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 Scenario Analysis sub tab
- 4.5.13 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
Collections
- 5.1 Search Tab
- 5.2 Customer Service screen
- 5.3 Customer Service screen’s Summary tab
- 5.4 Customer Service screen’s Customer Service tab
- 5.5 Customer Service screen’s Account Details tab
- 5.6 Customer Service screen’s Customer Details tab
- 5.7 Customer Service screen’s Transaction History tab
- 5.8 Customer Service screen’s Pmt Modes tab
- 5.9 Customer Service screen’s Collateral tab
- 5.10 Customer Service screen’s Bureau tab
- 5.11 Review Request
-
6
Bankruptcy
- 6.1 Search Tab
- 6.2 Customer Service screen
- 6.3 Customer Service screen’s Summary tab
- 6.4 Customer Service screen’s Customer Service tab
- 6.5 Customer Service screen’s Account Details tab
- 6.6 Customer Service screen’s Customer Details tab
- 6.7 Customer Service screen’s Transaction History tab
- 6.8 Customer Service screen’s Pmt Modes tab
- 6.9 Customer Service screen’s Bankruptcy tab
- 6.10 Customer Service screen’s Collateral tab
- 6.11 Customer Service screen’s Bureau tab
- 6.12 Review Request
-
7
Repossession
- 7.1 Search Tab
- 7.2 Customer Service screen
- 7.3 Customer Service screen’s Summary tab
- 7.4 Customer Service screen’s Customer Service tab
- 7.5 Customer Service screen’s Account Details tab
- 7.6 Customer Service screen’s Customer Details tab
- 7.7 Customer Service screen’s Transaction History tab
- 7.8 Customer Service screen’s Pmt Modes tab
- 7.9 Customer Service screen’s Repo/Foreclosure tab
- 7.10 Customer Service screen’s Collateral tab
- 7.11 Customer Service screen’s Bureau tab
- 7.12 Review Request
-
8
Deficiency
- 8.1 Search Tab
- 8.2 Customer Service screen
- 8.3 Customer Service screen’s Summary tab
- 8.4 Customer Service screen’s Customer Service tab
- 8.5 Customer Service screen’s Account Details tab
- 8.6 Customer Service screen’s Customer Details tab
- 8.7 Customer Service screen’s Transaction History tab
- 8.8 Customer Service screen’s Pmt Modes tab
- 8.9 Customer Service screen’s Deficiency tab
- 8.10 Customer Service screen’s Collateral tab
- 8.11 Customer Service screen’s Bureau tab
- 8.12 Review Request
-
9
Remarketing
- 9.1 Introduction
- 9.2 Pre-requisites
- 9.3 Navigation
- 9.4 Assignment Allocation
- 9.5 Remarketing Request
- 9.6 Invoicing
-
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
-
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 (Loan)
- 13 Producer
- 14 Vendors
-
A
Appendix : Transaction Parameters
-
A.1
Monetary Transactions
- A.1.1 Late Charges
- A.1.2 Non-sufficient 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 Backdated 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 Change Term
- A.1.19 Payment Refund Transaction
- A.1.20 Extensions
- A.1.21 Payment Amount
- A.1.22 Prepayment Penalty
- A.1.23 Escrow Payment
- A.1.24 Escrow balance refund
- A.1.25 Pay Off Quote Fee
- A.1.26 Nonperforming Accounts
- A.1.27 Convert a Precomputed (PC) Loan into a Simple Interest (SI) Loan
- A.1.28 Account Settlement Transaction
- A.1.29 Account Acceleration
- A.1.30 Trading of Accounts - Monetary Transactions
- A.1.31 Billing Cycle Change
- A.1.32 Capitalization Maintenance
- A.1.33 Cycle Based Late Fee Adjustment / Waiver
- A.1.34 Fee Consolidation Maintenance
- A.1.35 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 Sub Unit Account Transfer
-
A.2.25
Customer Credit Limit Transactions
- A.2.25.1 Customer Credit Limit Transactions
- A.2.25.2 Business Credit Limit Transactions
- A.2.25.3 Customer/Business Credit Limit Maintenance
- A.2.25.4 Customer/Business Address Maintenance
- A.2.25.5 Customer/Business Telecom Maintenance
- A.2.25.6 Business Partners Maintenance
- A.2.25.7 Business Affiliates Maintenance
- A.2.26 Add Existing Customer to Account
- A.2.27 Add/Update Business Customer Details
- A.2.28 Rescission Transaction to Void Account
- A.2.29 Add Asset to Account
- A.2.30 Customer / Business Credit Score Update
- A.2.31 Master Account Maintenance
- A.2.32 Master Account - Statement Consolidation Indicator Maintenance
- A.2.33 Add Existing Business to Account
- A.2.34 Add Business Phone Details
- A.2.35 Customer/Business Address Confirmation
- A.2.36 Trading of Accounts - Non-Monetary Transactions
- A.2.37 Bankruptcy Reporting Indicator
- A.2.38 Collateral Maintenance
- A.2.39 Account Contract Maintenance
- A.2.40 Account Payment Mode Maintenance
- A.2.41 Add Balance to Account
- A.2.42 Linked Account Maintenance
- A.2.43 Mock Statement Maintenance
- A.2.44 Skip Credit Bureau Reporting Maintenance
- A.2.45 Repossession Maintenance
- A.2.46 Stop Correspondence at Account Level
- A.2.47 Consolidated Payoff Quote
- A.2.48 Add New Customer
- A.2.49 Add/Update customer Address
- A.2.50 Agreement Number Maintenance
- A.2.51 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 : Account Acceleration