Collections Agent (Job Role)

This role is the agent user in Collections.

Role Hierarchy

The Collections Agent job role directly and indirectly inherits these roles.

• Collections Agent

  • Collections Management Basic

  • Customer Payment Instrument Management

  • Payment Settlement Management

Duties

This table lists the duties assigned directly and indirectly to the Collections Agent job role.

Duty Role	Description
Collections Management Basic	Allows user to perform activities in Collections.
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.

Privileges

This table lists privileges granted to duties of the Collections Agent job role.

Granted Role	Granted Role Description	Privilege
Collections Management Basic	Allows user to perform activities in Collections.	Add Customer Account Contact
Collections Management Basic	Allows user to perform activities in Collections.	Add Customer Account Site Use
Collections Management Basic	Allows user to perform activities in Collections.	Add Trading Community Organization Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Add Trading Community Person Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Correct Customer Account Site
Collections Management Basic	Allows user to perform activities in Collections.	Create Customer Account Site
Collections Management Basic	Allows user to perform activities in Collections.	Dispute Receivables Transaction
Collections Management Basic	Allows user to perform activities in Collections.	Enter Customer Account
Collections Management Basic	Allows user to perform activities in Collections.	Enter Customer Account Contact Responsibility
Collections Management Basic	Allows user to perform activities in Collections.	Enter Customer Account Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Export Customer Account
Collections Management Basic	Allows user to perform activities in Collections.	Export Customer Account Contact
Collections Management Basic	Allows user to perform activities in Collections.	Export Customer Account Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Export Customer Account Site
Collections Management Basic	Allows user to perform activities in Collections.	Maintain Customer Assignment
Collections Management Basic	Allows user to perform activities in Collections.	Maintain Customer Contacts
Collections Management Basic	Allows user to perform activities in Collections.	Manage Assigned Work
Collections Management Basic	Allows user to perform activities in Collections.	Manage Collections Adjustments
Collections Management Basic	Allows user to perform activities in Collections.	Manage Collections Dashboard
Collections Management Basic	Allows user to perform activities in Collections.	Manage Collections Disputes
Collections Management Basic	Allows user to perform activities in Collections.	Manage Collections Payments
Collections Management Basic	Allows user to perform activities in Collections.	Manage Receivables Adjustment
Collections Management Basic	Allows user to perform activities in Collections.	Move Customer Account Site
Collections Management Basic	Allows user to perform activities in Collections.	Remove Customer Account
Collections Management Basic	Allows user to perform activities in Collections.	Remove Customer Account Contact
Collections Management Basic	Allows user to perform activities in Collections.	Remove Customer Account Contact Responsibility
Collections Management Basic	Allows user to perform activities in Collections.	Remove Customer Account Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Remove Customer Account Site
Collections Management Basic	Allows user to perform activities in Collections.	Remove Customer Account Site Use
Collections Management Basic	Allows user to perform activities in Collections.	Remove Trading Community Organization Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Remove Trading Community Person Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Restore Customer Account
Collections Management Basic	Allows user to perform activities in Collections.	Restore Customer Account Contact
Collections Management Basic	Allows user to perform activities in Collections.	Restore Customer Account Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Restore Customer Account Site
Collections Management Basic	Allows user to perform activities in Collections.	Restore Customer Account Site Use
Collections Management Basic	Allows user to perform activities in Collections.	Restore Trading Community Organization Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Restore Trading Community Person Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Review Collection Metrics Details
Collections Management Basic	Allows user to perform activities in Collections.	Review Collections Aging Buckets
Collections Management Basic	Allows user to perform activities in Collections.	Review Collections Correspondence
Collections Management Basic	Allows user to perform activities in Collections.	Review Collections Metrics
Collections Management Basic	Allows user to perform activities in Collections.	Review Collections Summary
Collections Management Basic	Allows user to perform activities in Collections.	Review Credit Request
Collections Management Basic	Allows user to perform activities in Collections.	Review Customer Account Activities
Collections Management Basic	Allows user to perform activities in Collections.	Run Aging 4-Bucket Report
Collections Management Basic	Allows user to perform activities in Collections.	Run Aging 7-Bucket Report
Collections Management Basic	Allows user to perform activities in Collections.	Run Aging 7-Bucket by Collector Report
Collections Management Basic	Allows user to perform activities in Collections.	Run Collections Report
Collections Management Basic	Allows user to perform activities in Collections.	Run Receivables Aging Report
Collections Management Basic	Allows user to perform activities in Collections.	Search Customer Account Relationships
Collections Management Basic	Allows user to perform activities in Collections.	Search Customer Account Site
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Location
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Organization
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Organization Additional Identifier
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Organization Additional Name
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Organization Address
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Organization Classification Code Assignment
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Organization Contact Point
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Person
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Person Additional Identifier
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Person Additional Name
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Person Address
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Person Classification
Collections Management Basic	Allows user to perform activities in Collections.	Search Trading Community Person Contact Point
Collections Management Basic	Allows user to perform activities in Collections.	Select Customer Account Contact Responsibility as Primary
Collections Management Basic	Allows user to perform activities in Collections.	Select Customer Account Contact as Primary
Collections Management Basic	Allows user to perform activities in Collections.	Send Collections Correspondence
Collections Management Basic	Allows user to perform activities in Collections.	Update Customer Account
Collections Management Basic	Allows user to perform activities in Collections.	Update Customer Account Contact
Collections Management Basic	Allows user to perform activities in Collections.	Update Customer Account Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Update Customer Account Site Use
Collections Management Basic	Allows user to perform activities in Collections.	Update Trading Community Organization Relationship
Collections Management Basic	Allows user to perform activities in Collections.	Update Trading Community Person Relationship
Collections Management Basic	Allows user to perform activities in Collections.	View Customer Account
Collections Management Basic	Allows user to perform activities in Collections.	View Customer Account Contact
Collections Management Basic	Allows user to perform activities in Collections.	View Customer Account Contact Responsibility
Collections Management Basic	Allows user to perform activities in Collections.	View Customer Account Information
Collections Management Basic	Allows user to perform activities in Collections.	View Customer Account Relationship
Collections Management Basic	Allows user to perform activities in Collections.	View Customer Account Relationships
Collections Management Basic	Allows user to perform activities in Collections.	View Customer Account Site
Collections Management Basic	Allows user to perform activities in Collections.	View Customer Account Site Use
Collections Management Basic	Allows user to perform activities in Collections.	View Geography Information
Collections Management Basic	Allows user to perform activities in Collections.	View Receivables Credit Memo
Collections Management Basic	Allows user to perform activities in Collections.	View Receivables Invoice
Collections Management Basic	Allows user to perform activities in Collections.	View Receivables Receipt
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Location
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Additional Identifier
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Additional Name
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Address
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Address Use
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Classification Code Assignment
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Contact Point
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Contact Preference
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Source System Mapping
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Organization Usage Assignment
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Additional Identifier
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Additional Name
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Address
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Address Use
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Classification Code Assignment
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Contact Points
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Contact Preference
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Source System Mapping
Collections Management Basic	Allows user to perform activities in Collections.	View Trading Community Person Usage Assignment
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.	Manage External Bank and Bank Branch
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.	Manage External Payer Payment Details
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.	Manage Payment Card
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.	Manage Payment Instrument Assignment
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.	Manage Third Party Bank Account
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.	View Payment Card
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.	View Third Party Bank Account
Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.	View Third Party Bank Account Assignment
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Cancel Funds Capture Authorization
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Copy Funds Capture Transaction Extension
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Create Funds Capture Authorization
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Create Funds Capture Return
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Create Funds Capture Settlement
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Create Settlement Batch
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Delete Funds Capture Transaction Extension
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Ignore Settlement Batch Transmission Error
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Manage Funds Capture Process
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Manage Funds Capture Transaction
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Manage Settlement Batch
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Perform All Funds Capture Actions
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Process Funds Capture Transaction
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Retrieve Funds Capture Acknowledgement
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Set Funds Capture Transaction Extension Details
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Submit Offline Transactions
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Submit Receipt of Payment Notifications
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Submit Settlement Batch Accompanying Letter
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	Test Funds Capture Transaction
Payment Settlement Management	Manages funds capture authorizations, settlements, and settlement batches.	View Funds Capture Transaction

Data Security Policies

This table lists data security policies and their enforcement across analytics application for the Collections Agent job role.

Business Object	Policy Description	Policy Store Implementation
Collections Customer Account Note	A Collections Agent can maintain collections delinquency for the business units for which they are authorized	Role: Collections Management Basic Privilege: Maintain Collections Delinquency (Data) Resource: Collections Customer Account Note
Collections Delinquency	A Collections Agent can maintain collections delinquency for the business units for which they are authorized	Role: Collections Management Basic Privilege: Maintain Collections Delinquency (Data) Resource: Business Unit
Collections Delinquency Status	A Collections Agent can maintain collections delinquency status for the reference data sets they administer	Role: Collections Management Basic Privilege: Maintain Collections Delinquency Status (Data) Resource: Reference Data Set
Collections Dunning Configuration	A Collections Agent can maintain collections dunning configurations for the reference data sets they administer	Role: Collections Management Basic Privilege: Maintain Collections Dunning Configurations (Data) Resource: Reference Data Set
Collections Dunning Transaction	A Collections Agent can maintain collections dunning transaction for the business units for which they are authorized	Role: Collections Management Basic Privilege: Maintain Collections Dunning Transaction (Data) Resource: Business Unit
Collections Preference	A Collections Agent can maintain collections application preference for the reference data sets they administer	Role: Collections Management Basic Privilege: Maintain Collections Application Preference (Data) Resource: Reference Data Set
Collections Resulting Score	A Collections Agent can maintain collections resulting score for the business units for which they are authorized	Role: Collections Management Basic Privilege: Maintain Collections Resulting Score (Data) Resource: Business Unit
Collections Summary	A Collections Agent can maintain collections summary for the business units for which they are authorized	Role: Collections Management Basic Privilege: Maintain Collections Summary (Data) Resource: Business Unit
Collections Transaction Note	A Collections Agent can maintain collections delinquency for the business units for which they are authorized	Role: Collections Management Basic Privilege: Maintain Collections Delinquency (Data) Resource: Collections Transaction Note
Funds Capture Transaction	A Collections Agent can manage payments by business unit for the business units for which they are authorized	Role: Payment Settlement Management Privilege: Manage Payments by Business Unit (Data) Resource: Business Unit
Receivables Adjustment	A Collections Agent can manage receivables transactions for the business units for which they are authorized	Role: Collections Management Basic Privilege: Manage Receivables Transactions (Data) Resource: Business Unit
Receivables Credit Memo	A Collections Agent can manage receivables activities for the business units for which they are authorized	Role: Collections Management Basic Privilege: Manage Receivables Activities (Data) Resource: Business Unit
Receivables Debit Memo	A Collections Agent can manage receivables transactions for the business units for which they are authorized	Role: Collections Management Basic Privilege: Manage Receivables Transactions (Data) Resource: Business Unit
Receivables Invoice	A Collections Agent can manage receivables transactions for the business units for which they are authorized	Role: Collections Management Basic Privilege: Manage Receivables Transactions (Data) Resource: Business Unit
Receivables Invoice	A Collections Agent can view receivables activities for the business units for which they are authorized	Role: Collections Management Basic Privilege: View Receivables Activities (Data) Resource: Business Unit
Receivables Miscellaneous Receipt	A Collections Agent can manage receivables receipts for the business units for which they are authorized	Role: Collections Management Basic Privilege: Manage Receivables Receipts (Data) Resource: Business Unit
Receivables Standard Receipt	A Collections Agent can manage receivables receipts for the business units for which they are authorized	Role: Collections Management Basic Privilege: Manage Receivables Receipts (Data) Resource: Business Unit
Settlement Batch	A Collections Agent can manage payments by business unit for the business units for which they are authorized	Role: Payment Settlement Management Privilege: Manage Payments by Business Unit (Data) Resource: Business Unit
Trading Community Customer Account	A Collections Agent can update customer account for all customer accounts in the enterprise	Role: Collections Management Basic Privilege: Update Customer Account (Data) Resource: Trading Community Customer Account
Trading Community Customer Account	A Collections Agent can view customer account for all customer accounts in the enterprise	Role: Collections Management Basic Privilege: View Customer Account (Data) Resource: Trading Community Customer Account
Trading Community Customer Account Relationship	A Collections Agent can manage customer account relationship for the reference data sets for which they are authorized	Role: Collections Management Basic Privilege: Manage Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship
Trading Community Customer Account Relationship	A Collections Agent can view customer account relationship for the reference data sets for which they are authorized	Role: Collections Management Basic Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship
Trading Community Customer Account Site	A Collections Agent can manage customer account site for the reference data sets for which they are authorized	Role: Collections Management Basic Privilege: Manage Customer Account Site (Data) Resource: Trading Community Customer Account Site
Trading Community Customer Account Site	A Collections Agent can view customer account site for the reference data sets for which they are authorized	Role: Collections Management Basic Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site
Trading Community Customer Account Site Use	A Collections Agent can manage customer account site use for the reference data sets for which they are authorized	Role: Collections Management Basic Privilege: Manage Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use
Trading Community Customer Account Site Use	A Collections Agent can view customer account site use for the reference data sets for which they are authorized	Role: Collections Management Basic Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use
Trading Community Org Address Email Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference
Trading Community Org Address Phone Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference
Trading Community Organization Address Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference
Trading Community Organization Email Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference
Trading Community Organization Party	A Collections Agent can view trading community organization for all organizations in the enterprise	Role: Collections Management Basic Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Organization Party	A Collections Agent can view trading community organization for all organizations in the enterprise	Role: Customer Payment Instrument Management Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Organization Party	A Collections Agent can view trading community organization for all organizations in the enterprise	Role: Payment Settlement Management Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Organization Phone Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference
Trading Community Party	A Collections Agent can view trading community person for all people in the enterprise	Role: Collections Management Basic Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Party	A Collections Agent can view trading community person for all people in the enterprise	Role: Customer Payment Instrument Management Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Party	A Collections Agent can view trading community person for all people in the enterprise	Role: Payment Settlement Management Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Party	A Collections Agent can view trading community person for all people in the enterprise other than sales accounts and sales prospects.	Role: Collections Management Basic Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Party	A Collections Agent can view trading community person for all resources in the enterprise	Role: Collections Management Basic Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Person Address Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference
Trading Community Person Address Phone Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference
Trading Community Person Email Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference
Trading Community Person Phone Contact Preference	A Collections Agent can manage trading community legal contact preference for all trading community contact preferences not of type legal.	Role: Collections Management Basic Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference
Trading Community Relationship	A Collections Agent can view trading community relationship for all trading community relationships in the enterprise	Role: Collections Management Basic Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship

Privacy

This table lists data security policies for privacy for the Collections Agent job role.

Business Object	Policy Description	Policy Store Implementation
External Bank Account	A Collections Agent can view personally identifiable information in payments for any bank account in the enterprise	Role: Payment Settlement Management Privilege: View Personally Identifiable Information in Payments (Data) Resource: External Bank Account
External Payment Party	A Collections Agent can view personally identifiable information in payments for any external payment party in the enterprise	Role: Payment Settlement Management Privilege: View Personally Identifiable Information in Payments (Data) Resource: External Payment Party
Payment Card	A Collections Agent can view personally identifiable information in payments for any payment card in the enterprise	Role: Payment Settlement Management Privilege: View Personally Identifiable Information in Payments (Data) Resource: Payment Card