FM_FINANCIAL_SUMMARY

This table stores Portfolio Management financial summaries, financial data components, and their snapshots.

Foreign Keys

Primary Key Table

Primary Key Column

Foreign Key Column

FM_FINANCIAL_SUMMARY

FINANCIAL_SUMMARY_ID

ACTIVE_FS_ID

FM_BENEFITS

BENEFIT_ID

BENEFIT_ID

KNTA_USERS

USER_ID

CREATED_BY

FM_FORECAST_ACTUALS

FORECAST_ACTUAL_ID

FORECAST_ACTUAL_ID

ITG_SECURABLE_ENTITIES

SECURABLE_ENTITY_ID

FS_ACL_ID

KNTA_USERS

USER_ID

LAST_UPDATED_BY

Column Descriptions

Column Name

Null?

Data Type

Description

FINANCIAL_SUMMARY_ID

NOT NULL

NUMBER

System-generated identifier

CREATED_BY

NOT NULL

NUMBER

Identifier for the user who created the record

CREATION_DATE

NOT NULL

DATE

Date record was created

LAST_UPDATED_BY

NOT NULL

NUMBER

Identifier for the user who last updated the record

LAST_UPDATE_DATE

NOT NULL

DATE

Date record was last updated

VERSION

NOT NULL

NUMBER

System-generated version, used for hibernate version control

PARENT_ID

NOT NULL

NUMBER

Identifier for the parent of the financial summary. Based on PARENT_ENTITY_ID, the PARENT_ID could be LIFECYCLE_ID in PFM_LIFECYCLE_PARENT_ENTITY, ORG_UNIT_ID in KRSC_ORG_UNITS_NLS, PROGRAM_ID in PGM_PROGRAMS or REQUEST_ID in KCRT_REQUESTS

PARENT_ENTITY_ID

NOT NULL

NUMBER

Identifier for the parent entity of the financial summary. For example, 526 is for lifecycle entity; 313 is for org unit; 67 is for program; 20 is for request.

NAME

NOT NULL

VARCHAR2(1300)

Name of the financial summary

DESCRIPTION

NULLABLE

VARCHAR2(1300)

Description of the financial summary

CURRENCY_CODE

NOT NULL

VARCHAR2(40)

Currency code that indicates the local currency used for the financial summary.

FORECAST_ACTUAL_ID

NOT NULL

NUMBER

Identifier for associated forecast actual

BENEFIT_ID

NOT NULL

NUMBER

Identifier for associated benefit

PLAN_OF_RECORD_FLAG

NULLABLE

VARCHAR2(1)

Flag that indicates if the financial summary snapshot is a plan of record

ACTIVE_FS_ID

NULLABLE

NUMBER

Used for snapshots only. Stores the identifier of the financial summary from which the snapshot is taken.

SNAPSHOT_SEQ

NULLABLE

NUMBER

Used for snapshots only. Determines the order of the snapshots.

ENTITY_TYPE

NULLABLE

VARCHAR2(255)

Indicates whether the entry is FS or SNAPSHOT

FS_ACL_ID

NULLABLE

NUMBER

Identifier for financial summary AC

Indexes

Index Name

Index Type

Sequence

Column Name

FM_FINANCIAL_SUMMARY_PK

UNIQUE

1

FINANCIAL_SUMMARY_ID

FM_FINANCIAL_SUM_PARENT_IDX

NONUNIQUE

1

PARENT_ENTITY_ID

FM_FINANCIAL_SUM_PARENT_IDX

NONUNIQUE

2

PARENT_ID

FM_FINANCIAL_SUMMARY_N1 NONUNIQUE 1 ACTIVE_FS_ID
FM_FINANCIAL_SUMMARY_N2 NONUNIQUE 1 FORECAST_ACTUAL_ID
FM_FINANCIAL_SUMMARY_IDX_1 NONUNIQUE 1 PLAN_OF_RECORD_FLAG
FM_FINANCIAL_SUMMARY_N2 NONUNIQUE 1 BENEFIT_ID

Sequences

Sequence Name

Sequence Type

FM_FINANCIAL_SUMMARY_S

FINANCIAL_SUMMARY_ID