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
1.5.6 Export data to Excel
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 Proration of Future Account Dues
3.6.3 Outgoing Process File
4. Sales Lead
4.1 Lead Entry Screen
4.1.1 Telecoms sub tab
4.1.2 Comments sub tab
4.1.3 Documents sub tab
4.1.4 Requests sub tab
4.2 Follow-Up screen
4.3 Maintenance screen
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 Rental Agreement
6.3.1 Origination Lease Rental Processing Workflow
6.3.2 Lease Usage Rental Calculation
6.3.3 Rental Agreement tab
6.3.4 Itemization sub tab
6.3.5 Usage Charge Matrix sub tab
6.3.6 Rental Charge Matrix sub tab
6.4 Applicants Tab
6.5 Business Applicants Tab
6.6 Request Tab
6.7 Master Account tab
6.8 Bureau Tab
6.9 Collateral Tab
6.10 Comments Tab
6.11 Tracking Tab
6.12 Document Tab
6.12.1 Document Sub Tab
6.13 Verification Tab
6.14 Tools tab
6.14.1 Application Entry using Fax-In
6.15 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 Tax Details
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
7.12.5 Usage Charge Matrix sub tab
7.12.6 Rental Charge Matrix sub 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 Lease Calculator
9.1.1 Repayment Options
9.1.2 Amortization Schedule
9.1.3 Printing a Quote
9.1.4 Copy Calculation to Contract or Decision tab
9.2 Vehicle Evaluator
9.2.1 Attributes Tab
9.3 Depreciation Calculator
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
11.2.3 Rental Calculator
11.2.4 Usage Charge Matrix sub tab
11.2.5 Rental Charge Matrix 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 (Lease)
14.12 Underwriting Status By Month (Lease)
14.13 Underwriting Status By Month and Underwriter (Lease)
14.14 Funded Contracts Lease
14.15 Pre Funding Contracts Lease
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
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