1. Loan Collection Setup Guide
  2. Product
  3. Statement Messages

4.10 Statement Messages

The Messages screen allows you to set up messages that appear on account statements sent to customers. You can set up statement messages for different products. When the system generates a statement for an account, all statement messages matching the selection criteria are included in the statement file for that account.

The system inserts the message in the Text field into the statement file produced during the nightly batch job for the appropriate consumers.

A record of an account’s statement history, including the messages included in the statement, appears on the Statement’s screen on the Customer Service screen.

To set up the Messages
  1. On the Oracle Financial Services Lending and Leasing home screen, click Setup > Setup > Administration > User > Products > Statement Messages > Loan.
  2. In the Statement Messages section, perform any of the Basic Operations mentioned in Navigation chapter.

    Figure 4-10 Statement Messages


    Description of Figure 4-10 follows
    Description of "Figure 4-10 Statement Messages"

    A brief description of the fields is given below:

    Table 4-32 Statement Messages

    Field Do this
    Seq Specify the sort sequence of how the statement message should be printed.
    Code Specify the message code identifying the statement message.
    Start Dt Specify the first date the statement message is available. You can even select the date from the adjoining Calendar icon.
    End Dt Specify the last date the statement message is available. You can even select the date from the adjoining Calendar icon.
    Enabled Check this box to enable the message.
    Result section
    Text Specify the text of the statement message.
    Selection Criteria section
    Company Select the company for the statement message from the drop-down list. This may be ALL or a specific company.
    Branch Select the branch within the company for the statement message from the drop-down list. This may be ALL or a specific branch. This must be ALL if in the Company field you selected ALL.
    Product Select the product for which this statement message will be used from the drop-down list. This may be ALL or a specific product.
    Currency Select the currency for the statement message from the drop-down list. This may be ALL or a specific currency.
    Producer

    Select the producer for the statement message from the drop-down list. This may be ALL or a specific producer. The available values come from a validated field based on the Pro Group and Pro Type.

    IMPORTANT: By selecting which message to use, the system searches for a best match using the following attributes:

    1. Company

    2. Branch

    3. Product

    4. Producer

    5. Currency

    Hence, Oracle Financial Services Software recommends creating one version of each edit type where ALL is the value in these fields.

Parent topic: Product