Search Results igs_pe_fund_excl




Overview
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Overview

The IGS_PE_FUND_EXCL table is a core data object within the Oracle E-Business Suite Student System (IGS). It is designed to manage detailed exclusions related to financial aid funds for a student when a specific administrative hold or encumbrance is applied. The table's role is to record which particular funds (e.g., specific grants, loans, or scholarships) are excluded from disbursement due to an active encumbrance effect on a person. This enables precise control over financial aid processing, ensuring that holds block only the appropriate funding sources as defined by institutional policy, while allowing other permissible funds to be processed.

Key Information Stored

The table stores the linkage between a person's encumbrance effect and the specific fund codes that are to be excluded. Its primary key is FUND_EXCL_ID, a unique system-generated identifier for each exclusion record. The table's critical foreign key columns collectively define the exact encumbrance effect instance to which the fund exclusion applies. These columns are PERSON_ID, ENCUMBRANCE_TYPE, PEN_START_DT, S_ENCMB_EFFECT_TYPE, PEE_START_DT, and PEE_SEQUENCE_NUMBER. While the specific column for the excluded fund code is not detailed in the provided metadata, it is a fundamental attribute of this table. Additional columns likely track creation and modification dates, and the creator of the record.

Common Use Cases and Queries

A primary use case is during the financial aid packaging or disbursement process, where the system must determine if a student's hold prevents the release of a specific type of aid. Administrators may also use this data to generate reports listing all active fund exclusions by encumbrance type or student. Common SQL queries involve joining this table to the person and encumbrance effect tables to list exclusions. For example, to find all fund exclusions for a specific student and encumbrance, a query would join IGS_PE_FUND_EXCL to IGS_PE_PERSENC_EFFCT on the documented foreign key columns. Another typical pattern is to check if a particular fund is excluded for a given student by querying this table based on the student's active encumbrance effects.

Related Objects

The table has a direct and critical relationship with the IGS_PE_PERSENC_EFFCT (Person Encumbrance Effect) table, which is its sole documented parent table. The foreign key relationship is composite, meaning a record in IGS_PE_FUND_EXCL is uniquely tied to a single record in IGS_PE_PERSENC_EFFCT using the combination of the following columns:

  • IGS_PE_FUND_EXCL.PERSON_ID
  • IGS_PE_FUND_EXCL.ENCUMBRANCE_TYPE
  • IGS_PE_FUND_EXCL.PEN_START_DT
  • IGS_PE_FUND_EXCL.S_ENCMB_EFFECT_TYPE
  • IGS_PE_FUND_EXCL.PEE_START_DT
  • IGS_PE_FUND_EXCL.PEE_SEQUENCE_NUMBER
This structure ensures that fund exclusions are strictly scoped to a specific instance of an encumbrance effect on a person. The table is also related to the foundational funds master table (likely named similarly to IGS_FUND), though this relationship is not explicitly detailed in the provided metadata.