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
- 1.6 Keyboard Compatibility
  - 1.6.1 Keyboard Compatibility
- 1.7 Tool Tips
- 1.8 Accessibility
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
3 Dashboards
- 3.1 Introduction
- 3.2 Dashboards
- 3.3 User Productivity
  - 3.3.1 Viewing Underwriting/Funding tasks
- 3.4 System Monitor
- 3.5 Producer Analysis
- 3.6 Process Files
4 Sales Lead
- 4.1 Introduction
- 4.2 Lead Entry
- 4.3 Follow-Up tab
- 4.4 Maintenance tab
5 Simple Application Entry
- 5.1 Introduction
- 5.2 Entering a Credit Application
  - 5.2.1 Pre-qualifying an Application
- 5.3 Applicants Tab
- 5.4 Business Tab
- 5.5 Request Tab
- 5.6 Collateral Tab
- 5.7 Comments Tab
- 5.8 Tracking Tab
- 5.9 Verification Tab
  - 5.9.1 Application Entry using Fax-In
- 5.10 Review Request
6 Application Entry
- 6.1 Introduction
- 6.2 Entering a Credit Application
- 6.3 Rental Agreement
- 6.4 Applicants Tab
- 6.5 Business Applicants Tab
- 6.6 Request Tab
- 6.7 Master Account tab
- 6.8 Bureau Tab
- 6.9 Collateral Tab
- 6.10 Comments Tab
- 6.11 Tracking Tab
- 6.12 Document Tab
- 6.13 Verification Tab
- 6.14 Tools tab
  - 6.14.1 Application Entry using Fax-In
- 6.15 Review Request
7 Underwriting
- 7.1 Introduction
- 7.2 Underwriting Screen - an overview
- 7.3 Loading an Application on the Underwriting screen
- 7.4 Summary Tab
- 7.5 Applicant Tab
- 7.6 Business Tab
- 7.7 Request Tab
- 7.8 Decision Tab
- 7.9 Customer Credit Limit tab
- 7.10 Master Account tab
- 7.11 Bureau Tab
  - 7.11.1 Printing the Credit Bureau Data as a Text/PDF Report
  - 7.11.2 Requesting a Credit Bureau Report Manually
- 7.12 Collateral Tab
- 7.13 Comments Tab
  - 7.13.1 Deleting Comment(s)
- 7.14 Tracking Tab
  - 7.14.1 Field Investigation Sub Tab
- 7.15 Document Tab
  - 7.15.1 Checklist Sub Tab
- 7.16 Verification Tab
- 7.17 Correspondence Tab
  - 7.17.1 Correspondence Sub Tab
    - 7.17.1.1 Recipient Details Sub Tab
  - 7.17.2 Letters Sub Tab
- 7.18 Tools Tab
- 7.19 Review Request
8 Funding
- 8.1 Introduction
- 8.2 Funding (an overview)
- 8.3 Funding Screen’s Master Screen
- 8.4 Summary Tab
- 8.5 Applicants Tab
- 8.6 Business tab
- 8.7 Request Tab
- 8.8 Decision Tab
- 8.9 Customer Credit Limit tab
- 8.10 Master Account tab
- 8.11 Bureau Tab
- 8.12 Contract Tab
  - 8.12.1 Contract (2) Sub Tab
  - 8.12.2 Repayment Sub Tab
  - 8.12.3 Itemizations Sub Tab
  - 8.12.4 Trade-In Sub Tab
  - 8.12.5 Subvention Sub Tab
  - 8.12.6 Insurance Sub Tab
  - 8.12.7 ESC Sub Tab
  - 8.12.8 Escrow Sub Tab
  - 8.12.9 Compensation Sub Tab
  - 8.12.10 Proceeds Sub Tab
  - 8.12.11 Disbursement Sub Tab
  - 8.12.12 Fee Sub Tab
  - 8.12.13 ACH Sub Tab
  - 8.12.14 Coupon Sub Tab
  - 8.12.15 References Sub Tab
  - 8.12.16 Real Estate Sub Tab
  - 8.12.17 PDC Sub Tab
- 8.13 Collateral tab
- 8.14 Comments Tab
- 8.15 Tracking Tab
- 8.16 Document tab
- 8.17 Verification Tab
- 8.18 Correspondence Tab
- 8.19 Escrow Analysis Tab
- 8.20 Tool Tab
- 8.21 Review Request
9 Tools
- 9.1 Lease Calculator
- 9.2 Vehicle Evaluator
  - 9.2.1 Attributes Tab
- 9.3 Depreciation Calculator
10 Application Retrieval
- 10.1 Introduction
- 10.2 Archiving / Purging
- 10.3 Retrieving an Archived Application
11 Scenario Analysis
- 11.1 Introduction
- 11.2 Viewing Information from Scenario Analysis
12 Application Documents
- 12.1 Introduction
- 12.2 Application Document screen
- 12.3 Document Tracking section
  - 12.3.1 Locating an Application Document
  - 12.3.2 Viewing a Document Attached to an Application
13 Image Maintenance
- 13.1 Viewing an image
- 13.2 Splitting an Image
- 13.3 Changing the Status of an Image
- 13.4 Attaching an Image to an Existing Image
- 13.5 Attaching an Image to an Existing Credit Application
- 13.6 Printing an Image
14 Oracle Financial Services Lending and Leasing Reports
- 14.1 Number of Credit Applications Entered by User
- 14.2 Collateral Tracking Log
- 14.3 Credit Bureau Report
- 14.4 Account Payable (Origination)
- 14.5 Number of Credit Application Images by Status
- 14.6 Dealer Reserve Report
- 14.7 Batch Job Report
- 14.8 User Report and Access by Responsibility
- 14.9 Transactional Access by Responsibility
- 14.10 Front End Access by Responsibility
- 14.11 Underwriting Status by Month and Producer (Lease)
- 14.12 Underwriting Status By Month (Lease)
- 14.13 Underwriting Status By Month and Underwriter (Lease)
- 14.14 Funded Contracts (Lease)
- 14.15 Pre Funding Contracts (Lease)
15 Producer
- 15.1 Producer Details tab
- 15.2 Search Tab
16 Vendors
- 16.1 Vendors tab
- 16.2 Assignment Allocation
  - 16.2.1 Vendor Assignment Criteria
  - 16.2.2 Vendor Assignment Allocation
- 16.3 Work Orders Tab
- 16.4 Follow-up Tab
  - 16.4.1 Assigned Services
- 16.5 Invoices Tab
- 16.6 Search tab
A Appendix : Rounding Amounts and Rate Attributes
B Appendix : Payment Amount Conversions
C Appendix :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
D Appendix : Lease Sales and Usage Tax
- D.1 Introduction
- D.2 Internal Lease Tax Calculation
- D.3 External Lease Tax Calculation
- D.4 Manual Lease Tax Calculation
E Appendix : Usage Based Leasing
- E.1 Introduction
- E.2 Pre-requisites
- E.3 Usage Based Leasing Workflow