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 Dispute Operations & Resolution separates collection risk from process issues, through natural language interactions that make analytics more intuitive and accessible.
Users can ask questions conversationally and instantly uncover what is in dispute, how long resolution takes, why disputes settle the way they do, and who owns each case. A disputed invoice is not a payment problem, so isolating it keeps the rest of the portfolio a clean picture of what is collectable. This workbook enables analysis by Customer, Collector, Dispute Status, Adjustment Reason, Transaction, Business Unit 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:
- What is the active disputed balance by customer?
- Which disputes are still open, and how long have they been open?
- Show the dispute raise amount by fiscal period
- Show the dispute resolution amount by fiscal period
- How are disputes being settled by adjustment reason?
- What is the average resolution time by collector?
- What is the average number of days from dispute resolution to adjustment?
- Which collectors own the most open disputes?
- Show the top customers by active disputed balance
- What are the top unpaid reasons on disputed transactions?
- Show disputed amount by customer and dispute status
- List open disputes for <Business Unit> ordered by age
Best Practices:
● Dispute Raise Amount and Dispute Resolution Amount count different populations, so a resolution rate derived from the two is not meaningful. This workbook reports raised and resolved values separately.
● Settlement amounts by adjustment reason display as negative because a credit reduces the receivable. This is correct behaviour, not a sign error.
● Disputes carry both raised and resolved dates, so unlike the delinquency balance these measures do support period-over-period comparison.
● Sort period-based visuals chronologically using the trailing period number, as fiscal period labels sort alphabetically by default.
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.
