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 Defaults
2.6 User Defined Parameters
2.6.1 Formula Definition
2.6.2 Selection Criteria
2.7 Transaction Codes
2.7.1 Transaction Codes sub screens
2.8 Data Files
2.8.1 Output tab
2.8.2 Input tab
2.9 Dedupe
2.10 Events
2.10.1 Events (Existing Framework)
2.10.2 Events (New Framework)
2.10.3 Monitoring JMS Event Actions
2.11 Batch Jobs
2.11.1 Batch Jobs
2.11.2 Batch Jobs Available
2.12 Producer Cycles
2.13 Vendors
2.13.1 Cycles Tab
2.13.2 Vendor Services Tab
2.13.3 Vendor Fees Tab
2.13.4 Invoice Rules tab
2.14 Reports
2.15 Error Messages
2.16 Translation
2.16.1 Setup Translation
2.16.2 Message Translation Setup
2.17 Label Configuration
2.18 Seed Data
2.18.1 Factory Data
2.18.2 Current Data
2.18.3 Comparison Data
2.18.4 Download Data
2.19 Data Masking
2.19.1 Setup Data Masking
2.19.2 Create data redaction policy
2.19.3 Masking User defined data
2.20 Webhook
2.20.1 Webhook Definition
2.20.2 Event Details
2.20.3 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 Origination Tab
3.7.2 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 Bank Details
3.11 Standard Payees
3.12 Check Details
3.13 Currencies
3.13.1 Currency Definition
3.13.2 Currency Pair link
3.14 Zip Codes
3.15 Payment Hierarchy
3.15.1 Payment Appropriation Methods
3.15.2 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 Index Rates
4.3 Regulatory Rates
4.4 Currency Exchange
4.5 Scoring Parameters
4.6 Products
4.6.1 Product Itemizations
4.6.2 Rate Adjustments
4.7 Pricings
4.8 Contract
4.8.1 Balances
4.8.2 Amortized Balances
4.8.3 Itemizations
4.8.4 Fees
4.9 Edits
4.9.1 Interfacing OFSLL with Oracle Rule Author
4.10 Cycles
4.11 Scoring Models
4.11.1 Credit Score Models
4.12 Fees
4.13 Asset Billing Rate
4.13.1 Asset Billing Rate Definition
4.13.2 Asset Billing Rate Details
4.13.3 Asset billing Calculations
4.13.4 Asset Billing Rate Setup - File upload
4.13.5 Asset Billing Batch Job
4.14 Origination Fees
4.15 Compensation
4.16 Commission
4.17 Insurance
4.18 Checklists
4.19 Stipulations
4.20 Letters
4.21 Promotions
4.22 Subvention
4.22.1 Loan Subvention Plans
4.23 Escrow
4.23.1 Escrow
Appendix A: Summary of the Application Scoring Parameters
A.1 Glossary
A.2 Scoring Parameters by Category
A.2.1 Applicant Details / Debt Ratios
A.2.2 Loan Details
A.2.3 Auto Trades / Inquiries
A.2.4 Bank Trades / Inquiries
A.2.5 Card Trades / Inquiries
A.2.6 Installment Trades / Inquiries
A.2.7 Loan Finance Trades / Inquiries
A.2.8 Mortgage Trades / Inquiries
A.2.9 Retail Trades / Inquiries
A.2.10 Revolving Trades
A.2.11 Sales Finance Trades / Inquiries
A.2.12 Other Trades
A.2.13 Bankruptcy information
A.2.14 Delinquency Information
A.2.15 Derogatory Trade Information
Appendix B: Rounding Amounts and Rate Attributes
Appendix C: System Parameters
C.1 Introduction
C.2 System Parameters
C.3 Organization Parameters
C.4 Company Parameters
C.5 Other Parameters
Appendix D: Variable and Fixed Interest Rate
D.1 Variable Interest Rate Loans
D.1.1 'Rate Adjustments' for Variable Rate Loans
D.2 Fixed Interest Rate Loans
Appendix E: Configuration at Company Level
E.1 Introduction
E.2 Existing Configuration
E.3 Configuration at Company Level
E.4 Setup Company Definition
E.4.1 Holiday Setup and Processing
E.4.2 Batch Jobs Processing
E.5 Setup Multiple Companies in Same/Different Time Zone
E.5.1 Setup for New Company Added Subsequently
E.6 Impact on Defining Configuration at Company Level
E.6.1 Company Level Configuration Settings
E.6.2 Scheduler
E.6.3 Debug Logs
E.6.4 Setup Screens
E.6.5 File Uploads
E.6.6 Transactions
E.6.7 Web Services
E.6.8 Letters, Correspondence
E.6.9 Reports
E.6.10 Credit Bureau & Metro II
E.6.11 GL
E.6.12 ODD1, ODD2, ODD3
E.6.13 Migration
E.6.14 Conversion
E.6.15 Archive
E.6.16 Purge
E.6.17 Standard Payees
E.6.18 Data Masking
E.6.19 WFP Module
E.6.20 Batch Jobs and File uploads
E.6.21 Assumptions