9.1 Forward Ported Enhancements till 14.12.0.0.24
This topic describes about the forward ported enhancements till 14.12.0.0.24.
The section below provides an overview of enhancements in tabular format, categorized by the specific version for which they were developed. The detailed explanation of each enhancement can be viewed at the patch release notes https://docs.oracle.com/cd/E80275_01/pdf/ofsll_14_12_0_0_x_patch_release_notes.pdf.
Note:
All the bugs fixed till 14.12 PS24 have also been forward ported to 15.0.0.0.0.Table 9-1 Summarizing New Web Services forward ported from 14.12.0.0.x to 15.0.0.0.0
| Patch Version | Service Area | Method/Path/Description |
|---|---|---|
| 14.12.0.0.5 | Payment Arrangement | POST /servicing/account/paymentarrangement |
| Payment Arrangement | PUT /servicing/account/paymentarrangement | |
| Payment Arrangement | GET /servicing/account/{number}/paymentarrangement | |
| Bankruptcy | PUT /servicing/account/bankruptcy | |
| Bankruptcy | GET /servicing/account/{number}/bankruptcy | |
| Bankruptcy | PUT /servicing/bankruptcy/trackingattribute | |
| 14.12.0.0.6 | Invoice | PUT /servicing/invoice |
| Invoice | PUT /servicing/invoice/status | |
| Vendors | GET /servicing/workorder/vendors | |
| Credit Bureau | GET /servicing/account/creditbureau | |
| 14.12.0.0.9 | Origination | PUT /origination/application/contract |
| Servicing | GET /servicing/account/creditbureau | |
| 14.12.0.0.12 | DIS Wrapper | POST /setup/dis/generatepar |
| 14.12.0.0.14 | Repossession | POST /servicing/account/repossession |
| Repossession | PUT /servicing/account/repossession | |
| Repossession | GET /servicing/account/repossession | |
| Call Activity | GET /servicing/callactivity | |
| Stipulations (Origination) | POST /origination/application/stipulations | |
| Stipulations (Origination) | PUT /origination/application/stipulations | |
| Promises | POST /servicing/promises |
Table 9-2 Summary of Changes to Existing Web Services
| Patch Version | Service | Change/Addition |
|---|---|---|
| 14.12.0.0.5 | Account Tracking Attribute Fetch | Added InsuranceTrackingAttributes and BankruptcyTrackingAttributes blocks |
| Application Search | Added drivinglicensenumber to query/response | |
| Account Detail | Added NetDueBucket 1 to 5, DueTotalAmountIncludingCurrent, ExtraLeaseReceivable, ExtraPrincipalPaid, RepaymentScheduleDetails, InsuranceDetails, DueDateHistory, accountCondition.QueueName, accountCondition.UserCode | |
| 14.12.0.0.6 | Decision Update | Now validates Origination Stage = REVIEW before updating decision |
| 14.12.0.0.7 | Calculator (Origination) | Added MaturityDateBasis (P/E) and ProrateStubPmt (Y) tags |
| Servicing Summary (UI) | Lease closing date added (not WS) | |
| 14.12.0.0.9 | Account Onboarding (Sync/Async) | New element CalcActionCode (CalculateActionCode) |
| Get Account Detail | Added NetExcessAmtMEA | |
| Scenario Analysis (Origination) | Added MaturityDateBasis, ProrateStubPmt | |
| 14.12.0.0.10 | Webservice Alert Logging | Configurable per-service debug logging via system parameters; UI dashboard logs |
| 14.12.0.0.11 | Lease Calculator GET, Account Details GET | Now include Income Schedule details for amortized lease |
| Scheduler Service (POST/PUT) | Support JobCode-level start/query; new elements; renamed some elements | |
| 14.12.0.0.12 | Get Account Details | Added YTD balance block, OpeningBalance, BalancePosted at CTD level |
| Number Generation (ADF) | UI behaviour change (not WS) | |
| 14.12.0.0.13 | GET Application Search | Added business fields; response includes BusinessPhone, Class Type |
| Get Account Details | Added StopBillingIndicator; enriched YTD balance block | |
| Extension | Statement re-generation behavior (not WS) | |
| 14.12.0.0.14 | Account Search Webservices | Request: applicationnumber; Response: CompanyCode, BranchCode, etc. |
| GET Transaction Details | Request: TransactionAmount, PaymentAmount, Reference | |
| GET Account Details | Response: ApprovedCreditLimitAmount, HoldCreditLimitAmount, etc. | |
| SSN masking control | GET Account Details / GET Application Search / Get Application Details respect UIX_HIDE_RESTRICTED_DATA | |
| 14.12.0.0.18 | Account Onboarding (Sync/Async) | Insurance: added IncludeRebatePayoffIndicator (default Y) |
| 14.12.0.0.20 | Credit Bureau Adapters (Equifax XML) | Expanded XML adapter behavior and configuration |
| 14.12.0.0.24 | Credit Bureau (Equifax) XML upgrade | Additional sections parsed/persisted; affects Bureau-related GET endpoints |
Table 9-3 Cross-Cutting WS Operations/Behavioural Additions
| Area | Description |
|---|---|
| Webservice Alert Logging (PS10/PS12) | Per-WS enablement via system parameters; logs accessible via UI Database Server Logs |
| Unmasking controls (PS14) | UIX_HIDE_RESTRICTED_DATA parameter governs masking in key GET services |
| Scheduler WS (PS11) | Added JobCode |
| DIS Wrapper (PS12) | Facilitates signed, time-bound access to DIS-stored reports (PAR URL) |
Summary of the Enhancements refer the https://docs.oracle.com/en/industries/financial-services/financial-lending-leasing/15.0.0.0.0/samma/Summary%20of%20Enhancements.docx.
Table 9-4 Enhancement
| Enhancement | Description | Patch |
|---|---|---|
| Lease – Amortized Method of Calculation | Support for Amortized lease schedule and rent collection (Advance/Arrears) across Setup, Origination, Servicing, calculators and AOB | 14.12.0.0.1 |
| New Amortization Method (Every Month End) | Monthly interest amortization independent of billing cycle; TAM processing changes | 14.12.0.0.1 |
| External System Data Processing | New outbound account data extract add inbound processing framework (OAC/IRT jobs, lookups) | 14.12.0.0.1 |
| BIP Reports Writing to Input File Processing | Directly write BIP text/csv report to INCOMING_PROCESS_FILE (no MFT), command and config updates | 14.12.0.0.1 |
| Re-design of OFSLL Events framework | Replace DB AQ with Events Log add background service, re-submit/retry, UI and seed updates | 14.12.0.0.1 |
| Asset points Formula Parameter | New account formula parameter to compute Total Asset points by Asset Type at master/associated | 14.12.0.0.1 |
| Update Existing Customer/Business Number | New non-monetary transactions to change Customer / Business across linked accounts with audit | 14.12.0.0.1 |
| Payment Hierarchy: DUE AMOUNT RATIO (INCL CURRENT DUE) | New hierarchy method including current due in ratio | 14.12.0.0.1 |
| NSF on Master Account (Phase I) | Assess NSF only on specified Master/linked account; UI/WS/file additions | 14.12.0.0.1 |
| New Pre-Bill Days Maintenance | Monetary transaction to change pre-bill days with multi-account processing controls | 14.12.0.0.1 |
| Changes to Rescission Transaction | Add “Process Master Associated Accounts” + status handling via lookup for ERROR/IGNORE | 14.12.0.0.2 |
| New Amortization Method (Month End) – Phase 2 | Setup/origination/servicing/conversion/WS additions incl. Amortization Rate handling | 14.12.0.0.2 |
| Termination and Payoff Quote (Lease) Enhancements | Respect Lease Recovery Type (Fixed/Proportionate), detailed result outputs | 14.12.0.0.2 |
| Events for Payoff Quote | Events support for Payoff Quote group via BATCH_MODE_TXNS | 14.12.0.0.2 |
| Stub/Broken Period Billing | Fiscal-aligned billing, Maturity Dt Basis, Prorate Stub Pmt, calculator/UI/edits/WS support | 14.12.0.0.5 |
| Evergreen Lease Enhancement | Auto-post & renew evergreen, residual reduction child txn, Evergreen Rent balances, UI/WS/seed | 14.12.0.0.5 |
| New Web Services (PS5) | Payment Arrangement (POST/PUT/GET), Bankruptcy (PUT/GET), Bankruptcy Tracking Attribute (PUT) | 14.12.0.0.5 |
| Existing WS Changes (PS5) | Enrich Account Tracking Fetch, Application Search, Account Detail (more fields incl. schedule/details) | 14.12.0.0.5 |
| Evergreen Payment Method – Standard Payment Amount | Support percentage on Standard Payment Amount for Evergreen | 14.12.0.0.6 |
| Revenue Projections – TAM (“Income Schedule”) | Income schedule calc/display, due-date basis option; new UI/seed and exports | 14.12.0.0.6 |
| New Scoring Parameters (Character type) | New character-type scoring inputs (age, education, occupation, etc.); Rescore/Redecision sub-statuses | 14.12.0.0.6 |
| New WS (PS6) | Invoice Detail Update, Invoice Status Update, Fetch Eligible Vendors, Fetch Credit Bureau Report | 14.12.0.0.6 |
| Evergreen condition posting changes | Post “Evergreen” condition using lease closing/maturity add grace logic per method | 14.12.0.0.7 |
| Stub/Fiscal Period – Added Validations | Disallow flexible repayment for stub; Prorate flag disabled; disable Balloon in AMZ calculator | 14.12.0.0.7 |
| Conversion – Business Number | Support loading existing business number in conversion (.dat placeholders) | 14.12.0.0.7 |
| Calculator WS Enhancements | Add MaturityDateBasis & ProrateStubPmt to lease amortized calculator request/response | 14.12.0.0.7 |
| Lease Closing Date on Summary | Display Lease Closing Date in Servicing Summary for lease (AMZ) | 14.12.0.0.7 |
| Stub Billing during Evergreen | Stub proration for first evergreen bill when using percentage on Standard Payment Amount | 14.12.0.0.8 |
| Origination – Label Configuration | Enable Label Configuration & Field Access Definition for many Origination tabs; add Romanian | 14.12.0.0.8 |
| Configure Number Generation | New ADF UI to define Account/Application number patterns, units, checksum; validation | 14.12.0.0.9 |
| CLOB Conversion for API | Upload API .dat via Incoming File WS / UI to App Server; loader jobs to fill API tables | 14.12.0.0.9 |
| Webservice Alert Logging | Per-WS debug level/method, logs accessible in UI; AQ/UTL_FILE/CLOB routing | 14.12.0.0.9 |
| Configurable Date Format (Flex) | Multiple fixed simple date formats for flex/date fields beyond MM/DD/YYYY | 14.12.0.0.9 |
| Periodic Fee Maintenance – Multiple Fees | Add FPMF1–FPMF5 families to support multiple recurring PMF configs | 14.12.0.0.9 |
| Master Excess Net Amount (MEA) | Expose ACC_NET_EXCESS_AMT (MEA) in UI & GET Account Details WS | 14.12.0.0.9 |
| Calculate Action Code in AOB | AOB can request calculator action (CALCULATE_PMT/RATE/AMT/TERM) to derive values | 14.12.0.0.9 |
| Business Only Application Support | Allow business-only applications (no primary person), funding uses business title | 14.12.0.0.9 |
| New WS (PS9) | Application Contract PUT; Servicing Credit Bureau Fetch (GET) | 14.12.0.0.9 |
| Number Generation – Input Cross-reference in UI | Allow Application Cross-reference capture in Origination and use definition for Cross-reference generation | 14.12.0.0.10 |
| Webservice Alert Logging (more) | Enable additional WS families (e.g., scheduler, vendor, bureau) for logging | 14.12.0.0.10 |
| Configurable Date Format – Application Search | App Search supports configured date formats; division/date settings | 14.12.0.0.10 |
| Account Details Data Dump (External) | New jobs to generate outbound account details data files based on criteria | 14.12.0.0.10 |
| Repayment Schedule – Lease RENTAL (AMZ) | Detailed schedules for Rental (AMZ), income schedule, evergreen for rental | 14.12.0.0.11 |
| Evergreen End Date | Display evergreen roll-over end date in Summary during evergreen period | 14.12.0.0.11 |
| Income Schedule in WS | Include income schedule in Lease Calculator GET and Account Details GET | 14.12.0.0.11 |
| 1098 Reporting Enhancements | Add 1098 flags/fields to conversion and AOB; behavior clarified | 14.12.0.0.11 |
| Configurable Date Format – Events | Event parameter date inputs respect division fixed simple date format | 14.12.0.0.11 |
| Scheduler WS – Job Code | Extend Scheduler WS to target specific Job Code within a Job Set | 14.12.0.0.11 |
| Batch Reports – Remove Data Access Check | Payment logs and allocation reports bypass data-access checks when run by batch | 14.12.0.0.11 |
| DIS Wrapper Service | Generate PAR URLs to download reports/letters from DIS Object Storage | 14.12.0.0.12 |
| GET Account Details – YTD Block | Add YTD balances struct and opening/posted balances to balance lines | 14.12.0.0.12 |
| Number Generation – Cross-reference with Units | Allow Cross-reference unit combined with others (except App/Ext App) to support copy flows | 14.12.0.0.12 |
| CUP Batch Selection Enhancement | Product-level “Skip User Parameters Calculation” + split CUP jobs per product | 14.12.0.0.12 |
| Cycle Based Fee Tech Restructure | Multi-thread/process alignment for TXNCBC & ITUPRC to avoid duplicates | 14.12.0.0.12 |
| Residual Income Split (Lease) | Split income into “Primary” and “Residual” components; UI/WS/conversion hooks | 14.12.0.0.13 |
| Stop Accrual & Stop Billing | Add Stop Billing to Stop Accrual; catch-up rules for re-accrual/billing; flags & conditions | 14.12.0.0.13 |
| Metro II – N1 Segment | Report N1 employment segment; new file formats 990/1290/1590/1890 | 14.12.0.0.13 |
| Incoming Process File – UI Usability | Download uploaded file data; new error reason display (e.g., lockbox totals) | 14.12.0.0.13 |
| GET Application Search – Business Only | Extend request/response for business attributes (name, tax id, phone, etc.) | 14.12.0.0.13 |
| Extension – Statement Re-generation | Regenerate statements on extended due dates (Loan/Line), consolidation-synced | 14.12.0.0.13 |
| Env & File Upload Misc | Show environment info on Home; file upload uses INTERNAL user date format | 14.12.0.0.13 |
| Delete Conversion/Migration Accounts | Delete also API/I- tables and log actual deleted Account # | 14.12.0.0.14 |
| Clustering of Purge Jobs | Break out archival/purge into granular jobs with dedicated system parameters | 14.12.0.0.14 |
| Cross-reference in References Tab | Add mandatory Cross-reference field to Servicing > References | 14.12.0.0.14 |
| New WS (PS14) | Repossession (POST/PUT/GET), Call Activity GET, Stipulations POST/PUT, Promises POST | 14.12.0.0.14 |
| Existing WS Enhancements (PS14) | Enrich Account Search/Details/Transaction Details with more fields | 14.12.0.0.14 |
| Unmask SSN in WS (controlled) | Respect UIX_HIDE_RESTRICTED_DATA to unmask SSN in responses | 14.12.0.0.14 |
| Daily Alert Log File | Rotate alert log daily (alert_MMDDYYYY.log) and timestamp entries | 14.12.0.0.14 |
| Data Sanity Reports (DSR) | Release of DSR handbook/checks to pre/post-validate data | 14.12.0.0.15 |
| Asset Billing – Slab Formula Update | Change formula to use CEILING and ROUNDDOWN for slab steps | 14.12.0.0.17 |
| Asset Billing – Min/Max Billing Points | Add min/max billing points as selection criteria separate from Actual Points | 14.12.0.0.17 |
| Change Payment – Consider Amount Paid in Excess | New A/R/Calculator options to use excess when reducing payment via Index/Margin Reschedule | 14.12.0.0.17 |
| Securitization – Metro II Impact | When adding accounts to SOLD pools, backup history for proper K2 reporting | 14.12.0.0.17 |
| WS: IncludeRebatePayoffIndicator | Add IncludeRebatePayoffIndicator for AOB Insurances | 14.12.0.0.17 |
| Archival TXN to O/OO | New jobs PTXARC_BJ_100_11/12 to archive TXNS/TEMP to O/OO tables by parameters | 14.12.0.0.17 |
| Trade/Rollover – Enhancements | Payoff Quote formula, trade-eligible flags, accrued interest handling, cross-product trade, AMZ balance carry-forward txn | 14.12.0.0.18 |
| Data Files – Add Email | Add Email Address to many output letters (customer/business) | 14.12.0.0.18 |
| Asset Billing Rate Upload | Add Min/Max Billing Points columns to ABR create/update file layouts | 14.12.0.0.18 |
| GL Setup – Edit Facility | Allow editing Segment Definition (segment/source/translated) and Attribute (type/#) | 14.12.0.0.18 |
| Extension Override – Pre-compute | Support Extension Override for pre-compute loans (with limits) | 14.12.0.0.18 |
| Comments – Export | Export comments to Excel from Comments tab | 14.12.0.0.18 |
| Cycle-based Fees at Global Level | Support FCBC/FCBL config at global fees; frequency code; contract decoupling | 14.12.0.0.20 |
| Equifax XML Upgrade (US) – Phase 1 | XML adapter flow incl. Acro Model; header/score/human-readable persisted | 14.12.0.0.20 |
| Dialer File Extract – Phone & Account fields | Include up to 3 current “permission to call” phones with contact window; add account-level fields | 14.12.0.0.21 |
| Statements – Add Customer/Business # | Add customer/business number to customer/master/business statements | 14.12.0.0.21 |
| Equifax XML Upgrade – Store More | Persist Public Records, Inquiries, Also Known As, Consumer Statements | 14.12.0.0.23 |
| Equifax XML Upgrade – Remaining Tables | Persist Tradelines, Fraud Messages, Exceptions, Add-On, Collections; debug & stub testing | 14.12.0.0.24 |
| Access Origination Documents in Servicing | Toggle to view Origination vs Servicing documents in Document Tracking | 14.12.0.0.24 |
| Payment Hierarchy – Total Due Spread Ranking | This requirement is not forward ported. It will be planned to release in one of the upcoming patches for 15.0.0.0.0 | 14.12.0.0.24 |
Parent topic: Annexure – C: Forward Ported Enhancements