This document is designed to help acquaint you with the features of Dashboard, on the landing screen of Oracle Financial Services Lending and Leasing. Information from multiple products is integrated and displayed as Dashboard on home screen of the application.
This manual explains the functionality of Dashboard facility and various Dashboards present in the system. Since this section details the general dashboard options available in the User Interface, some or all the parts of this section are applicable to you as per access provisions & licensing. Besides providing these details, the manual also provides a brief description of other features associated with Dashboard link. The Dashboard main Menu further provides links to the following screens:
Dashboards are the tiny windows displayed on landing screen of the Application. Dashboard renders quick and crisp information of specific transactions or tasks mapped to the ‘User Role’, who logs on to the system.
The system facilitates integration of Information from different levels and displays it as Dashboard on home screen, also called the landing screen of the application.
Navigating to Dashboards
Click Dashboard > Dashboard > Dashboard.
Features
Following are the features of Dashboard:
Oracle Financial Services Lending and Leasing User Productivity Setup screen is a supervisor feature that allows you to monitor the daily performances of users completing Line of credit origination and servicing tasks.
These tasks are categorized as customer service/collection tasks. The system updates these details on daily basis.
Using the User Productivity Setup screen, you can review the following daily tallies:
This chapter explains how to use the User Productivity Setup screen to view this information.
Navigating to User Productivity Screen
Daily tallies from the Customer Service module appear on screens opened from the following tabs on User Productivity Screen:
The Collector Activity screen displays the number of accounts worked and call activities by collector for the day. It also displays details regarding calls and total number of calls per queue.
To use the Collector Activity
A brief description of the fields is given below:
Field: |
View this: |
User |
Displays the user code. |
Name |
Displays the user name. |
Accounts |
Displays the number of accounts worked. |
Call Activities |
Displays the number of call activities. |
Field: |
View this: |
Queue Name |
Displays the queue name. |
Left Messages |
Displays the left message activity count. |
Promise To Pay |
Displays the promise to pay activity count. |
No Answer |
Displays the no answer activity count. |
Other |
Displays the other activity count. |
Total |
Displays the total activity count. |
The Service/Collection Queues Status tab displays daily information regarding queues, such as the number of accounts worked, number of call activities, number of accounts pending, and totals number of accounts in the queue. It also displays information about the users who worked on these queues and details of the call activities.
To use the Queues Status tab
A brief description of the fields is given below:
Field: |
View this: |
Company |
Displays the company name. |
Branch |
Displays the branch. |
Queue Name |
Displays the queue name. |
Accounts |
Displays the number of accounts worked. |
Activities |
Displays the number of call activities. |
Pending |
Displays the number of accounts pending. |
Total |
Displays the number of total accounts. |
In the Activity Details block, you can view information for the selected queue. A brief description of the fields is given below:
Field: |
View this: |
User |
Displays the user code. |
Name |
Displays the user name. |
Left Messages |
Displays the left message activity count. |
Promise To Pay |
Displays the promise to pay activity count. |
No Answer |
Displays the no answer activity count. |
Other |
Displays the other activity count. |
Total |
Displays the total activity count. |
The System Monitor screen is the one stop place to check all the activities in and around the system. It maintains the progress of;
Navigating to System Monitor
On the Oracle Financial Services Lending and Leasing home screen, click Dashboard > Dashboard > System Monitor.
The system tracks the success of each batch process on the Batch Job. If either a set of batch jobs or specific batch job should fail, you can resubmit it on this screen and review the results in Request Details section.
The Monitor Batch Jobs screen is only a display screen that contains the following sections:
To Monitor Batch Job
A brief description of the fields is given below:
Field: |
View this: |
Set Code |
Displays the code for batch job set. |
Job Set Description |
Displays the description for batch job set. |
Status |
Displays the job set status. |
Frequency Code |
Displays the frequency at which the job set is to be executed. |
Frequency Value |
Displays the value of frequency code chosen for the job set. |
Start Time |
Displays the start time for the job set. |
Enabled |
Displays if the job set is enabled or not. |
Critical |
Displays if this job set is critical or not. |
Last Run Dt |
Displays the date of last run of the job set. |
Next Run Dt |
Displays the next run date for job set. |
Parent |
Displays the preceding job set. |
Dependency |
Displays the type of dependency on predecessor. |
To resubmit a batch job set
Whenever a batch job set fails, it is best to resubmit it after correcting the errors that caused the failure. Resubmitting a set causes system to re-perform the batch job set and dependent batch jobs.
The Batch Job screen also allows you to resubmit jobs which are in READY or COMPLETED or FAILED status if you have access key privileges define for your user responsibility. If provisioned, then a ‘Force Re-Submit Job Set’ button is available instead of ‘Resubmit Job Set’ button to resubmit the jobs with above status.
The Batch Jobs section lists the batch jobs within a job set. The status, threads, commit count, dependencies, enabled indicator and the holiday and weekend runtime indicators are shown for each job.
A brief description of the fields is given below:
Field: |
View this: |
Seq |
Displays the batch job sequence number. |
Job Type |
Displays the batch job request type. |
Job Code |
Displays the batch job request code. |
Status |
Displays the job status. |
Job Description |
Displays the batch job description. |
Threads |
Displays the number of threads used by the job. |
Commit Count |
Displays the number of rows after which auto-commit is triggered. |
Errors Allowed |
Displays the number of errors allowed. |
Weekend |
Displays if the batch job will execute job on weekend or not. |
Holiday |
Displays if the batch job will execute job on a holiday or not. |
Enabled |
Displays if the job is enabled or not. |
Parent |
Displays the preceding job. |
Dependency |
Displays the type of dependency on predecessor. |
Command |
Displays the command line for the job. |
Rollback Segment |
Displays the rollback segment for job. |
To resubmit a batch job
Whenever a batch job fails, it is best to resubmit it after correcting the errors that caused failure. Resubmitting a set will cause system to re-perform the batch job.
A brief description of the fields is given below:
Field: |
View this: |
Thread |
Displays the name of thread. |
Status |
Displays the status of thread. |
Errors |
Displays the number of errors in the thread. |
Records |
Displays the number of records in the thread. |
Trace Level |
Displays the SQL trace level (0, 1, 4, 8, 12). |
Enabled |
Displays if the job thread is enabled or not. |
The Request Details section displays the status and runtimes for each time the selected job ran.
A brief description of the fields is given below:
Field: |
View this: |
Request Type |
Displays the job request type. |
Status |
Displays the job request status. |
Start Dt |
Displays the job request is valid from this date and time. |
End Dt |
Displays the job request is valid till this date. |
Run Start Dt |
Displays the date and time on when the job run started. |
Run End Dt |
Displays the date and time at which the job run ended. |
Process Dt |
Displays the transaction is posted with this General Ledger effective date. |
Description |
Displays the job request description. |
If a particular job requires that a result message be created, then that message appears in the Request Results section. A message is usually created in the event of an error.
A brief description of the fields is given below:
Field: |
View this: |
Request Results |
Displays the result of job request. |
Description |
Displays the result details. |
The Monitor Jobs screen provides another view of monitoring all system processes, including credit bureau requests and payment posting. This screen displays the data in reverse chronological order of the Run Start Date/Time, whereas the Monitor Batch Jobs screen provides the historical data about each job and job set.
To Monitor Job Details
Select: |
System Displays: |
Batch |
Batch jobs (used primarily for the nightly processes). |
Back Ground |
User submitted requests, such as reports and payment posting. |
Credit Request |
Credit bureau requests. |
Select: |
System Displays: |
1 Day |
All the types of jobs selected in Jobs Type section in last one-day. |
1 Week |
All the types of jobs selected in Jobs Type section in last one-week. |
1 Month |
All the types of jobs selected in Jobs Type section in last one-month. |
By Date |
All the types of jobs selected in Jobs Type section for specific duration. You can specify a date range (within 3 months) in ‘Start Dt’ and ‘End Dt’ fields using the adjoining calendar and click ‘Search’. |
A brief description of the fields is given below:
Field: |
View this: |
Request Type |
Displays the job request type. |
Status |
Displays the job request status. |
Job Set |
Displays the job set code. |
Job |
Displays the job description. |
Thread |
Displays the job thread. |
Errors |
Displays the number of errors. |
Records |
Displays the number of records processed by the job. |
Run Start Date/Time |
Displays the job run start date time. |
Run End Date/Time |
Displays the job run end date time. |
Description |
Displays the job request description. |
Process Dt |
Displays the job process date. |
Valid Execution Period |
|
Start Date/Time |
Displays the job start date/time. |
End Date/Time |
Displays the job end date time. |
A brief description of the fields is given below:
Field: |
View this: |
Request Type |
Displays the job request type. |
Description |
Displays the job request description. |
The Services screen allows you to track and maintain the system’s processing services, including credit bureaus, fax-in and batch job scheduler. The system administrator can start or stop the service on this screen using the action buttons respectively.
To stop, start or refresh a processing service
A brief description of the fields is given below:
Field: |
View this: |
Service |
Display the service name. |
Company |
Display the service company. |
Branch |
Display the service branch. |
Description |
Display the service description. |
Status |
Display the service status. |
Choose: |
System: |
Status |
Refreshes (updates) the status of service. The Service screen does not update the status in real time. You must choose Status after choosing Start or Stop to perform that command. |
Start |
Starts the job service. |
Stop |
Stops the job service. |
Various processes in the system create reports in different log files with regards to what tasks they performed and what they encountered (for example, errors, failures, erroneous data and so on). The Database Server Log files tab lists and describes all such log files within the system on the database server.
To view a log file on the database server
Field |
View this: |
File Name |
Displays the name of file. |
File Type |
Displays the type of file. |
File Size |
Displays the size of file. |
File Time |
Displays the date and time stamp of file. |
The Users Logins section allows you to view all users who have logged on to the system, along with the log on time stamp and logout time stamp. The information appears in reverse chronological order of the log on time stamp.
To monitor users who have logged on to the system
A brief description of the fields is given below:
Field: |
View this: |
User |
Displays the user ID. |
User Name |
Displays the user name. |
Details |
Displays the details. |
Login Date and Time |
Displays the login date time for the user. |
Logout Date and Time |
Displays the logout date time for the user. |
OFSLL uses MDB infrastructure as an interface for asynchronous communication with third-party integrated applications and all the outgoing communications through all the interfaces are tracked in ‘JMS Queues’ tab.
The ‘JMS Queues’ tab in System Monitor screen facilitates as a dashboard to monitor the status of all the configured MDB (Message-Driven Bean) queues and provides a statistics of the total messages / requests that are sent from OFSLL to external system along with their status.
The ‘JMS Queues’ tab has the following sub tabs:
To view the status of all the configured MDB
Field |
View this: |
Service |
Displays the name of the message service suffixed by MDB to differentiate the different MDB services. |
Description |
Displays the description or abbreviated name of MDB interface. |
Last Updated Status |
Displays the status of MDB interface. Following are the status displayed: • UNKNOWN - indicates that no MDB infrastructure is connected or status ping message is not sent to that MDB. • SUBMITTED - indicates that a dummy ping message is sent to MDB. • RUNNING - indicates that the message is consumed by MDB infrastructure. • STOPPED - indicates if MDB infrastructure is down. |
To view the messages triggered to all configured MDB
Field |
View this: |
Service |
Displays the name of the message service suffixed by MDB to differentiate the different MDB services. |
Description |
Displays the description or abbreviated name of MDB interface. |
Submitted |
Displays the total count of requests submitted. |
Completed |
Displays the total count of requests completed. |
Failed |
Displays the total count of requests failed. |
Resubmitted |
Displays the total count of only those requests which are failed and resubmitted again for processing. |
To ‘Re-submit’ failed messages
Field |
View this: |
Message ID |
View the system generated MDB message ID |
Request Type |
View the message request type |
Request SubType |
View the message request sub type |
Message Type |
View the message identifier |
Status |
View the message processing status |
Message Content |
View the message content |
Time |
View the message time stamp |
The Producer analysis screen enables you to view and know the status of all applications sourced by different Producers.
Navigating to Producer Analysis
Click Dashboard > Dashboard > Producer Analysis.
You can filter producer details based on any or all of the following criteria:
You can select the values from the adjoining drop-down list. Click ‘Submit’ button. System displays the Producer details satisfying the criteria, you selected.
The following details are displayed under Producer Details section:
Select the producer you need to view the statistics. The system displays the statistics under ‘Summary’ sub tab and the status and sub status of various applications under ‘Applications’ sub tab, of the selected producer.
The system displays the following details under ‘Summary’ sub tab:
The system displays the following details under ‘Applications’ sub tab:
The Process files screen allows you to view the incoming and outgoing files exchanged between OFSLL and other interfaced systems for processing and also perform a bulk upload of required files.
The Process files interface also provide information on the type of files uploaded along with other attributes. In-order to facilitate the process files handling, the following parameters has to be enabled in Setup > Administration > System > System Parameters screen. For more information on enabling system parameters, refer to ‘System Parameters’ section in Setup Guides.
On enabling the above parameter, system stores the incoming / outgoing documents in the relevant tables and not in the file system.
On enabling the above two parameters, the incoming and outgoing file path of application server need to be defined to the required folder path by updating the ‘Parameter Value’ which by default is ‘SETME’. (For example: /tmp)
Depending on the CLOB parameter option, if set to ‘Y’ the incoming/outgoing file directories are to be manually created in Web Logic server. For details of directories, refer to ‘Creating Application Home directory’ section in Database Installation Guide.
The incoming process file screen displays the list of files being shared from an external system along with other attributes such as directory path, file name, type, size, date and status. You can select the file required and upload it into the system for immediate processing.
A brief description of the fields is given below:
Field: |
Description: |
Select All |
Select this option to select all the listed files. |
Directory Name |
View the directory path where incoming file is stored. |
File Name |
View the name of the file. |
File Type |
View the type of incoming file. The file type is auto populated based on ODD (Output Data Definition) details maintained for the specific file type in INCOMING_FILE_TYPE_CD lookup. |
File Size(bytes) |
View the size of incoming file. |
File Date |
View the date and time when the incoming file was placed in the directory. |
Status |
View the status of the file. |
The uploaded files are listed in below ‘Uploaded Files’ section and the status of the files are changed from ‘Generated’ to ‘Uploaded’. In case of a processing error, the status of the file is indicated as ‘Processed Error’.
The uploaded files section displays the list of incoming files uploaded into the system. You can sort and view the list of files depending on the number of days based on Last 1 Day / 2 Days / 5 Days / All Days. You can click to refresh the grid data.
On selection, you can view the following information:
Field: |
Description: |
File Name |
View the name of file uploaded. |
File Type |
View the type of file uploaded. |
File Dt |
View the date and time when the file was uploaded. |
Status |
View the status of upload. |
User |
View the login ID of User who performed the file upload. |
In the Uploaded Files section, you can do the following:
The outgoing process file section displays the list of files being shared for upload to other system for processing and allows you to download the required file for inspection.
You can sort and view the list of files depending on the number of days based on Last 1 Day / 2 Days / 5 Days / All Days.
On selection, you can view the following information:
Field: |
Description: |
Select All |
Select this option to select all the listed files. |
File Name |
View the name of upload file. |
File Type |
View the type of file shared for upload. The file type is auto populated based on ODD (Output Data Definition) details maintained for the specific file type in OUTGOING_FILE_TYPE_CD lookup. |
File Date |
View the date and time when the file was shared for upload. |
File Size(bytes) |
View the size of upload file. |
Status |
View the status of upload file. |
System displays the list of files shared for upload. You can click to refresh the grid data.
The history section displays the following details:
Field: |
Description: |
User |
View the login ID of User who downloaded the file. |
Download Dt |
View the date and time when the file was downloaded. |