Search Results report_customer

Overview

IEX_CO_WF is a PL/SQL package owned by APPS within the Oracle E-Business Suite Collections (IEX) application. The acronym "CO" refers to Collections and "WF" to Workflow, and the package body is indeed dedicated to supporting Oracle Workflow-driven business processes for Collections case management. The package header carries the source control identifier IEXRCOWS.pls (version 120.0, dated 2004), indicating that it is an original Release 11i object carried forward unchanged into EBS 12.1.1 and 12.2.2. Its declared purpose is to encapsulate the workflow callbacks and signalling logic associated with collections cases, particularly those tied to customer notification and credit bureau reporting activities.

The package is declared AUTHID CURRENT_USER, meaning it executes with the privileges of the invoking user rather than the definer, a convention typical of EBS workflow callback packages that are invoked from the Workflow Engine's function activity framework.

Key Procedures and Functions

ETRM documents seven callable units within IEX_CO_WF. Each is intended primarily as a Workflow function activity callback, receiving the standard itemtype, itemkey, actid, and funcmode arguments, with the expected return value of 'COMPLETE' or 'WAIT'.

• NOTIFY_CUSTOMER — Sends notification to a customer regarding the intent to report the delinquency to a credit bureau. This is the initial customer-facing communication in the credit reporting workflow.
• REPORT_CUSTOMER — Executes the actual reporting action against the customer once the notification and review steps have completed.
• TRANSFER_CASE — Moves a collections case from one owner or resource to another, supporting reassignment of case responsibility.
• REVIEW_CASE — Places the case into a review state, typically awaiting a collector's or supervisor's decision before further action proceeds.
• RECALL_CASE — Recalls a previously transferred or delegated case back to its originating owner, reversing the TRANSFER_CASE action. This procedure is the direct match for the search term "recall_case".
• WF_SEND_SIGNAL_CANCELLED — Raises the Workflow signal that marks the case workflow as cancelled, allowing the process to terminate cleanly.
• WF_SEND_SIGNAL_COMPLETE — Raises the Workflow signal that marks the case workflow as completed successfully.

The package also declares the global exception G_EXCEPTION_HALT_VALIDATION and the message constants G_UNEXPECTED_ERROR, G_SQLERRM_TOKEN, and G_SQLCODE_TOKEN, used for standardised error propagation into the Workflow error stack.

Tables Accessed

The documented table references are:

• IEX_CASE_OBJECTS — The central Collections case repository. Transfer, recall, review, and notification procedures resolve the case identifier and its associated object here.
• IEX_DELINQUENCIES_ALL — Stores delinquency records for delinquent customers; used to determine the amounts and items subject to credit bureau reporting.
• IEX_OPEN_INT_HST — Historical open interest records, providing the balances that feed notifications and reports.
• OKL_OPEN_INT — The Oracle Lease Management open interest table, referenced because collections cases can span lease and non-lease delinquencies; the package message constants themselves are inherited from OKL_API.

Usage Notes

IEX_CO_WF is invoked almost exclusively by the Oracle Workflow Engine. Its procedures are registered as function activities within the Collections case workflow item type, so they are called automatically as a case transitions between states. The RECALL_CASE activity is triggered when a user chooses to recall a case in the Collections workbench or case detail form, causing Workflow to execute the callback and update the case object accordingly. Direct invocation from SQL*Plus is possible for diagnostics but is not supported. Because the package is referenced by no other PL/SQL unit, customisations should call it through the Workflow activity definitions rather than through direct procedure calls, and any modification must preserve the funcmode semantics expected by the Workflow Engine.