Results for “okl_prtfl_lines_v”

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

Overview

OKL_PRTFL_LINES_V is a public, key-flexfield-enabled view owned by the APPS schema in Oracle E-Business Suite, belonging to the OKL (Leasing and Finance Management) product. It exposes the portfolio line assignments that drive end-of-term processing for lease and loan contracts. The view presents the end-of-term strategy definition — the rules that determine which action or actions are executed when a contract reaches maturity — together with the associated budget amount, defined as the revenue expected at contract end, excluding contract yield.

Because it is a view rather than a table, OKL_PRTFL_LINES_V serves as the reporting and integration surface for portfolio line data. Concurrent programs, OAF pages, and external interfaces query it to retrieve the current end-of-term strategy, the scheduled and actual execution dates, budget review tracking, and transaction status without needing to join the base and translation tables directly. The view is marked VALID in the ETRM 12.2.2 data dictionary, and the same definition is shipped in 12.1.1.

Underlying Base Objects

The view is defined over two documented base objects:

• OKL_PRTFL_LINES_B — the base (non-translated) table holding the operational columns of the portfolio line, including budget amount, strategy execution dates, identifiers, currency conversion attributes, and the standard WHO and DFF columns.
• OKL_PRTFL_LINES_TL — the translation table holding language-dependent descriptive text such as comments.

The join condition is PFLB.ID = PFLT.ID, combined with the language predicate on the translation row (truncated in the excerpt as PFLT.LAN…, conventionally PFLT.LANGUAGE = USERENV('LANG')). The view therefore returns exactly one row per portfolio line per user session language, with the ROWID of the base table carried through as ROW_ID and the primary key carried through as ID.

Key Columns

• ROW_ID / ID — the base-table ROWID and the primary key of the portfolio line; ID is the join key to both base tables.
• BUDGET_AMOUNT — the expected end-of-term revenue, excluding contract yield.
• ASSET_TRACK_STRATEGY_CODE — the strategy that determines the action(s) taken at end of term.
• DATE_STRATEGY_EXECUTED / DATE_STRATEGY_EXECUTION_DUE — the actual and scheduled dates for strategy execution.
• DATE_BUDGET_AMOUNT_LAST_REVIEW — the last review date of the budget amount.
• TRX_STATUS_CODE — the transaction status of the portfolio line.
• SFWT_FLAG — a flag sourced from the translation table, commonly used for stop-further-word-processing indicators on translated text.
• COMMENTS — free-form text from the translation table.
• PFC_ID, TMB_ID, KLE_ID, FMA_ID — foreign keys to portfolio, term template, lease, and asset funding/management entities.
• CURRENCY_CODE and CURRENCY_CONVERSION_* — currency and conversion rate columns (code, type, rate, date) used to normalize the budget amount.
• ATTRIBUTE1–15, ATTRIBUTE_CATEGORY — the descriptive flexfield columns exposed for reporting.
• OBJECT_VERSION_NUMBER, REQUEST_ID, PROGRAM_APPLICATION_ID, PROGRAM_ID, PROGRAM_UPDATE_DATE, CREATED_BY, CREATION_DATE, LAST_UPDATED_BY, LAST_UPDATE_DATE, LAST_UPDATE_LOGIN — concurrency (OLTP) and audit columns.

Common Use Cases and Queries

The view is typically queried to report on end-of-term strategy coverage and expected residual revenue across a lease portfolio, to drive alerts for upcoming strategy execution dates, and to feed budgeting or revenue-forecast extracts.

• End-of-term actions due in the next 30 days:

SELECT id, asset_track_strategy_code, date_strategy_execution_due, trx_status_code
FROM   okl_prtfl_lines_v
WHERE  date_strategy_execution_due BETWEEN SYSDATE AND SYSDATE + 30
AND    date_strategy_executed IS NULL;

• Budget amount summary by strategy and status:

SELECT asset_track_strategy_code, trx_status_code,
       currency_code, SUM(budget_amount) budget_total
FROM   okl_prtfl_lines_v
GROUP  BY asset_track_strategy_code, trx_status_code, currency_code;

• Lines referencing a specific portfolio, with comments:

SELECT id, pfc_id, comments, date_budget_amount_last_review
FROM   okl_prtfl_lines_v
WHERE  pfc_id = :portfolio_id;

Because the view already resolves the translation join and carries currency conversion attributes, these queries avoid direct access to the _B and _TL tables and remain valid across both 12.1.1 and 12.2.2 under the APPS schema.