This post shares Fusion ERP Analytics sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize FDI content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description: AI-enabled Collections Manager 360 helps collections managers see their entire portfolio exposure in one place and act on it, through natural language interactions that make analytics more intuitive and accessible.
Users can ask questions conversationally and instantly uncover what customers owe, how much is past due, where it sits in the aging profile, and which collector is carrying it. Promise commitments and open disputes appear alongside the balance so effort goes to what is genuinely collectable, and the Aging Reconciliation canvas ties every customer and aging bucket back to the delinquency total. This workbook enables analysis by Customer, Customer Priority, Collector, Aging Bucket, Business Unit, Ledger, Transaction and Time. This analysis uses Analytics Currency.
Content Type: AI Data Agent + Workbook
Application: ERP
Fusion Module: Advanced Collections
Target Persona: Collections Manager, Collections Specialist, Credit Manager, Accounts Receivable Manager, Controller
Subject Areas: Financials – Collections Delinquencies
Business Use Case/Questions:
- Show delinquent amount by collector for <Business Unit>
- Which customers owe us the most overdue money?
- What is the delinquent balance by aging bucket for <Business Unit>?
- Show the total outstanding amount and delinquent amount for <Business Unit>
- What percentage of the outstanding balance is delinquent?
- Which customers have broken their payment promises, and for how much?
- Show the active disputed balance by customer
- Show the top 10 customers by overdue amount in <Business Unit>
- Which customers have the highest exposure by customer priority?
- Show the promise amount committed by collector
- List customers with balances overdue more than 90 days
- Show delinquent amount by customer and aging bucket
- Which customers have the highest number of delinquent transactions?
- Show the outstanding amount by collector and customer priority
Best Practices:
● Collections delinquency data is refreshed in place on each Collections program run rather than snapshotted, so there is no period-over-period history. The AI Agent declines trend and change-over-time questions rather than infer a trend — this is expected behavior.
● Aging Line 1 represents amounts not yet due and is deliberately excluded from delinquency visuals. Lines 2–7 sum to the Delinquent Amount.
● Exclude system collector accounts from the Collector filter before sharing, so agent responses reflect real collectors only.
● Dashboard filters are passed to the AI Agent, so narrow the canvas first if you want the agent sc
Pre-Requisites:
- Fusion Data Intelligence Release: 26.R3 or higher
- Ensure the relevant FDI application and functional areas are activated in your FDI instance
- Application: Fusion ERP Analytics
- Functional Area: Advanced Collections
- User has permissions to import workbooks and agents
Download and Installation Steps: Available in the FDI Content Library.
We’d love to get your feedback and business use cases to help build a more sample FDI content.
