4 Case Summary
This Case Summary page facilitates you to view and manage a case. It displays all the information related to a case and helps you to perform various tasks.
When details of delinquent accounts are received in Oracle Banking Collections and Recovery application, cases are automatically created by the system. Cases are created on the primary customer of the account.
The Case Summary page consists of the following widgets:
The Quick Links widget consists of the following action links using which you can perform various tasks:
Note:
You can navigate to Case Summary page using the Case Search page or Task Summary page.
- Case
This widget displays the case specific details, such as case ID, date on which the case was created, overdue amount of all the accounts associated with the case, and status of the case. - Account
This widget displays details of the accounts associated with the customer. Based on the account in context, the widget displays various details, such as overdue amount on the account, days past due on the account, collaterals attached with the account, and the total amount outstanding on the account. - Customer
This widget displays details of the customers associated with the account number selected in the Accounts widget. It displays various customer details, such as the customer ID, phone number, address, and email. - Tasks
This widget displays details of all tasks related to the account in context across all applicable segments, and the associated strategies. - Promise to Pay
This widget facilitates you to create Promise to Pay (PTP) for the promise made by the customer to pay the overdue amount on the account. You can view details of all existing active PTP for an account. Also, you can cancel any existing active PTP, if required. - Activity
This widget displays details of the activities performed on the accounts linked to the case. It displays list of activities performed by the collector or system. For example, if you make an outbound call to the customer, then details of the same are displayed. - Communication Details
This widget displays the count of various communications made with the customer on the active account and case. - Notes
The Notes section helps you to create notes for accounts associated with a case. You can create a note as Public or Private. Public notes are visible to all collectors whereas Private notes are visible only to the collector who created the note. - Payment Details
The Payment Details section facilitates you to view details of all the payment transactions of accounts related to a case. It displays payment details, such as amount, transaction type, and transaction date. - History
The History section helps you to view details of past delinquencies of an account. It displays details of all the past cases linked to the account that are in closed status. You can view history of segments and strategies of the past cases related to an account. You can view history details of tasks, promises, call actions, and correspondence related to an account.