Credit analysts assist in the resolution of credit-related issues and evaluate the creditworthiness of your customers and prospects. Credit analysts can view credit applications and case folders in Oracle Credit Management, and can submit recommendations after concluding a credit analysis.
You must define employees as credit analysts and credit managers before they have access to view and update data in Credit Management.
Note: In addition to defining true credit personnel as credit analysts and credit managers, you can also assign the role of credit analyst to other interested parties who require view-only access to credit applications. For example, a sales representative who initiates a credit review request by submitting a lease application might want to view the credit application details.
To define credit analysts:
First define your credit analysts as employees in Oracle Human Resources Management System (HRMS).
Next, import employees from HRMS into Resource Manager and assign roles.
Two seeded roles exist for Credit Management:
Credit Analyst
Credit Manager
Note: A credit manager has access to setup functionality. You can assign the credit manager role to a credit analyst.
See: Overview of Setting Up Resource Manager, Oracle Trading Community Architecture Administration Guide and Overview of the Oracle Resource Manager.
Finally, when defining your analysts as E-Business Suite users in the Users window, link each analyst to his or her HRMS record by selecting:
The analyst's name in the Person field
The analyst's Person ID for the Oracle Self-Service Web Applications ICX_HR_PERSON_ID and TO_PERSON_ID securing attributes
See: Users Window.
After you define a credit analyst, you can modify any of the analyst's information, except the employee and user names.
Suggestion: Non-employees can also initiate (from an application outside Credit Management) the creation of credit applications. Non-employees are users who are not in Oracle HRMS and who are not assigned a credit analyst role in Resource Manager. For example, a non-employee might be a vendor or a contractor. To enable this integration, the passing application must send the requestor_type of FND_USER and the requestor_id of FND_USER_ID to Credit Management when calling the Credit Request API.
See the Credit Management API User Notes appendix in the Oracle Credit Management User Guide.