4. Account Dashboard

4.1 Overview

Account Dashboard is an enhanced interface provided in OFSLL using the Oracle JavaScript Extension Toolkit (Oracle JET) frame work. This is an additional interface supported from OFSLL to the existing Customer Servicing Dashboard screen and both intended to coexist in the system till further updates.

The Oracle JET frame work is a complete yet modular JavaScript development toolkit for building and providing a powerful, state-of-the-art capable user interfaces. For more information on deploying this framework, refer to Installation Manuals.

The Account Dashboard gives a snapshot of various aspects of the account like Total due, Payoffs, Change Request, Delinquency information, Outbound call history, Work orders, Alerts, conditions, Collateral information, Customer details, Account details and timeline views.

4.2 Pre-requisites

In order to access the Account Dashboard screen from the User Interface Servicing menu link:

Enable the following system parameters:
- FLL_SER_JET_ACC_DASHBOARD_URL (JET ACCOUNT DASHBOARD URL)
- FLL_CMN_JET_JWT_ENABLED_IND (JET JWT TOKEN ENABLE INDICATOR )
- FLL_CMN_JET_JWT_TOKEN_URL (JET JWT TOKEN GENERATION URL )

Ensure the following Menu and FLL access keys are enabled:
- FLL.SER.JET.SIMPLEACCOUNTCREATE.MENU
- FLL.SER.JET.ACCOUNTDASHBOARD.MENU
- FLL.SET.JET.INTELLIGENTSEGMENTATION.MENU

For more information, refer to system parameters section in setup guides.

4.3 Description

A new menu link “Account Dashboard” is available under Servicing menu to launch the new dashboard screen. This screen is replication of the ServicingàCustomer serviceà Summary screen.

Below two search options are provided to search the account on click of search icon in the search box.

Field Name	Description	Type	Comments
Account #	Account Number	Text
Account Product Type	Account Product Type	Text

4.4 Account Dashboard screen Elements

Once the account is fetched, it shows the data in the following two section: Cards and Widgets along with Account Search.

Cards

Sl No

Card Name

1

Total Due

2

Payoffs

3

Change Request

4

Delinquency Information

5

Outbound Call History

6

Work Orders

Sl No	Card Name
1	Total Due
2	Payoffs
3	Change Request
4	Delinquency Information
5	Outbound Call History
6	Work Orders

Widgets

Sl No

Widget

1

Alerts

2

Conditions

3

Collateral Information

4

Customers

5

Account Details

6

Account Information

7

Timeline View

Sl No	Widget
1	Alerts
2	Conditions
3	Collateral Information
4	Customers
5	Account Details
6	Account Information
7	Timeline View

4.4.1 Cards

4.4.1.1 Total Due

The ‘Total Due’ card shows the following details on a glance.

Sl No	Field name	Type	Comment
1	Total Due	Text	Card Name
2	Currency	Text	Shows the currency of the account
3	Total Due Amount	Integer	Total due excluding current due

Below details are shown on click of the card:

Sl No	Details	Comment
1	Total Due (Including Current Due)
2	Pie chart showing Current due and Total Due	1. Pie chart of Current Due and Total Due. 2. On hover over each pie, it shows the details
3	Bar graph showing due amounts with 5 recent due dates and each bar showing the amount due on that date with previous dues if any.	1.Graph between Due Amounts and Recent Due Dates 2. On hover over each graph, it shows the details
4	Bar graph showing amounts for different type of dues: Delq Due LC Due NSF Due Other Due	1.Graph Between Due Type and Due Amount 2. On hover over each graph, section, it shows the details

4.4.1.2 Payoffs

The ‘Payoffs’ card shows the following details on a glance.

Sl No	Field name	Type	Comment
1	Payoffs	Text	Card Name
2	Today	Integer	Today’s payoff amount
3	Future Date	Integer	Future Payoff Amount

Below details are shown on click of the card.

Sl No	Details	Type	Comment
1	Bar graph showing Today’s and Future payoff amount	Graph	Graph between Payoff Amounts and Dates
2	Billed Term	Number	Shows the Billed term
3	Paid term	Number	Shows the Paid Term
4	Remaining Term	Number	Shows the remaining Term
5	Future Pmt Date	Date	Shows the Future Pmt Date
6	Oldest Due Date	Date	Shows the Oldest Due Date
7	Days to Time Bar	Number	Shows the no of days to time bar
8	Amount Paid Excess	Integer	Shows the excess amount paid
9	Memo Excess Amount	Integer	Shows the memo excess amount
10	Extra Principal Paid	Integer	Shows the extra principal paid

4.4.1.3 Change Request

The ‘Change request’ card shows the following details on a glance.

Sl No	Field name	Type	Comment
1	Change Request	Text	Card Name
2	Broken Promises	Integer	Count of Broken Promises
3	NSF	Date	Count of NSF

Below Details are shown on Click of the card.

Sl No	Details	Type	Comment
1	Collector Name	Text	Shows the name of the collector
2	Broken Promises Per Year	Number	Shows the count of broken promises per year
3	Broken Promises Per Life	Number	Shows the count of broken promises per life
4	NSF Per Year	Number	Shows the count of NSF per year
5	NSF Per Life	Number	Shows the count of NSF per life
6	Due Date Change Details	Text	Header
6.1	Remaining Txn Limit per year	Number	Shows the remaining txn limit per year
6.2	Remaining Txn Limit per life	Number	Shows the remaining txn limit per life
6.3	Last Txn date	Date	Shows the last txn date
7	Extensions details	Text	Header
7.1	Remaining Txn Limit per year	Number	Shows the remaining txn limit per year
7.2	Remaining Txn Limit per life	Number	Shows the remaining txn limit per life
7.3	Last Txn date	Date	Shows the last txn date
7.4	No of Extensions	Number	Shows the no of extension
7.5	Gap Remaining(Months)	Number	Shows the gap

4.4.1.4 Delinquency Information

The ‘Delinquency Information’ card shows the following details on a glance.

Sl No	Field name	Type	Comment
1	Delinquency Information	Text	Card Name
2	Delinquency Bucket Info	Text	It shows the count of each delinquency bucket
3	Category	Number	Shows the category of the account
4	Days	Number	Show the Delinquency Days

Below details are shown on click of the card:

Sl No	Details	Type	Comment
1	Bar graph showing shows the due buckets (L,30,60,90, 120,150,180) and the number of times the account was in each bucket	Graph	Graph between Count and Due buckets
2	Category	Number	Shows the Category
3	Days	Number	Shows the Delinquency Days

4.4.1.5 Outbound Call History

The ‘Outbound Call History’ card shows the following details on a glance.

Sl No	Field name	Type	Comment
1	Outbound Call History	Text	Card Name
2	Frequency	Text	It has 3 options: Today Last 7 days Last 30 days
3	All Account	Number	Count of outgoing call made to the customer for all its accounts
4	This Account	Number	Count of outgoing call made to the customer for the current account

Below details are shown on click of the card.

Sl No	Details	Type	Comment
1	Bar graphs depicting the no of outgoing calls made for all the accounts of the customer and for the current account today, in last 7 days and in last 30 days.	Graph	Graph between No of calls and Duration

4.4.1.6 Work Orders

The ‘Work Order’ card shows the following details on a glance.

Sl No	Field name	Type	Comment
1	Work Orders	Text	Card Name
2	Orders	Text	Count of all the work orders associated with the account
3	Vendor	Number	Name of the vendor of the WO which was last updated

Below details are shown on the click of the card.

Sl No	Details	Type	Comment
1	Open Work Oder Type on left pane	Text	WO type and status
2	Work Order Details on Right pane	Text	On click of Open Work Order Type on Left menu, this detail is shown
2.1	Work Order#	Text	Shows the work order# of the selected WO type
2.2	Case#	Text	Shows the Case# of the selected WO type
2.3	Work Order Type	Text	Shows the work order type of the selected WO type
2.4	Vendor	Text	Shows the Vendor of the selected WO type
2.5	Status	Text	Shows the Status of the selected WO type

4.4.2 Widgets

4.4.2.1 Alerts

The ‘Alert’ widget shows the following details:

Sl No	Details	Type	Comment
1	Alerts()	Text	Widget name with count of Alert available in the account
2	Alert details	Text	Comment which is marked as Alert
3	User Name	Text	Shows the user which has posted the alert
4	Days	Text	Shows how many days ago the alert was posted

4.4.2.2 Condition

The ‘Condition’ widget shows the following details:

Sl No	Details	Type	Comment
1	Condition()	Text	Widget name with count of Alert available on the account
2	Condition	Text	Shows all the condition which are available on the account
3	User Name	Text	Shows the user which has posted the condition
4	Time Stamp	Date	Shows the time stamp on which it has been posted

4.4.2.3 Collateral Information

The ‘Collateral Information’ widget shows the following details:

Sl No	Details	Type	Comment
1	Collateral Information()	Text	Widget name with count of Collateral available on the account
2	Collateral Details	Text	Shows all the Collateral which are available on the account
3	Year	Text	Shows the Year of the collateral
4	Make	Text	Shows the make of the collateral
5	Model	Text	Shows the model of the collateral
6	Total Amount	Integer	Shows the value of the collateral
7	Currency	Text	Shows the currency

Below details are shown on click of the collateral details:

Sl No	Details	Type	Comment
1	Collateral Description	Text	Header
2	Collateral Details	Text	Shows the Collateral description, amount, currency
3	Primary	Text	Shows if the asset is Primary
4	Identification#	Text	Shows the identification#
5	Year	Number	Shows the year of the asset
6	Asset Class	Text	Shows the class if the asset
7	Asset Type	Text	Shows the type of the asset
8	Sub Type	Text	Shows the sub tye of the asset
9	Status	Text	Shows the status of the asset

4.4.2.4 Customers

The ‘Customers’ widget shows the following details:

1st Pane

Sl No	Details	Type	Comment
1	Customer Name	Text	Shows the Customer Name
2	Relationship Type		Shows the relation of the customer with account
3	Customer Initials	Text	Shows the initials of the customer name

2nd Pane

Below details are shown on click of each customer in the 1st Pane

Sl No	Details	Type	Comment
1	Relationship Type	Text	Shows the relation of the customer with account on the top right
2	Name	Text	Shows the Name of the customer
3	Customer#	Number	Shows the Customer# of the customer
4	SSN	Number	Shows the SSN of the customer
5	National ID	Number	Shows the National ID of the customer
6	Birth Date	Date	Shows the Date of Birth of the customer
7	Gender	Text	Shows the Gender of the customer
8	Email	Text	Shows the Email of the customer
9	Language	Text	Shows the Language of the customer
10	Marital Status	Text	Shows the Marital Status of the customer
11	Disability	Text	Shows if the Disability is Yes or No
12	Skip	Text	Shows if the Skip is Yes or No
13	Stop Correspondence	Text	Shows If the stop correspondence is Yes or No
14	Active Military Duty	Text	Shows if the customer is on Active Military Duty
15	Timezone	Text	Shows the Timezone of the customer

3rd Pane

Below details are shown in contracted mode on click of each customer in the 1st Pane

Address Information
Telecom Information
Employment Information

Below details are shown on click of each details

Address Information (Shows all the address available for the customer)

Sl No	Details	Type	Comment
1	Address Information	Text	Header
2	Address Type	Text	Shows the address type
3	Current Indicator	Text	Shows if the address is the current address
4	Permission to Call	Text	Shows if permission to call is allowed
5	Mailing	Text	Shows if this is the mailing address
6	Address	Text	Shows the full address
7	Phone Number	Text	Shows the phone number

Telecom Information (Shows all the telecom details available for the customer)

Sl No	Details	Type	Comment
1	Telecom Information	Text	Header
2	Telecom Type	Text	Shows the telecom type
3	Current	Text	Shows if this is the current telecom details
4	Permission to Call	Text	Shows if permission to call is allowed
5	Permission to Text	Text	Shows if permission to text is allowed
6	Timezone	Text	Shows the timezone
7	Phone Number	Number	Shows the phone number along with extension
8	Best time to call	Time	Shows the best time to call
9	Best day to call	Text	Shows the best day to call

Employment Information (Shows all the employment details available for the customer)

Sl No	Details	Type	Comment
1	Employment Information	Text	Header
2	Employment Type	Text	Shows the employment type
3	Current	Text	Shows if this is the current telecom details
4	Permission to Call	Text	Shows if permission to call is allowed
5	Permission to Text	Text	Shows if permission to text is allowed
6	Address	Text	Shows the full address
7	Phone Number	Number	Shows the phone number
8	Employer	Text	Shows the employer

4.4.2.5 Account Details

The ‘Account Details’ widget shows the following details:

Sl No	Details	Type	Comment
1	Active Date	Date	Shows the active date of the account
2	Last Activity Dt	Date	Shows the last activity date of the account
3	Due Day	Number	Shows the Due day of the account
4	Last Pmt Dt	Date	Shows the last payment date of the account
5	Customer Grade	Text	Shows the customer grade of the account
6	App#	Number	Shows the App# of the account
7	Producer	Text	Shows the Producer# and Producer Name
8	X-Ref	Number	Shows the X-Ref of the account
9	Paid Off Dt	Date	Shows the Paid off date of the account
10	Effective Dt	Date	Shows the Effective date of the account
11	Current Pmt	Integer	Shows the Current Pmt of the account
12	Last Bill Amt	Integer	Shows the last Bill Amt of the account
13	Last Pmt Amt	Integer	Shows the last Pmt Amt of the account
14	Charge off Dt	Date	Shows the Charge Off date of the account
15	Military Duty	Text	Shows the Military duty is active or not
16	Customer Score	Number	Shows the customer score
17	Behaviour Score	Number	Shows the behaviour score
18	Written Off Balance	Integer	Shows the write off balance

4.4.2.6 Account Information

The ‘Account Information’ widget shows the following details for Contract and Account.

Sl No	Details	Type	Comment
1	Contract Date	Date	Shows contract date
2	Amount Financed	Integer	Shows the amount financed
3	Term	Number	Shows the Term
4	Rate	Integer	Shows the Rate
5	Maturity Date	Date	Shows the maturity date

Settlement Details

Sl No	Details	Type	Comment
1	Effective Date	Date	Shows Settlement agreement start date
2	Good Through Date	Date	Shows Settlement agreement expiry date
3	Agreed amount	Integer	Shows Settlement amount agreed by customer to the lender
4	Paid Till Date	Integer	During the agreed period (between effective date and Good through date), total amount paid by the customer and allocated to account balances

4.4.2.7 Timeline View

The ‘Timeline View’ widget shows the following details:

Below Radio buttons have been provided to filter Transactions/ Call Activity

Monetary – Displays all Good Monetary Transactions
Non-Monetary – Displays all Non-Monetary Transactions
Payments – Displays all Good Payments
Call Activity
- Display Call Activities (Action/Result) with Right person contact flag as YES
- Display Call Activities which will result in condition/Queue Change on the Account
- Display PTP (Promise to Pay) Events.

All – Displays Monetary, Non-Monetary, Payments and Call Activities
In case of transactions, Transaction Description and Date are displayed.
In case of Call Activities, Action/Result description and date in time line are displayed.