Advanced_Collections_R12 - Internal Reference Only
Transcript of Advanced_Collections_R12 - Internal Reference Only
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
1/13
1
Collection Functions in R12 ReceivablesBundled with Oracle AR
Collector's Work Queue Search Tool
Collections Workbench
Assign Collectors Manually
View Collections Info by Different Levels
Process Ad-Hoc Payments
Create Promises
Enter Disputes and Adjustments
View Invoices using Oracle Bill Presentment Architecture
Run Receivables and Collections reports Preconfigured Delinquency Creation Engine (cannot change)
Preconfigured Customer Scoring Engine (cannot change)
Configurable Dunning Plans (Staged Reminders only)
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
2/13
2
Collection Functions Only Available viaOracle Advanced Collections
Configurable Customer Scoring Model
Configurable Strategies and Work Items
Including Human Tasks, not just Dunning Letters
Configurable Segments
Multiple Database Views for use with Scoring and Strategies
Create Collections Territories using Territory Manager
Work Reassignment (not just Manual Assignment of Collector)
Additional Advanced Collections tabs in Collection Workbench:
Strategy
Lifecycle
Custom 1
Custom 2
Other Collections Workbench Tabs (with Extra Licenses):
If you use Oracle Loans Loans
If you use Oracle Lease Management Case Management
If you use Oracle Contracts Contracts
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
3/13
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
4/13
4
Define Collection StrategiesApply to different customer categories and situations
Multiple work items,auto-triggered by
workflow
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
5/13
5
Collectors Work QueueTask list for each collection agent
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
6/13
6
Collection WorkbenchDrill to individual customer profile Snapshot
Key CollectionsMetrics, configurable
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
7/137
Collection Workbench HistoryOne stop for all historical information about customer
PaymentsPromises to Pay
Disputes
Interaction
Correspondence
Adjustment
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
8/138
Collection Workbench AccountsRequest and record ad-hoc payment to resolve delinquency
Request & processpayments quickly toresolve delinquency
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
9/139
Collection Workbench TransactionsRecord customer disputes and resolutions against invoices,perform adjustments, process payments, etc.
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
10/1310
Collection Workbench LifecycleTrack information about delinquencies and status changes
Change status to
indicate Write-offs,Bankruptcies, etc.
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
11/1311
Collection Workbench StrategyExecute collection strategies based on Score
Work items definedfor this strategy
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
12/1312
Collection Workbench TasksTrack all types of customer-oriented activities
Interactive CallCenter to Record
Conversations
-
8/2/2019 Advanced_Collections_R12 - Internal Reference Only
13/13