Financial Data Points Not Appearing On Case Folder, Why?

(Doc ID 1154086.1)

Last updated on AUGUST 24, 2016

Applies to:

Oracle Credit Management - Version and later
Information in this document applies to any platform.


Financial Data points, such as points from the Financial Statement, which have been included in Checklist are not showing values in case folder, Why?

You create a Checklist that will include Financial Statement data points such as Cash, Net Receivables, Inventories, Total Current Assets, etc.

You create a credit application and case folder and can see that these data points
are included in the case folder. Case folder in Created status, thus click on the Update icon.
Click on the Financial Data link
Enter values for Financial Statement for example for 2009 and apply
Submit the case folder

When you review the case folder there are no value showing for the Financial Statement data points, however, the names of the points do show on the case folder.


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