Table of Contents
- Title and Copyright Information
- 1 Navigation
- 2 Search Function
- 3 Dashboards
-
4
Customer Service
- 4.1 Introduction
- 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 Access History
- 4.6 Customer Service screen’s Account Details tab
- 4.7 Customer Service screen’s Associated Accounts tab
- 4.8 Customer Service screen’s Customer/Business Details tab
- 4.9 Customer Service screen’s Customer/Business Preferences tab
- 4.10 Customer Service screen’s Transaction History tab
- 4.11 Customer Service screen’s Pmt Modes tab
- 4.12 Customer Service screen’s Bankruptcy tab
- 4.13 Customer Service screen’s Repo/Foreclosure tab
- 4.14 Customer Service screen’s Deficiency tab
- 4.15 Customer Service screen’s Collateral tab
- 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
- 4.19 Customer Service screen’s External Interfaces tab
- 4.20 Review Request
- 4.21 Queue Assignment
-
5
Customer Credit Limit
- 5.1 Introduction
- 5.2 Search tab
-
5.3
Customer/Business tab
- 5.3.1 Transactions sub tab
- 5.3.2 Addresses sub tab
- 5.3.3 Telecoms sub tab
- 5.3.4 Employments sub tab
- 5.3.5 Partners sub tab
- 5.3.6 Affiliates sub tab
- 5.3.7 Tracking Attributes sub tab
- 5.3.8 Accounts sub tab
- 5.3.9 Applications sub tab
- 5.3.10 Comments sub tab
- 5.3.11 Documents sub tab
- 5.3.12 Master Account tab
- 6 Transaction Authorization
- 7 Post Dated Cheques (PDC) Management
- 8 Account Documents
- 9 Collateral Management
- 10 Tools
-
11
Oracle Financial Services Lending and Leasing Reports
- 11.1 Accounts Payable Log By Customer
- 11.2 Accounts Payable Log By Producer
- 11.3 Accounts Payable Log By Third Party
- 11.4 Accounts Payable Log By Vendor
- 11.5 GL Posting Log
- 11.6 Pool Txns Log By GL Post Dt
- 11.7 Producer Monetary Txns Log By GL Post DT
- 11.8 Producer Statement
- 11.9 Account Wise PDC List
- 11.10 Payment Posting (Daily Cash) Log
- 11.11 PDC Payslip
- 11.12 Pending PDC List
- 11.13 Pool Defaults
- 11.14 Pool Delinquency
- 11.15 Pool Liquidated Contracts
- 11.16 Pool Monthly Activity
- 11.17 Pool Payoffs
- 11.18 Pool Recovery
- 11.19 Pool Repurchased Accounts
- 11.20 Vendor - Invoice Log
- 11.21 Vendor - Work Order Log
- 11.22 Payment Receipt
- 11.23 Account Wise Payment Receipt
- 11.24 Account Payable (Servicing)
- 11.25 WorkList/Queue Log Summary
- 11.26 Payment Error Log
- 11.27 Payment Error Log by Suspense Amount
- 11.28 Customer Statements Transactions
- 11.29 Account Asset Details
- 11.30 Trade Details
- 11.31 Funding Accounts Log Details
- 11.32 Master Account Payment Log
- 11.33 Payment Allocation Details
- 11.34 Amortized Txns Log By GL Post Dt (Line)
- 11.35 Monetary Txns Log By GL Post Dt (Line)
- 11.36 Payment Allocations Log By GL Post Dt (Line)
- 11.37 Advance Posting Error Log Desc (Line)
- 11.38 Advance Posting Log (Line)
- 11.39 Excess Payments (Refund) Log (Line)
- 11.40 Payment Allocations Log (Line)
- 11.41 Payment History (Line)
- 11.42 Scheduled For Chargeoff Accounts Log (Line)
- 11.43 Scheduled For Termination Accounts Log (Line)
- 11.44 Trial Balance (Line)
- 11.45 Charge Off Accounts Log (Line)
- 12 Producer
- 13 Vendors
- 14 Pending Event Actions
-
15
Batch Transactions
- 15.1 Introduction
- 15.2 Advances
-
15.3
Payments
- 15.3.1 Introduction
- 15.3.2 Lockbox Payments
- 15.3.3 ACH Payments
- 15.3.4 Bulk Upload of Payment Transactions
- 15.3.5 Manual Entry
- 15.3.6 Customer Based Payments
- 15.3.7 Payment Posting at Master Account Level
- 15.3.8 Payments Entry Tab
- 15.3.9 Payment Maintenance Tab
- 15.3.10 Outbound Customer Extracts To Payment Agencies Batch
- 15.3.11 Search Tab
- 15.4 Fees
- 15.5 Search screen
-
16
Interface
- 16.1 Introduction
- 16.2 AP Transactions
- 16.3 GL Transactions
-
16.4
Account Conversion
- 16.4.1 Pending Account Creation
- 16.4.2 Conversion of Account screen
- 16.4.3 Applicants Sub Tab
- 16.4.4 Business sub tab
- 16.4.5 Decision Tab
- 16.4.6 Contract Tab
- 16.4.7 Collateral Tab
- 16.4.8 Account Details Tab
- 16.4.9 Account Details’ Sub Tabs
- 16.4.10 Comment Tab
- 16.4.11 Verification Tab
- 16.4.12 Search Tab
-
A
Appendix : Transaction Parameters
-
A.1
Monetary Transactions
- A.1.1 Servicing Expenses
- A.1.2 Late Charges
- A.1.3 Non-sufficient Fund Fees
- A.1.4 Repossession Expenses
- A.1.5 Bankruptcy Expenses
- A.1.6 Phone Pay Fees
- A.1.7 Financed Insurances
- A.1.8 Index/Margin Rates
- A.1.9 Payoff Quotes
- A.1.10 Account Paidoff
- A.1.11 Account Charge Off
- A.1.12 Account Closure
- A.1.13 Advance (Principal) Balance
- A.1.14 Interest
- A.1.15 Interest Accrual
- A.1.16 Active Military Duty
- A.1.17 Due Date Change
- A.1.18 Payment Refund Transaction
- A.1.19 Extensions
- A.1.20 Prepayment Penalty
- A.1.21 Escrow Payment
- A.1.22 Escrow balance refund
- A.1.23 Pay Off Quote Fee
- A.1.24 Nonperforming Accounts
- A.1.25 Convert a Precomputed (PC) Line of credit into a Simple Interest (SI) Line of credit
- A.1.26 Trading of Accounts - Monetary Transactions
- A.1.27 Billing Cycle Change
- A.1.28 Capitalization Maintenance
- A.1.29 Cycle Based Late Fee Adjustment / Waiver
- A.1.30 Fee Consolidation 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
Customer Credit Limit Transactions
- A.2.23.1 Customer Credit Limit Transactions
- A.2.23.2 Business Credit Limit Transactions
- A.2.23.3 Customer/Business Credit Limit Maintenance
- A.2.23.4 Customer/Business Address Maintenance
- A.2.23.5 Customer/Business Telecom Maintenance
- A.2.23.6 Business Partners Maintenance
- A.2.23.7 Business Affiliates Maintenance
- A.2.24 Add Existing Customer to Account
- A.2.25 Add/Update Business Customer Details
- A.2.26 Rescission Transaction to Void Account
- A.2.27 Add Asset to Account
- A.2.28 Customer / Business Credit Score Update
- A.2.29 Master Account Maintenance
- A.2.30 Master Account - Statement Consolidation Indicator Maintenance
- A.2.31 Add Existing Business to Account
- A.2.32 Add Business Phone Details
- A.2.33 Customer/Business Address Confirmation
- A.2.34 Trading of Accounts - Non-Monetary Transactions
- A.2.35 Bankruptcy Reporting Indicator
- A.2.36 Collateral Maintenance
- A.2.37 Account Contract Maintenance
- A.2.38 Account Payment Mode Maintenance
- A.2.39 Add Balance to Account
- A.2.40 Linked Account Maintenance
- A.2.41 Mock Statement Maintenance
- A.2.42 Skip Credit Bureau Reporting Maintenance
- A.2.43 Repossession Maintenance
- A.2.44 Stop Correspondence at Account Level
- A.2.45 Consolidated Payoff Quote
- A.2.46 Add New Customer
- A.2.47 Add/Update customer Address
- A.2.48 Agreement Number Maintenance
- A.2.49 Sales Order Number Maintenance
- A.3 Processing SCRA
- A.4 Black Book Interface
-
A.1
Monetary Transactions
- B Appendix : Payment Amount Conversions
- C Appendix :Generic Recovery Interface (GRI)
- D Appendix : Trading of Accounts