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

Overview

OKL_INS_POLICIES_ALL_B is the base table within the Oracle E-Business Suite Lease and Finance Management (OKL) module that stores insurance policies and insurance quotes. In release 12.1.1 and 12.2.2, the object is owned by the OKL schema and holds both the policy records that protect leased assets and the quotation records generated during the insurance sales cycle. It is the central repository from which insurance-related financial and contractual activity is derived, including premiums, coverage amounts, deductibles, and invoicing references.

The table is defined with 72 columns and is validated in the ETRM 12.2.2 physical schema. Based on the foreign key topology, in which the table holds a self-referencing IPY_ID and is referenced by subsidiary transactional tables, a Data Vault heuristic classification of satellite-leaning is suggested. Under that interpretation, OKL_INS_POLICIES_ALL_B behaves as a descriptive satellite anchored to lease headers, lease lines, and insurance product definitions, carrying the mutable attributes of the insurance relationship rather than acting as an independent business hub.

Key Information Stored

The surrogate primary key is ID, enforced by OKL_INS_POLICIES_ALL_B_PK and supported by the unique index OKL_INS_POLICIES_ALL_B_U1. The documented unique index OKL_INS_POLICIES_ALL_B_UK1 indicates POLICY_NUMBER as a business-key candidate, meaning policy numbers are expected to remain unique across the table.

• IPY_TYPE, QUOTE_YN – Classify the record as a policy or a quote and drive downstream processing.
• NAME_OF_INSURED, POLICY_NUMBER – Identify the insured party and the external policy number used in correspondence.
• COVERED_AMOUNT, DEDUCTIBLE, PREMIUM, CALCULATED_PREMIUM, INSURANCE_FACTOR, FACTOR_VALUE, FACTOR_CODE – Financial attributes that define coverage, rating factors, and the premium actually charged versus calculated.
• DATE_FROM, DATE_TO, DATE_QUOTED, DATE_QUOTE_EXPIRY, ACTIVATION_DATE, CANCELLATION_DATE – Policy term and quotation lifecycle dates.
• KHR_ID, KLE_ID – Link the insurance record to the originating lease header (OKL_K_HEADERS) and lease line (OKL_K_LINES).
• IPT_ID, IPY_ID, INT_ID, ISU_ID – Reference the insurance product, a parent policy, and related insurance entities.
• AGENCY_SITE_ID, AGENT_SITE_ID, SALES_REP_ID, ADJUSTED_BY_ID – Identify the agency, agent, sales representative, and the resource that last adjusted the record.
• PAYMENT_FREQUENCY, TERRITORY_CODE, LEGAL_ENTITY_ID – Define billing cadence, tax territory, and the owning legal entity.
• ORG_ID, PROGRAM_ID, OBJECT_VERSION_NUMBER, CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE – Standard multi-org and audit columns.
• ATTRIBUTE_CATEGORY through ATTRIBUTE15 – Descriptive flexfield segments for client-specific extensions.

Common Use Cases and Queries

Typical reporting includes active policy registers, expiring coverage reports, unactivated quotations, and premium reconciliation against lease contracts. A representative query joins the policy to its lease header and product definition:

SELECT p.POLICY_NUMBER, p.NAME_OF_INSURED, p.PREMIUM,
       p.DATE_FROM, p.DATE_TO, h.LEASE_NUMBER
FROM   OKL_INS_POLICIES_ALL_B p,
       OKL_K_HEADERS h,
       OKL_INS_PRODUCTS_B  ipt
WHERE  p.KHR_ID = h.ID
AND    p.IPT_ID = ipt.ID
AND    p.QUOTE_YN = 'N'
AND    p.DATE_TO >= SYSDATE;

Quote pipeline analysis filters on QUOTE_YN = 'Y' and DATE_QUOTE_EXPIRY to forecast conversion. Claims and invoice reporting reverse the relationship, joining through OKL_INS_CLAIMS_ALL_B.IPY_ID and OKL_TRX_AR_INVOICES_B.IPY_ID to reconcile insurance billing against claims filed under the same policy.

Related Objects

• OKL_INS_PRODUCTS_B – Referenced via IPT_ID; source of insurance product definitions.
• OKL_K_HEADERS – Referenced via KHR_ID; the lease header funding the policy.
• OKL_K_LINES – Referenced via KLE_ID; the specific leased asset line covered.
• OKL_INS_POLICIES_ALL_B (self) – IPY_ID links policies to parent or related policies.
• OKL_INS_CLAIMS_ALL_B – References this table through IPY_ID; stores claims for each policy.
• OKL_TRX_AR_INVOICES_B – References this table through IPY_ID; records insurance receivables.
• HZ_PARTY_SITES – Supplies agency and agent site addresses via AGENCY_SITE_ID and AGENT_SITE_ID.
• JTF_RS_RESOURCE_EXTNS – Provides sales representative and adjuster resources.
• FV_LEGAL_ENTITIES – Referenced via LEGAL_ENTITY_ID for legal entity ownership.