Results for “credit_request_id”

AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

The AR_CMGT_CASE_FOLDERS table, owned by the AR (Receivables) schema, stores information for each case folder used by Oracle Credit Management. A case folder is the central organizational construct that groups all data belonging to a single credit review request — the customer, the scoring, the analyst assignments, the financial and collateral analysis, and the recommendation that ultimately drives a credit decision. Because it is the anchor for a large family of dependent tables, it is one of the most frequently referenced objects in the Credit Management data model.

Under a heuristic Data Vault classification derived from its foreign-key structure, AR_CMGT_CASE_FOLDERS is satellite-leaning: it carries descriptive, multi-attribute credit review context rather than functioning as a pure reference hub or an association link. In practice, modelers treat it as the parent or anchor entity for the credit-review aggregate, with all case-folder detail tables hanging from it as child satellites.

Key Information Stored

The table is documented with 27 columns. The most consequential are summarized below.

• CASE_FOLDER_ID — the surrogate primary key, enforced by AR_CMGT_CASE_FOLDERS_PK and mirrored by unique index AR_CMGT_CASE_FOLDERS_U1. All child tables join back through this column.
• CASE_FOLDER_NUMBER — the user-facing business identifier for the case folder.
• CUST_ACCOUNT_ID, PARTY_ID, SITE_USE_ID — the customer context, joining to HZ_CUST_ACCOUNTS, HZ_PARTIES, and HZ_CUST_SITE_USES_ALL respectively.
• CREDIT_REQUEST_ID — links the folder to the originating credit request in AR_CMGT_CREDIT_REQUESTS.
• CHECK_LIST_ID — identifies the checklist driving data collection for the review.
• SCORE_MODEL_ID — the scoring model applied to the case.
• STATUS, TYPE, REVIEW_TYPE, REVIEW_CYCLE, DISPLAY_FLAG — state and classification attributes that govern workflow routing and visibility.
• CREDIT_ANALYST_ID, PREVIOUS_CREDIT_ANALYST_ID, ORIGINAL_CREDIT_ANALYST_ID — analyst ownership and reassignment history.
• CREDIT_CLASSIFICATION — the assigned credit class or rating outcome.
• LIMIT_CURRENCY, EXCHANGE_RATE_TYPE — currency context used when evaluating the credit limit.
• REQUEST_ID — the concurrent request that created or processed the folder, joining to FND_CONCURRENT_REQUESTS.
• Standard audit columns (CREATION_DATE, CREATED_BY, LAST_UPDATE_DATE, LAST_UPDATED_BY, LAST_UPDATE_LOGIN) are also present.

Common Use Cases and Queries

Typical usage centers on locating a case folder and then traversing to its child data. A common pattern retrieves open folders for an analyst:

• Join AR_CMGT_CASE_FOLDERS to HZ_PARTIES on PARTY_ID to resolve customer names for a review queue report.
• Filter by STATUS and REVIEW_TYPE to list folders awaiting a decision.
• Aggregate case folders by CREDIT_ANALYST_ID to measure workload.
• Trace a folder back to its concurrent program run via REQUEST_ID for troubleshooting.
• Join to LNS_PARTICIPANTS on CASE_FOLDER_ID to retrieve the participants associated with a leasing or loan-style case folder.

A representative query pattern is:

SELECT cf.case_folder_number, cf.status, p.party_name
FROM ar.ar_cmgt_case_folders cf, hz_parties p
WHERE cf.party_id = p.party_id
AND cf.status = :status;

Reporting consumers typically extract case folders into AR_CMGT_CF_ANL_NOTES and related analysis tables for credit committee review.

Related Objects

The following are the most significant tables related by foreign key (either referenced by, or referencing, this table):

• LNS_PARTICIPANTS — joins on LNS_PARTICIPANTS.CASE_FOLDER_ID = AR_CMGT_CASE_FOLDERS.CASE_FOLDER_ID; holds participant records for the case folder.
• AR_CMGT_CREDIT_REQUESTS — referenced via CREDIT_REQUEST_ID; the originating request.
• AR_CMGT_CHECK_LISTS — referenced via CHECK_LIST_ID.
• AR_CMGT_SCORES — referenced via SCORE_MODEL_ID.
• HZ_PARTIES, HZ_CUST_ACCOUNTS, HZ_CUST_SITE_USES_ALL — customer master references.
• FND_CONCURRENT_REQUESTS — referenced via REQUEST_ID.
• AR_CMGT_FINANCIAL_DATA, AR_CMGT_COLLATERAL_DATA, AR_CMGT_GUARANTOR_DATA, AR_CMGT_TRADE_REF_DATA, AR_CMGT_BANK_REF_DATA — child detail tables keyed by CASE_FOLDER_ID.
• AR_CMGT_CF_RECOMMENDS, AR_CMGT_CF_ANL_NOTES, AR_CMGT_OTHER_DATA — child tables holding recommendations, analyst notes, and supplementary data.