Course Introduction

• Administration and Course Materials
• Course Structure and Agenda
• Delegate and Trainer Introductions

Session 1: INTRODUCTION

• Collections Responsibilities
• Collections Agent
• Collections Manager
• Collections Administrator
• Collection Methods
• Dunning
• Strategies
• Operation Data Levels

Session 2: SETUP IN RELATED APPLICATIONS

• Set up in Related Applications
• Define Employees
• Define Collectors
• Define Resource Groups
• Define Resources
• View Resource Hierarchy
• Assign Collectors
• Define Profile Classes
• Other Related Applications
• iReceivables
• Notes
• Tasks
• XML Publisher
• Customer Interaction Tracking
• Oracle Customer Interaction History
• Other Applications

Session 3: DUNNING SETUP OVERVIEW

• Dunning Set up
• Set up Questionnaire
• Pre-configured Elements
• Collectors Work Queue Nodes
• Work Queue Profile Options
• Dunning Plan Set up Requirements
• Set the Collections level
• Create Templates for Dunning Correspondence
• Select an Aging Bucket for Dunning Plans
• Set Dunning level
• Create a Dunning Plan
• Set up the UWQ for Dunning Plans
• Set up Scoring Engines

Session 4: STRATEGY SETUP OVERVIEW

• Strategy Overview
• Scoring Components
• Scoring Engines
• Work Items
• Strategies
• Strategy Defaults
• Enabling Strategies tab in Collections window

Session 5: USER PROCEDURES

• Advanced Collections User Interface
• Collections window
• Collections tab
• Profile
• History
• View Correspondence History
• View Adjustment History
• View Promises History
• View Dispute History
• View Interaction History
• Accounts
• Transactions
• Aging
• Notes
• Tasks
• Loan
• Collectors Work Queue
• Customer Search
• Quick and Expanded Search
• Saved Results
• Designating Collections and Dunning Contacts
• Transaction Processing
• Payment Processing
• Promises to Pay
• Reversing Payments
• Adjusting Invoices
• Place an Invoice in Dispute
• AR Credit Memo Approval Request
• Working with the eBusiness Center
• Process a Callback
• Creating Tasks Manually
• Broken Promise Items
• Transfer ownership of a Callback task
• Update a Callback task
• Reassign Ownership
• Reassign Ownership for a Fixed Time Period

Session 6: ADMINISTER DUNNING PLANS

• Dunning Plan Administration
• IEX: Promise Reconciliation
• IEX: Scoring Engine
• IEX: Send Dunnings for Delinquent Customers
• IEX: Create Dunning and Broken Promise Callbacks
• IEX: Populate UWQ Summary Table

Session 7: ADMINISTER STRATEGIES

• Strategy Administration
• Viewing Strategies
• Changing Work Items
• Skip an assigned item
• Add a work item
• Changing a Strategy
• Manager Review of Strategies

Session 8: REPORTS

• Reports
• Campaign / Collector Outcome Summary Report
• Promise Reconciliation Report
• Payment Campaign / Collector Summary / Detail Report
• Collections Campaigns

Session 9: LATER STAGE DELINQUENCIES

• Enable the Lifecycle tab in Collections
• Updating a Delinquency
• Litigation
• Repossession
• Bankruptcy

Session 10: METRICS

• Metrics
• View existing Metrics
• View Metrics in Collections window