Table of Contents

• Title and Copyright Information
• 1 Navigation
  • 1.1 Audience
  • 1.2 Conventions Used
  • 1.3 Logging In
  • 1.4 Template and Navigation
    • 1.4.1 Home Screen
      • 1.4.1.1 Time Zone Preference
    • 1.4.2 Screens
  • 1.5 Common Operations
    • 1.5.1 Basic Operations
    • 1.5.2 Basic Actions
    • 1.5.3 Personalization Options
    • 1.5.4 De-supported Special characters
    • 1.5.5 Skip Zip Code Validation
    • 1.5.6 Export data to Excel
  • 1.6 Keyboard Compatibility
    • 1.6.1 Keyboard Compatibility
  • 1.7 Tool Tips
  • 1.8 Accessibility
    • 1.8.1 Understanding Accessibility
    • 1.8.2 Application Accessibility Preferences
    • 1.8.3 Documentation Accessibility Preferences
• 2 Administration System
  • 2.1 System Parameters
    • 2.1.1 System Parameters Setup
      • 2.1.1.1 FCUBS Integration
    • 2.1.2 Organization Parameters
    • 2.1.3 Company Parameters
  • 2.2 Lookups
  • 2.3 User Defined Tables
  • 2.4 Audit Tables
  • 2.5 User Defined Defaults
  • 2.6 User Defined Parameters
    • 2.6.1 Formula Definition
    • 2.6.2 Selection Criteria
  • 2.7 Transaction Codes
    • 2.7.1 Transaction Codes sub screens
      • 2.7.1.1 Parameters
      • 2.7.1.2 Access Grid
      • 2.7.1.3 Products
  • 2.8 Data Files
    • 2.8.1 Output tab
      • 2.8.1.1 Data File Definitions
      • 2.8.1.2 Record Definitions
      • 2.8.1.3 Column Definitions
    • 2.8.2 Input tab
      • 2.8.2.1 Input Data File Definitions
      • 2.8.2.2 Column Definitions
      • 2.8.2.3 Configurable Bulk Upload
  • 2.9 Dedupe
  • 2.10 Securitization
  • 2.11 Events
    • 2.11.1 Events (Existing Framework)
      • 2.11.1.1 Event Types
      • 2.11.1.2 Event Action Types
      • 2.11.1.3 Online
      • 2.11.1.4 Batch
    • 2.11.2 Events (New Framework)
    • 2.11.3 Monitoring JMS Event Actions
  • 2.12 Batch Jobs
    • 2.12.1 Batch Jobs
      • 2.12.1.1 Batch Jobs
      • 2.12.1.2 Job Holidays
    • 2.12.2 Batch Jobs Available
  • 2.13 Producer Cycles
  • 2.14 Vendors
    • 2.14.1 Cycles Tab
    • 2.14.2 Vendor Services Tab
    • 2.14.3 Vendor Fees Tab
    • 2.14.4 Invoice Rules tab
  • 2.15 Collection Cycles
  • 2.16 Reports
  • 2.17 Error Messages
  • 2.18 Translation
    • 2.18.1 Setup Translation
    • 2.18.2 Message Translation Setup
  • 2.19 Label Configuration
  • 2.20 Seed Data
    • 2.20.1 Factory Data
      • 2.20.1.1 Update/Skip Seed Data
    • 2.20.2 Current Data
    • 2.20.3 Comparison Data
    • 2.20.4 Download Data
  • 2.21 Sales Tax
  • 2.22 Data Masking
    • 2.22.1 Setup Data Masking
      • 2.22.1.1 Data Masking Details
      • 2.22.1.2 User Access Details
    • 2.22.2 Create data redaction policy
    • 2.22.3 Masking User defined data
  • 2.23 Webhook
    • 2.23.1 Webhook Definition
    • 2.23.2 Event Details
    • 2.23.3 Authentication Attributes
    • 2.23.4 Monitoring Webhook Events
• 3 Administration User
  • 3.1 Organization
  • 3.2 Companies
  • 3.3 Access
    • 3.3.1 Data
    • 3.3.2 Screen
      • 3.3.2.1 Security Access Definition
      • 3.3.2.2 Field Access Definition
      • 3.3.2.3 Security User Access Definition Details
    • 3.3.3 Reports
    • 3.3.4 Correspondence
    • 3.3.5 Transaction
    • 3.3.6 Webservice
  • 3.4 Users
    • 3.4.1 Replacement users
    • 3.4.2 Application and Oracle Identity Manager Synchronization
  • 3.5 Credit Bureau
    • 3.5.1 Credit Bureau
      • 3.5.1.1 Report Formats
      • 3.5.1.2 Connections
      • 3.5.1.3 Zip Matrix
      • 3.5.1.4 Parameters
      • 3.5.1.5 Score Reasons
      • 3.5.1.6 Reporting
    • 3.5.2 Special Metro II Code reporting
    • 3.5.3 Oracle Wallet Manager setup
    • 3.5.4 Oracle JVM Security setup
    • 3.5.5 Importing a trusted certificate into an Oracle Wallet
    • 3.5.6 Importing the Certificates into an Oracle Wallet
    • 3.5.7 De-duping Credit Bureau data
  • 3.6 Correspondence
    • 3.6.1 Correspondence
      • 3.6.1.1 System Functions
      • 3.6.1.2 Elements
      • 3.6.1.3 E-Form Elements
      • 3.6.1.4 Documents
      • 3.6.1.5 Correspondence
    • 3.6.2 Creating Correspondence
    • 3.6.3 Generating Correspondence
  • 3.7 General Ledger
    • 3.7.1 General Ledger
      • 3.7.1.1 Translation Definition
      • 3.7.1.2 Attribute Definitions
      • 3.7.1.3 Transaction Definition
      • 3.7.1.4 Transaction Links
  • 3.8 Queues
    • 3.8.1 Criteria Based Condition
      • 3.8.1.1 Criteria Definition
      • 3.8.1.2 Criteria Details
      • 3.8.1.3 Conditions
    • 3.8.2 Customer Service Tab
    • 3.8.3 Call Action Results tab
    • 3.8.4 Origination Tab
      • 3.8.4.1 Selection Criteria
      • 3.8.4.2 Sort
      • 3.8.4.3 Responsibilities and Users
      • 3.8.4.4 Data Node Assignments
      • 3.8.4.5 Group Assignment
    • 3.8.5 Activity Tracking
    • 3.8.6 User Groups Tab
  • 3.9 Printers
  • 3.10 Intelligent Segmentation
    • 3.10.1 Machine Learning for Queue Creation
    • 3.10.2 Machine Learning Data visualization
      • 3.10.2.1 Cluster view
      • 3.10.2.2 Segment View
      • 3.10.2.3 Insights View
      • 3.10.2.4 Selection Criteria Attributes
    • 3.10.3 View Machine Learning Generated Queue
    • 3.10.4 Create ML Based Queue
  • 3.11 Bank Details
  • 3.12 Standard Payees
  • 3.13 Check Details
  • 3.14 Currencies
    • 3.14.1 Currency Definition
    • 3.14.2 Currency Pair link
  • 3.15 Zip Codes
  • 3.16 Payment Hierarchy
    • 3.16.1 Payment Appropriation Methods
    • 3.16.2 Excess Payment Appropriation
  • 3.17 Number Generation
    • 3.17.1 Overview
    • 3.17.2 Navigation
    • 3.17.3 Number Generation Definition
      • 3.17.3.1 Number Sequence
• 4 Product
  • 4.1 Asset Types
    • 4.1.1 Usage/Rental Details
    • 4.1.2 Usage Charge Matrix
    • 4.1.3 Rental Charge Matrix
  • 4.2 Index Rates
  • 4.3 Regulatory Rates
  • 4.4 Currency Exchange
  • 4.5 Scoring Parameters
  • 4.6 Products
    • 4.6.1 Product Itemizations
    • 4.6.2 Rate Adjustments
  • 4.7 Pricings
  • 4.8 Contract
    • 4.8.1 Staged Funding
    • 4.8.2 Balances
    • 4.8.3 Amortized Balances
    • 4.8.4 Itemizations
    • 4.8.5 Fees
    • 4.8.6 Depreciation Rate Schedule
    • 4.8.7 Passthrough Fees
  • 4.9 Edits
    • 4.9.1 Interfacing OFSLL with Oracle Rule Author
  • 4.10 Cycles
  • 4.11 Scoring Models
    • 4.11.1 Credit Score Models
    • 4.11.2 Behavioral Score Models
  • 4.12 Fees
  • 4.13 Asset Billing Rate
    • 4.13.1 Asset Billing Rate Definition
    • 4.13.2 Asset Billing Rate Details
      • 4.13.2.1 Tiered Rate Details sub tab
    • 4.13.3 Asset billing Calculations
      • 4.13.3.1 Flat Amount Calculation
      • 4.13.3.2 Rate Calculation
      • 4.13.3.3 Flat Amt + Rate Calculation
      • 4.13.3.4 Tiered Rate Calculation
      • 4.13.3.5 Slab Formula Calculation
    • 4.13.4 Asset Billing Rate Setup - File upload
    • 4.13.5 Asset Billing Batch Job
  • 4.14 Origination Fees
  • 4.15 Compensation
  • 4.16 Commission
  • 4.17 Insurance
  • 4.18 Checklists
  • 4.19 Stipulations
  • 4.20 Spreads
    • 4.20.1 Spread Definition
    • 4.20.2 Spread Matrix
  • 4.21 Statement Messages
  • 4.22 Letters
  • 4.23 Promotions
  • 4.24 Subvention
    • 4.24.1 LoanLease Subvention Plans
  • 4.25 Escrow
    • 4.25.1 Escrow
      • 4.25.1.1 Escrow
      • 4.25.1.2 Shortage/Cushion Rules
      • 4.25.1.3 Disbursement Rules
• A Appendix : System Parameters
  • A.1 Introduction
  • A.2 System Parameters
  • A.3 Organization Parameters
  • A.4 Company Parameters
  • A.5 Other Parameters
• B Appendix : Variable and Fixed Interest Rate
  • B.1 Variable Interest Rate LoansLease
    • B.1.1 'Rate Adjustments' for Variable Rate LoansLease
  • B.2 Fixed Interest Rate LoansLease
• C Appendix : Lease Sales and Usage Tax
  • C.1 Introduction
  • C.2 Internal Lease Tax Calculation
    • C.2.1 Sales Tax Setup
      • C.2.1.1 To setup sales tax
      • C.2.1.2 Origination
      • C.2.1.3 Customer Service
      • C.2.1.4 Range
    • C.2.2 Sales Tax Calculation at Origination
      • C.2.2.1 Calculate Tax in Decision/Contract tab
      • C.2.2.2 Exempt Sales Tax in Decision/Contract tab
      • C.2.2.3 Attach Sales Tax Exemption Certificate
      • C.2.2.4 Generate Lease Sale and Usage Tax Report
    • C.2.3 Sales Tax Calculation at Customer Service
      • C.2.3.1 Calculate Tax in Customer Service
      • C.2.3.2 Exempt Sales Tax in Customer Service
      • C.2.3.3 Attach Sales Tax Exemption Certificate
      • C.2.3.4 Sales tax in Account Statement
      • C.2.3.5 Generate Lease Sale and Usage Tax Report
  • C.3 External Lease Tax Calculation
    • C.3.1 OFSLL Vertex Integration
    • C.3.2 Setup changes
    • C.3.3 Changes in Origination Module
    • C.3.4 Changes in Customer Service Module
    • C.3.5 Limitations of Vertex integration
  • C.4 Manual Lease Tax Calculation
• D Appendix : Usage Based Leasing
  • D.1 Introduction
  • D.2 Pre-requisites
  • D.3 Usage Based Leasing Workflow
    • D.3.1 Lease Usage Calculation
    • D.3.2 Lease Usage Methods
    • D.3.3 Tiered and Non Tiered Usage Calculation
    • D.3.4 Lease Usage Batch Jobs
    • D.3.5 Lease Usage Account Statement
    • D.3.6 Elastic Usage Term
• E Appendix : Webhooks
  • E.1 Introduction
  • E.2 Webhook Architecture
  • E.3 Webhook Workflow
  • E.4 Webhook Message Format
  • E.5 Processing Webhook Request
  • E.6 Webhook Support for OBRH Integration
    • E.6.1 OBRH Interfacing support
• F Appendix : Configuration at Company Level
  • F.1 Introduction
  • F.2 Existing Configuration
  • F.3 Configuration at Company Level
  • F.4 Setup Company Definition
    • F.4.1 Holiday Setup and Processing
    • F.4.2 Batch Jobs Processing
  • F.5 Setup Multiple Companies in Same/Different Time Zone
    • F.5.1 Setup for New Company Added Subsequently
  • F.6 Impact on Defining Configuration at Company Level
    • F.6.1 Company Level Configuration Settings
    • F.6.2 Scheduler
    • F.6.3 Debug Logs
    • F.6.4 Setup Screens
    • F.6.5 File Uploads
      • F.6.5.1 Input File
      • F.6.5.2 Output File
    • F.6.6 Transactions
    • F.6.7 Web Services
    • F.6.8 Letters, Correspondence
    • F.6.9 Reports
    • F.6.10 Credit Bureau & Metro II
    • F.6.11 GL
    • F.6.12 ODD1, ODD2, ODD3
    • F.6.13 Migration
    • F.6.14 Conversion
    • F.6.15 Archive
    • F.6.16 Purge
    • F.6.17 Standard Payees
    • F.6.18 Data Masking
    • F.6.19 WFP Module
    • F.6.20 Batch Jobs and File uploads
    • F.6.21 Assumptions