Table of Contents

1. Navigation

  • 1.1 Audience
  • 1.2 Conventions Used
  • 1.3 Logging In
  • 1.4 Template and Navigation
  • 1.4.1 Home Screen
  • 1.4.2 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. Search Function

  • 2.1 Search Criteria
  • 2.2 Searching for an Application
  • 2.2.1 Search/Task tab
  • 2.2.2 Quick Search section
  • 2.3 Searching for an Account and Customer
  • 2.3.1 Quick Search section
  • 2.3.2 Search Using Customer Details
  • 2.3.3 Search Using Account Details
  • 2.3.4 Search Using Business Details

    • 3. Dashboards

  • 3.1 Introduction
  • 3.2 Dashboards
  • 3.3 User Productivity
  • 3.3.1 Viewing the Customer Service/Collection tasks
  • 3.4 System Monitor
  • 3.4.1 Monitoring Batch Jobs
  • 3.4.2 Monitoring Jobs
  • 3.4.3 Monitoring Services
  • 3.4.4 Database Server Log Files
  • 3.4.5 Monitoring Users
  • 3.4.6 Monitoring JMS Queues
  • 3.4.7 Monitoring Events
  • 3.5 Producer Analysis
  • 3.6 Process Files
  • 3.6.1 Incoming Process File
  • 3.6.2 Proration of Future Account Dues
  • 3.6.3 Outgoing Process File

    • 4. Customer Service

  • 4.1 Introduction
  • 4.1.1 Quick Search section
  • 4.2 Customer Service screen
  • 4.3 Customer Service screen’s Summary tab
  • 4.4 Customer Service screen’s Collections tab
  • 4.5 Customer Service screen’s Customer Service tab
  • 4.5.1 Call Activities sub tab
  • 4.5.2 Maintenance sub tab
  • 4.5.3 Comments sub tab
  • 4.5.4 Promises sub tab
  • 4.5.5 Checklists sub tab
  • 4.5.6 Tracking Attributes sub tab
  • 4.5.7 Field Investigation Sub Tab
  • 4.5.8 References sub tab
  • 4.5.9 Correspondence sub tab
  • 4.5.10 Letters sub tab
  • 4.5.11 Document Tracking sub tab
  • 4.5.12 Scenario Analysis sub tab
  • 4.5.13 Access History
  • 4.6 Customer Service screen’s Account Details tab
  • 4.6.1 Account Details sub tab
  • 4.6.2 Balances sub tab
  • 4.6.3 Statements sub tab
  • 4.6.4 Rate Schedule sub tab
  • 4.6.5 Insurances sub tab
  • 4.6.6 Condition Details sub tab
  • 4.6.7 Contract Information sub tab
  • 4.6.8 Trade Details sub tab
  • 4.6.9 Tax Details
  • 4.7 Customer Service screen’s Associated Accounts tab
  • 4.8 Customer Service screen’s Customer/Business Details tab
  • 4.8.1 Customer sub tab
  • 4.8.2 Business sub tab
  • 4.9 Customer Service screen’s Customer/Business Preferences tab
  • 4.10 Customer Service screen’s Transaction History tab
  • 4.10.1 Balances sub tab
  • 4.10.2 Transactions sub tab
  • 4.10.3 Payment Rating sub tab
  • 4.10.4 Due Date History sub tab
  • 4.10.5 Repayment Schedule sub tab
  • 4.10.6 Work Order sub tab
  • 4.11 Customer Service screen’s Pmt Modes tab
  • 4.11.1 ACH sub tab
  • 4.11.2 Coupon sub tab
  • 4.11.3 Post Dated Checks sub tab
  • 4.11.4 Payment Arrangement sub tab
  • 4.12 Customer Service screen’s Bankruptcy tab
  • 4.12.1 Call Activities sub tab
  • 4.12.2 Comments sub tab
  • 4.12.3 Due Date History sub tab
  • 4.13 Customer Service screen’s Repo/Foreclosure tab
  • 4.13.1 Repossession sub tab
  • 4.13.2 Foreclosure sub tab
  • 4.13.3 Analysis sub tab
  • 4.13.4 Remarketing sub tab
  • 4.13.5 Call Activities sub tab
  • 4.13.6 Comments sub tab
  • 4.13.7 Due Date History sub tab
  • 4.14 Customer Service screen’s Deficiency tab
  • 4.14.1 Call Activities sub tab
  • 4.14.2 Comments sub tab
  • 4.14.3 Due Date History sub tab
  • 4.15 Customer Service screen’s Collateral tab
  • 4.15.1 Valuation sub tab
  • 4.15.2 Tracking sub tab
  • 4.15.3 Vacation Ownership tab
  • 4.15.4 Seller sub tab
  • 4.15.5 Usage Summary
  • 4.15.6 Usage Charge Matrix
  • 4.15.7 Rental Charge Matrix
  • 4.16 Customer Service screen’s Bureau tab
  • 4.17 Customer Service screen’s Timeline tab
  • 4.18 Customer Service screen’s Cross/Up Sell Activities tab
  • 4.18.1 Edit Cross/Up Sell Activity
  • 4.18.2 Create Simple Application
  • 4.18.3 Close Opportunity
  • 4.19 Customer Service screen’s External Interfaces tab
  • 4.19.1 Accept or Reject Bankruptcy Details
  • 4.20 Review Request
  • 4.20.1 Filter and View Review Requests
  • 4.20.2 Create and Send Review Request
  • 4.20.3 Reviewing a Request
  • 4.20.4 Responding to Review Request
  • 4.20.5 Reassign Review Request
  • 4.20.6 E-mailing Review Request
  • 4.20.7 Closing Review Request
  • 4.20.8 Complete Review Request
  • 4.21 Queue Assignment
  • 4.21.1 Using Queue Search
  • 4.21.2 Queues sub tab
  • 4.21.3 Criteria sub tab
  • 4.21.4 Queue Assignment sub tab
  • 4.21.5 Reassign Users in Queue
  • 4.21.6 Filter Accounts based on Queue Criteria
  • 4.21.7 View Accounts in Sort Order Sequence
  • 4.21.8 Track Activity Status

    • 5. Collections

  • 5.1 Introduction
  • 5.2 Search Tab
  • 5.2.1 Searching for a Customer or Account
  • 5.3 Customer Service screen
  • 5.4 Customer Service screen’s Summary tab
  • 5.5 Customer Service screen’s Customer Service tab
  • 5.6 Customer Service screen’s Account Details tab
  • 5.6.1 Account Details sub tab
  • 5.7 Customer Service screen’s Customer Details tab
  • 5.8 Customer Service screen’s Transaction History tab
  • 5.9 Customer Service screen’s Pmt Modes tab
  • 5.9.1 ACH sub tab
  • 5.10 Customer Service screen’s Collateral tab
  • 5.11 Customer Service screen’s Bureau tab
  • 5.12 Review Request
  • 5.12.1 Filter and View Review Requests
  • 5.12.2 Create and Send Review Request
  • 5.12.3 Reviewing a Request
  • 5.12.4 Responding to Review Request
  • 5.12.5 Reassign Review Request
  • 5.12.6 E-mailing Review Request
  • 5.12.7 Closing Review Request
  • 5.12.8 Complete Review Request

    • 6. Bankruptcy

  • 6.1 Introduction
  • 6.2 Search Tab
  • 6.2.1 Searching for a Customer or Account
  • 6.3 Customer Service screen
  • 6.4 Customer Service screen’s Summary tab
  • 6.5 Customer Service screen’s Customer Service tab
  • 6.5.1 Call Activities sub tab
  • 6.6 Customer Service screen’s Account Details tab
  • 6.6.1 Account Details sub tab
  • 6.7 Customer Service screen’s Customer Details tab
  • 6.8 Customer Service screen’s Transaction History tab
  • 6.9 Customer Service screen’s Pmt Modes tab
  • 6.9.1 ACH sub tab
  • 6.10 Customer Service screen’s Bankruptcy tab
  • 6.11 Customer Service screen’s Collateral tab
  • 6.12 Customer Service screen’s Bureau tab
  • 6.13 Review Request
  • 6.13.1 Filter and View Review Requests
  • 6.13.2 Create and Send Review Request
  • 6.13.3 Reviewing a Request
  • 6.13.4 Responding to Review Request
  • 6.13.5 Reassign Review Request
  • 6.13.6 E-mailing Review Request
  • 6.13.7 Closing Review Request
  • 6.13.8 Complete Review Request

    • 7. Repossession

  • 7.1 Introduction
  • 7.2 Search Tab
  • 7.2.1 Searching for a Customer or Account
  • 7.3 Customer Service screen
  • 7.4 Customer Service screen’s Summary tab
  • 7.5 Customer Service screen’s Customer Service tab
  • 7.5.1 Call Activities sub tab
  • 7.6 Customer Service screen’s Account Details tab
  • 7.6.1 Account Details sub tab
  • 7.7 Customer Service screen’s Customer Details tab
  • 7.8 Customer Service screen’s Transaction History tab
  • 7.9 Customer Service screen’s Pmt Modes tab
  • 7.9.1 ACH sub tab
  • 7.10 Customer Service screen’s Repo/Foreclosure tab
  • 7.10.1 Repossession sub tab
  • 7.11 Customer Service screen’s Collateral tab
  • 7.12 Customer Service screen’s Bureau tab
  • 7.13 Review Request
  • 7.13.1 Filter and View Review Requests
  • 7.13.2 Create and Send Review Request
  • 7.13.3 Reviewing a Request
  • 7.13.4 Responding to Review Request
  • 7.13.5 Reassign Review Request
  • 7.13.6 E-mailing Review Request
  • 7.13.7 Closing Review Request
  • 7.13.8 Complete Review Request

    • 8. Deficiency

  • 8.1 Introduction
  • 8.2 Search Tab
  • 8.2.1 Searching for a Customer or Account
  • 8.3 Customer Service screen
  • 8.4 Customer Service screen’s Summary tab
  • 8.5 Customer Service screen’s Customer Service tab
  • 8.5.1 Call Activities sub tab
  • 8.6 Customer Service screen’s Account Details tab
  • 8.6.1 Account Details sub tab
  • 8.7 Customer Service screen’s Customer Details tab
  • 8.8 Customer Service screen’s Transaction History tab
  • 8.9 Customer Service screen’s Pmt Modes tab
  • 8.9.1 ACH sub tab
  • 8.10 Customer Service screen’s Deficiency tab
  • 8.11 Customer Service screen’s Collateral tab
  • 8.12 Customer Service screen’s Bureau tab
  • 8.13 Review Request
  • 8.13.1 Filter and View Review Requests
  • 8.13.2 Create and Send Review Request
  • 8.13.3 Reviewing a Request
  • 8.13.4 Responding to Review Request
  • 8.13.5 Reassign Review Request
  • 8.13.6 E-mailing Review Request
  • 8.13.7 Closing Review Request
  • 8.13.8 Complete Review Request

    • 9. Remarketing

  • 9.1 Introduction
  • 9.2 Pre-requisites
  • 9.3 Navigation
  • 9.4 Assignment Allocation
  • 9.4.1 Define Vendor Assignment Criteria
  • 9.4.2 Vendor Assignment Allocation
  • 9.5 Remarketing Request
  • 9.5.1 Interfacing Remarketing Details with Third Party Auctioning System
  • 9.5.2 Remarketing Proceed Details
  • 9.5.3 Status History sub tab
  • 9.5.4 Tracking Attributes sub tab
  • 9.5.5 Expenses sub tab
  • 9.5.6 Refunds sub tab
  • 9.6 Invoicing
  • 9.6.1 Post Transaction
  • 9.6.2 Business Rules for Invoice Validation
  • 9.6.3 Details sub tab
  • 9.6.4 Proceeds sub tab
  • 9.6.5 Tracking Attributes sub tab

    • 10. Customer Credit Limit

  • 10.1 Introduction
  • 10.2 Search tab
  • 10.3 Customer/Business tab
  • 10.3.1 Transactions sub tab
  • 10.3.2 Addresses sub tab
  • 10.3.3 Telecoms sub tab
  • 10.3.4 Employments sub tab
  • 10.3.5 Partners sub tab
  • 10.3.6 Affiliates sub tab
  • 10.3.7 Tracking Attributes sub tab
  • 10.3.8 Accounts sub tab
  • 10.3.9 Applications sub tab
  • 10.3.10 Comments sub tab
  • 10.3.11 Documents sub tab
  • 10.3.12 Master Account tab

    • 11. Tools

  • 11.1 Lease Calculator
  • 11.1.1 Repayment Options
  • 11.1.2 Amortization Schedule
  • 11.1.3 Printing a Quote
  • 11.1.4 Copy Calculation to Contract or Decision tab
  • 11.2 Vehicle Evaluator
  • 11.2.1 Attributes Tab
  • 11.3 Depreciation Calculator

    • 12. Oracle Financial Services Lending and Leasing Reports

  • 12.1 Bankruptcy Log
  • 12.2 Collector Activity (Detailed) Log
  • 12.3 Collector Activity Log
  • 12.4 Collector Productivity by Queue
  • 12.5 Deficiency Log
  • 12.6 Delinquency Analysis by Credit and Grade
  • 12.7 Delinquency Analysis by Producer
  • 12.8 Delinquency Analysis by State
  • 12.9 Delinquency Log
  • 12.10 Non Monetary Txns Log
  • 12.11 Collection Queue Wise Promises Report
  • 12.12 Payment Promise Log
  • 12.13 Repossession/Foreclosure Log
  • 12.14 Accounts and Listing - Lease

    • 13. Producer

  • 13.1 Producer Details tab
  • 13.1.1 Producer Details tab Extensibility
  • 13.1.2 Payment Details
  • 13.1.3 Tracking Attributes
  • 13.1.4 Contacts
  • 13.1.5 Comments
  • 13.1.6 Summary
  • 13.1.7 Title Status Summary
  • 13.2 Search Tab

    • 14. Vendors

  • 14.1 Vendors tab
  • 14.1.1 Payment Details
  • 14.1.2 Vendor Groups
  • 14.1.3 Tracking Attributes
  • 14.1.4 Comments
  • 14.2 Assignment Allocation
  • 14.2.1 Vendor Assignment Criteria
  • 14.2.2 Vendor Assignment Allocation
  • 14.3 Work Orders Tab
  • 14.3.1 Services
  • 14.3.2 Work Order History
  • 14.3.3 Tracking Attributes
  • 14.4 Follow-up Tab
  • 14.4.1 Assigned Services
  • 14.5 Invoices Tab
  • 14.5.1 Auto Validate Invoice
  • 14.5.2 Invoice Details sub tab
  • 14.5.3 Accept/Reject Invoice details
  • 14.5.4 Payment Schedules sub tab
  • 14.5.5 Related Invoice/Work Order Details sub tab
  • 14.5.6 Tracking Attributes sub tab
  • 14.5.7 Business Rules
  • 14.6 Search tab

    • Appendix A: Transaction Parameters

  • A.1 Monetary Transactions
  • A.1.1 Late Charges
  • A.1.2 Nonsufficient Fund Fees
  • A.1.3 Repossession Expenses
  • A.1.4 Bankruptcy Expenses
  • A.1.5 Phone Pay Fees
  • A.1.6 Financed Insurances
  • A.1.7 Index/Margin Rates
  • A.1.8 Payoff Quotes
  • A.1.9 Account Paidoff
  • A.1.10 Account Charge Off
  • A.1.11 Account Closure
  • A.1.12 Advance (Principal) Balance
  • A.1.13 Interest
  • A.1.14 Interest Accrual
  • A.1.15 Active Military Duty (For Lease)
  • A.1.16 Due Date Change
  • A.1.17 Payment Refund Transaction
  • A.1.18 Prepayment Penalty
  • A.1.19 Escrow Payment
  • A.1.20 Escrow balance refund
  • A.1.21 Pay Off Quote Fee
  • A.1.22 Nonperforming Accounts
  • A.1.23 Convert a Precomputed (PC) Lease into a Simple Interest (SI) Lease
  • A.1.24 Account Settlement Transaction
  • A.1.25 Change Lease Payment Amount
  • A.1.26 Lease Extension
  • A.1.27 Change Lease Term
  • A.1.28 Lease Security Deposit Adjustment
  • A.1.29 Lease Fee Usage Adjustments
  • A.1.30 Evergreen Lease Transaction
  • A.1.31 Lease Rental/Damage Fee Adjustments
  • A.1.32 Trading of Accounts - Monetary Transactions
  • A.1.33 Billing Cycle Change
  • A.1.34 Capitalization Maintenance
  • A.1.35 Cycle Based Late Fee Adjustment / Waiver
  • A.1.36 Fee Consolidation Maintenance
  • A.1.37 Accrual and First Payment Date Maintenance
  • A.2 Nonmonetary Transactions
  • A.2.1 Customer/Business Name Maintenance
  • A.2.2 Customer Details Maintenance
  • A.2.3 Skipped Customers/Business
  • A.2.4 Mark Customer as Deceased
  • A.2.5 Privacy Opt-Out Indicator
  • A.2.6 Customer/Business Correspondence (stopping)
  • A.2.7 Financed Insurance (modifying)
  • A.2.8 ACH Maintenance
  • A.2.9 Stop an ACH
  • A.2.10 Statement Reprinting (batch only)
  • A.2.11 Add ACH Bank
  • A.2.12 Post Dated Checks
  • A.2.13 Coupon Book Maintenance (batch only)
  • A.2.14 Extended Service Contract (ESC)
  • A.2.15 Insurance Maintenance
  • A.2.16 Escrow Information and Maintenance
  • A.2.17 Escrow Analysis Disbursements
  • A.2.18 Insurance Payment Maintenance
  • A.2.19 Adjust Dealer Compensation
  • A.2.20 Add / Modify Account Contact References
  • A.2.21 Account Statement Preference Mode
  • A.2.22 Cure Letter Date Maintenance
  • A.2.23 Recourse Details Maintenance
  • A.2.24 Change Leased Asset Usage
  • A.2.25 Lease Early Termination
  • A.2.26 Allow to Terminate Active Military Duty Accounts (For Lease)
  • A.2.27 Customer Credit Limit Transactions
  • A.2.28 Add Existing Customer to Account
  • A.2.29 Add/Update Business Customer Details
  • A.2.30 Rescission Transaction to Void Account
  • A.2.31 Add Asset to Account
  • A.2.32 Customer / Business Credit Score Update
  • A.2.33 Master Account Maintenance
  • A.2.34 Master Account - Statement Consolidation Indicator Maintenance
  • A.2.35 Add Existing Business to Account
  • A.2.36 Add Business Phone Details
  • A.2.37 Customer/Business Address Confirmation
  • A.2.38 Trading of Accounts - Non-Monetary Transactions
  • A.2.39 Bankruptcy Reporting Indicator
  • A.2.40 Collateral Maintenance
  • A.2.41 Account Contract Maintenance
  • A.2.42 Account Payment Mode Maintenance
  • A.2.43 Add Balance to Account
  • A.2.44 Linked Account Maintenance
  • A.2.45 Mock Statement Maintenance
  • A.2.46 Skip Credit Bureau Reporting Maintenance
  • A.2.47 Repossession Maintenance
  • A.2.48 Stop Correspondence at Account Level
  • A.2.49 Consolidated Payoff Quote
  • A.2.50 Add New Customer
  • A.2.51 Add/Update customer Address
  • A.2.52 Agreement Number Maintenance
  • A.2.53 Sale Order Number Maintenance
  • A.3 Processing SCRA
  • A.3.1 Setting up Interest Rate for SCRA
  • A.4 Black Book Interface

    • Appendix B: Payment Amount Conversions

    Appendix C: Generic Recovery Interface (GRI)

  • C.1 Introduction
  • C.1.1 Pre-requisites
  • C.2 Create Case
  • C.3 Update Case
  • C.4 Case Comments
  • C.5 Hold Case
  • C.6 Reopen Case
  • C.7 Reassign Case
  • C.8 Close Case
  • C.9 Case Updates Received via FireHose WebService
  • C.10 Case Repossession
  • C.11 Case Invoice

    • Appendix D: Lease Sales and Usage Tax

  • D.1 Introduction
  • D.2 Internal Lease Tax Calculation
  • D.2.1 Sales Tax Setup
  • D.2.2 Sales Tax Calculation at Origination
  • D.2.3 Sales Tax Calculation at Customer Service
  • D.3 External Lease Tax Calculation
  • D.3.1 OFSLL Vertex Integration
  • D.3.2 Setup changes
  • D.3.3 Changes in Origination Module
  • D.3.4 Changes in Customer Service Module
  • D.3.5 Limitations of Vertex integration
  • D.4 Manual Lease Tax Calculation

    • Appendix E: Usage Based Leasing

  • E.1 Introduction
  • E.2 Pre-requisites
  • E.3 Usage Based Leasing Workflow
  • E.3.1 Lease Usage Calculation
  • E.3.2 Lease Usage Methods
  • E.3.3 Tiered and Non Tiered Usage Calculation
  • E.3.4 Lease Usage Batch Jobs
  • E.3.5 Lease Usage Account Statement
  • E.3.6 Elastic Usage Term