Flow Notes: A Collection by Tamara Jo Cortez
Notes can be entered or viewed on the Notes tab or anytime the Notes icon is available on the Oracle Advanced Collections toolbar. Use the Task tab to view information about an existing task or create a new task. Collectors can create new task for themselves or other collectors.
Tasks appear on a the Collector's Work Queue. Collectors can attach related documents to a collections issue, such as customer correspondences, POs, contracts, and other documents. You can view these attachments at any time during the collections cycle by selecting the paperclip icon in the toolbar. Oracle Advanced Collections includes two hidden tabs that can be programmed by your implementation team or system administrator to meet any unique functionality requirements of your collections organization. If a delinquency becomes problematic and further action must be initiated to obtain payment or resolve the issue, a collections agent can initiate a decision to escalate a payment problem.
The Lifecycle tab tracks information about delinquencies, write-offs, repossessions, litigations, and bankruptcies. The collections manager or collections agents can further manage each situation using the Web interface pages.
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If you use Oracle Lease and Finance Management, the Case Management tab provides detailed information about the case and related lease contracts, assets, and other information. A collector can initiate payment processing from the Case Management tab for leasing-related invoices. If you use Oracle Loans, the Loans tab provides detailed information about delinquent or default loans including loan status, loan details, last payment, and borrower information.
A collector can initiate payment processing from Loans tab for loan-related invoices or initiate later stage delinquency actions. If you have installed Oracle Contracts, the Contracts tab provides summary and detailed information for lease contracts and other types of contracts. Licensed users can also access Oracle Contracts from the Contracts tab. The eBusiness Center is used by collections agents to manage address and phone information for the organizations and contacts they interact with.
In addition, the eBusiness Center provides universal agent support for all Oracle call center applications and tabs relating to collections, telesales and teleservice agents.
Debug Your Flows in Cloud Flow Designer
From the Collections window, an agent can also navigate to eBusiness Center by clicking the Organization or Contact field on the Collections header. Oracle Advanced Collections leverages functionality from a number of E-Business Suite products in order to provide a complete, end-to-end collections solution. Oracle Receivables to store transactional data, adjust transactions, support posting payments, and resolve disputes required.
Oracle XML Publisher for sending collateral, copies of invoices, dunning notices, and other correspondence, through e-mail, fax or print optional. Oracle Payments for real-time credit card and bank EFT authorization and validation to take payments over the phone optional and for Oracle Lease and Finance Management real-time payment processing required.
Oracle Trade Management for access to invoices and payments relating to trade marketing promotions optional. Oracle Bill Presentment Architecture for viewing invoices as they were presented online to the customer optional. Concurrent program extracts raw data on transactions from Oracle Receivables; scores these objects; identifies the objects as delinquent, pre-delinquent or current; adds customer data; and stores the records in Oracle Advanced Collections tables. User views information on delinquent customers and collections work assignments displayed in Collector's Work Queue and selects a work item to launch Advanced Collections.
User reviews customer collections profile; delinquency information; histories; strategies and work assignments; aging; and notes.
Flow Notes: A Collection
User processes work assignments and records information on payments, promises to pay, or disputes. Upon authorization, payment information is sent to Oracle Receivables for processing and updating of customer's receivables records. Correspondence event is recorded in customer history. Agents can view information about collections activities, customer payments, disputes, and promises on the History tab and by running reports. Alternatively to step 3, user selects a customer record and launches eBusiness Center to review customer information.
Customer interactions, actions, action items, contact outcomes, results and reasons are tracked. These interactions can be tracked automatically or manually.
User selects the Collections tab in eBusiness Center to review information about the customer's delinquent accounts and invoices. User launches Advanced Collections from the eBusiness Center Collections tab to view details of customer's delinquencies and payments. Managers can define strategies to apply to different collections situations and categories of customers. Scoring engines contain criteria used to analyze customers and score them. Managers relate scoring engines to strategies. For example, a scoring engine can check for overdue invoices.
Invoices 60 days overdue receive a score of The strategy says any invoice scored 40 is assigned to a collections agent to contact the customer by phone. Managers define collections strategy templates. Strategies can contain required and optional work items. Managers create scoring engines and relate the score ranges to strategies. Strategies are executed based on scores. Work items are initiated.
If the work item is automated such as send a letter , the system performs the work and creates a history record. If the first work item is manual, it is posted in Collector's Work Queue to the collector who owns the customer. No matches found Try choosing different filters or resetting your filter selections. Cloud Flow Designer now offers a debug option to help you test and troubleshoot your flows. When you debug a flow, you can: Easily specify the values of input variables. After running the flow, you can quickly change those values and rerun the flow.
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