R12 Adv Collections

Release Twelve The Global Business Release: A New Financial Architecture
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Overview Advanced Collections
Copyright 2006, Oracle. All rights reserved.
What is Oracle Collections?

Proactive and targeted contact methods through multiple channels Single Schema with A/R for delinquency data, payment processing, aging buckets Complete customer view Tasks, Notes, Interaction History, Territories, UWQ Automated Scoring, Dunning, Follow-up Tasks Real-time access to iPayment for credit card, EFT transfer Reporting - Customers, Agents, Due Diligence, Campaigns Best collections practices
What is collections?
Collections Panacea
Visibility across Business Units True view of customer Built-in efficiencies Implement new strategies Competitive advantage Automation of Collections Process Optimization Improve Customer Experience
Oracle Solution Process Flow:

Customer Delinquencies
Collections Manager
Collection Strategies
Campaigns Segments Intelligence
Collections Admin
Collection Scores Dunning Strategies Territory Assignment Sales Service Customer Mgmt.
Collections Agent
CTI Calls Tasks
Universal Work Queue
eBusiness Center
Collections
Payments Disputes History Notes
Collections Manager
Update Strategies
Reports/ Intelligence
3 Major Flows
Collections Manager Scoring, Dunning, Reports Collections Agent Review History and Contact Customer Additional Strategies Marketing and Self Service
Oracle Solution Process Flow:

Customer Collections Scoring
Create Scoring Components Build Scoring Engine Generate Customer Score Customer Delinquencies
Dunning Plans
Create Dunning Letters Create Dunning Plan Execute Dunning Plan
Dunning Letters Sent
Aging Bucket Collection Score Range Dunning Letter Fulfillment Method Callback ?/ Days
Payment Processing Update
UWQ Task Creation
Tasks Callbacks
Agent Assignment
Define Territories
Collections Automated Processes

Create Delinquencies Score Customers Age Delinquencies Track Promises to Pay Execute Dunning Plans Process Payments Create Call Backs (broken promises, dunning) Create Follow-up activities Triggered Campaigns
Customer Collections
eBusiness Center
Org, Person, Address, Relationship
Collector Login/ Navigator
A/R
Delinquencies/ Payment Status

Collections
Payments/ Disputes
Sales & Service Collections Tab Order Capture
Universal Work Queue
Collections Functions
Collections Profile
Histories
Pay on Account
Pay on Invoice
Notes
Tasks
iPayment Reports
Authorization
Define Additional Strategies

Customer Scoring in Collections Discoverer 9i Data Mining
Self Service
E-Mail Collection Campaign Dunning Letters Sent
Campaigns Defined in OMO
Target Lists Generated
Campaigns Executed
Team Queues
Geography, Product Industry
Assign Collector to Campaign Assign Campaign Outcomes
Advanced Outbound Campaign
iReceivables
Credit card authorization

iPayment Universal Work Queue A/R Balances Updated Collections View / Pay / Dispute Invoices
CTI Screen Pop Progressive Dialing
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Customer Invoice to Cash
Delinquency to Payment
Apply Apply Strategy Strategy to to Delinquent Delinquent Items Items
Concurrent Program Possible Levels: Delinquency Bill-To Location Account Customer
IEX200 IEX200
Score Delinquent Items and Assign Work Items

Score Score Delinquent Delinquent Items Items
Concurrent Program Possible Levels: Delinquency Bill-To Location Account Customer
IEX100 IEX100
Assign Assign Strategy Strategy Work Work Items Items to to Delinquent Delinquent Items Items
Concurrent Program Manual Work Items(Phone Calls etc) Automatic Work Items (Dunning Letters etc)
IEX300 IEX300
Collections
Manage Collections
Review Review Delinquent Delinquent Customer Customer Records Records
Delinquent Items (Several Levels) (Broken) Promises Interactions, Aging, Disputes, Adjustments, Tasks, Notes, Payments, Receipts at Risk, etc.
IEX400 IEX400
Manage Payments
Interact Interact with with the the Customer Customer
Record Interaction Record Promise to Pay or Payment Record Dispute, Adjustment Record Task, Note Send Copy Invoice, Send Copy Dunning Send Statement
IEX500 IEX500
Manage Collections
Initiate Initiate Later Later Stage Stage Delinquency Delinquency Action Action
Restatus Later Stage Delinquency Customers Assign to Manager/Specialist
IEX999 IEX999
Reconcile Reconcile Promises Promises and and Payments Payments

Concurrent Program Creates Broken Promise in UWQ if Promise was not kept Invoices are no longer labeled as delinquent if they were fully paid.
IEX600 IEX600
Collections, Receivables
Collections Agent
Collections
Collections
Not in Scope
Collections Forms Administrator Accounts Receivable Clerk
Customer Invoice to Cash Credit Approval to Customer
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Customer Balance
Customer : Customer : CDS Inc Balance due 332198.81
12
Scoring
Scoring Criteria Weight Range low Range high Score value
Overdue /Total outstanding
0.2
0 0.01 10.01 20.01 -99999 0.01 100.01 1000.01 5000.01 0 1.51 2.51 -99999 0.01 10.01 50.01 100.01
0 10 20 100 0 10 1000 5000 999999 1.5 2.5 3.5 0 10 50 100 999999
100 50 20 0 100 90 50 30 0 100 50 0 100 90 50 20 0
Amount overdue
0.3
Risky code
0.1
Late days lastest invoice
0.4
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Scoring Analyze
Scoring Criteria Overdue /Total outstanding Amount overdue Risky code Late days lastest invoice Weight Customer valueScore value 0.2 0.3 0.1 0.4
100 0
332 198.81
Low 08-2006
100 0
Calculation : (0.2*0)+(0.3*0)+(0.1*100)+(0.4*0)=10
14
Strategy
Strategy type ADS Customer Soft Collections Strategy ADS Customer Moderate Collections Strategy Note 80 to 100 50 to 81
ADS Customer Hard Collections Strategy
1 to 49
15
Universal work queue
16
Collection screen
Customer standard button For review or update Customer
17
Collection screen
18
Collection screen
19
Collection screen
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Collection screen
Customer standard button For review or update Customer
Detail button For review Customer account

21
Collection screen
22
Collection screen
Transaction button For review invoice detail, enter a promise or a payment, send a copie
Adjustment Processing button For enter a adjustment
23
Collection screen
Payment Processing button For enter a promise or a payment
Full screen button
24
Collection screen
Lifecycle Tab To declare bankruptcy or litigation for a customer
25
Collection screen
26
Collection screen
Notes Tab To create a note
27
Collection screen
Tasks Tab To create a addition task in your or a colleague workqueue
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Release Twelve The Global Business Release: A New Financial Architecture

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Release Twelve Advanced Collections
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New and Changed Features for Advanced Collections

Multi-Org Access Control Uptake of Cross Operating Unit Initiative New Implementation Checklist and Setup Screens Improved Payment Processing and Customer Funds Capture Use of Oracle Territory Management to Define Collections Territory Hierarchy Migration of AR Collections Functionality into Advanced Collections
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Multi-Org Access Control Description

Multi-Org Access Control (MOAC)
Uses of Multi-Org Access Control global security profiles that define users access to customer data and business transactions. Provides access to unlimited number of operating units within a single applications responsibility. Enables shared services while maintaining operating unit security
31
Multi-Org Access Control Benefits

Improve efficiency
Easily access data from different operating units Improve Shared Services operations
Provide complete information for decision making

Global consolidated view of data across operating units
Reduce Costs
Cut down processing time
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From Multi-Org To Multi-Access

Perform multiple tasks across operating units without changing responsibilities
Belgium
Legal Entity
Holland
Legal Entity
Denmark
Legal Entity
Belgium
Operating Unit
Holland
Operating Unit
Denmark
Operating Unit
Tasks
Collections Invoices & Payments
Responsibility Responsibility Single Responsibility Responsibility
33
Multi-Org Access Control Setup and Process

SETUP PROCESS Login into a responsibility
Define security profile & assign operating units
Run Security List Maintenance
Open Application
Assign security profile to responsibility or user
Application checks access privilege
Define operating unit preference (optional) Enter data for operating units
Automated process
34
Multi-Org Access Control Setup Create Operating Unit

Financials Accounting Setup Manager
OR
HRMS Organization Form
35
Multi-Org Access Control Setup Define Security Profile
Classify Select Organization Operating Unit as operating classification unit
36
Multi-Org Access Control Setup Run System List Maintenance
37
Multi-Org Access Control Setup Set Profile Options

Profile Value Description Identify the list of operating units that the user can access
MO: Security Profile
MO: Default Operating Unit
Identify the default operating unit for the user when accessing an application R11i profile option that will be maintained
MO: Operating Unit
for those products and customers not leveraging Multiple Organizations.
38
Multi-Org Access Control Dependencies and Interactions

Oracle HRMS
Define operating units Set up Multi-Org Security Profiles
Oracle E-Business Suite Products

Take advantage of the benefits of Multi-Org Access Control
39
Multi-Org Access Control Dependencies and Interactions

Product Name Leveraging Multi-Org Access Control feature
Advanced CollectionsGlobal collections agency with consolidated view of customer accounts and collection tasks for multiple operating units. Purchasing Receivables Accounting Setup Manager Payables Ability to negotiate discounts armed with consolidated requisition demands. Provide global information for decision making purposes with new cross-org reports. Create ledgers and operating units through the Accounting Setup Manager Reduce processing time with the ability to enter invoices for multiple operating units without switching responsibilities. Reduce processing cost with the ability to pay invoices for multiple operating units in a single pay run.
40
Multi-Org Access Control Summary

Access multiple operating units within a single application responsibility Perform tasks for and across multiple operating units
Enter transactions Process data View information Run reports
Increase effectiveness of Shared Service Centers

Benefits
Improve accessibility Increase information for decision making Reduce costs

41
Cross Operating Unit Initiative Description

Cross Operating Unit Initiative
Users of Advanced Collections will have visibility to one or more operating units associated to a customer. Data can be displayed within one operating unit or across all operating units.
42
Cross Operating Unit Initiative Description

NEW
Operating Unit List Of Values
43
Cross Operating Unit Initiative Benefits

Increase Efficiency
Better visibility into customer data Collections activities such as strategies and work items, dunning letters, and collections calls can incorporate transactional and customer data from different operating units.
Reduce Cost
Perform processes quicker
Improved Customer Experience

Provide continuous service without transferring calls All information available to a collector
44
Cross Operating Unit Initiative Dependencies and Interactions

Oracle Universal Work Queue
Set up Quick Filters for Advanced Collections Universal Work Queue Nodes
45
Cross Operating Unit Initiative Summary

Cross Operating Unit Initiative provides: Increased Efficiency
Better visibility into customer data Collections activities such as strategies and work items, dunning letters, and collections calls can incorporate transactional and customer data from different operating units.
Reduce Cost to Collect Improved Customer Experience
Benefits
Better view into customer information Reduced cost to collect Few customer contacts needed
46
New Collections Setup Screens Description

New Collections Setup Screens
Collections Setup Checklist designed to ease setup and provide a single place to record and manage implementation decisions. Checklist guides the manager through a questionnaire that asks key questions about the intended use of Oracle Advanced Collections. Managers responses automatically set system profiles, settings and Task Pages on which the manager provides additional detailed setup information.
47
New Collections Setup Screens Description

NEW
48
New Collections Setup Screens Benefits

Collections Setup Checklist allows functional experts to do an out of the box set up of Oracle Advanced Collections independent of corporate IT staff. Improved customer experience during implementation and later
49
New Collections Setup Screens Setup Collections Questionnaire

Collections Administrator Responsibility>Checklist
This allows you to navigate to the new setup user interface
Select the questionnaire

Walk through the threestation train filling in the questions
50
New Collections Setup Screens Setup Additional Tasks

Collections Administrator Responsibility>Setup Checklist
Update the tasks under the Operations, Transactions and Collections Method Setups Save updates
51
New Collections Setup Screens Summary

Functional Experts can configure Out of the Box Improved implementation experience Cost and time savings by minimizing IT involvement
Benefits
Optimize resources who know how they want collections to be setup Reduced impact on IT department Improved user experience User friendly screens to configure and maintain the application
52
Improved Payment Processing & Customer Funds Capture Description

Enhanced Customer Credit Card and Bank Account Management
Oracle Payments (formerly Oracle iPayment) new payment formatting and end-to-end electronic payment processing features made available in this release. Provides ability to use masked customer credit card or bank account information when taking payments. Agents will easily navigate to another screen to add new customer information. Payments can be automatically captured and authorized.
53
Improved Payment Processing & Customer Funds Capture Benefits

Controls access to sensitive customer data during payment process Efficient update of customer information without leaving Collections
Centralized management of data across eBusiness Suite applications
Increased productivity, decreased data entry errors, improved security Improved customer and user experience
54
Improved Payment Processing & Customer Funds Capture
Dependencies and Interactions

Oracle Payments
Configure application Coordinate banking partner
Oracle Receivables
Setup payment methods
55
Improved Payment Processing & Customer Funds Capture
Summary
Enhanced controls of sensitive data Improved collector efficiency
Ability to enter payment instruments Centralized management of data across the eBusiness Suite
Benefits
Improved security around sensitive data Reduced credit card fraud through use of security code feature Improved customer and collector experience
56
Collections Usage for Territory Management Description

Collections Territory Usage
Ability to use Oracle Territory Managers collections usage to support the creation and use of collections territory hierarchy. Collectors can then be assigned to customers within these collections territories.
57
Collections Usage for Territory Management Benefits

Unique collections territories can be created, different than sales territories Improve management of customer to collector ownership Improved performance
58
Collections Usage for Territory Management Dependencies and Interactions

Oracle Territory Management
Enable Qualifiers Configure Templates and Territories Run Concurrent Programs
Oracle Receivables
Create Collectors
Oracle CRM Application Foundation Resource Manager

Create Resources
59
Collections Usage for Territory Management Summary

Unique Collection Territories Usage Improve management and control of territories Improved performance
60
Migration of AR Collections Functionality into Advanced Collections Description

Collections Workbench in Oracle Receivables will be obsolete and replaced with like functionality in Oracle Advanced Collections. Visibility to workbench data is migrated to Advanced Collections. Basic collections functionality will be available to customers already licensing AR. A migration white paper and migration scripts will be provided to Oracle Receivables customers moving to Oracle Advanced Collections.
61
Migration of AR Collections Functionality into Advanced Collections Benefits

Improved navigation and visibility to delinquent customers Automated collections management processes improve collector productivity and reduce DSO Separates collector and AR clerk functionality; improved SOX compliance Consolidation of collections functionality for eBusiness Suite customers
62
Migration of AR Collections Functionality into Advanced Collections

Accounts Receivable
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Customer Data
Collector/Resource
Migration of AR Collections Functionality into Advanced Collections Dependencies and Interactions

XML
Configure correspondence used for dunning and other letters
Concurrent Processes
Scoring Program Dunning Program - Correspondence & Call Back Workflow Background Processes AR Refresh Promise Reconciliation
64
Migration of AR Collections Functionality into Advanced Collections Summary

Better navigation and visibility to delinquent customers Automated collections management processes improve collector productivity and reduce DSO Separates collector and AR clerk functionality; improved SOX compliance Consolidation of collections functionality between the modules
65
New Feature for R12.1
Status Assignment at Case and Contract Level Customer Level Bankruptcy
66
Status Assignment at Case and Contract Level

Description
Allow status (i.e. Litigation, Repossession and Write-off) assignment at Contract and Case level
67

Business Value
Manage later stage delinquency at case, contract or transaction level Manage collection strategy effectively
68

Assigning status in contract tab
Right click of mouse button will enable status option
69

Assigning status in case management tab
New status button added
70

Dependencies and Interactions
Oracle Leasing needs to be installed to enable this functionality.
71
Customer Level Bankruptcy

Description
Enables bankruptcy only at the customer level
Business Value
Ensures adherence to the generally accepted practice around bankruptcy
72
Customer Level Bankruptcy

Feature
New option added
73

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Release Twelve The Global Business Release: A New Financial Architecture

<Insert Picture Here>

Overview Advanced Collections

Copyright 2006, Oracle. All rights reserved.

What is Oracle Collections?

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

Oracle Solution Process Flow:

Campaigns Segments Intelligence

CTI Calls Tasks

Universal Work Queue

Payments Disputes History Notes

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

Oracle Solution Process Flow:

Dunning Letters Sent

UWQ Task Creation

Copyright 2006, Oracle. All rights reserved.

Collections Automated Processes

Copyright 2006, Oracle. All rights reserved.

Collector Login/ Navigator

Delinquencies/ Payment Status

Sales & Service Collections Tab Order Capture

Universal Work Queue

Copyright 2006, Oracle. All rights reserved.

Define Additional Strategies

Campaigns Defined in OMO

Target Lists Generated

Advanced Outbound Campaign

Credit card authorization

CTI Screen Pop Progressive Dialing

Copyright 2006, Oracle. All rights reserved.

Customer Invoice to Cash

Score Delinquent Items and Assign Work Items

Reconcile Reconcile Promises Promises and and Payments Payments

Collections Forms Administrator Accounts Receivable Clerk

Customer Invoice to Cash Credit Approval to Customer

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

Overdue /Total outstanding

0 10 20 100 0 10 1000 5000 999999 1.5 2.5 3.5 0 10 50 100 999999

100 50 20 0 100 90 50 30 0 100 50 0 100 90 50 20 0

Late days lastest invoice

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

ADS Customer Hard Collections Strategy

Copyright 2006, Oracle. All rights reserved.

Universal work queue

Copyright 2006, Oracle. All rights reserved.

Customer standard button For review or update Customer

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

Customer standard button For review or update Customer

Detail button For review Customer account

Copyright 2006, Oracle. All rights reserved.

Copyright 2006, Oracle. All rights reserved.

Adjustment Processing button For enter a adjustment

Copyright 2006, Oracle. All rights reserved.

Full screen button

Copyright 2006, Oracle. All rights reserved.

Lifecycle Tab To declare bankruptcy or litigation for a customer