5 Initial Setup
This topic describes the initial setup for Oracle Banking Collections and Recovery installation.
OBCR_INITIAL_SETUP/cmc_initial_setup.sql
To be compiled in Common Core schema.
OBCR_INITIAL_SETUP/obcr_role_creation.sql
To be compiled in SMS schema for OBCR specific admin role creation.
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.
OBCR_INITIAL_SETUP/ plato_properties_script.sql
To be compiled in PLATO schema.
OBCR_INITIAL_SETUP/ dms_properties_script.sql
To be compiled in PLATO schema.
OBCR_INITIAL_SETUP/ platofeed_script.sql
To be compiled in PLATOFEED schema.
CMC Initial Setup
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 | Branch Currency Description | The description of the branch currency |
10 | Country Code | A two letter ISO Country Code |
11 | Walk-In Customer | Walk-in customer number |
12 | Host Code | Host code of the Branch |
13 | Host Description | Host code description |
14 | Host Process Time Zone | Host code time zone (GMT+5.30) |
15 | Source System | External source system |
16 | Source System Description | Source system description |
17 | Source System Branch | Branch code as in the source system |
18 | Previous Working Day | Previous working day of the Branch |
19 | Current Working Day | Current working day of the Branch |
20 | Next Working Day | Next working day of the Branch |
OBCR Role Creation
The script would create an OBCR specific admin role COLL_MNGR_ROLE.
SMS Initial Setup
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 COLL_MNGR_ROLE, and the PLATO, SMS, CMC and the other functional activities are mapped.
PLATO Additional Setup
This script would prompt the user for the following details regarding correspondence.
Table 5-3 PLATO Additional Setup - Field Description
Serial Number | Field | Description |
---|---|---|
1 | Sender email Id | Email Id of the sender for communication |
2 | Branch Code | A three letter Branch Code |
3 | User ID | Admin User ID |
DMS server Setup
This script would prompt the user for the following details regarding correspondence. These scripts are to be run only if you are using DMS server of document upload. This script is to be executed only if the values for these fields are not already present/updated in the database.
Table 5-4 DMS server Setup - Field Description
Serial Number | Field | Description |
---|---|---|
1 | Dms Service URL | URL of the document management server |
2 | Dms Service Username | Login Id of the document management server |
3 | Dms Service Password | Password of the document management server |
PLATOFEED Additional Setup
This script would prompt the user for the following details regarding plato feed.
Table 5-5 SMS Initial Setup - Field Description
Serial Number | Field | Description |
---|---|---|
1 | Branch code | A three letter Branch Code |
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.
- From the main menu in the Oracle Banking Collections and Recovery application, navigate to Rule and then click Fact.
- From the Fact menu , click Create Fact.
- Click Bulk Upload.
- Click Drag and Drop to browse to the required folder and select the
obcr_facts.csv
for upload. - Click Upload.
obcr_facts.csv
file contains the list of facts as mentioned below.
Table 5-6 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 |
BusinessDate | Business Date | OBCR | DATE |
CaseID | Case Id | OBCR | Case Id |
ChargeOffAmount | ChargeOff Amount | OBCR | NUMBER |
CollateralType | Collateral Type | OBCR | TEXT |
CollectionStatus | Collection Status | 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 |
ExistPromiseCount | Existing Promise Amount | OBCR | NUMBER |
ForcedAccountSwitch | Forced Account Flag | OBCR | TEXT |
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 |
MaxPTPInstallCount | Max PTP Instalment Count | OBCR | NUMBER |
NewPromiseCount | New Promise Count | OBCR | NUMBER |
OutstandingAmount | Outstanding Amount | OBCR | NUMBER |
OverdueAmount | Overdue Amount | OBCR | NUMBER |
PartyType | Party Type | OBCR | TEXT |
ProductProcessorCd | Product Processor Code | OBCR | TEXT |
ProductSubType | Product Sub Type | OBCR | TEXT |
ProductType | Product Type | OBCR | TEXT |
PromiseAmount | Promise Amount | OBCR | NUMBER |
PromiseDate | Promise Date | OBCR | DATE |
SecuredSwitch | Secured Switch | OBCR | TEXT |
Segmen | Segment Code | 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 |
VIPFlag | VIP Flag | OBCR | TEXT |
Config update for report service
Next, for the plato-report-service, please make sure the below configurations done on the OBMA server.
Note:
This step is to be performed if not already done.Create a directory by the name report-fop-config
under /scratch/env
directory.
Then, copy the file fop.xconf
from the location /THIRD_PARTY_SOFTWARE/report-fop-config
inside the package to the above created location.
Once done please run the below command
chmod 0755 /scratch/env/report-fop-config/fop.xconf