Search Results standard_balance_rule_id

Overview

The IGS_FI_BALANCES table is a core financial data repository within the Oracle E-Business Suite (EBS) 12.1.1 and 12.2.2, specifically for the Oracle Student Management (formerly Campus Solutions) product family. Its primary function is to store calculated balance amounts for a student (party) within the context of their financial account. The table acts as a historical and current snapshot of a student's financial standing, segregating balances into distinct categories such as standard charges, fees, and holds. It is integral to processes like student billing, account statements, and the application of financial holds, providing a centralized point for financial status inquiry and reporting.

Key Information Stored

The table's structure is defined by a primary key, BALANCE_ID, and a unique composite key on PARTY_ID and BALANCE_DATE, ensuring one balance record per student per date. The critical data columns store monetary amounts and their corresponding calculation rules. According to the provided metadata, several columns are noted as obsolete or no longer used, which is a crucial consideration for implementations. The active and significant columns include:

• PARTY_ID: References HZ_PARTIES to identify the student.
• STANDARD_BALANCE: The calculated amount for standard account charges.
• FEE_BALANCE: The calculated amount for fee-related charges.
• HOLDS_BALANCE: The calculated amount contributing to financial holds.
• BALANCE_DATE: The effective date for the balance snapshot.
• FEE_BALANCE_RULE_ID & HOLDS_BALANCE_RULE_ID: Foreign keys to IGS_FI_BALANCE_RULES, documenting the rule used to derive the respective balance amount.
• Standard WHO columns (CREATED_BY, LAST_UPDATED_BY, etc.) for audit tracking.

Notably, columns such as SUBACCOUNT_ID, OTHER_BALANCE, STANDARD_BALANCE_RULE_ID, INSTALLMENT_BALANCE_RULE_ID, and OTHER_BALANCE_RULE_ID are documented as obsolete or no longer used, indicating legacy functionality.

Common Use Cases and Queries

The primary use case is retrieving a student's current or historical financial position for inquiries, statements, or system integrations. A common pattern is to fetch the latest balance for a specific student. Given the metadata indicating OTHER_BALANCE_RULE_ID is "No longer used," queries should avoid relying on this or other obsolete columns for business logic.

Sample Query: Latest Balances for a Student
SELECT b.party_id,
       b.balance_date,
       b.standard_balance,
       b.fee_balance,
       b.holds_balance
FROM igs.igs_fi_balances b
WHERE b.party_id = :p_student_party_id
AND b.balance_date = (
    SELECT MAX(balance_date)
    FROM igs.igs_fi_balances
    WHERE party_id = b.party_id
);

Reporting often involves joining to HZ_PARTIES for student details and to IGS_FI_BALANCE_RULES via the active rule ID columns to understand the calculation logic applied.

Related Objects

The table maintains defined relationships with several other EBS objects, as per the provided dependency information.

• Primary Key Reference: The BALANCE_ID is referenced by the history table IGS_FI_BALANCES_HST, indicating a logging or archival mechanism for balance records.
• Foreign Key References (Outgoing):
  • PARTY_ID → HZ_PARTIES (Trading Community Architecture foundation table).
  • FEE_BALANCE_RULE_ID, HOLDS_BALANCE_RULE_ID → IGS_FI_BALANCE_RULES (stores the definition of balance calculation rules).
  • SUBACCOUNT_ID → IGS_FI_SUBACCTS_ALL (obsolete, per column comments).
• Foreign Key References (Incoming - Obsolete): The metadata lists foreign keys from STANDARD_BALANCE_RULE_ID, INSTALLMENT_BALANCE_RULE_ID, and OTHER_BALANCE_RULE_ID to IGS_FI_BALANCE_RULES. Given the column comments state these are "No longer used" or "OBSOLETE," these relationships represent legacy data integrity constraints that may no longer be relevant to active business processes.