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

    • Collections Workspace Assistant
      • Collections Action Assistant
        • Collections Email Response Assistant
          • Content Intelligence Users

          • Financials Intelligent Agent Runtime

        • Content Intelligence Users

      • Collections Customer Details Application
        • Collections Action Assistant
          • Collections Email Response Assistant
            • Content Intelligence Users

            • Financials Intelligent Agent Runtime

          • Content Intelligence Users

        • Collections Customer Details Assistant
          • Collections Action Assistant
            • Collections Email Response Assistant
              • Content Intelligence Users

              • Financials Intelligent Agent Runtime

            • Content Intelligence Users

          • Content Intelligence Users

        • Collections Inquiry Assistant
          • Content Intelligence Users

        • Content Intelligence Users

      • Collections Customer Prioritization Assistant
        • Collections Action Assistant
          • Collections Email Response Assistant
            • Content Intelligence Users

            • Financials Intelligent Agent Runtime

          • Content Intelligence Users

        • Content Intelligence Users

      • Collections Inquiry Assistant
        • Content Intelligence Users

      • Content Intelligence Users

    • 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 Action Assistant

Enables users to review and execute collections-related actions.

Collections Customer Details Application

Enables users to view and manage the customer details in the agentic application.

Collections Customer Details Assistant

Enables users to view customer account status and collections-related data, such as aging, transactions, disputes, and collection activities.

Collections Customer Prioritization Assistant

Enables users to generate prioritized customer lists with actionable insights and recommended next actions based on defined business criteria.

Collections Email Response Assistant

Enables users to view and manage inbound customer emails.

Collections Inquiry Assistant

Enables users to inquire about collections-related data, such as customer account overview, aging, and promise to pay.

Collections Management Basic

Allows user to perform activities in Collections.

Collections Workspace Assistant

Provides access to a unified collections workspace to view and manage prioritized customer lists, contextual insights, recommended actions, and associated details.

Content Intelligence Users

Provides ability to view content that is generally available to anybody that is logged in.

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

Financials Intelligent Agent Runtime

Allows end users to access intelligent agents within the Financials product family.

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 Privilege Description

Collections Action Assistant

Enables users to review and execute collections-related actions.

Access FSCM Integration Rest Service

Allow financials and supply chain users to access the methods associated with the Integration Rest Service.

Collections Action Assistant

Enables users to review and execute collections-related actions.

Manage Assigned Work

Allows a user to view receivables transactions

Collections Action Assistant

Enables users to review and execute collections-related actions.

Manage Collections Dashboard

Allows a user to view and update the collections dashboard.

Collections Action Assistant

Enables users to review and execute collections-related actions.

Manage Collections Disputes

Allows a user to view and create disputes.

Collections Action Assistant

Enables users to review and execute collections-related actions.

Manage Collections Scoring and Strategy Assignments

Allows a user to manage the scoring and strategy assignments.

Collections Customer Details Assistant

Enables users to view customer account status and collections-related data, such as aging, transactions, disputes, and collection activities.

Manage Collections Scoring and Strategy Assignments

Allows a user to manage the scoring and strategy assignments.

Collections Customer Prioritization Assistant

Enables users to generate prioritized customer lists with actionable insights and recommended next actions based on defined business criteria.

Access FSCM Integration Rest Service

Allow financials and supply chain users to access the methods associated with the Integration Rest Service.

Collections Customer Prioritization Assistant

Enables users to generate prioritized customer lists with actionable insights and recommended next actions based on defined business criteria.

Manage Collections Scoring and Strategy Assignments

Allows a user to manage the scoring and strategy assignments.

Collections Email Response Assistant

Enables users to view and manage inbound customer emails.

Access FSCM Integration Rest Service

Allow financials and supply chain users to access the methods associated with the Integration Rest Service.

Collections Email Response Assistant

Enables users to view and manage inbound customer emails.

Manage Assigned Work

Allows a user to view receivables transactions

Collections Email Response Assistant

Enables users to view and manage inbound customer emails.

Manage Collections Dashboard

Allows a user to view and update the collections dashboard.

Collections Email Response Assistant

Enables users to view and manage inbound customer emails.

Manage Collections Disputes

Allows a user to view and create disputes.

Collections Management Basic

Allows user to perform activities in Collections.

Add Customer Account Contact

Allows the specification of customer account contact information.

Collections Management Basic

Allows user to perform activities in Collections.

Add Customer Account Site Use

Allows the specification of customer account site use information. If assigning, also assign the ability to view customer account site use.

Collections Management Basic

Allows user to perform activities in Collections.

Add Trading Community Organization Relationship

Allows specification of organization relationship information. If assigning, also assign the ability to view the trading community organization relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Add Trading Community Person Relationship

Allows the specification of person relationship information. If assigning, also assign the ability to view the trading community person relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Correct Customer Account Site

Allows the correction of customer account site information. If assigning, also assign the ability to view the customer account site.

Collections Management Basic

Allows user to perform activities in Collections.

Create Customer Account Site

Allows the specification of customer account site information. If assigning, also assign the ability to view the customer account site.

Collections Management Basic

Allows user to perform activities in Collections.

Dispute Receivables Transaction

Dispute a Receivables transaction.

Collections Management Basic

Allows user to perform activities in Collections.

Enter Customer Account

Allows the update of customer account information. If assigning, also assign the ability to view the customer account.

Collections Management Basic

Allows user to perform activities in Collections.

Enter Customer Account Contact Responsibility

Allows the specification of customer account contact responsibility information. If assigning, also assign the ability to view the customer account contact responsibility.

Collections Management Basic

Allows user to perform activities in Collections.

Enter Customer Account Relationship

Allows the specification of customer account relationship information. If assigning, also assign the ability to view the customer account relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Export Customer Account

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Export Customer Account Contact

Allows the export of customer account contact information.

Collections Management Basic

Allows user to perform activities in Collections.

Export Customer Account Relationship

Allows the export of customer account contact relationship information.

Collections Management Basic

Allows user to perform activities in Collections.

Export Customer Account Site

Allows the export of customer account contact site information.

Collections Management Basic

Allows user to perform activities in Collections.

Maintain Customer Assignment

Allows a user to view and update the assigned collector.

Collections Management Basic

Allows user to perform activities in Collections.

Maintain Customer Contacts

Allows a user to view and update customer contact information.

Collections Management Basic

Allows user to perform activities in Collections.

Manage Assigned Work

Allows a user to view receivables transactions

Collections Management Basic

Allows user to perform activities in Collections.

Manage Collections Adjustments

Allows a user to view and create adjustments.

Collections Management Basic

Allows user to perform activities in Collections.

Manage Collections Dashboard

Allows a user to view and update the collections dashboard.

Collections Management Basic

Allows user to perform activities in Collections.

Manage Collections Disputes

Allows a user to view and create disputes.

Collections Management Basic

Allows user to perform activities in Collections.

Manage Collections Payments

Allows a user to view and create payments.

Collections Management Basic

Allows user to perform activities in Collections.

Manage Receivables Adjustment

Create and update a positive or negative adjustment to a transaction.

Collections Management Basic

Allows user to perform activities in Collections.

Move Customer Account Site

Allows customer account site addresses to be corrected. If assigning, also assign the ability to view the customer account site.

Collections Management Basic

Allows user to perform activities in Collections.

Remove Customer Account

Allows the removal of customer accounts. If assigning, also assign the ability to view the customer account.

Collections Management Basic

Allows user to perform activities in Collections.

Remove Customer Account Contact

Allows the removal of customer account contacts. If assigning, also assign the ability to view the customer account contact.

Collections Management Basic

Allows user to perform activities in Collections.

Remove Customer Account Contact Responsibility

Allows the removal of customer account contact responsibilities. If assigning, also assign the ability to view the customer account contact responsibility.

Collections Management Basic

Allows user to perform activities in Collections.

Remove Customer Account Relationship

Allows the removal of customer account relationships. If assigning, also assign the ability to view the customer account relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Remove Customer Account Site

Allows the removal of customer account sites. If assigning, also assign the ability to view the customer account site.

Collections Management Basic

Allows user to perform activities in Collections.

Remove Customer Account Site Use

Allows the removal of customer account contacts. If assigning, also assign the ability to view the customer account site use.

Collections Management Basic

Allows user to perform activities in Collections.

Remove Trading Community Organization Relationship

Allows the removal of organization relationships. If assigning, also assign the ability to view the trading community organization relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Remove Trading Community Person Relationship

Allows the removal of person relationships. If assigning, also assign the ability to view the trading community person relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Restore Customer Account

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Restore Customer Account Contact

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Restore Customer Account Relationship

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Restore Customer Account Site

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Restore Customer Account Site Use

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Restore Trading Community Organization Relationship

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Restore Trading Community Person Relationship

Allows the restoration of inactive person relationships.

Collections Management Basic

Allows user to perform activities in Collections.

Review Collection Metrics Details

Allows a user to see the collections metrics in work area.

Collections Management Basic

Allows user to perform activities in Collections.

Review Collections Aging Buckets

Allows a user to see the aged transactions for a customer.

Collections Management Basic

Allows user to perform activities in Collections.

Review Collections Correspondence

Allows a user to view and send customer correspondence.

Collections Management Basic

Allows user to perform activities in Collections.

Review Collections Metrics

Allows a user to see the collections metrics.

Collections Management Basic

Allows user to perform activities in Collections.

Review Collections Summary

Allows a user to see the summary of a customer/account/site.

Collections Management Basic

Allows user to perform activities in Collections.

Review Credit Request

Allows a user to view credit request details.

Collections Management Basic

Allows user to perform activities in Collections.

Review Customer Account Activities

Review transaction and receipt activity for a customer account.

Collections Management Basic

Allows user to perform activities in Collections.

Run Aging 4-Bucket Report

Allows a user to run Aging 4-Bucket Report.

Collections Management Basic

Allows user to perform activities in Collections.

Run Aging 7-Bucket Report

Allows a user to run Aging 7-Bucket Report.

Collections Management Basic

Allows user to perform activities in Collections.

Run Aging 7-Bucket by Collector Report

Allows a user to run Aging 7-Bucket by Collector Report.

Collections Management Basic

Allows user to perform activities in Collections.

Run Collections Report

Allows a user to run collections reports.

Collections Management Basic

Allows user to perform activities in Collections.

Run Receivables Aging Report

Generate information about outstanding receivables by general ledger account as of a specific date.

Collections Management Basic

Allows user to perform activities in Collections.

Search Customer Account Relationships

Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Search Customer Account Site

Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Location

Allows the search of locations. If assigning, also assign the ability to view the trading community location.

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Organization

Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Organization Additional Identifier

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Organization Additional Name

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Organization Address

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Organization Classification Code Assignment

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Organization Contact Point

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Person

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Person Additional Identifier

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Person Additional Name

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Person Address

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Person Classification

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Search Trading Community Person Contact Point

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

Select Customer Account Contact Responsibility as Primary

Allows the identification of customer account primary contact responsibilities.

Collections Management Basic

Allows user to perform activities in Collections.

Select Customer Account Contact as Primary

Allows the identification of customer account primary contacts.

Collections Management Basic

Allows user to perform activities in Collections.

Send Collections Correspondence

Allows a user to run the send dunning batch program.

Collections Management Basic

Allows user to perform activities in Collections.

Submit Deliver Receivables Transactions

Allows a user to submit the Deliver Receivables Transactions process.

Collections Management Basic

Allows user to perform activities in Collections.

Update Customer Account

Allows the update of customer account information. If assigning, also assign the ability to view the customer account.

Collections Management Basic

Allows user to perform activities in Collections.

Update Customer Account Contact

Allows the update of customer account contact information. If assigning, also assign the ability to view the customer account contact.

Collections Management Basic

Allows user to perform activities in Collections.

Update Customer Account Relationship

Allows the update of customer account contact relationship information. If assigning, also assign the ability to view the customer account relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Update Customer Account Site Use

Allows the update of customer account contact site information. If assigning, also assign the ability to view the customer account site.

Collections Management Basic

Allows user to perform activities in Collections.

Update Trading Community Organization Relationship

Allows the update of the organization relationship information. If assigning, also assign the ability to view the trading community organization relationship.

Collections Management Basic

Allows user to perform activities in Collections.

Update Trading Community Person Relationship

Allows the update of person relationship information. If assigning, also assign the ability to view the trading community person relationship.

Collections Management Basic

Allows user to perform activities in Collections.

View Customer Account

Allows the viewing of customer account information.

Collections Management Basic

Allows user to perform activities in Collections.

View Customer Account Contact

Allows the viewing of customer account contact information.

Collections Management Basic

Allows user to perform activities in Collections.

View Customer Account Contact Responsibility

Allows the viewing of customer account contact information.

Collections Management Basic

Allows user to perform activities in Collections.

View Customer Account Information

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Customer Account Relationship

Allows the viewing of customer account relationship information.

Collections Management Basic

Allows user to perform activities in Collections.

View Customer Account Relationships

Allows the viewing of customer account relationship information.

Collections Management Basic

Allows user to perform activities in Collections.

View Customer Account Site

Allows the viewing of the customer account site information.

Collections Management Basic

Allows user to perform activities in Collections.

View Customer Account Site Use

Allows the viewing of the customer account site use information.

Collections Management Basic

Allows user to perform activities in Collections.

View Geography Information

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Receivables Credit Memo

View a Receivables credit memo.

Collections Management Basic

Allows user to perform activities in Collections.

View Receivables Invoice

View a Receivables invoice.

Collections Management Basic

Allows user to perform activities in Collections.

View Receivables Receipt

View a Receivables receipt.

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Location

Allows the invocation of location web services.

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization

Allows exporting, searching, and viewing of organization details such as addresses, classifications, identifiers, and names.

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Additional Identifier

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Additional Name

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Address

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Address Use

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Classification Code Assignment

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Contact Point

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Contact Preference

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Source System Mapping

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Organization Usage Assignment

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person

Allows exporting, searching, and viewing of person details such as addresses, classifications, identifiers, and names.

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Additional Identifier

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Additional Name

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Address

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Address Use

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Classification Code Assignment

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Contact Points

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Contact Preference

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Source System Mapping

Not Available

Collections Management Basic

Allows user to perform activities in Collections.

View Trading Community Person Usage Assignment

Not Available

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

Manage External Bank and Bank Branch

Allows managing of external banks and bank branches.

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

Manage External Payer Payment Details

Allows management of payer payment details.

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

Manage Payment Card

Allows management of payment cards.

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

Manage Payment Instrument Assignment

Allows creation of payment instrument assignment

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

Manage Third Party Bank Account

Allows update of external bank accounts.

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

View Payment Card

Allows viewing of payment cards.

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

View Third Party Bank Account

Allows viewing of external bank accounts.

Customer Payment Instrument Management

Manages customer bank accounts and credit cards and other payment details.

View Third Party Bank Account Assignment

Allows viewing of payment instrument assignments.

Financials Intelligent Agent Runtime

Allows end users to access intelligent agents within the Financials product family.

Access Intelligent Agent Chat

Allows access to the intelligent agent chat component.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Cancel Funds Capture Authorization

Gives access to Service to Cancel Funds Capture Authorization

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Copy Funds Capture Transaction Extension

Gives access to Service to Copy Funds Capture Transaction Extension

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Create Funds Capture Authorization

Gives access to Service to Create Funds Capture Authorization

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Create Funds Capture Return

Gives access to Service to Create Funds Capture Return

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Create Funds Capture Settlement

Gives access to Service to Create Funds Capture Settlement

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Create Settlement Batch

Allows creation of settlement batches.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Delete Funds Capture Transaction Extension

Gives access to Service to Delete Funds Capture Transaction Extension

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Ignore Settlement Batch Transmission Error

Allows settlement batch transmission errors to be ignored and settlement batch status to be manually set to Transmitted.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Manage Funds Capture Process

Allows access to the Funds Capture Transactions work area.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Manage Funds Capture Transaction

Allows viewing funds capture transactions.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Manage Settlement Batch

Allows management of settlement batches.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Perform All Funds Capture Actions

Allows creation of settlement batches, submission of offline transactions, and retrieval of funds capture acknowledgments.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Process Funds Capture Transaction

Process Funds Capture Authorization

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Retrieve Funds Capture Acknowledgement

Allows retrieval of funds capture acknowledgments.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Set Funds Capture Transaction Extension Details

Gives access to Service to Set Funds Capture Transaction Extension Details

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Submit Offline Transactions

Allows submission of offline transactions.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Submit Receipt of Payment Notifications

Allows submission of receipt of payment notifications.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Submit Settlement Batch Accompanying Letter

Allows submission of settlement batch accompanying letters.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

Test Funds Capture Transaction

Allows creation of test authorizations and settlements.

Payment Settlement Management

Manages funds capture authorizations, settlements, and settlement batches.

View Funds Capture Transaction

Allows viewing funds capture transactions.

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

AI Agent

A Collections Agent can view ai agent for financials ai agents

Role: Financials Intelligent Agent Runtime

Privilege: View AI Agent (Data)

Resource: AI Agent

AI Agent Tool

A Collections Agent can view ai agent tool for financials ai agent tools

Role: Financials Intelligent Agent Runtime

Privilege: View AI Agent Tool (Data)

Resource: AI Agent Tool

AI Agent Workflow

A Collections Agent can view ai agent workflow for financials ai agent workflows

Role: Financials Intelligent Agent Runtime

Privilege: View AI Agent Workflow (Data)

Resource: AI Agent Workflow

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 Action Assistant

Privilege: Maintain Collections Delinquency (Data)

Resource: Business Unit

Collections Delinquency

A Collections Agent can maintain collections delinquency for the business units for which they are authorized

Role: Collections Email Response Assistant

Privilege: Maintain Collections Delinquency (Data)

Resource: Business Unit

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

Knowledge User groups

A Collections Agent can access content with user group access to fusion user user group

Role: Content Intelligence Users

Privilege: Access Content with User Group

Resource: Knowledge User groups

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 Action Assistant

Privilege: Manage Receivables Activities (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 Email Response Assistant

Privilege: Manage Receivables Activities (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