This chapter provides information about Customer Summary tables in the Oracle Financial Services Data Foundation application and step-by-step instructions to use this section.
Topics:
· Overview of the Common Customer Summary Tables
· Executing the Customer Summary T2T using PMF
Fact Common Customer Summary table stores attributes pertaining to customer related data on an 'as-is' basis received from the source system. Data is populated into this table using T2T. Customer balances are derived from account summary. Customer relationship table drives the relationship between accounts and customers. Common customer summary data is populated for all the active customers in customer dimension.
Following is the list of tables used in the population of Fact Common Customer Summary and these tables are required to be loaded prior to running the T2T:
· DIM_CUSTOMER
· DIM_BANDS
· DIM_EDUCATION
· DIM_CUSTOMER_TYPE
· DIM_GENDER
· DIM_INDUSTRY
· DIM_CHANNEL
· DIM_GEOGRAPHY
· DIM_MARITAL_STATUS
· DIM_MANAGEMENT
· DIM_PROFESSION
· DIM_CREDIT_RATING
· DIM_VINTAGE
· DIM_MIGRATION_REASONS
· FCT_COMMON_ACCOUNT_SUMMARY
· FCT_LIMITS_SUMMARY
· STG_CUSTOMER_DETAILS
· STG_PARTY_RATING_DETAILS
· STG_PARTY_FINANCIALS
Dimensions tables are loaded through the SCD process. The fact tables FCT_COMMON_ACCOUNT_SUMMAY is loaded from the respective T2T processes.
The T2T is a part of Financial Services Data Foundation Sourced Run. The process can be executed through the out-of-the-box standard Run, which is Financial Services Data Foundation Execution Run. For more information, see the section Executing Run through Process Modelling Framework in OFSDF.
NOTE:
While executing through Run, the RUN Skey will be autogenerated and stamped against each record.
The following most common error message may be logged in the T2T log file directory ftpshare/logs/<Run_Date>/FSDFINFO/LOAD DATA:
Unique Constraint Violation
This error occurs after there is an attempt to re‐load or load the existing records for the already executed AS_OF_DATE.