18.4 Account Conversion
Oracle Financial Services Lending and Leasing Open Interface module is designed to allow businesses to convert accounts (either approved or partially completed). At the end of the process, a new account is created in system which can be viewed on Customer Service. It also allows you to board new accounts. There are two methods to enter this information into the system; a data file upload and a manual data entry.
This chapter explains how to use Oracle Financial Services Lending and Leasing’s Account Conversion screen to complete the following tasks:
- Record customer details (including employment and address information), contract information, and collateral information
- Edits to verify the completeness of data with a Verification screen.
This section consists of the following topics: