If, after the submission of a credit application, the Credit Management workflow cannot successfully proceed through the analysis phase, then Oracle Credit Management assigns a credit analyst for manual processing.
How does Credit Management determine which credit analyst to assign? Credit Management uses the Rules Engine, a component of the E-Business Suite, to let you define rules that control the correct credit analyst assignment.
On the Credit Analyst Assignments page, use the Rules List tab to:
Select a default credit analyst. Credit Management uses this default when no rule either exists or applies during a particular credit review.
Define the rules that indicate how credit analysts are automatically assigned to case folders. Credit Management evaluates the rules that you create in sequential order.
Use the Create Rule page to create your credit analyst assignment rules.
On the Create Rule page, enter the matching criteria for the rule. Then, in the Result region, enter the credit analyst who will be assigned when the rule criteria is met.
When a credit analyst is required, the appropriate assignment is determined using the following sequence:
The assignment rules that you defined using the Rules Engine are executed.
If no credit analyst is identified, then the default credit analyst, selected on the Rules List tab, is used.
If no default credit analyst exists, then Credit Management uses the default credit analyst on the assigned customer profile class.
If, after the above steps, Credit Management fails to identify a credit analyst, then Credit Management automatically routes the credit review to the Credit Scheduler. A credit manager must log on using the Credit Scheduler responsibility to manually select a credit analyst.
Use the Test Cases tab to confirm that the rules behave as expected. This is especially helpful if your assignment rules are complex.
To create a test case, enter the parameters that you want to test credit analyst assignment for, and click Get Results to have the Rules Engine evaluate the rules and automatically supply the result. Or, manually enter the expected results.
You can save the test case to run again later, which you should do whenever the rules are modified.