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
  • 1.5.4 De-supported Special characters
  • 1.5.5 Skip Zip Code Validation
  • 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 Underwriting/Funding 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
  • 3.4.7 Monitoring Events
  • 3.5 Producer Analysis
  • 3.6 Process Files
  • 3.6.1 Incoming Process File
  • 3.6.2 Outgoing Process File

    • 4. Sales Lead

  • 4.1 Introduction
  • 4.2 Lead Entry
  • 4.2.1 Telecoms Sub Tab
  • 4.2.2 Comments sub tab
  • 4.2.3 Documents sub tab
  • 4.2.4 Requests sub tab
  • 4.3 Follow-Up tab
  • 4.4 Maintenance tab

    • 5. Simple Application Entry

  • 5.1 Introduction
  • 5.2 Entering a Credit Application
  • 5.2.1 Pre-qualifying an Application
  • 5.3 Applicants Tab
  • 5.4 Business Tab
  • 5.5 Request Tab
  • 5.6 Collateral Tab
  • 5.7 Comments Tab
  • 5.8 Tracking Tab
  • 5.9 Verification Tab
  • 5.9.1 Application Entry using Fax-In
  • 5.10 Review Request

    • 6. Application Entry

  • 6.1 Introduction
  • 6.2 Entering a Credit Application
  • 6.3 Applicants Tab
  • 6.4 Business Applicants Tab
  • 6.5 Request Tab
  • 6.6 Master Account tab
  • 6.7 Bureau Tab
  • 6.8 Collateral Tab
  • 6.9 Comments Tab
  • 6.10 Tracking Tab
  • 6.11 Document Tab
  • 6.11.1 Document Sub Tab
  • 6.12 Verification Tab
  • 6.13 Tools tab
  • 6.13.1 Application Entry using Fax-In
  • 6.14 Review Request

    • 7. Underwriting

  • 7.1 Introduction
  • 7.2 Underwriting Screen - an overview
  • 7.3 Loading an Application on the Underwriting screen
  • 7.3.1 Applications
  • 7.3.2 Changing the Status of the Application
  • 7.3.3 Rehashing an Application
  • 7.3.4 Aging an Application
  • 7.4 Summary Tab
  • 7.5 Applicant Tab
  • 7.5.1 Address Sub Tab
  • 7.5.2 Employments Sub Tab
  • 7.5.3 Telecoms Sub Tab
  • 7.5.4 Summary Sub Tab
  • 7.5.5 Credit Score Sub Tab
  • 7.5.6 Duplicate Applicant Sub Tab
  • 7.5.7 Existing Account Sub Tab
  • 7.5.8 Tracking Attributes Sub Tab
  • 7.5.9 Customer Search Tab
  • 7.6 Business Tab
  • 7.6.1 Address Sub Tab
  • 7.6.2 Telecoms Sub Tab
  • 7.6.3 Financials Sub Tab
  • 7.6.4 Liabilities Sub Tab
  • 7.6.5 Partners Sub Tab
  • 7.6.6 Affiliates Sub Tab
  • 7.6.7 Other Details Sub Tab
  • 7.7 Request Tab
  • 7.7.1 Itemization Sub Tab
  • 7.7.2 Trade-In Sub Tab
  • 7.7.3 Subvention Sub Tab
  • 7.8 Decision Tab
  • 7.8.1 System Recommendation
  • 7.8.2 Stipulations Sub Tab
  • 7.8.3 Itemization Sub Tab
  • 7.8.4 Trade-In Sub Tab
  • 7.8.5 Rate Schedule Sub Tab
  • 7.8.6 Subvention Sub Tab
  • 7.8.7 Compensation Sub Tab
  • 7.8.8 Multiple Offers sub tab
  • 7.9 Customer Credit Limit tab
  • 7.10 Master Account tab
  • 7.11 Bureau Tab
  • 7.11.1 Printing the Credit Bureau Data as a Text/PDF Report
  • 7.11.2 Requesting a Credit Bureau Report Manually
  • 7.12 Collateral Tab
  • 7.12.1 Valuations Sub Tab
  • 7.12.2 Tracking Sub Tab
  • 7.12.3 Vacation Ownership tab
  • 7.12.4 Seller Tab
  • 7.13 Comments Tab
  • 7.14 Tracking Tab
  • 7.14.1 Field Investigation Sub Tab
  • 7.15 Document Tab
  • 7.15.1 Checklist Sub Tab
  • 7.16 Verification Tab
  • 7.16.1 Edit Sub Tab
  • 7.16.2 Audits Sub Tab
  • 7.16.3 History Sub Tab
  • 7.17 Correspondence Tab
  • 7.17.1 Correspondence Sub Tab
  • 7.17.2 Letters Sub Tab
  • 7.18 Tools Tab
  • 7.19 Review Request
  • 7.19.1 Filter and View Review Requests
  • 7.19.2 Create and Send Review Request
  • 7.19.3 Reviewing a Request
  • 7.19.4 Responding to Review Request
  • 7.19.5 Reassign Review Request
  • 7.19.6 E-mailing Review Request
  • 7.19.7 Closing Review Request
  • 7.19.8 Complete Review Request

    • 8. Funding

  • 8.1 Introduction
  • 8.2 Funding (an overview)
  • 8.3 Funding Screen’s Master Screen
  • 8.4 Summary Tab
  • 8.5 Applicants Tab
  • 8.6 Business tab
  • 8.7 Request Tab
  • 8.8 Decision Tab
  • 8.9 Customer Credit Limit tab
  • 8.10 Master Account tab
  • 8.11 Bureau Tab
  • 8.12 Contract Tab
  • 8.12.1 Contract (2) Sub Tab
  • 8.12.2 Repayment Sub Tab
  • 8.12.3 Itemizations Sub Tab
  • 8.12.4 Trade-In Sub Tab
  • 8.12.5 Subvention Sub Tab
  • 8.12.6 Insurance Sub Tab
  • 8.12.7 ESC Sub Tab
  • 8.12.8 Escrow Sub Tab
  • 8.12.9 Compensation Sub Tab
  • 8.12.10 Proceeds Sub Tab
  • 8.12.11 Disbursement Sub Tab
  • 8.12.12 Fee Sub Tab
  • 8.12.13 ACH Sub Tab
  • 8.12.14 Coupon Sub Tab
  • 8.12.15 References Sub Tab
  • 8.12.16 Real Estate Sub Tab
  • 8.12.17 PDC Sub Tab
  • 8.13 Collateral tab
  • 8.14 Comments Tab
  • 8.15 Tracking Tab
  • 8.16 Document tab
  • 8.17 Verification Tab
  • 8.18 Correspondence Tab
  • 8.19 Escrow Analysis Tab
  • 8.20 Tool Tab
  • 8.21 Review Request

    • 9. Tools

  • 9.1 Loan Calculator
  • 9.1.1 Parameters
  • 9.1.2 Repayment Options
  • 9.1.3 Amortization Schedule
  • 9.1.4 Printing a Quote
  • 9.1.5 Copy Calculation to Contract or Decision tab
  • 9.2 Vehicle Evaluator
  • 9.2.1 Attributes Tab

    • 10. Application Retrieval

  • 10.1 Introduction
  • 10.2 Archiving / Purging
  • 10.3 Retrieving an Archived Application

    • 11. Scenario Analysis

  • 11.1 Introduction
  • 11.1.1 View an Existing Scenario Analysis
  • 11.1.2 Generating Scenario Analysis
  • 11.1.3 Auto Suggest Pricing for the Scenario Analysis
  • 11.1.4 Creating an Amortized Schedule for the Scenario Analysis
  • 11.1.5 Creating an Application from the Scenario Analysis
  • 11.1.6 Generating a quote from the scenario analysis
  • 11.2 Viewing Information from Scenario Analysis
  • 11.2.1 Subvention Sub Tab
  • 11.2.2 Compensation Sub Tab

    • 12. Application Documents

  • 12.1 Introduction
  • 12.2 Application Document screen
  • 12.2.1 Attaching a Document to an Application from a server
  • 12.2.2 Attaching a Document to an Application from a Client Machine
  • 12.2.3 Copying a Document
  • 12.2.4 Moving a Document
  • 12.2.5 Viewing a Document Attached to an Application
  • 12.3 Document Tracking section
  • 12.3.1 Locating an Application Document
  • 12.3.2 Viewing a Document Attached to an Application

    • 13. Image Maintenance

    14. Oracle Financial Services Lending and Leasing Reports

  • 14.1 Number of Credit Applications Entered by User
  • 14.2 Collateral Tracking Log
  • 14.3 Credit Bureau Report
  • 14.4 Account Payable (Origination)
  • 14.5 Number of Credit Application Images by Status
  • 14.6 Dealer Reserve Report
  • 14.7 Batch Job Report
  • 14.8 User Report and Access by Responsibility
  • 14.9 Transactional Access by Responsibility
  • 14.10 Front End Access by Responsibility
  • 14.11 Underwriting Status by Month and Producer Loan
  • 14.12 Underwriting Status By Month and Underwriter Loan
  • 14.13 Underwriting Status By Month Loan
  • 14.14 Funded Contracts Loan
  • 14.15 Pre Funding Contracts Loan

    • 15. Producer

  • 15.1 Producer Details tab
  • 15.1.1 Producer Details tab Extensibility
  • 15.1.2 Payment Details
  • 15.1.3 Compensation Plan
  • 15.1.4 Subvention
  • 15.1.5 Transactions
  • 15.1.6 Holdback/Loss Reserve
  • 15.1.7 Tracking Attributes
  • 15.1.8 Contacts
  • 15.1.9 Comments
  • 15.1.10 Summary
  • 15.1.11 Title Status Summary
  • 15.2 Search Tab

    • 16. Vendors

  • 16.1 Vendors tab
  • 16.1.1 Payment Details
  • 16.1.2 Vendor Groups
  • 16.1.3 Tracking Attributes
  • 16.1.4 Comments
  • 16.2 Assignment Allocation
  • 16.2.1 Vendor Assignment Criteria
  • 16.2.2 Vendor Assignment Allocation
  • 16.3 Work Orders Tab
  • 16.3.1 Services
  • 16.3.2 Work Order History
  • 16.3.3 Tracking Attributes
  • 16.4 Follow-up Tab
  • 16.4.1 Assigned Services
  • 16.5 Invoices Tab
  • 16.5.1 Auto Validate Invoice
  • 16.5.2 Invoice Details sub tab
  • 16.5.3 Accept/Reject Invoice details
  • 16.5.4 Payment Schedules sub tab
  • 16.5.5 Related Invoice/Work Order Details sub tab
  • 16.5.6 Tracking Attributes sub tab
  • 16.5.7 Business Rules
  • 16.6 Search tab

    • Appendix A: Rounding Amounts and Rate Attributes

    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