Search Results update_fund_chklst_tpl_hdr

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

Overview

APPS.OKL_CREDIT_CHECKLIST_PVT is a private PL/SQL package body within the Oracle E-Business Suite Lease Management (Oracle Lease and Finance Management, OKL) module. It supports the creation, maintenance, and approval of credit checklists that are attached to lease application or contract authoring workflows. The package encapsulates the business logic that ties a credit checklist template to an underlying rule and rule group structure, ensuring that each checklist reflects the current template configuration and the applicable underwriting rule.

The package is classified as a private API (API classification: PVT), meaning it is intended for internal use by other ETRM/OKL packages and forms, and is not exposed as a public integration point. The header comment and global message constants corroborate this scope: template codes such as LACCLH, LACCLT, LACCLD, LACLFD, and LACLFM represent checklist header and rule template identifiers, while KRG designates the rule group type. Status constants (NEW) and mode constants (INSERT, UPDATE, DELETE) define the operational states used throughout its procedures.

Key Procedures and Functions

The package exposes ten documented procedures covering the full lifecycle of credit and funding checklists:

• CREATE_CREDIT_CHKLST — Creates a new credit checklist instance, deriving its structure from the credit checklist template and applying DML in insert mode.
• UPDATE_CREDIT_CHKLST — Modifies an existing credit checklist, synchronizing it with template or rule changes.
• DELETE_CREDIT_CHKLST — Removes a credit checklist instance when it is no longer required.
• APPROVE_CREDIT_CHKLST — Advances a credit checklist to an approved status as part of the lease application approval flow.
• UPDATE_FUND_CHKLST_TPL_HDR — Maintains the header-level attributes of a funding checklist template.
• UPDATE_FUNDING_CHKLST_TPL — Updates the line-level definition of a funding checklist template.
• APPROVE_FUNDING_CHKLST_TPL — Approves a funding checklist template, making it available for use in funding transactions.
• CREATE_FUNDING_CHKLST_TPL — Creates a new funding checklist template definition.
• DELETE_FUNDING_CHKLST_TPL — Deletes a funding checklist template that is no longer in use.

A validation helper, validate_function_id, checks that referenced function identifiers exist in OKL_DATA_SRC_FNCTNS_V, applying foreign-key validation for activation and funding contexts (mapping to rule information fields). This ensures checklist rule references point to valid data sources before DML proceeds.

Tables Accessed

The package operates against the core contract and rule tables via APPS synonyms: OKC_K_HEADERS_B (contract/lease headers), OKC_RULES_B (rule definitions), OKC_RULE_GROUPS_B (rule group headers, typed as KRG), and PLITBLM (a PL/SQL index-by table of numbers used for in-memory set processing). These tables provide the persistent storage for checklist templates, their rule associations, and the contract context to which a checklist is bound.

Usage Notes

Typical invocation occurs through OKL lease application and contract authoring forms, where credit and funding checklist actions are triggered by user events, and through backend batch processing during approval cycles. Because the package is private, customizations should call the corresponding public APIs rather than this body directly. The revision header indicates ongoing enhancement for the Lease Application ER authoring feature introduced in 2005, and the package is referenced by two other PL/SQL packages, confirming its role as a shared internal dependency.