Search Results cancel_strategy_and_workflow

Overview

APPS.IEX_WF_BAN_STATUS_PUB is a public PL/SQL package in the Oracle EBS Advanced Collections (IEX) module that governs the Collection workflow and strategy lifecycle for bankruptcy-aware customer accounts. Its central purpose is to coordinate the launch of Oracle Workflow processes and the creation or cancellation of collection strategies when a delinquency or bankruptcy condition is detected on a party. The package body header (version 120.11.12010000.7, last updated 2009/01/16) indicates the package is largely stable and predates the 12.1.1 and 12.2.2 releases, so it is available unchanged across both releases and file systems.

The documented START_WORKFLOW procedure illustrates the design intent: it is invoked with an item type and workflow process and launches the workflow according to the Meth_flag value in the methodology base table. The procedure accepts identifying parameters such as user ID, delinquency ID, party ID, and bankruptcy ID, and returns standard API outputs (return status, message count, message data). Internally it uses a manager cursor against JTF_RS_RESOURCE_EXTNS and performs the standard FND_API call-compatibility check and savepoint handling.

Key Procedures and Functions

• START_WORKFLOW — Launches the bankruptcy/collections workflow based on the methodology flag, using party, delinquency, user, and bankruptcy identifiers.
• GET_BANKRUPTCY_STATUS — Returns the current bankruptcy status associated with a party or case.
• GET_TURNINVOFF — Retrieves the turn-off (collections suppression) indicator for an account or party.
• UPDATE_APPROVAL_STATUS — Updates the approval state of a strategy or bankruptcy action.
• UPDATE_REJECTION_STATUS — Updates the rejection state when an action is declined.
• SET_NO_CONTACT_IN_TCA — Sets the "no contact" flag in Trading Community Architecture (TCA) contact preferences.
• TURNOFF_COLLECTION_PROFILE — Turns off the collections profile for an account.
• TURNOFF_COLLECTIONS — Suppresses collections activity for an account or party, typically due to bankruptcy protection.
• NO_TURNOFF_COLLECTIONS — Reverses the suppression and restores normal collections activity.
• CREATE_STRATEGY — Creates a collection strategy record for a delinquency.
• CANCEL_STRATEGY_AND_WORKFLOW — Cancels an existing strategy and terminates its associated workflow. This is the procedure referenced by the user search term "cancel_strategy_and_workflow."
• NOTIFY_CHECK — Determines whether a notification should be issued; used before sending bankruptcy-related notifications.

Tables Accessed

• HZ_PARTIES, HZ_CUST_ACCOUNTS, HZ_RELATIONSHIPS, HZ_CONTACT_PREFERENCES — Party, account, relationship, and contact-preference data, supporting the SET_NO_CONTACT_IN_TCA and status routines.
• IEX_BANKRUPTCIES — Bankruptcy case records driving status and workflow decisions.
• IEX_CASES_ALL_B — Base table for IEX delinquency/collection cases.
• IEX_DELINQUENCIES — Delinquency records tied to collection strategies.
• IEX_STRATEGIES, IEX_STRATEGY_WORK_ITEMS — Strategy definitions and their individual work items, supporting CREATE_STRATEGY and CANCEL_STRATEGY_AND_WORKFLOW.
• IEX_QUESTIONNAIRE_ITEMS — Questionnaire responses used to evaluate strategy applicability.
• JTF_RS_RESOURCE_EXTNS — Resource/manager lookup used by START_WORKFLOW.

Usage Notes

The package is exposed as a public API and is referenced by five other packages, indicating it is a foundational integration point rather than an end-user-only routine. It is typically invoked from IEX Collections forms, from concurrent programs that process delinquent or bankrupt accounts, and from custom code integrating bankruptcy status with strategy behavior. The presence of standard FND_API parameters (p_api_version, p_init_msg_list, p_commit, x_return_status, x_msg_count, x_msg_data) confirms it follows Oracle's public API conventions, so callers should check x_return_status before committing and should be aware that CANCEL_STRATEGY_AND_WORKFLOW interacts with active workflow instances.