CLASSIFICATION AND ANALYST ARE NOT CORRECT ON VIEW ALL DATA PAGE FOR CF (Doc ID 2144520.1)

Last updated on MAY 31, 2016

Applies to:

Oracle Credit Management - Version 12 to 12.2 [Release 12.0 to 12.2]
Information in this document applies to any platform.

Symptoms

On : 12.2.4 version, Analysis Tab

CLASSIFICATION AND ANALYST ARE NOT CORRECT ON VIEW ALL DATA PAGE FOR CASE FOLDER

ACTUAL BEHAVIOR
---------------
The Credit Classification and Credit Analyst displayed is random for a given Party/Account and not for the specific Credit Folder when opened via the below screen.

Also we have noticed the data displayed differently at different times. On analyzing the underlying View Object for the page - ArCMAnalysisCrdSummaryAccountVO, the query is driven based on Party. Account and Site, but not based on Credit Folder.


1) This issue is only happening when viewing the case folder via the link 'View All Data'. The same information showing correctly when viewing the case folder using update icon or the link available on the case folder number.
Looks like the information is being pulled from the customer profile class when clicking the view all data icon.
2) Also the system is not showing account number on the view all data page.


EXPECTED BEHAVIOR
-----------------------
Credit Classification and Credit Analyst should show correctly on all pages.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Assign a credit analyst and classification on the customer account profile
2. Create a credit application using a different credit classification and assign a different credit analyst.
3. Go to Analysis tab and search for the case folder.
4. On the search results page you will see correct credit analyst that is assigned to the credit application/case folder.
5. On the case folder details page opened from case folder number link icon, you will see correct credit analyst and classification that is assigned to the credit application/case folder. Also account number is showing because this credit application is created at account level.
6. On the case folder details page opened from update icon, you will see correct credit analyst and classification that is assigned to the credit application/case folder. Also account number is showing because this credit application is created at account level.
7. On the case folder details page opened from view all data link icon, you will see INCORRECT credit analyst and classification that is not assigned to the credit application/case folder. The information that is showing here belongs to the customer account profile. Also account number is NOT showing because this credit application is created at account level.


Cause

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms