Search Results igs_fi_person_holds




Overview
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Overview

The IGS_FI_PERSON_HOLDS table is a core data object within the Oracle E-Business Suite (EBS) Student System (IGS) module, specifically for managing student financial holds. It functions as an intermediate transactional table that logs holds placed on a person's account by the student finance subsystem. Its primary role is to serve as the authoritative source for the Release Hold process, which queries this table to identify and subsequently remove financial holds. Data is populated into this table by the Apply Hold Process, which is triggered based on defined financial rules and encumbrance conditions.

Key Information Stored

The table stores the essential attributes that define a financial hold on a person. The primary key uniquely identifies a hold record through a combination of PERSON_ID, HOLD_TYPE, and HOLD_START_DT. Key columns include PERSON_ID, which links to the party (HZ_PARTIES); HOLD_TYPE, referencing the specific type of financial encumbrance (IGS_FI_ENCMB_TYPE_ALL); and HOLD_START_DT, marking when the hold was applied. Other critical foreign key columns are FEE_CAL_TYPE and FEE_CI_SEQUENCE_NUMBER (linking to the fee calendar in IGS_CA_INST_ALL), HOLD_PLAN_NAME (linking to the hold plan definition in IGS_FI_HOLD_PLAN), STUDENT_PLAN_ID (linking to the student's financial plan in IGS_FI_PP_STD_ATTRS), and RELEASE_CREDIT_ID (potentially linking to a credit memo in IGS_FI_CREDITS_ALL used to release the hold).

Common Use Cases and Queries

The primary use case is the automated Release Hold process, which queries this table to find holds eligible for release based on payment or other clearance criteria. Administratively, it is central for generating reports on active financial holds, analyzing hold patterns by type or calendar, and troubleshooting hold-related issues for a student. A common query pattern involves joining to person and encumbrance type tables to get a readable list of holds.

  • Identifying all active financial holds for a specific person: SELECT * FROM igs.igs_fi_person_holds WHERE person_id = <PERSON_ID>;
  • Reporting on holds by type and calendar instance: SELECT h.person_id, h.hold_type, h.hold_start_dt, c.calendar_desc FROM igs.igs_fi_person_holds h JOIN igs.igs_ca_inst_all c ON h.fee_cal_type = c.cal_type AND h.fee_ci_sequence_number = c.sequence_number;

Related Objects

IGS_FI_PERSON_HOLDS has defined foreign key relationships with several key tables in the IGS and TCA schemas, as documented in the ETRM:

  • HZ_PARTIES: Links via PERSON_ID to the Trading Community Architecture (TCA) foundation to identify the person/student.
  • IGS_FI_ENCMB_TYPE_ALL: Links via HOLD_TYPE to define the type of financial encumbrance.
  • IGS_FI_HOLD_PLAN: Links via HOLD_PLAN_NAME to the plan defining the hold's rules and conditions.
  • IGS_CA_INST_ALL: Links via FEE_CAL_TYPE and FEE_CI_SEQUENCE_NUMBER to the calendar instance for which the hold is relevant.
  • IGS_FI_PP_STD_ATTRS: Links via STUDENT_PLAN_ID to the student's specific financial plan attributes.
  • IGS_FI_CREDITS_ALL: Links via RELEASE_CREDIT_ID to a credit transaction that may have released the hold.