Search Results create_investor

Overview

The OKL_SEC_INVESTOR_PVT package is a private PL/SQL API belonging to the Oracle Lease and Finance Management (OLFM/ETRM) module of Oracle E-Business Suite, applicable to releases 12.1.1 and 12.2.2. It declares AUTHID CURRENT_USER, meaning it executes with the privileges of the invoking schema rather than its owner (APPS), and it is classified as a private (PVT) API, indicating that it is intended to be called only by other packages within the same subsystem and not directly by end users or external integrations.

The package operates on the "SEC" (securities/investor) sub-domain of lease contracts. Its business purpose is to maintain the investor-level participation information attached to lease contracts and their associated lines and pools. This includes recording the percentage stake, funding amounts, stake amounts, evergreen percentages, and key investor dates (funding, funding required, accepted, sold, delivered) that describe how a lessor shares the economics of a lease with one or more external investors. The package encapsulates the parent-child relationships between a contract header, its lines, investor party roles, and pool transactions, and it defines the inv_rec_type record which centralises the attribute surface for investor create/update/delete operations.

Key Procedures and Functions

The package exposes three documented procedures:

• CREATE_INVESTOR — Inserts a new investor participation record against a lease contract or contract line. This is the procedure referenced by the user's search term "create_investor". It consumes the attributes defined in inv_rec_type (CPL, CLE, KLE columns) and persists them through the OLFM base tables. Callers must supply values for required fields; unset fields default to OKC_API.G_MISS_NUM, G_MISS_CHAR, or G_MISS_DATE, which the API interprets as "not supplied".
• UPDATE_INVESTOR — Modifies an existing investor participation record, allowing changes to stake percentages, amounts, and the various investor dates while preserving the linkage to the originating lease line and party role.
• DELETE_INVESTOR — Removes an investor participation record. Deletion typically applies logical or physical removal of the investor row and any dependent pool transaction associations maintained by the package.

No standalone functions are documented — the package is purely a DML-oriented private API.

Tables Accessed

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

• OKC_K_HEADERS_B — contract header master; supplies the header context (CHR_ID) for the investor record.
• OKC_K_LINES_B and OKL_K_LINES — contract line details, including dates (DATE_SOLD, DELIVERED_DATE, DATE_FUNDING, DATE_ACCEPTED, DATE_TERMINATED) that the investor record mirrors.
• OKC_K_PARTY_ROLES_B — party role assignments (RLE_CODE, OBJECT1_ID1/ID2, JTOT_OBJECT1_CODE) that identify the investor as a party on the contract.
• OKC_LINE_STYLES_B — line style/status definitions used to validate the CLE_STS_CODE.
• OKL_POOLS and OKL_POOL_TRANSACTIONS — the pool structures through which investor stakes and funding amounts are consolidated.
• PLITBLM — the standard EBS multi-org/security table referenced for organisational access checks.

Usage Notes

Because OKL_SEC_INVESTOR_PVT is a private API, it is not exposed directly in the OLFM forms or concurrent program request sets. It is invoked by the parent OLFM investor public APIs — the metadata indicates it is referenced by one other package — which are in turn called from the Securities/Investor forms, from the investor funding and pool processing concurrent programs, or from custom PL/SQL that needs to programmatically create or amend investor participation on a lease. When integrating, developers should always work through the public wrapper, honour the G_MISS_* conventions for optional attributes, and supply a valid CHR_ID and CHR line context. Direct invocation is unsupported and may break internal consistency between the contract, party role, and pool records maintained by the package.