The following table lists the preconfigured workflows for strategy work items available in Oracle Advanced Collections.
To customize a preconfigured workflow, you must copy, modify, and rename the workflow in order to use it.
| Workflow | Description |
|---|---|
| IEX: Collection Strategy Workflow | This workflow executes the work
items in a strategy including setting status and wait times. Customizing this workflow is not recommended. |
| IEX: CO Recall Case from External Agency | For Oracle Lease and Finance
Management. This workflow recalls the case from the external agency
and sends the work item complete signal after recalling the case. You can customize this workflow to suit your business requirements but do not remove the send signal. |
| IEX: CO Report to Credit Bureau | For Oracle Lease and Finance
Management. This workflow reports a customer to a credit bureau and
sends the work item complete signal after reporting the case. You can customize this workflow to suit your business requirements but do not remove the send signal. |
| IEX: CO Review Transfer to External Agency | For Oracle Lease and Finance
Management. This workflow gives the leasing agent the option to review
the transfer. The workflow sends the work item complete signal after
reporting the customer. You can customize this workflow to suit your business requirements but do not remove the send signal. |
| IEX: CO Transfer to External Agency | For Oracle Lease and Finance
Management. This workflow transfers the case to an external agency
and sends the work item complete signal after transferring the case. You can customize this workflow to suit your business requirements but do not remove the send signal. |
| IEX: Contract Termination Notification | For Oracle Lease and Finance Management. This workflow sends the notification of approval of writeoff contracts to the case owners. |
| IEX: Strategy Custom Workflow | Executes work items in a custom
workflow when triggered by work items in the IEX: Collections Strategy
Workflow. Customizing this workflow is recommended, but do not remove the initial wait node. |
| IEX: Strategy Fulfillment Mailer | This workflow initiates all automatic
correspondence work items in your strategies when triggered by work
items in the IEX: Collection Strategy Workflow. Customizing this workflow is not recommended. You can copy and modify the workflow, but do not remove the initial wait node. |
| IEX: WF for Bankruptcy Status | This workflow executes when you create a bankruptcy for a delinquency. This workflow sends a notification to the collections manager for approval. When the manager approves, it notifies the collector and sets the contact preference to Do Not Call. |
| IEX: WF for Collection Delinquent Credit Hold | When you create a bankruptcy,
this workflow runs if the Credit Hold check box is selected for a
customer. It send a notification to the collections manager for approval
and updates the approval status. You can customize this workflow to suit your business requirements. |
| IEX: WF for Collection Delinquent Service Hold | When you create a bankruptcy,
this workflow runs if the Service Hold check box is selected for a
customer. It sends a notification to the collections manager for approval
and updates the approval status. You can customize this workflow to suit your business requirements. |
| IEX: Case Reassignment | Obsolete |
| IEX: CO Notify Customer | Obsolete |
| IEX: Delinquency Asset Workflow | Obsolete |
| IEX: WF for Delinquency Current Status Notice | Obsolete |
| IEX: WF Delinquency New Status Creating Notice | Obsolete |
| IEX: WF for Delinquency Status Approval | Obsolete |
| IEX: WF for Refund Approval | Obsolete |
| IEX: WF to Notify a Third Party for Repossession | Obsolete |
| IEX: Writeoff Approval Request | Obsolete |