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11i Advanced Collections Fundamentals

Duration: 3 Days
What you will learn
Oracle Advanced Collections is an e-Business suite offering that provides tools and automation improvements to
collectors working in interaction centers or in revenue management/billing departments, and who are responsible for
collecting on past due accounts.
Oracle Advanced Collections provides forms-based windows for tasks performed by Collections Agents and Managers;
and web pages for setup, advanced delinquency management, and administration of Oracle Advanced Collections. This
course provides the information necessary for the Collections Manager, Collections Administrator, and Collector to set
up, use, and configure the Oracle Advanced Collections module.
The class covers an overview of the collections industry; details on numerous business flows supported by the solution;
information about mandatory and optional e-Business suite modules leveraged by this product.
It also provides an insight into implementation considerations, checklist and verifications of the implementation/setup of
mandatory and optional e-Business suite modules leveraged by this product. Hands-on practices and demonstrations
are provided that exercise the Collector and Manager functions.
Learn to:
Describe the process flows of Oracle Advanced Collections
Identify the Oracle Advanced Collections user interface
Describe collections management strategies
Explain how to use dynamic tables
Describe how Collections integrates with other e-Business Suite products
Identify how to access delinquency management, and administration procedures
A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any
time. Registered students must view the class from the country listed in the registration form. Unauthorized recording,
copying, or transmission of LVC content may not be made.
Functional Implementer
Prerequisites
Required Prerequisites
11i eBusiness Suite Essentials for Implementers
Suggested Prerequisites
Oracle TeleSales, and OracleLease Management
Working experience with Oracle Receivables,Oracle Foundation
Copyright 2012, Oracle. All rights reserved. Page 1
Course Objectives
Explain how to use Oracle Marketing Online to create collections campaign
Identify Oracle Advanced Collections key features
Describe how to access the Collections window, navigator, and work queue
Identify Oracle Advanced Collections reports
Describe the various ways information is accessed in the Oracle Advanced Collections application
Specify which contact information appears in the Collections window for a customer
Explain how to process payments
Identify how to track costs
Describe how scoring drives the creation and management of delinquencies
Describe how using strategies automates the collections process by creating collections strategies and strategy work items
Describe how to run concurrent programs for Dunning Plans
Identify the relationship of various implementation procedures needed to run Oracle Advanced Collections
Identify the steps that are required to set up Oracle Advanced Collections
Describe the procedures used to report and transfer cases that originate in Oracle Lease Management to external parties
Course Topics
Introduction to Oracle Advanced Collections
Identify Oracle Advanced Collections key features
Describe the process flows of Oracle Advanced Collections
Describe Collections Management Strategies
Describe how Collections integrates with other e-Business Suite products
Overview of Oracle Advanced Collections
Identify the Oracle Advanced Collections user interface
Describe how to access the Collections window, navigator, and work queue
Explain how to use dynamic tables
Identify how to access delinquency management, and administration procedures
Identify Oracle Advanced Collections reports
Searching
Describe the various ways information is accessed in the Oracle Advanced Collections application
Interacting with Customers
Describe how to view customer information
Identify tabs and describe their function
Specify which contact information appears in the Collections window for a customer
Processing Transactions
Know where to view transaction data
Describe using Bill Presentment Architecture
Explain how to process payments
Identify how to accept promises to pay
Describe how to reverse payments, adjust invoices, and place an invoice in dispute
Managing Later-stage Delinquencies
Describe how to recommend and manage litigations and repossessions
Describe how to update, review, manage, and a record a bankruptcy
Explain how to recommend leasing write-offs
Identify how to track costs
Copyright 2012, Oracle. All rights reserved. Page 2
Scoring
Describe how scoring drives the creation and management of delinquencies
Explain how scoring drives the creation of customer value
Explain how to administer scoring
Describe how to create scoring engines
Describe how to create scoring components
Describe how to use filters in scoring
Strategies
Describe how using strategies automates the collections process by creating collections strategies and strategy work items
Identify how to create strategy and work item templates
Describe how to create or update a strategy filter
Explain how to view strategies for a customer
Describe the process of changing a strategy
Describe how to change work items in a strategy
Explain how to review your strategies as a manager
Dunning Plans
Describe how to use Dunning Plans
Identify the Dunning Plan prerequisites
Describe how to run concurrent programs for Dunning Plans
Implementation Related Applications
Describe the key implementation set up processes
Identify the relationship of various implementation procedures needed to run Oracle Advanced Collections
Implementation Advanced Collections
Identify the steps that are required to set up Oracle Advanced Collections
Integration with Oracle Lease Management
Describe the procedures used to report and transfer cases that originate in Oracle Lease Management to external parties
Identify how to use a strategy to notify and report to a credit bureau
Describe how to use a strategy to transfer to an external agency
Explain how to manually recall transferred cases
Campaigns
Explain how to use Oracle Marketing Online to create collections campaign
Explain how to use Oracle Discoverer to create collections segments
Explain how to use Oracle Scripting to create collections scripts
Use the Collectors Work Queue for media items, such as inbound and outbound campaigns
Use Oracle Scripting for guided collections calls
Copyright 2012, Oracle. All rights reserved. Page 3