Table Description
Liability Instrument: A physical debit financial interaction with a participant.

A liability instrument is the bill or invoice that is issued to the participant.

Example

The organization issues a bill (liability instrument) to ACME Industries for insurance contributions.

Relationship Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions.
Model Details
Location in Model: Logical View::MetaModel::Curam::Core::Reference Model::Financial::Entity Objects::LiabilityInstrument::LiabilityInstrument
Controlling File: core\model\Packages\Financial Manager Packages\LiabilityInstrument_cat.efx
Table Options
ALLOW_OPTIMISTIC_LOCKINGyes
Attributes (15)
AttributeStereotypeNullableDescriptionDomain DefinitionCodetableDDL Type
liabInstrumentIDkeynoUnique reference number assigned by the system to a Liability Instrument RecordLIABILITY_INSTRUMENT_ID SVR_INT64
liabInstructionIDdetailsnoLiabilityInstructionID for the LiabilityInstruction in respect of which this LiabilityInstrument was generatedLIABILITY_INSTRUCTION_ID SVR_INT64
creationDatedetails Date Liability Instrument was created on the system.CURAM_DATE SVR_DATE
amountdetails A financial amount associated with the Liability Instrument.CURAM_AMOUNT SVR_MONEY
periodFromDatedetails Start date of the coverage period for the Liability Instrument.CURAM_DATE SVR_DATE
periodToDatedetails End date of the coverage period for the Liability Instrument.CURAM_DATE SVR_DATE
effectiveDatedetails Date Liability Instrument is valid for issue to the NomineeCURAM_DATE SVR_DATE
concernRoleIDdetailsnoConcernRoleID of the ConcernRole whose LiabilityInstrument this isCONCERN_ROLE_ID SVR_INT64
concernRoleNamedetails The governing First Name and Surname or label utilized by the Concern Role in their interaction with the Organization in that role type. Denormalized from ConcernRoleCONCERN_ROLE_NAME SVR_STRING<131>
caseNomineeIDdetailsnoCaseNomineeID for the Case Nominee in respect of whom this LiabilityInstrument was generated.CASE_NOMINEE_ID SVR_INT64
nomineeNamedetails The governing First Name and Surname or label utilized by the Nominee who is the Financial Agent for the Case. Denormalized from Nominee.NOMINEE_NAME SVR_STRING<131>
nomineeAlternateIDdetails Reference number that may be used as an alternate identification which may have been assigned to the Nominee by an external organization. Denormalized from Nominee.NOMINEE_ALTERNATE_ID SVR_STRING<18>
addressIDdetailsnoAddressID of the address to which this LiabilityInstrument is issuedADDRESS_ID SVR_INT64
currencyTypeCodedetails Code value to denote the type of currency.CURRENCY_CODECurrencySVR_STRING<10>
currencyExchangeIDdetailsyesCurrencyExchangeID of the currency in which this LiabilityInstrument is issued.CURRENCY_EXCHANGE_ID SVR_INT64
Foreign Keys (4)
ChildParent
LiabilityInstrument.addressIDAddress.addressID
LiabilityInstrument.concernRoleIDConcernRole.concernRoleID
LiabilityInstrument.currencyExchangeIDCurrencyExchange.currencyExchangeID
LiabilityInstrument.liabInstructionIDLiabilityInstruction.liabInstructionID
Indices (4)
Index NameAttributes
LIAmountEffDateamount, effectiveDate, periodFromDate, periodToDate
LIPeriodFromToperiodFromDate, periodToDate
LiabilityInstructiliabInstructionID
LibInstrIdxcurrencyExchangeID, addressID, concernRoleID
Operations (21)
OperationStereotypeOptionsDescriptionSQL
insertinsertPOST_DATA_ACCESS: yes
PRE_DATA_ACCESS: no
Standard Operation 
readread Standard Operation 
readByLiabilityInstructionIDnsread To retrieve a liability instrument record by specifying the liability instruction ID. 
modifyAmountPeriodEffectDatensmodifyOPTIMISTIC_LOCKING: yes
POST_DATA_ACCESS: yes
PRE_DATA_ACCESS: no
To update the amount, effectiveDate, periodFromDate and periodToDate by optimistic locking on a specific liabilityInstrument record. 
searchByPeriodDateRangeEffectiveDateAmtnsmulti Search of the Liability Instrument on periodFromDate, periodToDate, effectiveDate and amount SQL
searchByPeriodDateRangeEffectiveDatensmulti Search of the Liability Instrument on periodFromDate, periodToDate and effectiveDate SQL
searchByPeriodDateRangeAmountnsmulti Search of the Liability Instrument on periodFromDate, periodToDate and amount SQL
searchByPeriodDateRangensmulti Search of the Liability Instrument on periodFromDate and periodToDate SQL
searchByEffectiveDateAmountnsmulti Search of the Liability Instrument on effectiveDate and amount SQL
searchByEffectiveDatensmulti Search of the Liability Instrument on effectiveDate SQL
searchForLiabilitiesByConcRoleIDDatansmulti Search of the Liability Instrument on concernRoleID and a combination of other populated input fields SQL
searchForLiabilitiesByConcRoleNameDatansmulti Search of the Liability Instrument on concernRoleName and a combination of other populated input fields SQL
searchForLiabilitiesByConcRoleNameAmtDatansmulti Search of the Liability Instrument on concernRoleName and a combination of other populated input fields SQL
searchForLiabilitiesByConcRoleIDLbyExtRefNoDatansmulti Search of the Liability Instrument on ConcernRoleID, LbyExternalRefNo and a combination of other data.SQL
searchForLiabilitiesByConcRoleNameLbyExtRefNoDatansmulti Search of the Liability Instrument on ConcernRoleName, LbyExternalRefNo and a combination of other search criteria.SQL
searchForLiabilitiesByConcRoleNameAmtLbyExtRefNoDatansmulti Search of the Liability Instrument on ConcernRoleName, Amount, LbyExternalRefNo and a combination of other search criteria.SQL
readLiabInstrumentIDByFinInstructionIDns Retrieves the liabilityInstrumentID using the financialInstructionIDSQL
readAllnkreadmulti Returns all Liability Instrument records. 
searchForLiabilitiesByAmountLbyExtRefNoDatansmulti Search of the Liability Instrument on Amount, LbyExternalRefNo and a combination of other search criteria.SQL
searchByLIRefNoAndDateRangensmulti  SQL
searchForLiabilitiesByPartialMatchNameCriteriansmultiPRE_DATA_ACCESS: yes
 
Search of the Liability Instrument on the provided search criteria. Search is performed by partial match concern role name.SQL
Related Pages (48)
Adjustment Instruction Details (ExternalParty_viewAdjustmentInstruction)
Financial Line Item Details (ExternalParty_viewLineItem)
Payment Instruction Details (ExternalParty_viewNonClientPaymentInstruction)
Payment Instruction Details (ExternalParty_viewPaymentInstruction)
Select Debit for Allocation (Financial_allocatePaymentLiabilityInformational)
Select Debit for Allocation (Financial_allocatePaymentReceivedSelectLiability)
Allocate Payment (Financial_allocatePaymentReceivedSelectLiability1)
Canceled Payment Details (Financial_cancelledPaymentInstruction)
Reissue with Applied Deduction (Financial_createAppliedFixedDeductionWizard)
Reissue with Un-applied Deduction (Financial_createUnappliedDeductionWizard)
Financial_liabilitySearch
Confirm & Reissue (Financial_regenerateAppliedFixedDeduction)
Reissue with Un-applied Deduction (Financial_regenerateUnappliedDeduction)
Reversed Liability Details (Financial_reversedLiabilityInstruction)
Adjustment Instruction Details (Financial_viewAdjustmentInstruction)
Liability Instruction Details (Financial_viewLiabilityInstruction)
Liability Details (Financial_viewLiabilityInstruction1)
Liability Details (Financial_viewLiabilityInstructionDetailsTransaction)
Manual Payment Details (Financial_viewManualPaymentInstruction)
Payment Instruction Details (Financial_viewNonClientPaymentInstruction)
Payment Instruction Details (Financial_viewNonClientPaymentInstruction1)
Payment Details (Financial_viewPaymentInstruction)
Payment Details (Financial_viewPaymentInstruction1)
Payment Instruction Details (Financial_viewPaymentInstructionDetailsTransaction)
Financial_viewPaymentInstructionInline
Payment Details (Financial_viewPaymentInstructionModal)
Payment Received Details (Financial_viewPaymentReceivedInstruction)
Payment Received (Financial_viewPaymentReceivedInstruction1)
Payment Received Details (Financial_viewPaymentReceivedInstructionDetailsTransaction)
Reversal Instruction Details (Financial_viewReversalInstruction)
Reversal Instruction Details (Financial_viewReversalInstructionDetailsTransaction)
Payment Details (Financial_viewUnderpmtPaymentInstruction)
Write Off Instruction Details (Financial_viewWriteOffInstruction)
Write Off (Financial_viewWriteOffInstruction1)
Select Debit for Allocation (Participant_allocatePaymentReceivedSelectLiability)
Adjustment Instruction Details (Participant_viewAdjustmentInstruction)
Liability Instruction Details (Participant_viewLiabilityInstruction)
Liability Instruction Details (Participant_viewLiabilityInstructionFromWriteOff)
Payment Instruction Details (Participant_viewNonClientPaymentInstruction)
Payment Details (Participant_viewPaymentInstruction)
Payment Received Details (Participant_viewPaymentReceivedInstruction)
Reversal Instruction Details (Participant_viewReversalInstruction)
Write Off Instruction Details (Participant_viewWriteOffInstruction)
Payment Details (ProductDelivery_viewDedPaymentInstruction)
Payment Instruction Details (ProviderManagement_viewBenefitUnderPaymentInstruction)
Liability Instruction Details (SocialEnterpriseFolder_viewFinancialLiabilityInstruction)
Payment Instruction Details: (SocialEnterpriseFolder_viewFinancialPaymentInstruction)
Payment Received Details (SocialEnterpriseFolder_viewFinancialPaymentReceivedInstruction)