Julie Riganati Finance Systems Analyst La Salle University Creating Escheat and other Banner form letters using Argos and external tables Session 683 Julie Riganati Finance Systems Analyst La Salle University

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La Salle University Private Roman Catholic University founded in 1863 3,200 undergraduate students 2,000 graduates

Need to create Argos reports using data that is not in Banner Escheat letters for uncashed checks are identified based on a list of checks obtained by the bank Take data in a simple format that functional users can work with (csv file) Turn that csv file into a table that can be used in Argos for reporting Oracle external tables allow for this

Steps to create an external table Create a directory object – DBA does this as SYS Grant read/write on the directory object Similar to a script for a table where you identify the columns and data types Reference the directory object in the table script Specifically assign name to the csv file that will be used as the table

Create directory object Our directory object is called XTERN_FINANCE_DIR

Grant read and write on directory object SYS will grant the permissions to read/write to the directory object

Script to create the table Reference the directory object in the code to create the table Reference the directory object and the specific name of the csv file

csv File with uncashed check info from bank is saved on server The referenced file Escheat.csv will be saved on the Banner server, in the directory /load/PROD/finance

Once created, anyone with permission can select on table desc fxcheat Name Null Type ------------------ ---- ----------------- FXCHEAT_CHECKNO VARCHAR2(8 CHAR) FXCHEAT_CHECK_AMT NUMBER(17,2) FXCHEAT_PAYEE_NAME VARCHAR2(60 CHAR) select count(*) from fxcheat; COUNT(*) ---------- 748

Argos datablock has three reports

Argos datablock form – choose bank code Customize this list of bank codes for your institution, based on those eligible for Escheat checks. If the data in the csv file is bad (formulas, double quotes around dollars, etc.) and you try to report/select on the table you will get a tablename_error.bad file created in same path as file. These errors needs to be corrected or could miss records.

Report to show checks and cancel status for review

Letters

All files will be made available Text file with instructions for sysdba to create the directory object Script to create the table, referencing the directory object Argos datablock with three reports, listing, letters and csv file of the checks, based on one or more bank codes

Datablock and docs on COOP Information was posted to Evisions COOP including datablock and files

Open to the Floor Questions Comments

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