Search Results iex_strategy_templates_b




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

Overview

The IEX.IEX_STRATEGY_TEMPLATES_B table is a core configuration object within the Oracle EBS Collections (IEX) module. It stores the definition of collection strategy templates, the rule-based constructs that determine how delinquent customers are prioritized, scored, and assigned to collectors or dunning actions. In Oracle Advanced Collections, a strategy template defines the ordered sequence of scoring, filtering, and action steps applied to a set of delinquent transactions, and this base table holds the header-level template definition rather than the translated or descriptive text.

From a Data Vault modeling perspective, the table is heuristically classified as standalone. This classification suggests it functions primarily as a hub-like reference table with descriptive attributes rather than participating in significant link structures. Its only documented foreign key relationship points from OBJECT_FILTER_ID to IEX_OBJECT_FILTERS, meaning the template can be scoped to a defined object filter that restricts which transactions the strategy evaluates.

Key Information Stored

The surrogate primary-key candidate identified from the documented unique index (IEX_STRATEGY_TEMPLATES_B_U1) is the combination of STRATEGY_TEMP_ID with ZD_EDITION_NAME. The ZD_EDITION_NAME column reflects Oracle's edition-based redefinition (EBR) support, allowing multiple editions of the same template record to coexist for online patching.

Common Use Cases and Queries

Typical use cases include auditing active collection strategies, identifying which templates are enabled for a given operating unit or filter, and reporting on strategy ordering. A representative query to list enabled templates with their ordering is:

SELECT strategy_temp_id, category_type, strategy_rank,
       valid_from_dt, valid_to_dt
FROM   iex.iex_strategy_templates_b
WHERE  enabled_flag = 'Y'
ORDER BY strategy_rank;

To join strategies to their object filters:

SELECT t.strategy_temp_id, f.filter_name
FROM   iex.iex_strategy_templates_b t,
       iex.iex_object_filters f
WHERE  t.object_filter_id = f.object_filter_id;

Analysts also use this table to reconcile strategy templates against their child detail lines and to verify effective dating windows before running Collections scoring jobs.

Related Objects

  • IEX_OBJECT_FILTERS — referenced by OBJECT_FILTER_ID; defines the transaction filter a strategy targets.
  • IEX_STRATEGY_TEMPLATES_TL — the translated (language) companion table holding template names and descriptions.
  • IEX_STRATEGY_DETAILS — the child table holding the individual scoring and action steps for each strategy template.
  • IEX_STRATEGY_TEMPLATE_ASSIGN — maps strategy templates to collectors or collectors' group assignments.
  • IEX_CHECK_LIST_TEMPLATES — referenced indirectly through CHECK_LIST_TEMP_ID.
  • Collection scoring and dunning concurrent programs, which read these templates during nightly strategy execution.