Search Results load_finreports




Overview
Explore in AI Chat

Overview

HZ_IMP_LOAD_FINREPORTS_PKG is a PL/SQL bulk-processing package in the Oracle E-Business Suite Trading Community Architecture (TCA) / Customer Data Management (CDM) import framework. It supports the loading of external financial report information into the TCA Registry through the standard HZ_IMP_* import pipeline. In Oracle EBS 12.1.1 and 12.2.2, the HZ_IMP_* family of packages processes records staged in interface tables, validates them, loads them into the destination base tables, and logs errors for rejected rows. HZ_IMP_LOAD_FINREPORTS_PKG applies this pattern specifically to financial report data associated with parties.

Financial reports loaded by this package describe a party's reported financial statements and related characteristics. The interface table, HZ_IMP_FINREPORTS_INT, carries a rich set of attributes including audit indicator, consolidated indicator, estimated/final/fiscal/forecast/openings/proforma/qualified/restated flags, date report issued, report start and end dates, issued period, document reference, requiring authority, signed-by-principals indicator, and trial balance indicator. The package moves these staged rows into the base financial reports table, HZ_FINANCIAL_REPORTS, resolving the owning party and its originating system reference in the process.

The package header defines strongly typed PL/SQL collection types that mirror each interface column (for example FR_ID, PARTY_ID, DATE_REPORT_ISSUED, DOCUMENT_REFERENCE, FISCAL_IND, TRIAL_BALANCE_IND). These collections enable bulk binding, which is the standard Oracle EBS technique for high-volume import processing using FORALL and BULK COLLECT. The package also maintains cursor types for insert, update, and error processing.

Key Procedures and Functions

The documented public interface exposes a single procedure, LOAD_FINREPORTS. Its purpose is to drive the import of staged financial report records from the interface table into the customer-facing base table. Using the collection types defined in the package header and the insert/update/error cursors, LOAD_FINREPORTS performs the following logical steps:

No additional procedures or functions are documented in the ETRM metadata for this package; the declared collection and cursor types support the internal processing performed by LOAD_FINREPORTS.

Tables Accessed

The package interacts with the following documented tables (referenced through APPS synonyms):

  • HZ_IMP_FINREPORTS_INT — the interface (staging) table holding externally supplied financial report rows awaiting load.
  • HZ_IMP_FINREPORTS_SG — the staging/interface table supplying source values such as financial report ID and party ID.
  • HZ_FINANCIAL_REPORTS — the destination base table where validated financial report records are persisted.
  • HZ_ORIG_SYS_REFERENCES — used to resolve the parent party identifier via OWNER_TABLE_ID, linking the imported report to the correct party.
  • HZ_IMP_ERRORS, HZ_IMP_TMP_ERRORS, HZ_IMP_ERRORS_S — the error logging tables and sequence used to record rows that could not be loaded.
  • HZ_IMP_ADDRESSES_INT — an interface table that participates in the broader import context; referenced within the package's processing scope.
  • DUAL and PLITBLM — Oracle-supplied objects used for utility operations and for invoking standard PL/SQL table/string buffer functionality.

Usage Notes

HZ_IMP_LOAD_FINREPORTS_PKG is not typically invoked directly by end users. It is called by the overarching import orchestration logic that runs when financial report data is loaded through the TCA import process, such as the Customer Interface concurrent program or a related CDM import process in Oracle 12.1.1 or 12.2.2. The package is referenced by one other package, indicating that a higher-level import driver calls LOAD_FINREPORTS as part of a larger batch load.

Custom code may invoke the package where an organization has extended the import framework, but because it depends on data being pre-populated in the HZ_IMP_* interface tables and on the HZ_IMP_ERRORS framework, direct invocation requires staged input rows and appropriate error-table setup. The $Header$ stamp (ARHLFNRS.pls, version 120.1, dated 2005) indicates the package has been stable across releases and is shared with the Receivables (AR) technology stack. As with all HZ_IMP_* packages, processing should be scheduled during low-activity periods, and the error tables should be reviewed after each run to address rejected records.