Search Results ar_cmgt_case_folders

Overview

The AR_CMGT_CASE_FOLDERS table is a core data repository within the Oracle E-Business Suite Receivables (AR) module, specifically supporting the Credit Management functionality. It serves as the master table for storing the definition and key attributes of each case folder. A case folder is a central object in Credit Management that groups related credit analysis activities, risk assessments, and decisions for a specific customer or customer site. This table's existence is critical for maintaining the integrity and audit trail of the credit evaluation process in both EBS releases 12.1.1 and 12.2.2.

Key Information Stored

While the full column list is not detailed in the provided metadata, the documented foreign key relationships and primary key reveal the essential data points stored. The primary identifier, CASE_FOLDER_ID, uniquely defines each folder. Crucially, the table links to foundational Trading Community Architecture (TCA) objects: PARTY_ID references HZ_PARTIES to identify the customer party, and SITE_USE_ID references HZ_CUST_SITE_USES_ALL to pinpoint a specific customer site or business purpose. The REQUEST_ID links to FND_CONCURRENT_REQUESTS, indicating integration with background processing, likely for generating reports or executing batch credit processes associated with the case. Other typical columns would include status, creation date, last update date, and descriptive information about the credit case.

Common Use Cases and Queries

This table is primarily accessed for credit management reporting, auditing, and data integration. Common queries involve joining to TCA tables to retrieve customer details for active case folders or to analyze case history by status. A typical reporting pattern would be to list all case folders for a specific customer or site. For instance, to retrieve basic case folder information with customer details, a query would join AR_CMGT_CASE_FOLDERS (CF) to HZ_PARTIES (HP) and HZ_CUST_SITE_USES_ALL (SU). Another critical use case is identifying the source data for participants in a credit case, as the LNS_PARTICIPANTS table references this table's primary key. Data from this table may also be surfaced through Oracle's standard Credit Management forms and reports.

Related Objects

The AR_CMGT_CASE_FOLDERS table sits at the center of a defined relational structure. Its documented relationships are as follows:

• Primary Key: AR_CMGT_CASE_FOLDERS_PK on column CASE_FOLDER_ID.
• Foreign Keys (Outgoing References):
  • AR_CMGT_CASE_FOLDERS.PARTY_ID references HZ_PARTIES (Customer Party).
  • AR_CMGT_CASE_FOLDERS.SITE_USE_ID references HZ_CUST_SITE_USES_ALL (Customer Site Use).
  • AR_CMGT_CASE_FOLDERS.REQUEST_ID references FND_CONCURRENT_REQUESTS (Concurrent Request).
• Foreign Keys (Incoming Reference):
  • LNS_PARTICIPANTS.CASE_FOLDER_ID references AR_CMGT_CASE_FOLDERS (Links participants to a specific case folder).