2.12 Active Account History

Oracle Banking Collections and Recovery provides an option to view history of an active account from Case Summary Screen. This screen displays timeline view based on start and end dates of the cases. Next level details display the segments, which ran on the account for the case in context.

The key features of this functionality are:
  • Task History – This widget displays count of different task types that were created on the account for the selected case.
  • Promise History - This widget displays count of Total Promises, Broken Promises, Kept Promises and Amount Collected against an account for the selected case.
  • Call Action History - This widget displays count of Action/Results taken on the account for the selected case & their categorization - Inbound/Outbound/Other as well as Right Party Contacts.
  • Communication History - This widget displays count of communications (Letter/SMS/Emal Alerts/Inbound Documents) done to customer against an account for the selected case.