RBW_CLIENT_RISK(SQL Table) |
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|---|---|
Client RiskThis record tracks the risks for the clients. |
| # | PeopleSoft Field Name | PeopleSoft Field Type | Database Column Type | Description |
|---|---|---|---|---|
| 1 |  RISK_ID |
Number(15,0) | DECIMAL(15) NOT NULL |
Risk ID is the Primary key field of the Risk transactions in Risk Recovery Management.
Default Value: 999999999999999 |
| 2 | BO_ID | Signed Number(32,0) | DECIMAL(31) NOT NULL | Business Object ID |
| 3 | ROLE_TYPE_ID_CUST | Number(12,0) | DECIMAL(12) NOT NULL | Stores ROLE_TYPE_ID for the customer |
| 4 | RISK_REASON | Character(4) | VARCHAR2(4) NOT NULL |
The reason why a certain Risk Event was generated
ACAT=ACATS NOAC=No Activity OTH=Others TEFA=Financial Advisor Terminated |
| 5 | RISK_PRIORITY | Character(4) | VARCHAR2(4) NOT NULL |
field to capture the Risk Priority
1=1 - High 2=2 - Medium 3=3 - Low |
| 6 | RISK_STATUS | Character(4) | VARCHAR2(4) NOT NULL |
Risk Status indicates the status of the Risk transaction in Risk Management.
LOST=Lost RECO=Recovered RISK=At Risk |
| 7 | LOST_REASON | Character(4) | VARCHAR2(4) NOT NULL |
Lost Reason of a Risk for a Client in Risk Management.
FEES=Fees too high MNY=Managing own money NON=None provided PERF=Performance of earnings RELN=Relation to another advisor |
| 8 | POI_AMOUNT | Number(29,4) | DECIMAL(28,4) NOT NULL | Amount of the Product of Interest |
| 9 | OPP_AMOUNT | Number(29,4) | DECIMAL(28,4) NOT NULL | Field to capture the opportunity amount |
| 10 | HOLDING_AMOUNT | Signed Number(30,4) | DECIMAL(28,4) NOT NULL | Holding Amount of A Client in Wealth Management. |
| 11 | NET_WORTH | Signed Number(30,4) | DECIMAL(28,4) NOT NULL | Net Worth of A Client in Wealth Management, |
| 12 | INDIRECT_AMOUNT | Signed Number(30,4) | DECIMAL(28,4) NOT NULL | Indirect Holdings of A Client in Wealth Management. |
| 13 | CURRENCY_CD | Character(3) | VARCHAR2(3) NOT NULL | This field stores the Currency Code value. |
| 14 | DESCR254 | Character(254) | VARCHAR2(254) NOT NULL | Description of length 254 |
| 15 | ROW_ADDED_DTTM | DateTime(26) | TIMESTAMP | This is a datetime field for record creation. |
| 16 | ROW_ADDED_OPRID | Character(30) | VARCHAR2(30) NOT NULL | ID of user who added the row. |
| 17 | ROW_LASTMANT_DTTM | DateTime(26) | TIMESTAMP | The date and time that the row was last updated. |
| 18 | ROW_LASTMANT_OPRID | Character(30) | VARCHAR2(30) NOT NULL | ID of user who last modified the row. |
| 19 | SYNCID | Number(10,0) | DECIMAL(10) NOT NULL | The Synchronization ID field stores a value generated by the sync processor. The value is used to identify the type of object that the sync processor is about to handle. |
| 20 | SYNCDTTM | DateTime(26) | TIMESTAMP | Synchronization Last Update Date Time |