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. Dashboards

  • 2.1 Introduction
  • 2.2 Dashboards
  • 2.3 User Productivity
  • 2.4 System Monitor
  • 2.4.1 Monitoring Batch Jobs
  • 2.4.2 Monitoring Jobs
  • 2.4.3 Monitoring Services
  • 2.4.4 Database Server Log Files
  • 2.4.5 Parked Transactions
  • 2.4.6 Monitoring Users
  • 2.4.7 Monitoring JMS Queues
  • 2.5 Producer Analysis
  • 2.6 Process Files
  • 2.6.1 Incoming Process File
  • 2.6.2 Outgoing Process File

    • 3. Wholesale Floor Planning

  • 3.1 WFP Maintenance Screen
  • 3.2 Assumptions
  • 3.3 Restrictions
  • 3.4 Note

    • 4. Producers

  • 4.1 Introduction
  • 4.2 Producers
  • 4.2.1 Balances sub tab
  • 4.2.2 Transactions sub tab
  • 4.2.3 Credit Lines sub tab
  • 4.2.4 Comments sub tab
  • 4.2.5 Tracking Attributes sub tab
  • 4.2.6 Audit sub tab

    • 5. Credit Lines

  • 5.1 Introduction
  • 5.2 Credit Lines Screen
  • 5.2.1 Balances sub tab
  • 5.3 Transaction sub tab
  • 5.3.1 Credit Limit History sub tab
  • 5.3.2 Units sub tab
  • 5.3.3 Comments sub tab
  • 5.3.4 Tracking Attributes sub tab
  • 5.3.5 Audit sub tab

    • 6. Units

  • 6.1 Introduction
  • 6.2 Units Screen
  • 6.2.1 Units Details
  • 6.2.2 Balances Sub tab
  • 6.2.3 Transaction sub tab
  • 6.2.4 Payoff Quotes sub tab
  • 6.2.5 Rate Change sub tab
  • 6.2.6 Reschedule Change sub tab
  • 6.2.7 Status Change sub tab
  • 6.2.8 Conditions sub tab
  • 6.2.9 Assets sub tab
  • 6.2.10 Comments sub tab
  • 6.2.11 Tracking Attributes Sub tab
  • 6.2.12 Audits sub tab

    • 7. WFP Payments Batch

  • 7.1 Introduction
  • 7.2 Payments Batch

    • 8. WFP Units Batch

  • 8.1 Units Batch

    • 9. Oracle Financial Services Lending and Leasing Reports

  • 9.1 Amortized Txns Log By GL Post Dt - Lease
  • 9.2 Amortized Txns Log By GL Post Dt - Line
  • 9.3 Amortized Txns Log By GL Post Dt - Loan
  • 9.4 GL Posting Log
  • 9.5 Monetary Txns Log By GL Post Dt - Lease
  • 9.6 Monetary Txns Log By GL Post Dt - Line
  • 9.7 Monetary Txns Log By GL Post Dt - Loan
  • 9.8 Payment Allocations Log By GL Post Dt - Lease
  • 9.9 Payment Allocations Log By GL Post Dt - Line
  • 9.10 Payment Allocations Log By GL Post Dt - Loan
  • 9.11 Pool Txns Log By GL Post Dt
  • 9.12 Producer Monetary Txns Log By GL Post DT
  • 9.13 WFP Reports
  • 9.14 WFP Audit Verification Report
  • 9.15 WFP Credit Lines and Outstanding Summary
  • 9.16 WFP Inventory Finance Statement
  • 9.17 WFP Inventory Financing Statement Summary
  • 9.18 WFP Open Portfolio Duplicate ID Report
  • 9.19 WFP Outstanding Summary by Branch
  • 9.20 WFP Unit Balances / Pay-off Quote Report

    • Appendix A: Rounding Amounts and Rate Attributes

    Appendix B: Payment Amount Conversions