Results for “igs_fi_1098t_setup”

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

Overview

IGS_FI_1098T_SETUP is a configuration table within the Oracle E-Business Suite Student System (IGS) product family. It stores the reporting requirements setup information that governs how an institution generates IRS Form 1098-T, the annual statement of qualified tuition and related expenses furnished to students. Each setup row defines the operational parameters for a single tax year, including effective dates, the reporting method, party and site relationships used to identify the filer, the student (trans), and any service or vendor entities, along with exclusion flags that determine which transactions are suppressed from reporting.

Because the table's rows represent distinct tax-year definitions that are referenced by many dependent transactional and extract tables, the mined Data Vault classification is a hub. This is a heuristic modeling suggestion: the table functions as a business-key-driven entity from which numerous satellites (1098-T form, batch, and data tables) would logically hang.

Key Information Stored

The table contains 35 documented columns. The most significant include:

• TAX_YEAR_NAME — the primary key (IGS_FI_1098T_SETUP_PK) and the surrogate/business identifier to which all dependent 1098-T tables join.
• TAX_YEAR_CODE — a secondary unique business-key candidate, enforced by IGS_FI_1098T_SETUP_U1.
• PERSON_ID_TYPE — foreign key to IGS_PE_PERSON_ID_TYP, controlling how person identifiers are interpreted for reporting.
• START_DATE and END_DATE — the effective window for the tax-year setup.
• REPORTING_MTHD_CODE — determines the reporting methodology applied (e.g., amount-based reporting).
• TRANS_PARTY_SITE_ID, FILER_PARTY_SITE_ID, and VENDOR_PARTY_SITE_ID — party-site identifiers for the student, the filing institution, and any vendor.
• TRANS_TIN and FILER_TIN — taxpayer identification numbers for the student and the filer.
• EXCL_NON_RES_ALIEN_FLAG, EXCL_NON_CREDIT_COURSE_FLAG, and EXCL_TUIT_WAIV_FLAG — exclusion toggles that suppress non-resident-alien amounts, non-credit courses, and tuition waivers respectively.
• TRANS_FOREIGN_ENTITY_FLAG, FILER_FOREIGN_ENTITY_FLAG, and VENDOR_FOREIGN_ENTITY_FLAG — foreign-entity indicators for each party.
• CONTROL_CODE and NAME_CONTROL_CODE — control identifiers used in form generation.
• OBJECT_VERSION_NUMBER, CREATED_BY, CREATION_DATE, LAST_UPDATE_DATE — standard audit and concurrency columns.

Common Use Cases and Queries

The most common scenario is retrieving the active setup for a given tax year before generating 1098-T forms or extracts. A typical query pattern:

• SELECT tax_year_name, tax_year_code, reporting_mthd_code FROM igs_fi_1098t_setup WHERE tax_year_name = :tax_year;
• Reporting on exclusion behavior: SELECT tax_year_name, excl_non_res_alien_flag, excl_non_credit_course_flag, excl_tuit_waiv_flag FROM igs_fi_1098t_setup;
• Joining setup to dependent data to reconcile filer and party sites: SELECT s.tax_year_name, s.filer_party_site_id, d.* FROM igs_fi_1098t_setup s, igs_fi_1098t_data d WHERE s.tax_year_name = d.tax_year_name;

Institutions also use this table to drive validation logic, ensuring that extract runs reference the correct reporting method, effective dates, and exclusion flags before submissions.

Related Objects

IGS_FI_1098T_SETUP is referenced through the TAX_YEAR_NAME column by seven dependent tables and references one lookup table:

• IGS_FI_1098T_DATA — the primary transactional data for reporting; joins on TAX_YEAR_NAME.
• IGS_FI_1098T_ATS — 1098-T adjustment records; joins on TAX_YEAR_NAME.
• IGS_FI_1098T_BATCHS — batch processing records; joins on TAX_YEAR_NAME.
• IGS_FI_1098T_FTS, IGS_FI_1098T_LPS, IGS_FI_1098T_PTS, and IGS_FI_1098T_SFTS — associated form/filing tables, each joined on TAX_YEAR_NAME.
• IGS_PE_PERSON_ID_TYP — referenced by PERSON_ID_TYPE to validate person-identifier type.