RBF_FACT_CMP_VW

(SQL View)
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View to return Secondary

This view is used to return all secondary owners for a financial account

SELECT FINACT.FIN_ACCOUNT_ID , FINACT.BO_ID_OWNER , FINACT.REGISTRATION_NAME , FINACT.WHERE_HELD ,FINACT.BEGIN_DATE , FINACT.FIN_ACCT_NICKNAME , FINACT.CURRENCY_CD ,0 ,0 ,0 , FINACT.CUST_ACCT_NBR FROM PS_RBF_FIN_ACCOUNT FINACT WHERE FINACT.FIN_ACCOUNT_STATUS = 'OPE' AND OWNER_BO_TYPE='COM'

# PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
1 FIN_ACCOUNT_ID Character(20) VARCHAR2(20) NOT NULL Financial Account Number
2 BO_ID_OWNER Number(31,0) DECIMAL(31) NOT NULL Financial Account Business Object ID

Prompt Table: BO

3 REGISTRATION_NAME Character(50) VARCHAR2(50) NOT NULL Registration Name --------> FSI Account
4 WHERE_HELD Character(50) VARCHAR2(50) NOT NULL Institution at which a certain asset is held
5 BEGIN_DATE Date(10) DATE Begin Date
6 FIN_ACCT_NICKNAME Character(20) VARCHAR2(20) NOT NULL Accoutn nickname -------->FSI Account
7 CURRENCY_CD Character(3) VARCHAR2(3) NOT NULL This field stores the Currency Code value.
8 YTD_FEE Number(29,4) DECIMAL(28,4) NOT NULL Fees charged to a Client this year
9 LAST_YEAR_FEE Number(29,4) DECIMAL(28,4) NOT NULL Fees charged to a Client during the last year
10 HOLDING_AMOUNT Signed Number(30,4) DECIMAL(28,4) NOT NULL Holding Amount of A Client in Wealth Management.
11 CUST_ACCT_NBR Character(20) VARCHAR2(20) NOT NULL This is the Customer defined Account Number for a financial account