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Overview
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Overview

OKL_INSURANCE_POLICIES_PVT is a private (PVT) PL/SQL API package body in the Oracle E-Business Suite Lease Management (OKL) module, part of the Enterprise Contracts and Lease Management (ETRM) product family. It encapsulates the internal business logic that governs the lifecycle of insurance policies associated with leased assets and lease contracts. The package is owned by APPS and is classified as a private API, meaning it is intended for internal consumption by other OKL packages and concurrent programs rather than for direct invocation by end users or external integrations. Its core responsibilities include creating, cancelling, and deleting insurance policies, processing insurance-related claims, managing refunds and credit memos, and executing party and agent merge operations that preserve referential integrity across insurance records.

Key Procedures and Functions

  • ON_ACCOUNT_CREDIT_MEMO — Creates an on-account credit memo within the lease application's internal transaction tables, supporting downstream financial adjustments.
  • CANCEL_POLICY — Cancels a single insurance policy, updating its status and any dependent financial records.
  • CANCEL_CREATE_POLICIES — Orchestrates cancellation and creation of policies in a single operation, typically during contract restructuring.
  • CHECK_CLAIMS — Validates whether claims exist against a policy, governing whether cancellation or deletion is permitted.
  • DELETE_POLICY — Physically or logically removes a policy record subject to validation rules.
  • INACTIVATE_OPEN_ITEMS — Deactivates open insurance-related transactions, ensuring no orphaned open items remain after policy termination.
  • CANCEL_POLICIES — Bulk cancellation variant that processes multiple policies in one invocation.
  • GET_REFUND — Calculates or retrieves refund amounts associated with cancelled policies.
  • PAY_CUST_REFUND — Initiates payment of a refund to a customer arising from policy cancellation.
  • INSERT_AP_REQUEST — Inserts an Oracle Payables request to facilitate refund disbursement.
  • OKL_INSURANCE_PARTY_MERGE / OKL_INSURANCE_PARTY_SITE_MERGE — Repoints insurance party and party-site references during a TCA party merge.
  • OKL_INSURANCE_AGENT_MERGE / OKL_INSURANCE_AGENT_SITE_MERGE — Parallel merge handlers for insurance agent and agent-site records.

Tables Accessed

The package reads and writes against OKL_INS_ASSETS (policy-to-asset linkage), OKC_K_HEADERS_B/BH, OKC_K_ITEMS/H, OKC_K_LINES_B/BH, OKC_K_PARTY_ROLES_B, OKC_LINE_STYLES_B, and OKC_STATUSES_B for contract, line, and status context. OKC_CONTACTS and OKC_CONTACT_SOURCES supply party contact data, while HZ_MERGE_BATCH and AK_ATTRIBUTES_TL support merge and descriptive flexfield operations. FND_APPLICATION provides application identifier lookups.

Usage Notes

As a private API, OKL_INSURANCE_POLICIES_PVT is invoked indirectly — typically by the Lease Management forms for insurance policy maintenance, by concurrent programs that process policy cancellations and refunds, and by TCA party merge routines. The package is referenced by one other package, reinforcing its role as a shared internal service layer. Customizations should prefer public OKL APIs; direct calls risk breaking on patch upgrades such as the 12.1.1 to 12.2.2 lineage noted in the header.