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Financial Data Points Not Using Data From Last Financial Statement Date (Doc ID 2497877.1)

Last updated on FEBRUARY 19, 2019

Applies to:

Oracle Credit Management - Version 12.1.3 and later
Information in this document applies to any platform.


When creating a case folder with Financial Information data points, the values for the data points are pulling from multiple financial statement dates, instead of just the last one.

The data points should only pull from the last statement date entered, as this is the most current financial data.

The problem occurs when one of the values between the financial statement dates is null.  For example, if the 9/1 statement shows Cash = 100, and the 10/1 statement shows Cash = null, the system will use the value from the 9/1 statement.

Steps to Reproduce:

Responsibility: Credit Management Superuser
: Analysis

  1. Create a case folder that pulls data from a Financial Statement, that is entered on the credit application. 
  2. If any values are null on the latest financial statement, but exist for a previous date, the case folder will show data from an old financial statement.




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In this Document
 1. Bug Summary
 2. Fixed Files
 4. Solution Steps

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