1.1.2 Screen Navigation

This topic explains screen navigation using panes and search options.

Left Window

In the left pane, system lists and provides drop-down links for various modules available in the product. Click to expand the Module Master Tabs and to collapse them.

Figure 1-8 Left Pane

Description of "Figure 1-8 Left Pane"

To open a screen, navigate to Module Master Tab to which the screen belongs, expand the tabs, and click the screen link user wish to open.

Menu Search in Left Window

In the left window user can make use of the search option to directly search and open the screen that user are familiar with, and avoid multiple steps of navigation from the LHS menu.

The Search box in the LHS facilitates for an intuitive search of required screens in Oracle Financial Services Lending and Leasing. For example, on typing the first letter of the screen, the search box displays a list of all available screens starting with the letter entered in alphabetical order. User can click on the required screen and press Enter. The screen is displayed in the main window/work area.

Figure 1-9 Left Pane Search

Description of "Figure 1-9 Left Pane Search"

When there are multiple matches with same screen name, user can filter the results through the module from which the screen is accessed which is indicated in angular brackets. For example typing VEN displays the following options for selection - Vendors(Collections), Vendors(Origination), Vendors(Servicing), Vendors(Setup System). For subsequent search, user need to clear the data in the search field.

Right Window

The Right Window can also be termed as work area. When user click the screen link on left pane, system displays the corresponding screen in the right pane.

Figure 1-10 Right Pane

Description of "Figure 1-10 Right Pane"

User can open a maximum of 15 screens at a go. Once the maximum limit is reached, the system displays an error message.

Figure 1-11 15 Screens

Description of "Figure 1-11 15 Screens"

Each active screen is displayed as a tab at the top of right pane, across its width. To view a screen, click the screen tab. User can identify the active screen with its white background. Also, operation on any of the screen will not affect the data in other screens.

User can also open multiple Accounts at the same time as separate tabs in the right window, provided the users system administrator has enabled the option 'Mac_Multi_tab_Ind' = 'Y’ in MENU_ACCESS table.

Having this option enabled user can view and update a maximum of 15 Accounts in parallel tabs and Oracle Financial Services Lending and Leasing renders dynamic data across all the opened tabs.

However, this option is restricted only to the following screens in Servicing Module Master Tab.

In the Left Menu of Servicing Module Master Tab, user can open multiple accounts by click on the Customer Service link. Each successive click, opens a new Customer Service tab.

Figure 1-12 Multi Tab - Servicing

Description of "Figure 1-12 Multi Tab - Servicing"

Few screens in Servicing and Collections are identical and are linked. Hence, when multi tab option is not enabled, User can open only one screen at a time from the group. A sample of the grouping structure is given below, based on stages of the screens:

Collection:

• Collection
• Bankruptcy
• Repossession
• Deficiency

As per the above listing, user will be able to open only one screen in the corresponding list and need to close the same to open any other screen.

Right Splitter/Action Window

The Right Splitter/Action Window has quick access to search and other options to avoid switching between tabs or navigating into sub tabs periodically. User can access the Right Splitter/Action Window while working on Customer Service screens. User can click and to toggle the view of Right Splitter/Action Window.

Servicing and Collection Screens

1. Navigate to Servicing and Collection, click Servicing and Collection. Under Servicing and Collection, click Customer Service.

   The user can use the Right Splitter/Action Window to do the following:

Figure 1-13 Right Split Window Customer Service

Description of "Figure 1-13 Right Split Window Customer Service"

Table 1-4 Quick Search

Field	Description
Quick Search	It displays the Quick Search section.
App#	Enter the unique Application Number to quickly search for a specific application.
SSN	Enter the last 4 digits of the applicant’s Social Security Number for application lookup.
Identification #	If multiple applications or accounts are found during Identification # search, the system displays an error message as “Multiple Matches found for the Identification #, Please use normal Search”.
Submit	Click to execute the search based on the entered criteria.
Clear	Click to reset the entered search fields for a new search.
Queue/Condition	Select a processing queue or account condition to filter the search results.
Auto Run	Check this if user want the search to execute automatically when fields are filled.
Next Account	Click next account button opens the subsequent account listed in search.
Filtered Account	Click Filtered Account opens the subsequent account fetched during a queue search and listed in Queue Assignment section.
Add Comment	Use Add Comment section to post an alert or comment during Underwriting and Funding stages.
Add Call Activities	Use Add Call Activity section to post all types of call activities including promise to pay, account conditions and so on, irrespective of the screen user are working on. This is similar to the option available in Call Activities sub tab under Customer Service tab.

For detailed information on the above options, refer to respective sections in the document.

The height of Header and width of the Left and Right Panes do not change, with resizing of application screen.

The system facilitates toggling Header and Left and Right Panes of the home screen to increase the visible area of the screens. Click to toggle upper pane and to toggle left pane. To un-toggle click and respectively.