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2. If you are upgrading from a previous version, Oracle Advanced Collections will
populate the Questionnaire and Checklist to reflect your earlier product
configuration. You must review the Questionnaire and Checklist to verify that
the settings correctly migrated and support your business practices. Make
changes if necessary. If you use dunning plans, you must change the default
collections method in the Questionnaire from strategies to dunning plans.
3. The Questionnaire and Checklist set profile options at the site level and will
not affect existing profile options set at the user, application, or responsibility
level. Your responses to the Questionnaire and Checklist will not override any
profile options previously set at any level other than the site level.
User Logins to
see assigned
work
User selects a
work item to
launch IEX
New payment
User processes info sent to
work items and IBY via AR for
records info on authorisation
payments,
promise to pay
and disputes Upon
authorisation,
payment info
sent back to AR
No
Strategies are
initiated and Is the work
work items item
created based automated?
on scores
Yes
System
performs the
work and
creates a
history record
Strategy keeps
a track of when
the work is
completed and
initiates next
item
1. Managers determine dunning score ranges and associated dunning letters and
send method (print, fax or e-mail) to send for each score range. Customer (or
account, bill to, or delinquency) scores determine which dunning letter to
send.
2. Optional dunning callbacks are defined.
3. The Dunning Plan concurrent program is run.
4. Dunning letters are automatically sent to customer via the Oracle XML
Publisher. Dunning history is recorded.
5. The system tracks payments made by customers. If no payment is made, the
Dunning Callback concurrent program can be run to create callbacks, which
are automatically posted to an agent's Collector's Work Queue Task node.
6. If payment is still not made, the customer (account, bill to, or delinquency)
can be rescored and, at the next bill cycle, a new and more aggressive
dunning letter is sent.
Managers
determine the
scoring ranges,
associated
dunning letters
and the method Dunning call
of sending backs are
them. defined
(Optional)
Yes
Dunning
Letters are
automatically Is Payment
sent to the made by
customers customer?
(Oracle XML
Publisher)
No
Dunning call
If the payment back program
is still not is run.
made, the Callbacks are
customer is re- posted the
scored and agent’s work
more queue
aggressive
dunning letter
is sent during
next billing
cycle