16  Party Subject Area

This section provides information about the Party Dimension loading process and populating several Party Attributes Results tables in the Oracle Insurance Data Foundation application.

Topics:

·        Overview

·        Party Dimension Table

·        Party Definition Tables

·        Party Contact Details Tables

·        Party Identification Document Tables

·        Party Medical Attributes Tables

·        Party Financial Data or Employment Attributes Tables

·        Party Producer Exam, Certification, and License Tables

·        Party Results Tables

·        Other Party Attributes Tables

·        Deploying Party related Tables on Hive

·        Populating Party related Dimension Tables

·        Populating Party related T2Ts (Result Tables)

·        Related Topics

Overview

Party refers to any person or organization that interacts with the Insurance Company while Party Attributes refers to information elements associated with any person or organization that interacts with the Insurance Company.

Correspondingly, Party tables can be classified into Party Dimension tables and Party T2T tables. The Party Dimension tables store the history of a Party and different types of Party T2Ts store the history of a Party specific to the attributes.

Party Dimension Table

Party Dimension table stores the history of a Party. A Party here can be a customer, issuer, guarantor, and so on.

NOTE:   

Party Dimension table must be populated before populating any other Party related Dimension table.

Following are the two customer-based dimensions that are used across several OFSAA applications for their processing and reporting requirements:

·        DIM_PARTY

·        DIM_CUSTOMER

In the current release, data is sourced from STG_PARTY_MASTER to the above Dimension tables.

 

To address the Bug 20486362 - SCD TO POPULATE DIM_CUSTOMER FROM STG_PARTY_MASTER TO BE ADDED, a new SCD (MAP_REF_NUM = 335) was introduced in OIDF release 8.0.1.0.0 to load DIM_CUSTOMER using STG_PARTY_MASTER and STG_PARTY_ROLE_MAP as the source. Customers, who use applications that have a dependency on DIM_PARTY, are advised to use this SCD instead of SCD-32. Execute batch DIM_CUSTOMER_SCD_PARTY to populate DIM_CUSTOMER using STG_PARTY_MASTER and STG_PARTY_ROLE_MAP as the source.

Using Stage Party Master to Load Party Dimension

The Party Master table contains information related to a person or an organization that is a party to the Insurance Company. Party refers to the customer, issuer, guarantor, and so on. This table holds the master list of parties across all the roles and their details such as name, age, education, profession, gender, and so on.

Party ID: Party identifier is a code that identifies whether the Party ID provided for a party is an organization identifier or a private identifier.

The mapping details to load to the Party Dimension table from the Stage Party Master table is given here.

Table 40: The mapping details to load the Party Dimension table from the Stage Party Master table

Map Reference Number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

117

STG_PARTY_MASTER

Stage Party Master

DIM_PARTY

Party Dimension

 

Using Stage Party Type Master to Load Party Type Dimension

The Party Type Master table contains information related to the type of the Party that may be an Individual, an Insurance Company, a Corporate - Small, a Corporate - Medium, a State Government, and a Sovereign, and so on.

Party ID: Party identifier is a code that identifies whether the Party ID provided for a party is an organization identifier or a private identifier.

The mapping details to load to the Party Dimension Type table from the Stage Party Type Master table is given here.

Table 41: The mapping details to load the Party Dimension Type table from the Stage Party Type Master table

Map Reference Number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

180

STG_PARTY_TYPE_MASTER

Stage Party Type Master

DIM_PARTY_TYPE

Party Dimension Type

 

Using Stage Party Role Map to Populate Party Role Map T2T (Result Table)

 

NOTE:   

Load STG_PARTY_ROLE_MAP with all customer records and Party Role must be ‘CUSTOMER’.

 

The Party Role Map table stores information related to different roles that are played by a Party. Roles here refer to Beneficiary, Producer, Agent, Issuer, and so on. If the same party plays multiple roles, one needs to update the party role map entity continuing with the same record in stage party master with or without role-specific data addition.

The mapping details to populate the Party Role Map T2T is given here.

Table 42: The mapping details to populate the Party Role Map T2T

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_PARTY_ROLE_MAP

Stage Party Role Map

FCT_PARTY_ROLE_MAP

Fact Party Role Map

T2T_FCT_PARTY_ROLE_MAP

 

Party Definition Tables

Party Definition consists of the details related to Party such as Annual Income, Primary Source of Wealth, and Probability of Default Percentage, and so on.

The purpose of Party Definition tables is to store personal information of a Party to check whether the premium is paid on a regular basis with no default on the payments, and the coverage is as per the income calculation of the Party.

About Party Definition T2Ts (Result Tables)

Party Definition T2T consists of the Party and Party Probability of Default details.

Party Definition T2Ts and their description are given here.

Table 43: Party Definition T2Ts and their description

T2T Name

T2T Description

T2T_FCT_PARTY_DETAILS

This T2T stores information related to Party such as Annual Income, and Primary Source of Wealth, and so on.

T2T_FCT_PARTY_PD_DETAILS

This T2T stores the probability of default values as of the given date for all relevant parties.

 

The mapping details for the Party Definition T2Ts are given here.

Table 44: The mapping details for the Party Definition T2Ts

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_PARTY_DETAILS

Stage Party Details

FCT_PARTY_DETAILS

Fact Party Details

T2T_FCT_PARTY_DETAILS

STG_PARTY_PD_DETAILS

Stage Party Probability of Default Details

FCT_PARTY_PD_DETAILS

Fact Party Probability of Default Details

T2T_FCT_PARTY_PD_DETAILS

 

NOTE:   

The FSI_PARTY_STD_PARTY_TYPE_MAP table has been added for mapping purposes if the customer so desires. This table stores Party Standard Party Type mapping details.

 

Party Contact Details Tables

Party Contact Details consist of details about the phone.

The purpose of these tables is that the Party contact data can be used in KYC document related tables.

About Party Contact Details Dimension Tables

Party Contact Details Dimension table names and their description are given here.

Table 45: Party Contact Details Dimension table names and their description

Logical Dimension Table Name

Dimension Table Description

Address Dimension

This table stores the master address details.

Contact Dimension

This table stores the list of contacts imported by the Insurance Company.

Email Address Purpose Type Dimension

This table stores the email address purpose, or usage, of this address relative to this customer.

Phone Purpose Type Dimension

This table stores the phone purpose type, or usage, of this phone relative to this account.

Phone Dimension

This table stores the phone number of the Party.

Email Dimension

This table stores the email ID of the Party.

 

The mapping details for the Party Contact Details Dimension tables are given here.

Table 46: The mapping details for the Party Contact Details Dimension tables

Map Reference Number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

346

STG_ADDRESS_MASTER

Stage Address Master

DIM_ADDRESS

Address Dimension

144

STG_CONTACT_MASTER

Stage Contact Master

DIM_CONTACT

Contact Dimension

667

STG_EMAIL_ADRS_PRP_TYPE_MASTER

Stage Email Address Purpose Type Master

DIM_EMAIL_ADRS_PRP_TYPE

Email Address Purpose Type Dimension

668

STG_PHONE_PURPOSE_TYPE_MASTER

Stage Phone Purpose Type Master

DIM_PHONE_PURPOSE_TYPE

Phone Purpose Type Dimension

982

STG_PARTY_PHONE_MAP

Stage Party Phone Map

DIM_PHONE

Phone Dimension

985

STG_PARTY_EMAIL_MAP

Stage Party Email Map

DIM_EMAIL

Email Dimension

 

About Party Contact T2Ts (Result Tables)

Party Contact Details T2T and its description are given here.

Table 47: Party Contact Details T2Ts and their description

T2T Name

T2T Description

T2T_FCT_PARTY_ADDRESS_MAP

This T2T stores the Party address details.

 

The mapping details for the Party Contact Details T2T is given here.

Table 48: The mapping details for the Party Contact Details T2T

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_PARTY_ADDRESS_MAP

Stage Party Address Map

FCT_PARTY_ADDRESS_MAP

Fact Party Address Map

T2T_FCT_PARTY_ADDRESS_MAP

 

Party Identification Document Tables

The Party Identification Document contains the identification details of an individual Party. Identification means the action or process of identifying someone or something, or the fact of being identified.

The purpose of Party Identification Document tables is that the data from these tables can be used in the Know Before You Owe related tables.

About Party Identification Document Dimension Tables

Party Identification Document Dimension table names and their description are given here.

Table 49: Party Identification Document Dimension table names and their description

Logical Dimension Table Name

Dimension Table Description

Document Type Dimension

This table stores the list of all types of documents that are required by the insurance company for an account. The document types can be those specified by the Insurance Company or those required for the process in the Insurance Company.

Document Sub Type Dimension

The table stores the document subtype.

Sample values: If the document type is visa then the subtype is student or tourist visa.

 

The mapping details for the Party Identification Document Dimension tables are given here.

Table 50: The mapping details for the Party Identification Document Dimension tables

Map Reference Number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

457

STG_DOCUMENT_TYPE_MASTER

Stage Document Type Master

DIM_DOCUMENT_TYPE

Document Type Dimension

553

STG_DOCUMENT_SUB_TYPE_MASTER

Stage Document Sub Type Master

DIM_DOCUMENT_SUB_TYPE

Document Sub Type Dimension

 

About Party Identification Document T2T (Result Table)

Party Identification Document T2T and its description is given here.

Table 51: Party Identification Document T2T and its description

T2T Name

T2T Description

T2T_FCT_PARTY_IDENTIFCTN_DOC

This T2T stores identification details of an individual Party. Identification means the action or process of identifying someone or something, or the fact of being identified.

 

The mapping details for the Party Identification Document T2T is given here.

Table 52: The mapping details for the Party Identification Document T2T

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_PARTY_IDENTIFICATION_DOC

Stage Party Identification Document

FCT_PARTY_IDENTIFICATION_DOC

Fact Party Identification Document

T2T_FCT_PARTY_IDENTIFCTN_DOC

 

Party Medical Attributes Tables

Party Medical Subject Area covers information elements pertaining to medical treatment or tests or conditions.

The purpose of the Party Medical attributes tables is to cover detail medical history of applicant or policyholder and use the data in either underwriting or continuing the existing insurance coverage.

About Party Medical Attributes Dimension Tables

Party Medical Attributes Dimension table names and their description are given here.

Table 53: Party Medical Attributes Dimension table names and their description

Logical Dimension Table Name

Dimension Table Description

Medical Test Type Dimension

This table stores the medical test details that the Party has undergone. A medical test is a kind of medical procedure performed to detect, diagnose, or monitor diseases, disease processes, susceptibility, and determine a course of treatment. It is related to clinical chemistry and molecular diagnostics, and the procedures are typically performed in a medical laboratory.

Medical Treatment Type Dimension

This table stores details of the different types of medical treatment a Party has undergone due to illness, accidents, or any medical emergency. Medical treatment means the management and care of a patient to combat disease or disorder.

Party Medical Condition Type Dimension

This table stores the medical condition type details of the Party if that Party is suffering from any health issues. The medical condition types are used to describe the condition of a patient (that is, their clinical status) in a hospital.

Sample values: TUMORBENIGN, TUMORMALIGNANT, TUMOR, AAA, and so on.

Medical Test Status Dimension

This table stores the medical test status details of a Party.

Sample values: ACKNOWLEDGED, ADD, APPROVED, CANCELLED, COMPLETED, WARNING, and so on.

Medical Test Result Type Dimension

This table stores the medical test result type details.

Sample values: ANEG, APOS, ABNEG, ABPOS, ABNORMAL, AMBER, CLOTTED, and so on.

Medical Test Reference Range Dimension

This table stores details about the medical test reference range codes.

Sample values: MAXVALUE, MINVALUE.

Medical Condition Status Dimension

This table stores the medical condition status details.

Sample values: COMPLETED, ONGOING, PENDING, RECOVERED, and so on.

Medical Condition Cause Type Dimension

This table stores details about the medical condition cause type.

Sample values: ANXIETY, CAFFEINE, FAMDEATH, and so on.

Lab Test Remarks Dimension

This table stores the lab test remarks that are general classification of the remarks.

Sample values: HIGH, LOW, NORMAL.

Laboratory Kit Type Dimension

This table stores the laboratory kit type details.

Sample values: BLOOD, BLUR, ORAL, and so on.

Substance Usage Type Dimension

This table stores the substance type details if the Party is in the usage of any substances.

Family Illness Type Dimension

This table stores the family illness type, if the Party has any illness that is connected to his or her family background.

Sample Values: BLOOD PRESSURE, HEART ATTACK, DIABETES.

Disability Reason Dimension

This table stores the disability reason as to why the party is disabled.

Sample values: DTA, FI.

Disability Type Dimension

This table stores the details of the type of disability caused to the Party due to the medical complaints or accidents or family illness.

Sample values:  LTC, LTD, STD, STC.

Individual Smoking History Dimension

This table stores the individual smoking history, which indicates the history of tobacco use of a client.

Sample values: CURRENT, NEVER, PRIOR, OTHER, UNKNOWN.

 

The mapping details for the Party Medical Attributes Dimension tables are given here.

Table 54: The mapping details for the Party Medical Attributes Dimension tables

Map reference number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

477

STG_MEDICAL_TEST_TYPE_MASTER

Stage Medical Test Type Master

DIM_MEDICAL_TEST_TYPE

Medical Test Type Dimension

478

STG_MED_TREATMENT_TYPE_MASTER

Stage Medical Treatment Type Master

DIM_MEDICAL_TREATMENT_TYPE

Medical Treatment Type Dimension

479

STG_PARTY_MED_CNDN_TYPE_MASTER

Stage Party Medical Condition Type Master

DIM_PARTY_MEDICAL_CNDTN_TYPE

Party Medical Condition Type Dimension

482

STG_MEDICAL_TEST_STATUS_MASTER

Stage Medical Test Status Master

DIM_MEDICAL_TEST_STATUS

Medical Test Status Dimension

563

STG_MED_TEST_RSLT_TYPE_MASTER

Stage Medical Test Result Type Master

DIM_MED_TEST_RESULT_TYPE

Medical Test Result Type Dimension

564

STG_MED_TEST_REF_RANGE_MASTER

Stage Medical Test Reference Range Master

DIM_MED_TEST_REF_RANGE

Medical Test Reference Range Dimension

565

STG_MED_CONDTN_STATUS_MASTER

Stage Medical Condition Status Master

DIM_MED_CONDTN_STATUS

Medical Condition Status Dimension

566

STG_MED_CNDTN_CAUS_TYPE_MASTER

Stage Medical Condition Cause Type Master

DIM_MED_CONDTN_CAUSE_TYPE

Medical Condition Cause Type Dimension

481

STG_LAB_TEST_REMARKS_MASTER

Stage Lab Test Remarks Master

DIM_LAB_TEST_REMARKS

Lab Test Remarks Dimension

561

STG_LABORATORY_KIT_TYPE_MASTER

Stage Laboratory Kit Type Master

DIM_LABORATORY_KIT_TYPE

Laboratory Kit Type Dimension

480

STG_SUBSTANC_USAGE_TYPE_MASTER

Stage Substance Usage Type Master

DIM_SUBSTANCE_USAGE_TYPE

Substance Usage Type Dimension

476

STG_FAMILY_ILLNESS_TYPE_MASTER

Stage Family Illness Type Master

DIM_FAMILY_ILLNESS_TYPE

Family Illness Type Dimension

473

STG_DISABILITY_REASON_MASTER

Stage Disability Reason Master

DIM_DISABILITY_REASON

Disability Reason Dimension

474

STG_DISABILITY_TYPE_MASTER

Stage Disability Type Master

DIM_DISABILITY_TYPE

Disability Type Dimension

562

STG_IND_SMOKING_HISTORY_MASTER

Stage Individual Smoking History Master

DIM_IND_SMOKING_HISTORY

Individual Smoking History Dimension

 

About Party Medical Attributes T2T (Result Tables)

Party Medical Attributes T2Ts and their description are given here.

 

NOTE:   

The Claim Identifier column is added to the tables FCT_PARTY_MEDICAL_CONDITN_DTLS, FCT_PARTY_MEDICAL_TREATMENTS, and FCT_PARTY_DISABILITY_DETAILS to link the Party Medical attributes to the Insurance Claims.

 

Table 55: Party Medical Attributes T2Ts and their description

T2T Name

T2T Description

T2T_FCT_MEDICAL_TEST_DETAILS

This T2T stores the medical test details of a Party.

T2T_FCT_PARTY_SUBS_USAGE_DTLS

This T2T stores the substance usage details of a Party, if the party is in the usage of any of the tobacco, alcohol, or harmful substance that leads to the medical complaints or conditions.

T2T_FCT_PARTY_FAMILY_MEDICAL_DA

This T2T stores the family medical data of a Party. The data is about the medical history of the family members if any specific illness is present among most of the members.

T2T_FCT_PARTY_MDCAL_CONDITN_DTL

This T2T stores the medical inquiry details or medical condition details of a Party on a given date. These are the details from the questionnaire asked by insurance agents mostly at the time of underwriting or deemed necessary during the life of the policy as per policy terms and conditions.

T2T_FCT_PARTY_MEDICAL_TREATMENT

This T2T stores the medical treatment details of a Party, which informs if the Party is either undergoing or has undergone any medical treatment due to any medical conditions or accidents or family illness.

T2T_FCT_PARTY_DISABILITY_DETL

This T2T stores the Party disability details.

 

The mapping details for the Party Medical Attributes T2T is given here.

Table 56: The mapping details for the Party Medical Attributes T2T

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_MEDICAL_TEST_DETAILS

Stage Medical Test Details

FCT_MEDICAL_TEST_DETAILS

Fact Medical Test Details

T2T_FCT_MEDICAL_TEST_DETAILS

STG_PARTY_SUBSTANCE_USAGE_DTLS

Stage Party Substance Usage Details

FCT_PARTY_SUBSTANCE_USAGE_DTLS

Fact Party Substance Usage Details

T2T_FCT_PARTY_SUBS_USAGE_DTLS

STG_PARTY_FAMILY_MEDICAL_DATA

Stage Party Family Medical Data

FCT_PARTY_FAMILY_MEDICAL_DATA

Fact Party Family Medical Data

T2T_FCT_PARTY_FAMILY_MEDICAL_DA

STG_PARTY_MEDICAL_CONDITN_DTLS

Stage Party Medical Condition Details

FCT_PARTY_MEDICAL_CONDITN_DTLS

Fact Party Medical Condition Details

T2T_FCT_PARTY_MDCAL_CONDITN_DTL

STG_PARTY_MEDICAL_TRTMNTS_DTLS

Stage Party Medical Treatments Details

FCT_PARTY_MEDICAL_TREATMENTS

Fact Party Medical Treatments Details

T2T_FCT_PARTY_MEDICAL_TREATMENT

STG_PARTY_DISABILITY_DETAILS

Stage Party Disability Details

FCT_PARTY_DISABILITY_DETAILS

Fact Party Disability Details

T2T_FCT_PARTY_DISABILITY_DETL

 

Party Financial Data or Employment Attributes Tables

Party Financial Data or Employment Attributes contain details related to the profession of a Party.

About Party Financial Data or Employment Attributes Dimension Tables

Party Financial Data or Employment Attributes Dimension table names and their description are given here.

Table 57: Party Financial Data or Employment Attributes Dimension table names and their description

Logical Dimension Table Name

Dimension Tables Description

Profession Dimension

This table stores the master list of all customer professions.

Profession Sub Type Dimension

This table stores the profession subtype.

Sample value: Orthodontist.

 

The mapping details for the Party Financial Data or Employment Attributes Dimension tables are given here.

Table 58: The mapping details for the Party Financial Data or Employment Attributes Dimension tables

Map Reference Number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

334

STG_PROFESSION_MASTER

Stage Profession Master

DIM_PROFESSION

Profession Dimension

676

STG_PROFESSION_SUB_TYPE_MASTER

Stage Profession Sub Type Master

DIM_PROFESSION_SUB_TYPE

Profession Sub Type Dimension

 

About Party Financial Data or Employment Attributes T2T (Result Table)

Party Financial Data or Employment Attributes T2T and its description is given here.

Table 59: Party Financial Data or Employment Attributes T2T and its description

T2T Name

T2T Description

T2T_FCT_PARTY_EMPLOYMENT_DETAILS

This T2T stores the employment details of an individual Party. This data applies only to Parties who are individuals. A single Party may consist of multiple employment details.

 

The mapping details for the Party Financial Data or Employment Attributes T2T is given here.

Table 60: The mapping details for the Party Financial Data or Employment Attributes T2T

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_PARTY_EMPLOYMENT_DETAILS

Stage Party Employment Details

FCT_PARTY_EMPLOYMENT_DETAILS

Fact Party Employment Details

T2T_FCT_PARTY_EMPLOYMENT_DETAILS

 

Party Producer Exam, Certification, and License Tables

An Insurance Producer (also called an agent or insurance broker) means any person (individual, corporation, association, partnership, and so on) who or which is licensed to solicit, negotiate, or sell insurance. There are different categories of insurance and a producer must be licensed in each category he or she wishes to transact business.

Purpose of the Party Producer Exam, Certification, and License tables is to assess the eligibility of the Producer by evaluating the type of exam and its results, certifications completed, and license obtained by the Producer.

About Party Producer Exam, Certification, and License Dimension Tables

Party Producer Exam, Certification, and License Dimension table names and their description are given here.

Table 61: Party Producer Exam, Certification, and License Dimension table names and their description

Logical Dimension Table Name

Dimension Table Description

Producer Dimension

This table stores producer details.

Producer Status Dimension

This table stores the Producer status if the Party is a Producer.

Producer Agent Dimension

This table stores producer details who is an insurance agent.

Examination Dimension

This table stores the static fields of the Examination. An Exam is formal verification or validation of information learned or known, typically used to satisfy a requirement for licenses, registrations, or other firm education proof.

Exam Type Dimension

This table stores the exam type.

Sample values: CEGP, LLQPB.

Insurance Exam Status Dimension

This table stores the status of the insurance license exam attempted by the Party.

Certification Dimension

This table stores the static fields of the Certification. Certification is a formal procedure by which an accredited or authorized person or agency assesses and verifies (and attests in writing by issuing a certificate) the attributes, characteristics, quality, qualification, or status of individuals or organizations, goods or services, procedures or processes, or events or situations, in accordance with established requirements or standards.

Insurance License Dimension

This table stores the license related details of the Party as declared by the respective authorities of the insurance institutions. Here, license refers to the certificate or the document itself that confers permission to engage in insurance activity.

Insurance License Class Type Dimension

This table stores the Insurance License Class Type.

Sample values: AGNCY, INDPART.

Insurance License Status Dimension

This table contains the license status of the Party who has applied for a license or who has given the exam.

 

The mapping details for the Party Producer Exam, Certification, and License Dimension tables are given here.

Table 62: The mapping details for the Party Producer Exam, Certification, and License Dimension tables

Map Reference Number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

412

VW_STG_PARTY_MASTER_PRODUCER

Stage Party Master Producer View

DIM_PRODUCER

Producer Dimension

413

VW_STG_PARTY_MASTER_PROD_AGENT

Stage Party Master Producer Agent View

DIM_PRODUCER_AGENT

Producer Agent Dimension

559

STG_PRODUCER_STATUS_MASTER

Stage Producer Status Master

DIM_PRODUCER_STATUS

Producer Status Dimension

475

STG_CERTIFICATION_MASTER

Stage Certification Master

DIM_CERTIFICATION

Certification Dimension

554

STG_EXAMINATION_MASTER

Stage Examination Master

DIM_EXAMINATION

Examination Dimension

560

STG_EXAM_TYPE_MASTER

Stage Exam Type Master

DIM_EXAM_TYPE

Exam Type Dimension

555

STG_INS_EXAM_STATUS_MASTER

Stage Insurance Exam Status Master

DIM_INS_EXAM_STATUS

Insurance Exam Status Dimension

557

STG_INSURANCE_LICENSE_MASTER

Stage Insurance License Master

DIM_INSURANCE_LICENSE

Insurance License Dimension

556

STG_INS_LICENS_CLS_TYPE_MASTER

Stage Insurance License Class Type Master

DIM_INS_LICENSE_CLASS_TYPE

Insurance License Class Type Dimension

558

STG_INS_LICENSE_STATUS_MASTER

Stage Insurance License Status Master

DIM_INSURANCE_LICENSE_STATUS

Insurance License Status Dimension

 

About Party Producer Exam, Certification, and License T2T (Result Tables)

Party Producer Exam, Certification, and License T2T names and their description are given here.

Table 63: Party Producer Exam, Certification, and License T2T names and their description

T2T Name

T2T Description

T2T_FCT_PARTY_EXAM_DETAILS

This T2T stores the details pertaining to the certification and related exams of the Party. An Exam is formal verification or validation of information learned or known, typically used to satisfy a requirement for licenses, registrations, or other firm education proof.

T2T_FCT_PARTY_CERTIFICATE_DTLS

This T2T stores the certification details of the Party. Certification is a formal procedure by which an accredited or authorized person or agency assesses and verifies (and attests in writing by issuing a certificate) the attributes, characteristics, quality, qualification, or status of individuals or organizations, goods or services, procedures or processes, or events or situations, in accordance with established requirements or standards. In the case of insurance, this refers to insurance licentiate and other accreditations.

T2T_FCT_PRDR_AGENT_LICENSE_DETAILS

This T2T stores the Producer License Details of the Party. There are different categories of insurance and a producer must be licensed in each category he or she wishes to transact business.

 

The mapping details for the Party Producer Exam, Certification, and License T2Ts are given here.

 

Table 64: The mapping details for the Party Producer Exam, Certification, and License T2Ts

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_PARTY_EXAM_DETAILS

Stage Party Exam Details

FCT_PARTY_EXAM_DETAILS

Fact Party Exam Details

T2T_FCT_PARTY_EXAM_DETAILS

STG_PARTY_CERTIFICATE_DTLS

Stage Party Certificate Details

FCT_PARTY_CERTIFICATE_DTLS

Fact Party Certificate Details

T2T_FCT_PARTY_CERTIFICATE_DTLS

STG_PRDR_AGENT_LICENSE_DETAILS

Stage Producer Agent License Details

FCT_PRDR_AGENT_LICENSE_DETAILS

Fact Producer Agent License Details

T2T_FCT_PRDR_AGENT_LICENSE_DETAILS

 

Party Results Tables

Party Results consist of the details related to Party such as Annual Income, and Primary Source of Wealth, and so on.

About Party Results Dimension Tables

Party Results Dimension table names and their description are given here.

Table 65: Party Results Dimension table names and their description

Logical Dimension Table Name

Dimension Table Description

Customer Type Dimension

This table stores the master list of customer type details.

Sample values: OUR, OTH.

Credit Rating Dimension

This table stores credit rating information.

 

The mapping details for the Party Results Dimension tables are given here.

 

Table 66: The mapping details for the Party Results Dimension tables

Map Reference Number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

418

STG_PARTY_TYPE_MASTER

Stage Party Type Master

DIM_CUSTOMER_TYPE

Customer Type Dimension

466

STG_CREDIT_RATING_MASTER

Stage Credit Rating Master

DIM_CREDIT_RATING

Credit Rating Dimension

 

About Party Results T2T (Result Table)

Party Results T2T and its description is given here.

Table 67: Party Results T2T and its description

T2T Name

T2T Description

T2T_FCT_PARTY_DETAILS

This T2T stores information related to Party such as Annual Income, and Primary Source of Wealth, and so on.

 

The mapping details for the Party Results T2T is given here.

Table 68: The mapping details for the Party Results T2T

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_PARTY_DETAILS

Stage Party Details

FCT_PARTY_DETAILS

Fact Party Details

T2T_FCT_PARTY_DETAILS

 

Other Party Attributes Tables

This section consists of details about other Party attribute tables.

About Other Party Attributes Dimension Tables

Other Party Attributes Dimension table names and their description are given here.

Table 69: Other Party Attributes Dimension table names and their description

Logical Dimension Table Name

Dimension Table Description

Party Type Dimension

This table stores Party type information. The Party may be an individual, Corporate - Small, Corporate - Medium, State Government, Sovereign, and so on.

Party Relationship Type Dimension

This table stores the relationship types defined by the Insurance Company. This table is used to determine the relationship type between two Parties. This can also be used for relationship type between an entity and a Party.

Relation Role Type Dimension

This table stores the Relation Role type details.

Sample values: ORIGINATOR, PERFORMER, RECIPIENT, TARGET, and so on.

Reinsurer Type Dimension

This table stores the list of types of reinsurers and is generated from the stage party type master which holds all the party types in one place.

 

The mapping details for the Other Party Attributes Dimension tables are given here.

Table 70: The mapping details for the Other Party Attributes Dimension tables

Map Reference Number

Source Table Name

Logical Stage Table Name

Dimension Table Name

Logical Dimension Table Name

180

STG_PARTY_TYPE_MASTER

Stage Party Type Master

DIM_PARTY_TYPE

Party Type Dimension

382

STG_PARTY_RELTNSHP_TYPE_MASTER

Stage Party Relationship Type Master

DIM_PARTY_RELATIONSHIP_TYPE

Party Relationship Type Dimension

483

STG_RELATION_ROLE_TYPE_MASTER

Stage Relation Role Type Master

DIM_RELATION_ROLE_TYPE

Relation Role Type Dimension

597

STG_REINSURER_TYPE_MASTER

Stage Reinsurer Type Master

DIM_REINSURER_TYPE

Reinsurer Type Dimension

 

About Other Party Attributes T2Ts (Result Tables)

Other Party Attributes T2Ts and their description is given here.

Table 71: Other Party Attributes T2Ts and their description

T2T Name

T2T Description

T2T_FCT_PARTY_DETAILS

This T2T stores the details pertaining to a Party.

T2T_FCT_PARTY_PARTY_RELATIONSHIP

This T2T stores the details about the relationship between the Parties.

T2T_FCT_PARTY_RATING_DETAILS

This T2T stores the rating details of the customer or counterparty or guarantor, and so on.

T2T_FCT_PARTY_ACCOUNT_ROLE_MAP

This T2T stores the details of the role played by the Party against an account.

T2T_FCT_ACCOUNT_RATING_DETAILS

This T2T stores the account rating details from multiple sources.

 

The mapping details for the Other Party Attributes T2Ts is given here.

Table 72: The mapping details for the Other Party Attributes T2Ts

Source Table Name

Logical Stage Table Name

Fact Table Name

Logical Fact Table Name

T2T Name

STG_PARTY_DETAILS

Stage Party Details

FCT_PARTY_DETAILS

Fact Party Details

T2T_FCT_PARTY_DETAILS

STG_PARTY_PARTY_RELATIONSHIP

Stage Party Party Relationship

FCT_PARTY_PARTY_RELATIONSHIP

Fact Party Party Relationship

T2T_FCT_PARTY_PARTY_RELATIONSHIP

STG_PARTY_RATING_DETAILS

Stage Party Rating Details

FCT_PARTY_RATING_DETAILS

Fact Party Rating Details

T2T_FCT_PARTY_RATING_DETAILS

STG_PARTY_ACCOUNT_ROLE_MAP

Stage Party Account Role Map

FCT_PARTY_ACCOUNT_ROLE_MAP

Fact Party Account Role Map

T2T_FCT_PARTY_ACCOUNT_ROLE_MAP

STG_ACCOUNT_RATING_DETAILS

Stage Account Rating Details

FCT_ACCOUNT_RATING_DETAILS

Fact Account Rating Details

T2T_FCT_ACCOUNT_RATING_DETAILS

 

Deploying Party Related Tables on Hive

All RDBMS related Result tables can also be deployed on Hive (Stage and Results). Deploy the Hive T2Ts using the Rules Run Framework. For more information, see the Rules Run Framework section in the Oracle Financial Services Advanced Analytical Applications Infrastructure User Guide Release 8.1.1.0.0.

 

NOTE:   

In general, Stage and Result tables are also supported in Hive. However, there are some exceptions. For a list of tables that are not supported in Hive, see List of Unsupported T2Ts

 

Populating Party Related Dimension Tables

Follow this SCD process to populate data into a Dimension table:

 

NOTE:   

You can also follow this SCD process to populate data into any Hive-related Dimension table.

 

1.     To populate data into a Dimension table, execute the SCD batch. For a detailed procedure, see the Slowly Changing Dimension (SCD) Process.

2.     To check the SCD batch execution status of a Dimension table, follow the procedure Check the Execution Status of the SCD Batch.

3.     To verify log files, and check the error messages (if any), follow the procedure Verify Log Files and Check Error Messages.

Populating Party Related T2Ts (Result Tables)

Follow this T2T process to populate data into any T2T Result table:

 

NOTE:   

Only RDBMS T2Ts can be executed using the PMF.

 

1.     To populate data into any T2T Result table, execute the PMF process for that T2T. For a detailed procedure, see the following sections:

a.     Prerequisites for loading T2T.

b.     Select the Run Parameters and Execute the Run.

2.     To check the T2T execution status and verify the log files of any Result table, follow the procedure in the Verify the Run Execution section.

3.     To check the error messages, if any, follow the procedure in the Check Error Messages section.

Related Topics

You can see the following topics related to other function-specific tables:

·        Insurance Underwriting Entities

·        Insurance Contracts Tables

·        Insurance Claims Tables