Table Description
Adjustment Instruction: A financial instruction type applied to a participant account.

A debit of credit amount posted to adjust the balance of a participant account. Useful where errors are too complicated to correct via reversal instructions or write-off instructions - in this situation a supervisor could calculate and apply a straight adjustment.

Relationship Diagram
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Model Details
Location in Model: Logical View::MetaModel::Curam::Core::Reference Model::Financial::Entity Objects::AdjustmentInstruction::AdjustmentInstruction
Controlling File: core\model\Packages\Financial Manager Packages\AdjustmentInstruction_cat.efx
Table Options
ALLOW_OPTIMISTIC_LOCKINGyes
Attributes (8)
AttributeStereotypeNullableDescriptionDomain DefinitionCodetableDDL Type
adjInstructionIDkeynoUnique reference number assigned by the system to an Adjustment Instruction recordADJUSTMENT_INSTRUCTION_ID SVR_INT64
finInstructionIDdetailsnoFinancialInstructionID of the related FinancialInstruction recordFINANCIAL_INSTRUCTION_ID SVR_INT64
concernRoleIDdetailsnoConcernRoleID of the ConcernRole in respect of which this Adjustment was enteredCONCERN_ROLE_ID SVR_INT64
adjustmentTypedetails Code value to denote the type of the Adjustment: Populated from the AdjustmentInstruction code table.ADJUSTMENT_TYPE_CODEAdjustmentTypeSVR_STRING<10>
amountdetails A financial amount associated with the Adjustment Instruction.CURAM_AMOUNT SVR_MONEY
effectiveDatedetails Date Adjustment is valid fromCURAM_DATE SVR_DATE
reasonCodedetails Code to indicate the reason for the Adjustment. Populated from the AdjustmentReason code table.ADJUSTMENT_REASON_CODEAdjustmentReasonSVR_STRING<10>
commentsdetails Free text registered by the User.COMMENTS SVR_STRING<300>
Foreign Keys (2)
ChildParent
AdjustmentInstruction.concernRoleIDConcernRole.concernRoleID
AdjustmentInstruction.finInstructionIDFinancialInstruction.finInstructionID
Indices (2)
Index NameAttributes
AdjFinInstIDIndexfinInstructionID
AdjInstConcIdxconcernRoleID
Operations (2)
OperationStereotypeOptionsDescriptionSQL
insertinsert Standard Operation 
readByFinInstrIDnsread To read the AdjustmentInstruction database table using the finInstructionID 
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Manual Payment Details (Financial_viewManualPaymentInstruction)
Payment Instruction Details (Financial_viewNonClientPaymentInstruction)
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Reversal Instruction Details (Financial_viewReversalInstruction)
Reversal Instruction Details (Financial_viewReversalInstructionDetailsTransaction)
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Write Off Instruction Details (Financial_viewWriteOffInstruction)
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New Account Adjustment (Participant_newAccountAdjustment)
Adjustment Instruction Details (Participant_viewAdjustmentInstruction)
Liability Instruction Details (Participant_viewLiabilityInstruction)
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Payment Instruction Details (Participant_viewNonClientPaymentInstruction)
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Payment Received Details (SocialEnterpriseFolder_viewFinancialPaymentReceivedInstruction)
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