Credit Analysts and Credit Managers

Designate users as credit analysts and credit managers to operate, maintain, and manage the credit review process for your customers and customer accounts.

Use the Security Console to assign the credit manager role and privileges to users, and to use the credit manager role to create a credit analyst role.

The credit manager setup includes:

• Role code: ORA_AR_CREDIT_MANAGER_JOB.

• Function security policy: ORA_AR_CREDIT_MANAGER_JOB.

The credit analyst setup includes:

• Role code: User-defined.

• Function security policy: Define the credit analyst role using the function security policy of ORA_AR_CREDIT_MANAGER_JOB as a starting point, and then remove the privileges that a credit analyst doesn't need, such as the Manage Credit Review Advanced privilege.

Credit Analyst

The credit analyst is responsible for monitoring the creditworthiness of customer accounts and assisting in the resolution of credit-related issues.

The credit analyst entered on a credit profile is by default assigned all case folders for the customers and customer accounts with this profile. Credit analysts are also assigned any case folders that they themselves create manually.

Credit analysts can reassign their own case folders to other credit analysts, but can't reassign the case folders of other analysts.

You can use the Customer Import FBDI Template to import credit analyst information into your customer account and site profiles, under the Credit Analyst column of the RA_CUSTOMER_PROFILES_INT_ALL tab.

By default, the Customer Import FBDI Template only accepts the value of credit analyst name in the Credit Analyst column. You can instead use the credit analyst email address as a value in the Credit Analyst column by defining the CR_ANALYST_EMAIL_CUST_PROFILE lookup.

To define the CR_ANALYST_EMAIL_CUST_PROFILE lookup:

1. Navigate to the Setup and Maintenance work area.

2. Search for the setup task Manage Receivables Lookups.

3. In the Manage Receivables Lookups page, search for the AR_FEATURES lookup type.

4. Enter a new row for the lookup code.

5. In the Lookup Code field, enter CR_ANALYST_EMAIL_CUST_PROFILE.

6. In the Reference Data Set field, select Common Set.

7. Select the Enabled option.

8. In the Meaning field, enter a description of this lookup code.

9. Save your work.

Credit Manager

The credit manager has responsibility for a team of credit analysts.

Credit managers have access to the case folders and credit review information of their own customers and customer accounts, and of the customers and customer accounts assigned to all credit analysts on their team. Credit managers are responsible for the final approval of a case folder.

The credit manager can perform all of the credit analyst duties. In addition, the credit manager can perform these tasks, as part of the Manage Credit Review Advanced privilege:

• Reassign case folders from one credit analyst to another.

• Approve or reject all case folders belonging to the team.