RBW_RISK_LIST

(SQL View)
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Person ID to BO Name

This view determines the details of the clients at Risk for Financial Advisor Home Page

SELECT OPR.OPRID , BONAME.BO_ID , BONAME.BO_NAME_DISPLAY , P.PERSON_ID , RISK.RISK_REASON , RISK.RISK_ID , RISK.RISK_PRIORITY , RISK.RISK_STATUS , %DatePart(RISK.ROW_ADDED_DTTM) FROM PS_BO_NAME BONAME , PS_RD_PERSON P , PS_RBW_CLIENT_RISK RISK , PS_RBW_RECO_TEAM RECO , PSOPRALIAS OPR WHERE BONAME.PRIMARY_IND = 'Y' AND BONAME.BO_ID = P.BO_ID AND P.BO_ID = RISK.BO_ID AND RISK.RISK_ID = RECO.RISK_ID AND RECO.PERSON_ID = OPR.PERSON_ID AND RISK.RISK_STATUS = 'RISK'

# PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
1 OPRID Character(30) VARCHAR2(30) NOT NULL A user's ID (see PSOPRDEFN).
2 BO_ID Signed Number(32,0) DECIMAL(31) NOT NULL Business Object ID

Prompt Table: BO

3 BO_NAME_DISPLAY Character(80) VARCHAR2(80) NOT NULL Full name of the Business Object
4 PERSON_ID Character(15) VARCHAR2(15) NOT NULL Person ID
5 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
6 RISK_ID Number(15,0) DECIMAL(15) NOT NULL Risk ID is the Primary key field of the Risk transactions in Risk Recovery Management.
7 RISK_PRIORITY Character(4) VARCHAR2(4) NOT NULL field to capture the Risk Priority
1=1 - High
2=2 - Medium
3=3 - Low
8 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
9 ROW_ADDED_DT Date(10) DATE Date Added label added for Wealth Management.