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. Administration System

  • 2.1 System Parameters
  • 2.1.1 System Parameters Setup
  • 2.1.2 Organization Parameters
  • 2.1.3 Company Parameters
  • 2.2 Lookups
  • 2.3 User Defined Tables
  • 2.4 Audit Tables
  • 2.5 User Defined Parameters
  • 2.5.1 Formula Definition
  • 2.5.2 Selection Criteria
  • 2.6 Transaction Codes
  • 2.6.1 Transaction Codes sub screens
  • 2.7 Data Files
  • 2.7.1 Output tab
  • 2.7.2 Input tab
  • 2.8 Securitization
  • 2.9 Events
  • 2.9.1 Events (Existing Framework)
  • 2.9.2 Events (New Framework)
  • 2.9.3 Monitoring JMS Event Actions
  • 2.10 Batch Jobs
  • 2.10.1 Batch Jobs
  • 2.10.2 Batch Jobs Available
  • 2.11 Collection Cycles
  • 2.12 Reports
  • 2.13 Error Messages
  • 2.14 Translation
  • 2.14.1 Setup Translation
  • 2.14.2 Message Translation Setup
  • 2.15 Label Configuration
  • 2.16 Seed Data
  • 2.16.1 Factory Data
  • 2.16.2 Current Data
  • 2.16.3 Comparison Data
  • 2.16.4 Download Data
  • 2.17 Data Masking
  • 2.17.1 Setup Data Masking
  • 2.17.2 Create data redaction policy
  • 2.17.3 Masking User defined data
  • 2.18 Webhook
  • 2.18.1 Webhook Definition
  • 2.18.2 Event Details
  • 2.18.3 Monitoring Webhook Events

    • 3. Administration User

  • 3.1 Organization
  • 3.2 Companies
  • 3.3 Access
  • 3.3.1 Data
  • 3.3.2 Screen
  • 3.3.3 Reports
  • 3.3.4 Correspondence
  • 3.3.5 Webservice
  • 3.4 Users
  • 3.4.1 Replacement users
  • 3.4.2 Application and Oracle Identity Manager Synchronization
  • 3.5 Credit Bureau
  • 3.5.1 Credit Bureau
  • 3.5.2 Special Metro II Code reporting
  • 3.5.3 Oracle Wallet Manager setup
  • 3.5.4 Oracle JVM Security setup
  • 3.5.5 Importing a trusted certificate into an Oracle Wallet
  • 3.5.6 Importing the Certificates into an Oracle Wallet
  • 3.5.7 De-duping Credit Bureau data
  • 3.6 Correspondence
  • 3.6.1 Correspondence
  • 3.6.2 Creating Correspondence
  • 3.6.3 Generating Correspondence
  • 3.7 Queues
  • 3.7.1 Criteria Based Condition
  • 3.7.2 Customer Service Tab
  • 3.7.3 Call Action Results tab
  • 3.7.4 Activity Tracking
  • 3.7.5 User Groups Tab
  • 3.8 Printers
  • 3.9 Intelligent Segmentation
  • 3.9.1 Machine Learning for Queue Creation
  • 3.9.2 Machine Learning Data visualization
  • 3.9.3 View Machine Learning Generated Queue
  • 3.9.4 Create ML Based Queue
  • 3.10 Currencies
  • 3.10.1 Currency Definition
  • 3.10.2 Currency Pair link
  • 3.11 Zip Codes
  • 3.12 Payment Hierarchy
  • 3.12.1 Payment Appropriation Methods
  • 3.12.2 Excess Payment Appropriation

    • 4. Product

  • 4.1 Asset Types
  • 4.1.1 Usage/Rental Details
  • 4.1.2 Usage Charge Matrix
  • 4.1.3 Rental Charge Matrix
  • 4.2 Regulatory Rates
  • 4.3 Scoring Parameters
  • 4.4 Products
  • 4.4.1 Product Itemizations
  • 4.4.2 Rate Adjustments
  • 4.5 Contract
  • 4.5.1 Balances
  • 4.5.2 Amortized Balances
  • 4.5.3 Itemizations
  • 4.5.4 Fees
  • 4.5.5 Behavioral Score Models
  • 4.6 Fees
  • 4.7 Asset Billing Rate
  • 4.7.1 Asset Billing Rate Definition
  • 4.7.2 Asset Billing Rate Details
  • 4.7.3 Asset billing Calculations
  • 4.7.4 Asset Billing Rate Setup - File upload
  • 4.7.5 Asset Billing Batch Job
  • 4.8 Checklists
  • 4.9 Statement Messages
  • 4.10 Letters
  • 4.11 Subvention
  • 4.11.1 Loan Subvention Plans
  • 4.12 Escrow
  • 4.12.1 Escrow

    • Appendix A: System Parameters

  • A.1 Introduction
  • A.2 System Parameters
  • A.3 Organization Parameters
  • A.4 Company Parameters
  • A.5 Other Parameters

    • Appendix B: Variable and Fixed Interest Rate

  • B.1 Variable Interest Rate Loans
  • B.1.1 'Rate Adjustments' for Variable Rate Loans
  • B.2 Fixed Interest Rate Loans

    • Appendix C: Webhooks

  • C.1 Introduction
  • C.2 Webhook Architecture
  • C.3 Webhook Workflow
  • C.4 Webhook Message Format
  • C.5 Processing Webhook Request

    • Appendix D: Configuration at Company Level

  • D.1 Introduction
  • D.2 Existing Configuration
  • D.3 Configuration at Company Level
  • D.4 Setup Company Definition
  • D.4.1 Holiday Setup and Processing
  • D.4.2 Batch Jobs Processing
  • D.5 Setup Multiple Companies in Same/Different Time Zone
  • D.5.1 Setup for New Company Added Subsequently
  • D.6 Impact on Defining Configuration at Company Level
  • D.6.1 Company Level Configuration Settings
  • D.6.2 Scheduler
  • D.6.3 Debug Logs
  • D.6.4 Setup Screens
  • D.6.5 File Uploads
  • D.6.6 Transactions
  • D.6.7 Web Services
  • D.6.8 Letters, Correspondence
  • D.6.9 Reports
  • D.6.10 Credit Bureau & Metro II
  • D.6.11 GL
  • D.6.12 ODD1, ODD2, ODD3
  • D.6.13 Migration
  • D.6.14 Conversion
  • D.6.15 Archive
  • D.6.16 Purge
  • D.6.17 Standard Payees
  • D.6.18 Data Masking
  • D.6.19 WFP Module
  • D.6.20 Batch Jobs and File uploads
  • D.6.21 Assumptions