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Overview
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Overview

OZF_CLAIM_INSTALL is a PL/SQL package owned by the APPS schema within the Oracle E-Business Suite Trade Management (formerly Oracle Trade Management, OZF) module. Its primary business function is to validate the installation and configuration state of the Claims subsystem and to determine whether the claims netting process is permitted for the current deployment. The package acts as a gatekeeper: before claim processing, settlement, or netting activities proceed, calling code can query this package to confirm that the required setup and installation prerequisites are satisfied. Because claim netting touches receivables and settlement documentation, the package also exposes a utility to compute the remaining amount available on a claim, supporting downstream financial calculations. Its classification as an "OTHER" API indicates it is an internal utility package rather than a formally published public API, though it remains referenced by several other EBS packages.

Key Procedures and Functions

  • CHECK_INSTALLED — Determines whether the Claims installation prerequisites have been met. It is typically the first check invoked to confirm the module is properly installed and initialized before other claim operations are attempted.
  • GET_AMOUNT_REMAINING — Returns the remaining, unapplied amount associated with a claim. This supports financial reconciliation and settlement logic by calculating how much of a claim balance is still outstanding.
  • CHECK_DEFAULT_SETUP — Validates that the default setup or system parameters required for claims processing are correctly configured. This ensures mandatory defaults exist before claims are created or settled.
  • NETTING_CLAIMS_ALLOWED — Indicates whether claims netting is enabled and permissible under the current system configuration. This governs whether multiple claims can be offset against one another during settlement.

Tables Accessed

The package reads and writes the following tables via APPS synonyms:

  • OZF_CLAIMS_ALL — The core claims table holding claim header and balance information. Used to compute remaining amounts and to evaluate netting eligibility.
  • OZF_SETTLEMENT_DOCS_ALL — Stores settlement documentation records associated with claims, referenced to validate settlement setup and netting relationships.
  • OZF_SYS_PARAMETERS — Holds system-level parameters governing claims behavior, used by CHECK_DEFAULT_SETUP and NETTING_CLAIMS_ALLOWED to determine installation and configuration defaults.

Usage Notes

OZF_CLAIM_INSTALL is an internal utility rather than a user-facing API. It is typically invoked indirectly: referenced by AMS_CLAIM_INSTALL, ARPT_SQL_FUNC_UTIL, AR_MO_CACHE_UTILS, and by itself, indicating use in Oracle Marketing, Receivables reporting/caching utilities, and recursive internal calls. No concurrent program or form is documented as directly calling it, so custom code should invoke it with caution and prefer supported public APIs. Because it depends only on the STANDARD package within SYS, it remains portable across Oracle EBS 12.1.1 and 12.2.2. Its status is VALID, confirming the package is compiled and supported in the documented environment.