Results for “sys_fund_type”

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

Overview

IGS_FI_1098T_SFTS is a configuration table within the Oracle E-Business Suite Student System (IGS) product family. Its documented purpose is to store those System Fund Types that the institution treats as 1098-T scholarships or grants for federal tax reporting purposes. In the United States, institutions of higher education must furnish Form 1098-T to students and the Internal Revenue Service, reporting qualified tuition, related expenses, and the amount of scholarships or grants administered during the calendar year. This table therefore functions as the institutional mapping layer that determines which fund types flowing through the financial aid and receivables subsystems are aggregated into the scholarship/grant box of the 1098-T output.

From a modeling perspective, the metadata's heuristic Data Vault classification is satellite-leaning. This suggests that IGS_FI_1098T_SFTS is best understood as a descriptive, attribute-bearing structure whose records elaborate on a parent business concept — in this case, the 1098-T reporting setup for a given tax year — rather than acting as an independent hub of business keys or a link resolving many-to-many relationships.

Key Information Stored

The table contains eight documented columns. The essential data content is captured by the following:

• TAX_YEAR_NAME — Identifies the reporting tax year to which the fund type configuration applies. This column participates in both the primary key and the foreign key to IGS_FI_1098T_SETUP, anchoring the configuration to a specific 1098-T setup record.
• SYS_FUND_TYPE — The system-defined fund type code that the institution has designated as a 1098-T scholarship or grant. Together with TAX_YEAR_NAME it forms the composite business key.
• OBJECT_VERSION_NUMBER — Optimistic locking column used by the Oracle Application Object Library to manage concurrent updates.
• CREATED_BY, CREATION_DATE — Standard WHO audit columns recording the creating user and timestamp.
• LAST_UPDATE_DATE, LAST_UPDATED_BY, LAST_UPDATE_LOGIN — Standard WHO audit columns recording the most recent modification and the login session that performed it.

The surrogate primary key is documented as IGS_FI_1098T_SFTS_PK, comprising (TAX_YEAR_NAME, SYS_FUND_TYPE). Because this unique index is also the natural business key, there is no separate technical surrogate column; the primary key is entirely business-meaningful.

Common Use Cases and Queries

Typical usage centers on verifying or maintaining the fund type mapping prior to generating 1098-T extracts, and on auditing which fund types were classified in a given year.

To list all fund types flagged for a specific tax year:

• SELECT TAX_YEAR_NAME, SYS_FUND_TYPE FROM IGS_FI_1098T_SFTS WHERE TAX_YEAR_NAME = :tax_year ORDER BY SYS_FUND_TYPE;

To trace classification back to the parent setup record:

• SELECT s.TAX_YEAR_NAME, s.SYS_FUND_TYPE, t.* FROM IGS_FI_1098T_SFTS s, IGS_FI_1098T_SETUP t WHERE s.TAX_YEAR_NAME = t.TAX_YEAR_NAME AND s.TAX_YEAR_NAME = :tax_year;

To determine whether a particular fund type is reported as a scholarship or grant:

• SELECT COUNT(*) FROM IGS_FI_1098T_SFTS WHERE TAX_YEAR_NAME = :tax_year AND SYS_FUND_TYPE = :fund_type;

Audit queries commonly join the WHO columns to identify who reconfigured the mapping and when, which is valuable during year-end tax filing reconciliation.

Related Objects

The following objects are most significant in relation to this table:

• IGS_FI_1098T_SETUP — The parent setup table. IGS_FI_1098T_SFTS.TAX_YEAR_NAME is a foreign key referencing IGS_FI_1098T_SETUP, making this the primary dependency.
• IGS_FI_1098T_SFTS_PK — The unique index enforcing the composite primary key on (TAX_YEAR_NAME, SYS_FUND_TYPE).
• System Fund Type reference tables — The SYS_FUND_TYPE values resolve to the institution's fund type definitions used by financial aid and student receivables processing.
• 1098-T extraction and reporting processes — Batch programs that read this configuration to determine which fund type amounts are aggregated into the scholarship/grant reporting box.