Introduction

Oracle PSRM provides an overview of the applications 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.

Course Content

1. 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

2. 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

3. Understanding Taxpayer Informational

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

4. Understanding Form Processing

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

5. Understanding Financial Transactions

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

6. Understanding Payments

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

7. Understanding Penalties and Interest

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

8. Understanding the Overpayment Process

• Overpayment Process Overview
• Overpayment Process Lifecycle

9. 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
• vrite-Offs

10. Understanding Correspondence

• Tax Correspondence
• Customer Contact
• Letters

11. Understanding To Dos

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

12. Understanding Suppression

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

13. Understanding Appeals

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

14. Understanding Audit

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

15. 16. Understanding Bankruptcy

• Bankruptcy Overview
• Bankruptcy Type Setup
• Bankruptcy Component
• Bankruptcy Lifecycle

16. Understanding Process Flow

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

17. Understanding Production Controls and Entity Corrections

• Production Controls
• Entity Correction

18. 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

19. Understanding Assets

• Asset Overview
• Asset Components
• Valuation

20. Understanding Asset Billing

• Overview of Asset Billing
• Calculation Control
• Calculation Rules