1. Installation Guide
  2. Initial Setup

5 Initial Setup

This topic describes the initial setup for Oracle Banking Collections and Recovery installation.

Once everything is deployed, run the CMC and SMS initial setup scripts from the below mentioned paths at Oracle Software Delivery Cloud to create the required maintenances.
  • OBCR_INITIAL_SETUP/cmc_initial_setup.sql

    To be compiled in Common Core schema.

  • OBCR_INITIAL_SETUP/sms_initial_setup.sql

    To be compiled in SMS schema.

  • OBCR_INITIAL_SETUP/obma_role_seed.sql

    To be compiled in SMS schema.

  • OBCR_INITIAL_SETUP/obcr_role.sql

    To be compiled in SMS schema.

CMC Initial Setup

This script would prompt a user to enter the below values.

Table 5-1 CMC Initial Setup - Field Description

Serial Number Field Description
1 Bank Code A four-letter Bank Code
2 Bank Description Description of the Bank Code
3 Branch Code A three letter Branch Code
4 Branch Name Name of the Branch
5 Branch Address Line 1 Address line 1 of the branch
6 Branch Address Line 2 Address line 2 of the branch
7 Branch Address Line 3 Address line 3 of the branch
8 Branch Currency A three letter ISO Currency Code
9 Country Code A two letter ISO Country Code
10 Walk-In Customer Walk-in customer number
11 Host Code Host code of the Branch
12 Host Description Host code description
13 Host Process Time Zone Host code time zone (GMT+5.30)
14 Source System External source system
15 Source System Description Source system description
16 Source System Branch Branch code as in the source system
17 Previous Working Day Previous working day of the Branch
18 Current Working Day Current working day of the Branch
19 Next Working Day Next working day of the Branch

SMS Initial Setup

This script would prompt the user to create two admin users.

Table 5-2 SMS Initial Setup - Field Description

Serial Number Field Description
1 User Login ID 1 Login ID of the first User
2 User Name 1 Name of the first User
3 User Login ID 2 Login ID of the second User
4 User Name 2 Name of the second User
5 Users Home Branch Code A three letter Home-Branch Code of the users
6 Users Locale Users locale (2 letter ISO country code)
7 Start Date Start date
8 End Date End date
These users are assigned the default ADMIN_ROLE, and the below functional activities are mapped.
  1. SMS_FA_USER_NEW
  2. SMS_FA_USER_AMEND
  3. SMS_FA_USER_CLOSE
  4. SMS_FA_USER_REOPEN
  5. SMS_FA_USER_DELETE
  6. SMS_FA_LOAN_DASHBOARD_PREFERENCE
  7. SMS_FA_USER_VIEW
  8. SMS_FA_USER_AUTHORIZE
  9. SMS_FA_ROLE_NEW
  10. SMS_FA_ROLE_AMEND
  11. SMS_FA_ROLE_CLOSE
  12. SMS_FA_ROLE_REOPEN
  13. SMS_FA_ROLE_DELETE
  14. SMS_FA_LOAN_DASHBOARD_PREFERENCE_PUT
  15. SMS_FA_ROLE_VIEW
  16. SMS_FA_ROLE_AUTHORIZE
  17. SMS_FA_LOAN_DASHBOARD_VIEW
  18. SMS_FA_APPLICATION_VIEW
  19. SMS_FA_MENU_DASHBOARD_VIEW
  20. CMC_FA_EXT_BRANCH_PARAMETERS_LOV
  21. CMC_FA_EXT_BRANCH_PARAMETERS_VIEW
  22. CMC_FA_EXT_BANK_PARAMETERS_VIEW
  23. CMC_FA_EXT_BANK_PARAMETERS_LOV
  24. CMC_FA_SYSTEM_DATES_VIEW
  25. CMC_FA_CURRENCY_DEFN_VIEW
  26. CMC_FA_LOCAL_HOLIDAY_VIEW
  27. CMC_FA_LANGUAGE_CODE_VIEW

LDAP Setup

The users created using the SMS script must also be created in the LDAP server.

Note:

For LDAP setup, see Configuration and Deployment Guide.

Fact Creation

For creating facts, download the obcr_facts.csv file from this path: OBCR_INITIAL_SETUP/obcr_facts.csv at Oracle Software Delivery Cloud. The obcr_facts.csv file contains the list of facts that are used to configure rules in the system.

To create facts:
  1. From the main menu in the Oracle Banking Collections and Recovery application, navigate to Rule and then click Fact.
  2. From the Fact menu , click Create Fact.
  3. Click Bulk Upload.
  4. Click Drag and Drop to browse to the required folder and select the obcr_facts.csv for upload.
  5. Click Upload.
The obcr_facts.csv file contains the list of facts as mentioned below.

Table 5-3 List of Facts for Oracle Banking Collections and Recovery

Code Description Product Processor Type
AccountOpeningORIntitialDisbursementDate Account Opening OR Intitial Disbursement Date OBCR DATE
AccountWriteOffAmount Account WriteOff Amount OBCR NUMBER
AccountWriteOffDate Account WriteOff Date OBCR DATE
AccuralStatus Accrual Status OBCR TEXT
AddressCountry Address Country OBCR TEXT
AddressState Address State OBCR TEXT
ApplicationScore Application Score OBCR NUMBER
AssetClassificationCode Asset Classification Code OBCR TEXT
AvailableForDisbursement Available For Disbursement OBCR TEXT
BICOEFlag BICOE Flag OBCR TEXT
BehaviourScore Behavior Score OBCR NUMBER
ChargeOffAmount ChargeOff Amount OBCR NUMBER
CollateralType Collateral Type OBCR TEXT
CustomerRiskScore Customer Risk Score OBCR NUMBER
DaysChargeOff Days Charge Off OBCR NUMBER
DaysPastDue Days Past Due OBCR NUMBER
DaysSinceAccountLinkagetoCase Days Since Account Linkage to Case OBCR NUMBER
DaysSinceCaseCreation Days Since Case Creation OBCR NUMBER
DelinquencyStartDate Delinquency Start Date OBCR DATE
DisbursedAmount Disbursed Amount OBCR NUMBER
HomeBranchCode Home Branch Code OBCR TEXT
InsuredSwitch Insured Switch OBCR TEXT
InterestRate Interest Rate OBCR NUMBER
LastPaymentAmount Last Payment Amount OBCR NUMBER
LastPaymentDate Last Payment Date OBCR DATE
LoanMaturityORLimitExpiryDate Loan Maturity OR Limit Expiry Date OBCR DATE
OutstandingAmount Outstanding Amount OBCR NUMBER
OverdueAmount Overdue Amount OBCR NUMBER
PartyType Party Type OBCR TEXT
ProductSubType Product Sub Type OBCR TEXT
ProductType Product Type OBCR TEXT
SecuredSwitch Secured Switch OBCR TEXT
SystemAccountStatus System Account Status OBCR TEXT
TotalCollateralAssessedValue Total Collateral Assessed Value OBCR NUMBER
UnClearedPaymentAmount UnCleared Payment Amount OBCR NUMBER
UserDefinedAccountStatus User Defined Account Status OBCR TEXT
BusinessDate Business Date OBCR DATE
CollectionStatus Collection Status OBCR TEXT
ExistPromiseCount Existing Promise Count OBCR NUMBER
ForcedAccountSwitch Forced Account Switch OBCR TEXT
MaxPTPInstallCount Maximum PTP Install Count OBCR NUMBER
NewPromiseCount New Promise Count OBCR NUMBER
ProductProcessorCd Product Processor Code OBCR TEXT
PromiseAmount Promise Amount OBCR NUMBER
PromiseDate Promise Date OBCR DATE
Segment Segment Code OBCR TEXT
VIPFlag VIP Flag OBCR TEXT