W3EB_SVINVST_VW (SQL View)	Index Back
EE Savings Investments Choices SAVINGS_INVEST is a record that defines an employee's investment option and percentage within an enrolled savings plan. It is populated in the Base benefits system using the Savings Plans 2 panel. There can be multiple investment records per savings plan, although the total of all investment percentages must be 100%.

W3EB_SVINVST_VW

(SQL View)

EE Savings Investments Choices

SAVINGS_INVEST is a record that defines an employee's investment option and percentage within an enrolled savings plan. It is populated in the Base benefits system using the Savings Plans 2 panel. There can be multiple investment records per savings plan, although the total of all investment percentages must be 100%.

SELECT S.EMPLID , S.EMPL_RCD , S.PLAN_TYPE , S.BENEFIT_NBR , S.EFFDT , S.INVESTMENT_OPT , S.INVESTMENT_PCT FROM PS_SAVINGS_INVEST S WHERE S.EFFDT = ( SELECT MAX(S1.Effdt) FROM PS_SAVINGS_INVEST S1 WHERE S1.EMPLID = S.EMPLID AND S1.EMPL_RCD = S.EMPL_RCD AND S1.PLAN_TYPE = S.PLAN_TYPE AND S1.BENEFIT_NBR = S.BENEFIT_NBR AND S1.INVESTMENT_OPT = S.INVESTMENT_OPT AND S1.EFFDT <= %CurrentDateIn)

Parent record: SAVINGS_PLAN

# PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description

1 EMPLID Character(11) VARCHAR2(11) NOT NULL Employee ID
Prompt Table: PERSON

2 EMPL_RCD Number(3,0) SMALLINT NOT NULL Empl Rcd Nbr
Prompt Table: PER_ORG_ASGN_VW

3 PLAN_TYPE Character(2) VARCHAR2(2) NOT NULL Identifies a category of benefit plan, such as Medical, Dental, and Life (Insurance). A set of plan type codes, as well as rules for creating new codes, is provided by PeopleSoft. Plan Type codes determine how the system processes and defines eligibility for the various benefit plans.
Default Value: 40

4 BENEFIT_NBR Number(3,0) SMALLINT NOT NULL Note! Although this field is part of the index schema for most Base Benefits enrollment-related records, it was in fact never functionally implemented. As such, it is CRITICAL that this field always be set to zero 0.

5 EFFDT Date(10) DATE Effective Date
Default Value: SAVINGS_PLAN.COVERAGE_BEGIN_DT

6 INVESTMENT_OPT Character(6) VARCHAR2(6) NOT NULL Investment Option
C=Common Stock - C Fund
F=Thrift Savings Plan - F Fund
G=Thrift Savings Plan - G Fund
I=Thrift Savings Plan - I Fund
S=Thrift Savings Plan - S Fund
Prompt Table: SAVINGS_INV_TBL

7 INVESTMENT_PCT Number(6,2) DECIMAL(5,2) NOT NULL Investment Percent

#	PeopleSoft Field Name	PeopleSoft Field Type	Database Column Type	Description
1	EMPLID	Character(11)	VARCHAR2(11) NOT NULL	Employee ID Prompt Table: PERSON
2	EMPL_RCD	Number(3,0)	SMALLINT NOT NULL	Empl Rcd Nbr Prompt Table: PER_ORG_ASGN_VW
3	PLAN_TYPE	Character(2)	VARCHAR2(2) NOT NULL	Identifies a category of benefit plan, such as Medical, Dental, and Life (Insurance). A set of plan type codes, as well as rules for creating new codes, is provided by PeopleSoft. Plan Type codes determine how the system processes and defines eligibility for the various benefit plans. Default Value: 40
4	BENEFIT_NBR	Number(3,0)	SMALLINT NOT NULL	Note! Although this field is part of the index schema for most Base Benefits enrollment-related records, it was in fact never functionally implemented. As such, it is CRITICAL that this field always be set to zero 0.
5	EFFDT	Date(10)	DATE	Effective Date Default Value: SAVINGS_PLAN.COVERAGE_BEGIN_DT
6	INVESTMENT_OPT	Character(6)	VARCHAR2(6) NOT NULL	Investment Option C=Common Stock - C Fund F=Thrift Savings Plan - F Fund G=Thrift Savings Plan - G Fund I=Thrift Savings Plan - I Fund S=Thrift Savings Plan - S Fund Prompt Table: SAVINGS_INV_TBL
7	INVESTMENT_PCT	Number(6,2)	DECIMAL(5,2) NOT NULL	Investment Percent