Table of Contents

1. Next Generation UI using Oracle Jet

  • 1.1 Overview
  • 1.2 Pre-requisites
  • 1.3 Access
  • 2. Origination - Simple Account Creation

  • 2.1 Overview
  • 2.2 Pre-requisites
  • 2.3 Description
  • 2.3.1 Account Search:
  • 2.4 New Application
  • 2.4.1 Process Train
  • 2.5 Application Entry
  • 2.5.1 Application Section
  • 2.5.2 Request Section
  • 2.5.3 Itemization Section
  • 2.6 Customer
  • 2.6.1 Customer
  • 2.6.2 Address Information
  • 2.6.3 Telecom Information
  • 2.6.4 Employment Information
  • 2.7 Collateral
  • 2.7.1 Vehicle Details
  • 2.7.2 Valuation
  • 2.7.3 Addons
  • 2.8 Contract
  • 2.8.1 Contract Information
  • 2.8.2 Contract Detailed View
  • 2.9 Edits
  • 2.10 Account Summary
  • 3. Servicing - Customer Service

  • 3.1 Overview
  • 3.2 Pre-requisites
  • 3.3 Navigation
  • 3.3.1 Quick Search
  • 3.3.2 Queue/Condition Search
  • 3.3.3 Process Train
  • 3.4 Customer Service Summary
  • 3.4.1 Filters
  • 3.5 Account Details Header
  • 3.5.1 Cards Data
  • 3.5.2 Widgets
  • 3.6 Customer Service
  • 3.6.1 Call Activities
  • 3.7 Account Details
  • 3.7.1 Account Details
  • 3.7.2 Insurances
  • 3.8 Customer Details
  • 3.8.1 Customer
  • 3.8.2 Business
  • 3.9 Collateral
  • 3.9.1 Home / Vehicle
  • 3.9.2 Seller
  • 3.10 Transaction History
  • 3.10.1 Due Date History
  • 3.10.2 Repayment Schedule
  • 3.10.3 Work Orders
  • 4. Setup - Administration System

  • 4.1 Lookups
  • 4.2 User Defined Tables
  • 4.3 Dedupe
  • 4.4 Securitization
  • 4.5 Producer Cycles
  • 4.6 Collection Cycles
  • 4.7 Reports
  • 4.8 Data Masking
  • 4.8.1 Setup Data Masking
  • 5. Setup - Administration User

  • 5.1 Companies
  • 5.2 Printers
  • 5.3 Bank Details
  • 5.4 Check Details
  • 5.5 Standard Payees
  • 5.6 Currencies
  • 5.6.1 Currency Definition
  • 5.6.2 Currency Pair link
  • 5.7 Zip Codes
  • 5.8 Payment Hierarchy
  • 5.8.1 Payment Appropriation Methods
  • 5.8.2 Excess Payment Appropriation
  • 6. Setup - Products

  • 6.1 Currency Exchange
  • 7. Setup - Number Generation

  • 7.1 Overview
  • 7.2 Navigation
  • 7.3 Number Generation Definition
  • 7.3.1 Add Number Generation Definition
  • 7.3.2 Number Sequence
  • 8. Setup - Intelligent Segmentation

  • 8.1 Overview
  • 8.1.1 Machine Learning for Queue Creation
  • 8.1.2 Machine Learning Data visualization