Search Results balance_hist_id

Overview

The IGS_FI_BALANCES_HST table is a critical audit trail object within the Oracle E-Business Suite (EBS) 12.1.1 and 12.2.2, specifically for the IGS (Oracle Student Management) product family. Its primary role is to maintain a historical record of all changes made to student financial balances. As indicated in the documentation, it explicitly records an audit trail for any changes to balances in the case of Fee and Holds Balance Types. This table is essential for compliance, troubleshooting, and historical reporting, providing a complete lineage of how a student's financial obligations have evolved over time.

Key Information Stored

The table captures both the changed balance data and standard system audit information. The key columns include:

• BALANCE_HIST_ID: The unique primary key identifier for each historical record, populated by a sequence.
• BALANCE_ID: A foreign key linking the history record to its source balance record in the IGS_FI_BALANCES table.
• BALANCE_TYPE: Specifies the type of balance being tracked (e.g., Fee, Holds).
• BALANCE_AMOUNT: The specific balance amount for the given type at the point of the historical snapshot.
• BALANCE_RULE_ID: An identifier for the rule applied to the balance, providing context for the calculation.
• Standard WHO Columns: CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, and LAST_UPDATE_LOGIN track user and session information.
• Concurrent Program WHO Columns: REQUEST_ID, PROGRAM_APPLICATION_ID, PROGRAM_ID, and PROGRAM_UPDATE_DATE identify the concurrent request that initiated the change.

Common Use Cases and Queries

This table is primarily used for auditing and generating historical financial reports. A common scenario involves tracing the complete history of a specific student's fee balance to resolve disputes or analyze payment patterns. Developers may query this table to debug balance update issues by verifying the sequence of changes captured by the system. A typical query retrieves the audit trail for a specific balance record, ordered chronologically:

SELECT balance_hist_id, balance_amount, creation_date, created_by
FROM igs.igs_fi_balances_hst
WHERE balance_id = :p_balance_id
ORDER BY creation_date DESC;

For reporting purposes, analysts often join this table with IGS_FI_BALANCES and person tables to produce student-centric balance history reports, correlating amount changes with academic terms or specific financial transactions.

Related Objects

The table's primary relationship is defined by its foreign key dependency on the main balances table. The documented relationships are:

• Primary Key: IGS_FI_BALANCES_HST_PK on the BALANCE_HIST_ID column.
• Foreign Key (References): The BALANCE_ID column is a foreign key referencing the IGS_FI_BALANCES table. This establishes the core link between a historical snapshot and the current master balance record it originated from.

While the provided dependency list shows no other objects referencing IGS_FI_BALANCES_HST, in practice, custom reports, data extracts, and audit APIs will frequently query this table to fulfill compliance and analytical requirements within the Student Management financial module.