Oracle Public Sector Revenue Management v2.4 Fundamentals

Course Details
Code: D85834GC30
Tuition (USD): $3,908.00 • Classroom (4 days)

Oracle Public-Sector Revenue Management (PSRM) v2.4 Fundamentals provides an overview of the application’s core functionality. You will use the basic elements of the Oracle PSRM infrastructure to set up users, perform financial transactions, set up process flows, and understand interfaces.

Learn To:

  • Understand the architecture and functionality of PSRM.
  • Log on to the application and navigate PSRM through the 360 Degree Search, menus, portals and zones.
  • Search for objects and transactions.
  • Understand taxpayer information.
  • Add persons, accounts, and obligations utilizing registration and form processing.
  • Explain concepts; including, penalties, interest, and the collections process.
  • Become familiar with Object-Oriented Architecture.
  • Efficiently use and configure the product.

Benefits to You:

Throughout the course, you will be exposed to fundamental navigation and configuration. Hands-on practice reinforce concepts that show you how to configure functional areas to expand the usability of the application.

Skills Gained

  • Navigate through the PSRM’s main functional areas.
  • Utilize the main components of the framework.
  • Describe the difference between person, account, tax role, and obligation.
  • Create and use registration forms, registration form type, tax forms, and tax form type.
  • Review Financial Transactions to understand an account’s financial history.
  • Apply, correct, and cancel payments that are applied to an account.
  • View the configuration and describe the principals behind Penalties and Interest.
  • Create an overpayment Process and view its distribution across one or more obligations.
  • Describe the main entities of the collection process and how they are configured.
  • Use suppression as a way to prevent certain types of activities from taking place for a taxpayer for a given period of time.
  • Use the appeal process to handle taxpayer disputes for specific assessments and adjustments.
  • Use a audit to review taxpayer information and determine if the reported information is accurate or correct.
  • Describe the steps necessary to view and configure the elements of a process flow and process flow type.
  • Describe the key integration points between PSRM and OPA (Oracle Policy Modeling).
  • Describe how asset information enters PSRM and the entities that support Assets.
  • Generate a bill for Real Property.

Who Can Benefit

  • Business Analysts
  • Configuration Implementer
  • Forms Developer
  • Functional Implementer
  • Implementation Consultant
  • Portal Developer
  • System Integrator
  • Technical Consultant

Course Details

Introduction

  • What is Oracle Public Sector Revenue Management?
  • Training Overview
  • Course Overview

Understanding the User Interface

  • Navigating in PSRM
  • To Do Basics
  • Portal Basics
  • Zones
  • Business Process Assistant (BPA) Scripts
  • Configuration Tools Can Change the User Experience

Understanding Framework Concepts

  • Four-Tier Architecture
  • The Application Viewer
  • Common Data Design Patterns
  • Maintenance Objects
  • Business Services
  • Plug-In Component = Algorithm = Subroutine
  • Scripts
  • Characteristics Are User-Defined Fields

Understanding Taxpayer Informational

  • Tax and Revenue Overview
  • Taxpayer
  • Account, Division, and Account Type
  • Tax Type
  • Revenue Calendars
  • Tax Role
  • Obligations
  • Taxpayer Registration

Understanding Form Processing

  • Form Type Overview
  • Form Type Configuration
  • Form Type Components
  • Registration Forms
  • Tax Forms
  • Forms Type Maintenance
  • Forms Upload

Understanding Financial Transactions

  • Assessment Overview
  • Financial Transactions (FTs)
  • FT Balances
  • FT Additional Details
  • FT Grouping
  • The GL Interface
  • Adjustments
  • Adjustment Upload Process

Understanding Payments

  • Payment Events and Tenders
  • Canceling and Transferring
  • Unbalanced Payment Events
  • Automatic Payments
  • Payments Upload
  • Tender Management and Workstation Cashiering
  • Deposit Control

Understanding Penalties and Interest

  • Penalty and Interest (PI) Overview
  • PI Calculation Process
  • PI Control
  • Penalty and Interest Rules
  • Dynamic Credit Allocation
  • PI Distribution
  • Waivers
  • Viewing, Updating, and Forecasting PI Charges

Understanding the Overpayment Process

  • Overpayment Process Overview
  • Overpayment Process Lifecycle

Understanding the Collection Process

  • Overdue Process
  • When and How Is Overdue Debt Monitored
  • Overdue Process: Additional Information
  • Overdue Event Lifecycle
  • Collection Cases
  • Pay Plans
  • Collection Agency Referrals
  • Write-Offs

Understanding Correspondence

  • Tax Correspondence
  • Customer Contact
  • Letters

Understanding To Dos

  • To Do Lists
  • To Do Types
  • Creating To Do Entries
  • Related To Dos
  • Priority
  • Odds and Ends

Understanding Suppression

  • Suppression Overview
  • Suppression Type Setup
  • Suppression Components
  • Suppression Lifecycle
  • Multiple Suppressions

Understanding Appeals

  • Appeals Overview
  • Appeal Type Setup
  • Appeal Review Process
  • Appeal Components
  • Appeal Lifecycle

Understanding Audit

  • Audit Overview
  • Audit Case Type Setup
  • Audit Review Process
  • Audit Case Components
  • Audit Case Lifecycle

Understanding Bankruptcy

  • Bankruptcy Overview
  • Bankruptcy Type Setup
  • Bankruptcy Components
  • Bankruptcy Lifecycle

Understanding Process Flow

  • Process Flow Overview
  • Process Flow Type
  • Process Flow Lifecycle
  • Status Specific Business Rules
  • Access Rights

Understanding Production Controls and Entity Corrections

  • Production Controls
  • Entity Correction

Understanding Oracle Policy Modeling and Automation

  • Oracle Policy Modeling (OPM) and Automation (OPA) Overview
  • PSRM Versus OPA Guidelines
  • Oracle Policy Automation (OPA) for PSRM
  • Decision Report and Base Rule

Understanding Assets

  • Asset Overview
  • Asset Components
  • Valuation

Understanding Asset Billing

  • Overview of Asset Billing
  • Calculation Control
  • Calculation Rules