Search Results igs_fi_bal_ex_c_typs_u2

Overview

The IGS_FI_BAL_EX_C_TYPS table is a core configuration table within the Oracle E-Business Suite (EBS) 12.1.1 and 12.2.2, specifically for the Oracle Student Management (OSM) product, owned by the IGS schema. Its primary function is to define exclusions for financial balance calculations. The table stores mappings that identify specific credit types which must be intentionally ignored when calculating a student's financial balance under a defined balance rule. This enables institutions to create nuanced financial policies, ensuring that certain types of credits (e.g., waivers, specific scholarships, or administrative adjustments) do not artificially inflate or reduce a calculated receivable or payable amount.

Key Information Stored

The table's structure is designed to capture the exclusion rule, audit information, and a status flag. The most critical columns are:

• BAL_EXC_CREDIT_TYPE_ID: The system-generated primary key (NUMBER(15)) uniquely identifying each exclusion rule record.
• BALANCE_RULE_ID: A foreign key (NUMBER(15)) referencing the specific financial balance rule (IGS_FI_BALANCE_RULES) for which this exclusion is valid.
• CREDIT_TYPE_ID: A foreign key (NUMBER(15)) referencing the precise credit type (IGS_FI_CR_TYPES_ALL) that is to be excluded from calculations under the associated rule.
• ENABLED_FLAG: A VARCHAR2 column marked as obsolete in the provided documentation; its functional use in later versions may be deprecated.
• Standard WHO Columns (CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, LAST_UPDATE_LOGIN): Capture audit trail information for compliance and tracking.

The unique index (IGS_FI_BAL_EX_C_TYPS_U2) on BALANCE_RULE_ID and CREDIT_TYPE_ID enforces that the same credit type cannot be added more than once to a given balance rule.

Common Use Cases and Queries

This table is primarily accessed for configuring financial rules and for diagnostic or audit reporting on those configurations. A common operational use case is querying all exclusions for a specific balance rule to validate setup. The foundational query, as indicated in the ETRM, is:

SELECT BAL_EXC_CREDIT_TYPE_ID,
       BALANCE_RULE_ID,
       CREDIT_TYPE_ID,
       ENABLED_FLAG
FROM IGS.IGS_FI_BAL_EX_C_TYPS;

A more practical, joined query for reporting would link to descriptive tables to display rule and credit type names:

SELECT excl.BAL_EXC_CREDIT_TYPE_ID,
       rule.RULE_NAME,
       ct.CREDIT_TYPE_NAME
FROM IGS.IGS_FI_BAL_EX_C_TYPS excl,
     IGS.IGS_FI_BALANCE_RULES rule,
     IGS.IGS_FI_CR_TYPES_ALL ct
WHERE excl.BALANCE_RULE_ID = rule.BALANCE_RULE_ID
  AND excl.CREDIT_TYPE_ID = ct.CREDIT_TYPE_ID
ORDER BY rule.RULE_NAME;

Troubleshooting a student's unexpected balance might involve checking if specific applied credits are being excluded by a rule configured in this table.

Related Objects

The IGS_FI_BAL_EX_C_TYPS table maintains defined foreign key relationships with two primary master tables, forming the backbone of its configuration logic:

• IGS_FI_BALANCE_RULES: This table is referenced via the BALANCE_RULE_ID column. A balance rule defines the logic for a financial calculation, and this table specifies which credit types to omit from that specific rule's execution.
• IGS_FI_CR_TYPES_ALL: This table is referenced via the CREDIT_TYPE_ID column. It holds the definition of all valid credit types (e.g., "Tuition Waiver," "Scholarship Credit") within the system, from which exclusions are selected.

The table's primary key, BAL_EXC_CREDIT_TYPE_ID, is defined by the constraint IGS_FI_BAL_EX_C_TYPS_PK. According to the dependency information, the table is referenced by objects within the APPS schema, indicating its data is accessed through public synonyms and standard EBS application logic.