Collections Agent

Code Name

ORA_IEX_COLLECTIONS_AGENT_JOB

Duty Roles

This job role is related to the following duty roles:

• Collections Delinquencies Duty

• Collections Scores Duty

• Collections Strategies Duty

Subject Areas

This job role secures access to the following subject areas:

• Financials - Collections Delinquencies

• Financials - Collections Scores and Risk

• Financials - Collections Strategies and Work Items

Business Questions

This job role secures access to data that can answer the following business questions:

• Are any strategies running without any work items?

• How has each account's score changed over the past 90 days?

• How have component-level scores changed over time for a given account?

• How many accounts had a strategy reassigned due to score change?

• How many accounts have a score below the strategy assignment threshold?

• How many delinquent accounts have an active strategy?

• How many invoices are in each delinquency status?

• How many strategies were cancelled in the last 30/60/90 days?

• How many work items are due today and how many are overdue?

• How much total outstanding receivables are currently delinquent?

• What are the component-level scores for each account (score explainability)?

• What are the top reasons for non-payment across my portfolio?

• What is the average number of days a strategy stays OPEN before closure?

• What is the average number of days invoices stay in delinquent status before being cured?

• What is the cure rate and what percentage of delinquent invoices returned to current?

• What is the current risk score for each delinquent account?

• What is the delinquent amount by Business Unit?

• What is the delinquent amount by aging bucket (1-30, 31-60, 61-90, 90+ days)?

• What is the portfolio-wide average score trend over the past 12 months?

• What is the promise-to-pay compliance rate for delinquent invoices?

• What is the score distribution across accounts with active strategies?

• What is the score distribution across the portfolio today?

• What is the score velocity and how quickly are scores changing across the portfolio?

• What percentage of predelinquent accounts escalated to delinquent strategy?

• What percentage of predelinquent accounts escalated to delinquent strategy?

• What percentage of total outstanding receivables is delinquent?

• What score band does each account fall into (High/Mid/Low risk)?

• Which accounts have seen their score deteriorate (decrease) in the last 30 days?

• Which accounts have seen their score improve in the last 30 days?

• Which collector has the highest delinquent portfolio?

• Which collectors have the most open work items today?

• Which component is most commonly driving scores below the risk threshold?

• Which customers have the highest delinquent balances?

• Which delinquent invoices have unapplied receipts or on-account cash that has not yet been applied against the invoice? What is the effective delinquent balance after netting out this pending cash?

• Which strategy templates are assigned most frequently?

• Which strategy templates have the highest work item completion rates?