Results for “igs_fi_f_typ_ca_inst_all”

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

Overview

IGS_FI_F_TYP_CA_INST_ALL is a Student System (IGS) table that governs the periods of fee assessment fee calendar instances applicable to a fee type. In Oracle EBS 12.1.1 and 12.2.2, it functions as the configuration anchor that binds a fee type to a specific fee calendar instance (a calendar type plus a calendar instance sequence number) and defines the date rules, accounting references, retention behavior, and scope rules that drive how that fee is assessed for the associated period. Because fees are assessed per instance rather than globally per fee type, this table enables institutions to vary assessment windows, charge methods, and account postings from one academic period to the next without duplicating the fee type itself.

The ETRM metadata records that this object is not implemented in the reference database, and the module is flagged as obsolete. It should therefore be treated as a legacy or archival structure: valuable for migration analysis, historical reporting, and impact assessment, but not an active configuration target in current implementations. The ETRM data vault classification heuristic labels this table as hub-leaning. As a modeling suggestion, this reflects the fact that its three-column primary key forms a stable, business-meaningful identity for the fee-type/calendar-instance relationship, with most other columns behaving as descriptive attributes. A Data Vault design would likely treat it as a hub with a dependent satellite rather than a pure transaction link.

Key Information Stored

The table is owned by IGS and contains 40 documented columns. The surrogate primary key is IGS_FI_F_TYP_CA_INST_PK, defined over (FEE_TYPE, FEE_CAL_TYPE, FEE_CI_SEQUENCE_NUMBER). A unique index, IGS_FI_F_TYP_CA_INST_ALL_U1, covers the same three columns, confirming them as the business-key candidates.

• FEE_TYPE — the fee type this calendar-instance configuration applies to; the principal business identifier and a foreign key to IGS_FI_FEE_TYPE_ALL.
• FEE_CAL_TYPE and FEE_CI_SEQUENCE_NUMBER — the fee calendar type and calendar instance sequence that identify the assessment period; together they reference IGS_CA_INST_ALL.
• FEE_TYPE_CI_STATUS — status of the fee type within this calendar instance, linked to IGS_FI_FEE_STR_STAT.
• START_DT_ALIAS / START_DAI_SEQUENCE_NUMBER, END_DT_ALIAS / END_DAI_SEQUENCE_NUMBER, RETRO_DT_ALIAS / RETRO_DAI_SEQUENCE_NUMBER — date alias rules resolving the assessment start, end, and retroactive dates via IGS_CA_DA_INST.
• S_CHG_METHOD_TYPE — the charge method used for the fee within this instance.
• RUL_SEQUENCE_NUMBER and SCOPE_RUL_SEQUENCE_NUM — rule references in IGS_RU_RULE governing assessment eligibility and scope.
• ACCOUNT_CD, REV_ACCOUNT_CD, REC_ACCOUNT_CD, RET_ACCOUNT_CD — accounting codes for billing, revenue, receivable, and retention, each referencing IGS_FI_ACC_ALL; the corresponding GL CCIDs are captured in REC_GL_CCID and RET_GL_CCID.
• SUBACCOUNT_ID — subaccount reference to IGS_FI_SUBACCTS_ALL.
• ACCT_HIER_ID — accounting hierarchy reference to IGS_FI_HIER_ACCOUNTS.
• FIN_CAL_TYPE / FIN_CI_SEQUENCE_NUMBER — the financial calendar instance used for posting.
• Audit and concurrency columns include ORG_ID, CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, LAST_UPDATE_LOGIN, REQUEST_ID, PROGRAM_ID, and PROGRAM_UPDATE_DATE.

Additional behavioral flags include PAYMENT_HIERARCHY_RANK, INITIAL_DEFAULT_AMOUNT, RETENTION_LEVEL_CODE, COMPLETE_RET_FLAG, NONZERO_BILLABLE_CP_FLAG, and MAX_CHG_ELEMENTS.

Common Use Cases and Queries

Typical reporting and diagnostic scenarios centre on reconstructing the assessment configuration for a given fee type and period, and on tracing accounting and rule derivations for fees that have been charged.

• Locating the full configuration for a fee type in a specific period:

SELECT fee_type, fee_cal_type, fee_ci_sequence_number,
       fee_type_ci_status, s_chg_method_type,
       start_dt_alias, end_dt_alias, retro_dt_alias
FROM   igs_fi_f_typ_ca_inst_all
WHERE  fee_type = :p_fee_type
AND    fee_cal_type = :p_cal_type
AND    fee_ci_sequence_number = :p_ci_seq;

• Auditing which fee types are configured for a given calendar instance, useful when validating a new academic period before fee assessment runs.
• Reconciling account codes and GL CCIDs back to the fee type to explain receivable or retention postings.
• Identifying retroactive assessment configurations by filtering on RETRO_DT_ALIAS and RETRO_DAI_SEQUENCE_NUMBER.
• Analysing scope and rule usage by joining RUL_SEQUENCE_NUMBER and SCOPE_RUL_SEQUENCE_NUM to IGS_RU_RULE to determine which fees are assessable to which populations.
• Migration and upgrade impact analysis, since the obsolete status means downstream tables may need to be re-pointed or archived.

Related Objects

The table sits at the centre of a substantial fee-assessment constellation. The most significant related objects are:

• IGS_FI_FEE_TYPE_ALL — referenced via FEE_TYPE; the parent definition of the fee itself.
• IGS_CA_INST_ALL — referenced via FEE_CAL_TYPE and FEE_CI_SEQUENCE_NUMBER; supplies the calendar instance that defines the assessment period.
• IGS_CA_DA_INST — referenced through the START, END, and RETRO date alias pairs; resolves the actual assessment dates.
• IGS_FI_ACC_ALL — referenced four times through ACCOUNT_CD, REV_ACCOUNT_CD, REC_ACCOUNT_CD, and RET_ACCOUNT_CD; supplies the accounting code definitions.
• IGS_RU_RULE — referenced via RUL_SEQUENCE_NUMBER and SCOPE_RUL_SEQUENCE_NUM; governs assessment eligibility and scope.
• IGS_FI_FEE_AS_ALL and IGS_FI_FEE_AS_RT_H_ALL — reference FEE_TYPE and hold the assessed fee transactions generated using this configuration.
• IGS_FI_FTCI_ACCTS — references FEE_TYPE; stores the account mappings derived for fee type calendar instances.
• IGS_FI_FEE_PAY_SCHD and IGS_FI_FEE_RET_SCHD — reference FEE_TYPE; define payment and retention schedules applicable under the instance.
• IGS_FI_DSBR_JNL_ALL — references FEE_TYPE; records disbursement journal entries arising from assessed fees.
• IGS_FI_SUBACCTS_ALL, IGS_FI_HIER_ACCOUNTS, and IGS_FI_FEE_STR_STAT — referenced via SUBACCOUNT_ID, ACCT_HIER_ID, and FEE_TYPE_CI_STATUS respectively, completing the accounting and status dimension of the configuration.