Search Results close_strategy

Overview

The package body APPS.IEX_STRY_UTL_PUB is a public utility package within the Oracle E-Business Suite Advanced Collections (IEX) module. Its role is to provide the shared, reusable processing logic that supports strategy-driven collections workflows — the automated sequence of actions (phone calls, dunning letters, tasks, notes) that a collections agent or a background process performs against a delinquent customer account. In EBS 12.1.1 and 12.2.2, the IEX module uses "strategies" and "strategy work items" to model this workflow, and IEX_STRY_UTL_PUB encapsulates the low-level operations that read, update, close, and reassign those work items.

The package was last shipped at version 120.1.12010000.5 (January 2009) under the source file iexpsutb.pls, and is classified as a PUBLIC (PUB) API, meaning it is intended for invocation by other application code rather than being a private internal implementation. It is referenced by seven other packages, confirming its position as a foundational helper layer in the Advanced Collections strategy engine.

Key Procedures and Functions

The package exposes fourteen documented procedures and functions:

• GET_NEXT_WORK_ITEMS — Retrieves the next set of work items to be processed for a strategy, driving the progression of the workflow.
• CLOSE_STRY_AND_WITEMS — Closes both a strategy and its outstanding associated work items in a single operation.
• CLOSE_STRATEGY — Closes a strategy header and finalizes its state. This is the routine most directly associated with the search term "close_strategy."
• UPDATE_WORK_ITEM — Updates the attributes of an individual strategy work item.
• UPDATE_NEXT_WORK_ITEM — Advances and updates the subsequent work item in the sequence.
• CHECK_WORK_ITEM_STATUS — Validates and returns the current status of a work item.
• GET_DATE — Returns a date value used in strategy scheduling and work item timing.
• CREATE_WORKITEM_CHECK — Creates a check-type work item (for example, a verification or review task).
• CREATE_WORKITEM_COMPLETE — Marks or creates a completed work item record.
• CLEAR_UWQ_STR_SUMM — Clears the Universal Work Queue (UWQ) strategy summary data.
• REFRESH_UWQ_STR_SUMM — Refreshes the UWQ strategy summary, keeping agent-facing queue data current.
• REASSIGN_STRATEGY — Reassigns a strategy from one resource to another.
• UPDATE_AND_SENDSIGNAL — Performs an update and raises a Workflow event signal.
• UPDATE_WF_ATTRIBUTES — Updates Oracle Workflow attributes for a strategy or work item.

Two private helpers, AddInvalidArgMsg, AddMissingArgMsg, and AddNullArgMsg, standardize API error messaging using FND_MESSAGE and the FND_MSG_PUB stack.

Tables Accessed

The package operates against the core strategy tables IEX_STRATEGIES, IEX_STRATEGY_USER_ITEMS, IEX_STRATEGY_WORK_ITEMS, IEX_STRATEGY_WORK_TEMP_XREF, and IEX_STRY_TEMP_WORK_ITEMS_B. It maintains agent-facing queue summaries through IEX_DLN_UWQ_SUMMARY. Workflow integration uses WF_EVENT_T. Resource reassignment relies on JTF_RS_RESOURCE_EXTNS, and unit-of-measure conversions reference MTL_UOM_CONVERSIONS. DUAL is used for lightweight scalar queries. All are accessed through APPS synonyms.

Usage Notes

Because IEX_STRY_UTL_PUB is a PUB API referenced by seven other packages, it is typically invoked indirectly by Advanced Collections forms, the Workflow background engine, concurrent processes that generate and advance strategy work items, and Universal Work Queue display logic. Custom extensions that need to close, reassign, or advance a strategy should call the appropriate packaged procedure rather than updating the underlying tables directly, since the procedures also handle status validation, summary refresh, and Workflow signaling.