Workflow
E.3.1 Lease Usage Calculation
E.3.2 Lease Usage Methods
E.3.3 Tiered and Non Tiered Usage Calculation
E.3.4 Lease Usage Batch Jobs
E.3.5 Lease Usage Account Statement
E.3.6 Elastic Usage Term