RBF_FACT_SO_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 , REL.BO_ID_2 BO_ID_OWNER , FINACT.REGISTRATION_NAME , FINACT.WHERE_HELD ,FINACT.FIN_ACCOUNT_TYPE ,FINACT.BEGIN_DATE , FINACT.FIN_ACCT_NICKNAME , FINACT.CURRENCY_CD ,0 ,0 ,0 , FINACT.CUST_ACCT_NBR FROM PS_RBF_FIN_ACCOUNT FINACT , PS_BO_REL REL WHERE REL.BO_ID_1 = FINACT.BO_ID AND FINACT.FIN_ACCOUNT_STATUS = 'OPE' AND REL.REL_TYPE_ID IN ( SELECT REL_TYPE_ID FROM PS_BO_REL_CAT_ITEM WHERE BO_REL_CATEGORY_ID = 22) AND REL.START_DT <= %CurrentDateIn AND REL.END_DT > %CurrentDateIn

# 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 FIN_ACCOUNT_TYPE Character(3) VARCHAR2(3) NOT NULL Account type
CHK=Checking
CRE=Credit
INV=Investment
LON=Loan
POL=Insurance
SAV=Savings
6 BEGIN_DATE Date(10) DATE Begin Date
7 FIN_ACCT_NICKNAME Character(20) VARCHAR2(20) NOT NULL Accoutn nickname -------->FSI Account
8 CURRENCY_CD Character(3) VARCHAR2(3) NOT NULL This field stores the Currency Code value.
9 YTD_FEE Number(29,4) DECIMAL(28,4) NOT NULL Fees charged to a Client this year
10 LAST_YEAR_FEE Number(29,4) DECIMAL(28,4) NOT NULL Fees charged to a Client during the last year
11 HOLDING_AMOUNT Signed Number(30,4) DECIMAL(28,4) NOT NULL Holding Amount of A Client in Wealth Management.
12 CUST_ACCT_NBR Character(20) VARCHAR2(20) NOT NULL This is the Customer defined Account Number for a financial account