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Overview
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Overview

IEX_STRATEGY_TEMPLATES_PKG is an Oracle E-Business Suite PL/SQL package owned by the APPS schema and classified under the ETRM (Enterprise Territory Management, formerly iStrategy/Incentive Compensation) product family. Its primary business purpose is to support the management, translation, and duplication of strategy templates and strategy template groups used within Oracle's Collections and Territory/Strategy Management functionality. Strategy templates define reusable sets of rules, scoring criteria, and assignment logic that drive automated collections strategy assignment and resource-to-territory mapping. The package header indicates it was last modified under header version 120.2 (dated 24-Feb-2006) and is declared with AUTHID CURRENT_USER, meaning it executes with the privileges of the calling schema rather than as the package owner. The open comment block in the source contains no explicit purpose declaration, so the functional intent must be inferred from the procedure names and the underlying tables it manipulates.

Key Procedures and Functions

The ETRM metadata documents three procedures within this package:

  • ADD_LANGUAGE — A standard Oracle Applications multilingual seed-data routine. It is used to propagate language rows into the translation (TL) table for the strategy templates entity, ensuring that seeded or delivered strategy template records exist across the installed languages registered in FND_LANGUAGES.
  • TRANSLATE_ROW — Accepts a strategy template identifier, strategy name, object version number, and owner as inputs, and writes the translated name value into the _TL table. It is normally invoked only during patch or upgrade application, or by the translation synchronization concurrent process, to populate the translatable columns of IEX_STRATEGY_TEMPLATES_TL.
  • COPY_STRATEGY_GROUP — Introduced under Bug 4939638 (dated 26-Feb-2006), this procedure accepts a group identifier and returns a status string via an OUT NOCOPY parameter. It creates a duplicate of an existing strategy group, along with its associated template and work-template cross-reference records, enabling users to clone complex strategy definitions rather than rebuilding them manually.

Tables Accessed

All referenced tables are accessed through APPS synonyms:

  • IEX_STRATEGY_TEMPLATES_B, IEX_STRATEGY_TEMPLATES_S, and IEX_STRATEGY_TEMPLATES_TL — the base, sequence/summary, and translation tables holding strategy template definitions and their language-specific names.
  • IEX_STRATEGY_TEMPLATE_GROUPS and IEX_STRATEGY_TEMPLATE_GROUPS_S — store strategy group headers and their supporting sequence values, which COPY_STRATEGY_GROUP reads and writes when duplicating a group.
  • IEX_STRATEGY_WORK_TEMP_XREF and IEX_STRATEGY_WORK_TEMP_XREF_S — cross-reference tables linking work items or work templates to strategy templates, which must be replicated when a group is copied.
  • FND_LANGUAGES — the Oracle Applications language registry, queried to determine which languages require translation row seeding.
  • DUAL — used for single-row PL/SQL constructs and sequence value retrieval.

Usage Notes

This package is an internal application-programming construct rather than a public API. It is not designed for direct invocation by end users or custom integrations. ADD_LANGUAGE and TRANSLATE_ROW are typically called by Oracle's standard translation synchronization and language installation concurrent programs during patch application, upgrade, or when a new language is enabled. COPY_STRATEGY_GROUP is most commonly invoked from the Collections Strategy or iStrategy setup forms when a user selects a copy-action on a strategy group, and it may also be called by upgrade scripts that need to replicate seeded strategy groups per operating unit. The ETRM metadata records zero dependent packages referencing this package, confirming it is a leaf-level utility. Because it is declared AUTHID CURRENT_USER, any custom code invoking it must have appropriate privileges on the underlying APPS tables. Direct modification of this package is not supported and would be overwritten by patching.