4.5.1.6 Posting Offline Call Activities
The system facilitates posting of offline call activities against an account.
To Post Offline Call Activities:
- The source file is provided in CSV format (pre-determined for fields & size). Each field in the file is separated by a comma (,) and each line is separated by return (New Line).
- A batch job Offline call activity posting, loads the provided flat file in the specified format and system will process it line by line.
- For each line, the system posts Call Action Code and the corresponding Call Result Code, for a given account number with SYSDATE.
- The system will perform respective call activities and sets the follow-up date as SYSDATE + Follow up Days (As provided in the feed file).
- During offline call activity, you can specify comments, if any, in the comments field. The system defaults comments received from offline call activity in the comments section sub tab under Customer Service screen.
- During offline call activity, you can also include the alert flag as Y or N for a comment as the last parameter (i.e. after comments and separated by a comma). Oracle Financial Services Lending and Leasing recognizes this comment as an alert and displays in Customer Service > Summary Tab, in Alerts section.
Parent topic: Call Activities sub tab