Search Results ar_cmgt_financial_data




Overview
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Overview

The AR_CMGT_FINANCIAL_DATA table is a Receivables module object within the Oracle E-Business Suite AR schema. It stores financial statement information pertaining to the company or customer organization that is under credit review. The table functions as the analytical backbone of the Credit Management workflow, capturing balance-sheet and income-statement line items so that credit analysts and collection personnel can evaluate the financial health of a party before extending or adjusting credit terms. Records are scoped to a specific credit request, a corresponding case folder, and the customer account, allowing the same financial statement data to be revisited across the lifecycle of a credit review.

From a modeling perspective, the heuristic Data Vault classification mined from the foreign key structure is standalone. The table does not act as a pure hub, link, or satellite in a formal Data Vault sense; instead it behaves as a descriptive, transaction-oriented detail table anchored to multiple parent entities. This classification should be treated as a modeling suggestion rather than a mandated design. In both 12.1.1 and 12.2.2, the object resides in the AR schema and is marked VALID.

Key Information Stored

The surrogate primary key, enforced by the AR_CMGT_FINANCIAL_DATA_PK constraint, is FINANCIAL_DATA_ID. A unique index, AR_CMGT_FINANCIAL_DATA_U1, is also defined on FINANCIAL_DATA_ID, confirming it as the documented unique business-key candidate for row-level identification. The table contains 43 columns that fall into three logical groups.

Common Use Cases and Queries

Typical scenarios include reconstructing the financial profile used to justify a credit decision, comparing reported figures across reporting periods, and feeding credit-scoring or risk models. Analysts frequently join this table to its parent requests and folders to produce a complete credit-review dossier.

  • Retrieve all statements for a credit request: 
    SELECT FINANCIAL_DATA_ID, CURR_FIN_ST_DATE, REPORTING_PERIOD,
       TOTAL_ASSETS, TOTAL_LIABILITIES, NET_INCOME, OPERATING_MARGIN
FROM   AR.AR_CMGT_FINANCIAL_DATA
WHERE  CREDIT_REQUEST_ID = :p_credit_request_id
ORDER BY CURR_FIN_ST_DATE DESC;
  • Compare balance-sheet totals across a customer's accounts: 
    SELECT CUST_ACCOUNT_ID, CURR_FIN_ST_DATE, TOTAL_CUR_ASSETS,
       TOTAL_CUR_LIABILITIES, STOCKHOLDER_EQUITY
FROM   AR.AR_CMGT_FINANCIAL_DATA
WHERE  CUST_ACCOUNT_ID = :p_cust_account_id
ORDER BY CURR_FIN_ST_DATE;
  • Derive liquidity and leverage indicators directly from stored measures, for example TOTAL_CUR_ASSETS divided by TOTAL_CUR_LIABILITIES, or TOTAL_LIABILITIES divided by TOTAL_ASSETS, to support exposure-limit reviews.
  • Audit trail reporting using CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, and LAST_UPDATED_BY to identify who entered or amended financial figures.

Related Objects

The table is connected to several core objects through documented foreign keys and shared identifiers.

  • AR_CMGT_CREDIT_REQUESTS — joined via CREDIT_REQUEST_ID; the parent credit request that owns the statement.
  • AR_CMGT_CASE_FOLDERS — joined via CASE_FOLDER_ID; the case folder grouping the credit review.
  • HZ_CUST_ACCOUNTS — joined via CUST_ACCOUNT_ID; the customer account whose finances are reported.
  • HZ_PARTIES — referenced through PARTY_ID, identifying the legal party under review.
  • HZ_CUST_SITE_USES_ALL — referenced through SITE_USE_ID, identifying the specific customer site.
  • AR_CMGT_FINANCIAL_DATA_PK / AR_CMGT_FINANCIAL_DATA_U1 — the primary key constraint and unique index that govern row identity.
  • AR_CMGT_CREDIT_REQUESTS_PK — the parent key referenced by the CREDIT_REQUEST_ID foreign key.