Search Results gather_data_points

Overview

The APPS.AR_CMGT_DATA_POINTS_PKG package is a core component of the Oracle E-Business Suite Credit Management (Credit Management, or CMgt) module. Its role is to collect and consolidate the analytical "data points" that Oracle Credit Management uses to evaluate a customer's creditworthiness, calculate risk scores, and drive automated credit decisions, holds, and case workflows. In EBS 12.1.1 and 12.2.2, the package operates as an internal engine rather than an end-user API; it bridges the raw transactional and aging data held across Accounts Receivable tables and the structured Credit Management case, checklist, and scoring model. The object resides in the APPS schema and is reported as VALID in ETRM. It is classified as an OTHER API type, meaning it is intended primarily for internal consumption by other Credit Management programs rather than as a published external interface.

Key Procedures and Functions

The documented package exposes two program units:

• GATHER_DATA_POINTS — The primary entry point. This procedure assembles the set of financial and credit metrics (data points) associated with a Credit Management case and persists them for scoring and review. It is the routine that other Credit Management components invoke to refresh the values used in the credit decision process.
• GETFINANCIALDATA — A program unit that retrieves the financial information used to populate or return the computed data points, drawing from the customer's financial and transaction history maintained within Credit Management and Receivables.

Consistent with ETRM documentation practice, no parameter signatures are reproduced here; only the documented names and their purposes are described.

Tables Accessed

The package reads and writes across a broad set of Credit Management and Receivables tables via APPS synonyms, reflecting its role as an aggregation hub:

• Case and folder structures: AR_CMGT_CASE_FOLDERS, AR_CMGT_CASE_FOLDERS_S, AR_CMGT_CASE_FOLDER_NUMBER_S — define the credit case to which data points belong.
• Aging analysis: AR_AGING_BUCKETS, AR_AGING_BUCKET_LINES — supply receivable aging buckets used in risk assessment.
• Credit-specific details: AR_CMGT_CF_DNB_DTLS, AR_CMGT_CF_DTLS, AR_CMGT_CREDIT_REQUESTS, AR_CMGT_CURR_USAGE_GT — carry customer detail, credit requests, and current usage.
• Checklists and setup: AR_CMGT_CHECK_LISTS, AR_CMGT_CHECK_LIST_DTLS, AR_CMGT_SETUP_OPTIONS — drive configuration and scoring rules.
• Output and reference: AR_CMGT_FINANCIAL_DATA, AR_TRX_BAL_SUMMARY, AR_CORRESPONDENCES_ALL — store the resulting financial data and supporting balances and correspondence.

Usage Notes

As an OTHER-classified package, AR_CMGT_DATA_POINTS_PKG is not a public API: customers should not call it directly in custom code without understanding that its behavior may change across patches. It is referenced by three other packages — AR_CMGT_AGING, AR_CMGT_REFRESH_CONC, and AR_CMGT_WF_ENGINE — indicating that it is invoked during aging refresh, concurrent processing, and workflow-driven case evaluation. In practice, data points are refreshed when a Credit Management case is created or re-evaluated, when the aging/refresh concurrent program runs, or when the workflow engine traverses a case. Custom extensions that require the same metrics should ideally read from AR_CMGT_FINANCIAL_DATA after the standard refresh, rather than invoking GATHER_DATA_POINTS directly, to preserve upgrade safety.