Search Results igfbv_dl_ytd_summary

Overview

IGFBV_DL_YTD_SUMMARY is a read-only Oracle EBS view owned by the APPS schema within the IGF (Financial Aid) product family. It serves as the base view for the entity that holds Year-to-Date Direct Loan Summary information, presenting aggregated Direct Loan disbursement and booking data in a form suitable for reporting, inquiry, and downstream integration. The view is documented as VALID in both Oracle EBS 12.1.1 and 12.2.2 environments.

Functionally, the view exposes record-level summary data keyed by Direct Loan specification version, record type, school, region, and state. It captures booked and unbooked gross, fee, interest rebate, and net amounts for a defined statement period, together with points of identification such as the batch identifier and the year-to-date disbursement summary identifier. Because it is defined WITH READ ONLY, it is intended strictly for consumption rather than as a DML gateway.

Underlying Base Objects

The view is defined over a single base table, IGF_DB_YTD_SMR_ALL, aliased YTDS. The ETRM 12.2.2 metadata records no additional documented base objects for this view; all data is sourced from that one table.

The relationship is a straightforward projection: the SELECT statement lists each column of IGF_DB_YTD_SMR_ALL and constrains the result set with the WITH READ ONLY clause. No joins, unions, filters, or aggregations are applied, so the view returns one row per row present in the underlying table. The naming convention follows the standard EBS pattern in which the base table carries the physical column names (for example, DL_VERSION and REC_COUNT) while the view exposes more descriptive aliases (for example, DIRECT_LOAN_SPEC_VERSION and RECORD_COUNT), allowing report definitions and integrations to reference meaningful business names without altering the physical schema.

Key Columns

The columns exposed by the view group naturally into identification, context, and financial measure categories.

• DIRECT_LOAN_SPEC_VERSION — the Direct Loan specification version associated with the summary record (DL_VERSION in the base table).
• RECORD_TYPE — classification of the summary record.
• SCHOOL_CODE, REGION_CODE, STATE_CODE — institutional and geographic context for the aggregated figures.
• RECORD_COUNT — number of records contributing to the summary row.
• STATEMENT_END_DATE, PROCESS_DATE — the period end and processing timestamps that bound the data set.
• DISBURSEMENT_SUMMARY_TYPE — the disbursement summary classification applied to the row.
• BOOKED_GROSS_AMOUNT, BOOKED_FEES_AMOUNT, BOOKED_INTEREST_REBATE, BOOKED_NET_AMOUNT — booked disbursement components and resulting net.
• UNBOOKED_GROSS_AMOUNT, UNBOOKED_FEES_AMOUNT, UNBOOKED_INTEREST_REBATE, UNBOOKED_NET_AMOUNT — the corresponding unbooked components.
• BATCH_ID — the batch that produced or updated the summary record.
• YEAR_TO_DATE_DISB_SUMMARY_ID — primary identifier of the year-to-date disbursement summary (YTDS_ID in the base table).
• CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE — standard EBS audit columns.

Common Use Cases and Queries

Because the view is a whole-table projection, it is most often used as a reporting source for Direct Loan year-to-date position reporting, reconciliation of booked versus unbooked amounts, and batch-level audit. Typical queries filter on the context columns and select the financial measures. For example, retrieve all summary rows for a school and statement period:

• SELECT direct_loan_spec_version, record_type, school_code, statement_end_date, booked_net_amount, unbooked_net_amount FROM igfbv_dl_ytd_summary WHERE school_code = :school AND statement_end_date = :stmt_end_date ORDER BY record_type;
• SELECT batch_id, disbursement_summary_type, booked_gross_amount, booked_fees_amount, booked_interest_rebate FROM igfbv_dl_ytd_summary WHERE batch_id = :batch_id;
• SELECT region_code, state_code, SUM(booked_net_amount) booked_net, SUM(unbooked_net_amount) unbooked_net FROM igfbv_dl_ytd_summary GROUP BY region_code, state_code;

Queries of this nature support compliance reporting, batch verification, and variance analysis between booked and unbooked Direct Loan activity. As with any APPS-owned view, access should be granted through standard EBS responsibilities or explicit synonyms rather than direct schema credentials.