Reporting View Target: CONSTITUENT

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SGHE Banner Operational Data Store
Reporting View Target: CONSTITUENT_CONTACT

Description Contains details related to each contact or follow up action with a constituent or prospect.
Key & Frequency One row per entity per contact reference item number.
Recommended Search Columns PERSON_UID

Target Column Business Definition Database Data Type Source Name Source Column

ACTIVE_PROSPECT_STRATEGY_IND Indicates whether the strategy plan is active based upon its status and if the system date is between the start and end date of the strategy plan. CHAR(1)
CALCULATION

CASE WHEN STRATEGY_PLAN_STATUS_IND

ADMINISTRATIVE_GROUP Administrative-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)
NA

NA

ASKING_AMOUNT Asking amount for the contact/project. NUMBER
AMRCONT

AMRCONT_ASK_AMT

ASK_AMOUNT2 Second asking amount for the contact/project. NUMBER
AMRCONT

AMRCONT_ASK_AMT_2

ASK_AMOUNT3 Third asking amount for the contact/project. NUMBER
AMRCONT

AMRCONT_ASK_AMT_3

ASK_AMOUNT4 Fourth asking amount for the contact/project. NUMBER
AMRCONT

AMRCONT_ASK_AMT_4

CALL_REPORT_COMMENT Call report used to elaborate on the contact explanation. CLOB
AMRCONT

AMRCONT_CALL_REPORT

CONTACT_COMMENT Comment recorded for the contact made. VARCHAR2(2000)
AMRCONT

AMRCONT_CONTACT

CONTACT_CREATE_DATE Date the contact was added. DATE
AMRCONT

AMRCONT_CREATE_DATE

CONTACT_DATE Date the contact was made. DATE
AMRCONT

AMRCONT_CONTACT_DATE

CONTACT_DATE_FISCAL_YEAR Unique identifier or code for the fiscal year. VARCHAR2(63)
ATVFISC

ATVFISC_CODE

CONTACT_DATE_FISCAL_YEAR_DESC Fiscal year description. VARCHAR2(255)
FUNCTION

GOKODSF.F_GET_DESC

CONTACT_TYPE Type of contact between the institution and person. VARCHAR2(63)
AMRCONT

AMRCONT_SCNT_CODE

CONTACT_TYPE_DESC Contact type description. VARCHAR2(255)
ATVSCNT

ATVSCNT_DESC

CREATE_TICKLER_IND Determines if a follow-up action message is to be created. (Y)es it will be created, (N)o, it does not need to be created. VARCHAR2(1)
AMRCONT

AMRCONT_CREATE_TICKLER

FOLLOWUP_ASSIGNEE_UID System generated unique internal identification number assigned to this person. NUMBER
GOBEACC

GOBEACC_PIDM

ITEM_REF_NUMBER Internal generated number for each contact. NUMBER
AMRCONT

AMRCONT_ITEM_REFNO

MESSAGES_SENT_COUNT Number of messages sent for the contact. NUMBER
GURTKLR

GURTKLR_PIDM

MOVE Move code associated with a plan or associated with a contact that is not plan related. VARCHAR2(63)
AMRCONT

AMRCONT_MOVE_CODE

MOVE_DESC Move code description. VARCHAR2(255)
ATVMOVE

ATVMOVE_DESC

MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied. VARCHAR2(63)
NA

NA

MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied. VARCHAR2(255)
NA

NA

PERSON_COMPLETED_IDEN Identification code assigned to contact. VARCHAR2(63)
AMRCONT

AMRCONT_IDEN_CODE_ASGN

PERSON_COMPLETED_IDEN_NAME Staff member name responsible for the follow-up action. VARCHAR2(255)
GURIDEN

GURIDEN_DESC

PERSON_RESPONSIBLE_IDEN Staff identification code of the person responsible for originating and carrying out the contact. VARCHAR2(63)
AMRCONT

AMRCONT_IDEN_CODE

PERSON_RESPONSIBLE_IDEN_NAME Name of the person assigned to make the contact. VARCHAR2(255)
GURIDEN

GURIDEN_DESC

PERSON_RESPONSIBLE_UID System generated unique internal identification number assigned to this person. NUMBER
SPRIDEN

SPRIDEN_PIDM

PERSON_UID System generated, unique, internal identification number assigned to this person. NUMBER
AMRCONT

AMRCONT_PIDM

PLAN_MOVE_SEQUENCE_NUMBER When populated, move sequence number determines that the move is complete because a plan is associated to the move. NUMBER
AMRCONT

AMRCONT_MOVE_SEQ_NO

PRIMARY_STAFF_IDEN Staff identification code of the person with primary responsibility for the prospect. VARCHAR2(63)
AMRSTAF

AMRSTAF_IDEN_CODE

PRIMARY_STAFF_IDEN_NAME Name of the person with primary responsibility for this prospect. VARCHAR2(255)
GURIDEN

GURIDEN_DESC

PRIMARY_STAFF_UID System generated unique internal identification number assigned to this person. NUMBER
GOBEACC

GOBEACC_PIDM

PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)
NA

NA

PROJECT Project/interest code. VARCHAR2(63)
AMRCONT

AMRCONT_PROJ_CODE

PROJECT2 Second project or interest area. VARCHAR2(63)
AMRCONT

AMRCONT_PROJ_CODE_2

PROJECT3 Third project or interest area. VARCHAR2(63)
AMRCONT

AMRCONT_PROJ_CODE_3

PROJECT4 Fourth project or interest area. VARCHAR2(63)
AMRCONT

AMRCONT_PROJ_CODE_3

PROJECT_DESC Project/interest description. VARCHAR2(255)
ATVPROJ

ATVPROJ_DESC

PROJECT_DESC2 Second project or interest area description. VARCHAR2(255)
ATVPROJ

ATVPROJ_DESC

PROJECT_DESC3 Third project or interest area description. VARCHAR2(255)
ATVPROJ

ATVPROJ_DESC

PROJECT_DESC4 Fourth project or interest area description. VARCHAR2(255)
ATVPROJ

ATVPROJ_DESC

PROPOSAL Proposal code associated to the prospect. VARCHAR2(63)
AMRCONT

AMRCONT_PROP_CODE

PROPOSAL_SEQUENCE_NUMBER Proposal code sequence number. NUMBER
AMRCONT

AMRCONT_PROP_SEQ_NO

PROSPECT_CONTACT_ACTIVITY_DATE Date that information for this record in the table was entered or last updated. DATE
AMRCONT

AMRCONT_ACTIVITY_DATE

PROSPECT_CONTACT_IND Identifies the constituent for the contact as a prospect (Y)es or a general constituent contact (N)o. VARCHAR2(1)
CALCULATION

CASE(AMRCONT_GEN_CONTACT_IND)

PROSPECT_CONTACT_USER_ID Unique identification code of the user who entered or last touched the transaction. VARCHAR2(63)
AMRCONT

AMRCONT_USER_ID

RECENT_TICKLER_STATUS Determines the most recent follow-up action tickler status. Follow-up action is (C)omplete, Follow-up action has not yet occurred, (P)ending, Follow-up action is no longer pending, although it is still planned and on (H)old. VARCHAR2(63)
AMRCONT

AMRCONT_TICK_STATUS

RECENT_TICKLER_STATUS_DESC Recent tickler status description. VARCHAR2(255)
MGT_VALIDATION

SELECT SUBSTR (VALUE_DESCRIPTION, 1, 255) FROM MGT_VALIDATION WHERE TABLE_NAME = 'TICKLER_STATUS' AND VALUE = RECENT_TICKLER_STATUS

STAFF_ASSIGNED_COUNT Count of staff assigned. NUMBER
FUNCTION

MAKFUNC.F_COUNT_STAFF_ASSIGNMENT

START_DATE_FISCAL_YEAR Unique identifier or code for the fiscal year. VARCHAR2(63)
ATVFISC

ATVFISC_CODE

START_DATE_FISCAL_YEAR_DESC Fiscal year description. VARCHAR2(255)
FUNCTION

GOKODSF.F_GET_DESC

STRATEGY_PLAN Strategy plan name. VARCHAR2(63)
AMRCONT

AMRCONT_STGY_PLAN

STRATEGY_PLAN_END_DATE Strategy plan end date. DATE
CALCULATION

NVL(AMBPLAN_END_DATE,'31-DEC-2099')

STRATEGY_PLAN_SEQUENCE_NUMBER Internal sequence number allowing multiple strategies for the strategy plan. NUMBER
AMBPLAN

AMBPLAN_PLAN_SEQ_NO

STRATEGY_PLAN_START_DATE Strategy plan start date. DATE
AMBPLAN

AMBPLAN_START_DATE

STRATEGY_PLAN_STATUS_IND Indicates whether the strategy plan is (1) active or (0) inactive. VARCHAR2(1)
AMBPLAN

AMBPLAN_ACTIVE_IND

STRATEGY_PLAN_STATUS_IND_DESC Strategy plan status description. VARCHAR2(255)
AMBPLAN

AMBPLAN_STATUS_IND

TICKLER_CONFIDENTIAL_IND Determines if the follow-up message is to remain confidential. (Y)es confidential, (N)ot confidential. VARCHAR2(1)
CALCULATION

NVL(AMRCONT_CONFID_IND)

TICKLER_DATE Tickler message date. DATE
AMRCONT

AMRCONT_TICK_DATE

TICKLER_MESSAGE Tickler message. VARCHAR2(255)
AMRCONT

AMRCONT_TICKLER

TOTAL_EXPENSE Total of all expenses for the contact. NUMBER
FUNCTION

SUM(NVL(AMRPEXP_EXPN_AMT, 0))

TOTAL_STAFF_COUNT Total number of staff attending the contact visit. NUMBER
CALCULATION

COUNT(AMRATTN_PIDM)

Ver: 8.5

Description	Contains details related to each contact or follow up action with a constituent or prospect.
Key & Frequency	One row per entity per contact reference item number.
Recommended Search Columns	PERSON_UID

Target Column	Business Definition	Database Data Type	Source Name	Source Column
ACTIVE_PROSPECT_STRATEGY_IND	Indicates whether the strategy plan is active based upon its status and if the system date is between the start and end date of the strategy plan.	CHAR(1)	CALCULATION	CASE WHEN STRATEGY_PLAN_STATUS_IND
ADMINISTRATIVE_GROUP	Administrative-oriented identifier for the record used to determine access authorization to this record. Institution defined.	VARCHAR2(255)	NA	NA
ASKING_AMOUNT	Asking amount for the contact/project.	NUMBER	AMRCONT	AMRCONT_ASK_AMT
ASK_AMOUNT2	Second asking amount for the contact/project.	NUMBER	AMRCONT	AMRCONT_ASK_AMT_2
ASK_AMOUNT3	Third asking amount for the contact/project.	NUMBER	AMRCONT	AMRCONT_ASK_AMT_3
ASK_AMOUNT4	Fourth asking amount for the contact/project.	NUMBER	AMRCONT	AMRCONT_ASK_AMT_4
CALL_REPORT_COMMENT	Call report used to elaborate on the contact explanation.	CLOB	AMRCONT	AMRCONT_CALL_REPORT
CONTACT_COMMENT	Comment recorded for the contact made.	VARCHAR2(2000)	AMRCONT	AMRCONT_CONTACT
CONTACT_CREATE_DATE	Date the contact was added.	DATE	AMRCONT	AMRCONT_CREATE_DATE
CONTACT_DATE	Date the contact was made.	DATE	AMRCONT	AMRCONT_CONTACT_DATE
CONTACT_DATE_FISCAL_YEAR	Unique identifier or code for the fiscal year.	VARCHAR2(63)	ATVFISC	ATVFISC_CODE
CONTACT_DATE_FISCAL_YEAR_DESC	Fiscal year description.	VARCHAR2(255)	FUNCTION	GOKODSF.F_GET_DESC
CONTACT_TYPE	Type of contact between the institution and person.	VARCHAR2(63)	AMRCONT	AMRCONT_SCNT_CODE
CONTACT_TYPE_DESC	Contact type description.	VARCHAR2(255)	ATVSCNT	ATVSCNT_DESC
CREATE_TICKLER_IND	Determines if a follow-up action message is to be created. (Y)es it will be created, (N)o, it does not need to be created.	VARCHAR2(1)	AMRCONT	AMRCONT_CREATE_TICKLER
FOLLOWUP_ASSIGNEE_UID	System generated unique internal identification number assigned to this person.	NUMBER	GOBEACC	GOBEACC_PIDM
ITEM_REF_NUMBER	Internal generated number for each contact.	NUMBER	AMRCONT	AMRCONT_ITEM_REFNO
MESSAGES_SENT_COUNT	Number of messages sent for the contact.	NUMBER	GURTKLR	GURTKLR_PIDM
MOVE	Move code associated with a plan or associated with a contact that is not plan related.	VARCHAR2(63)	AMRCONT	AMRCONT_MOVE_CODE
MOVE_DESC	Move code description.	VARCHAR2(255)	ATVMOVE	ATVMOVE_DESC
MULTI_SOURCE	Institution value for the record when the optional multi-institution facility feature has been applied.	VARCHAR2(63)	NA	NA
MULTI_SOURCE_DESC	Institution description when the optional multi-institution facility feature has been applied.	VARCHAR2(255)	NA	NA
PERSON_COMPLETED_IDEN	Identification code assigned to contact.	VARCHAR2(63)	AMRCONT	AMRCONT_IDEN_CODE_ASGN
PERSON_COMPLETED_IDEN_NAME	Staff member name responsible for the follow-up action.	VARCHAR2(255)	GURIDEN	GURIDEN_DESC
PERSON_RESPONSIBLE_IDEN	Staff identification code of the person responsible for originating and carrying out the contact.	VARCHAR2(63)	AMRCONT	AMRCONT_IDEN_CODE
PERSON_RESPONSIBLE_IDEN_NAME	Name of the person assigned to make the contact.	VARCHAR2(255)	GURIDEN	GURIDEN_DESC
PERSON_RESPONSIBLE_UID	System generated unique internal identification number assigned to this person.	NUMBER	SPRIDEN	SPRIDEN_PIDM
PERSON_UID	System generated, unique, internal identification number assigned to this person.	NUMBER	AMRCONT	AMRCONT_PIDM
PLAN_MOVE_SEQUENCE_NUMBER	When populated, move sequence number determines that the move is complete because a plan is associated to the move.	NUMBER	AMRCONT	AMRCONT_MOVE_SEQ_NO
PRIMARY_STAFF_IDEN	Staff identification code of the person with primary responsibility for the prospect.	VARCHAR2(63)	AMRSTAF	AMRSTAF_IDEN_CODE
PRIMARY_STAFF_IDEN_NAME	Name of the person with primary responsibility for this prospect.	VARCHAR2(255)	GURIDEN	GURIDEN_DESC
PRIMARY_STAFF_UID	System generated unique internal identification number assigned to this person.	NUMBER	GOBEACC	GOBEACC_PIDM
PROCESS_GROUP	Process-oriented identifier for the record used to determine access authorization to this record. Institution defined.	VARCHAR2(255)	NA	NA
PROJECT	Project/interest code.	VARCHAR2(63)	AMRCONT	AMRCONT_PROJ_CODE
PROJECT2	Second project or interest area.	VARCHAR2(63)	AMRCONT	AMRCONT_PROJ_CODE_2
PROJECT3	Third project or interest area.	VARCHAR2(63)	AMRCONT	AMRCONT_PROJ_CODE_3
PROJECT4	Fourth project or interest area.	VARCHAR2(63)	AMRCONT	AMRCONT_PROJ_CODE_3
PROJECT_DESC	Project/interest description.	VARCHAR2(255)	ATVPROJ	ATVPROJ_DESC
PROJECT_DESC2	Second project or interest area description.	VARCHAR2(255)	ATVPROJ	ATVPROJ_DESC
PROJECT_DESC3	Third project or interest area description.	VARCHAR2(255)	ATVPROJ	ATVPROJ_DESC
PROJECT_DESC4	Fourth project or interest area description.	VARCHAR2(255)	ATVPROJ	ATVPROJ_DESC
PROPOSAL	Proposal code associated to the prospect.	VARCHAR2(63)	AMRCONT	AMRCONT_PROP_CODE
PROPOSAL_SEQUENCE_NUMBER	Proposal code sequence number.	NUMBER	AMRCONT	AMRCONT_PROP_SEQ_NO
PROSPECT_CONTACT_ACTIVITY_DATE	Date that information for this record in the table was entered or last updated.	DATE	AMRCONT	AMRCONT_ACTIVITY_DATE
PROSPECT_CONTACT_IND	Identifies the constituent for the contact as a prospect (Y)es or a general constituent contact (N)o.	VARCHAR2(1)	CALCULATION	CASE(AMRCONT_GEN_CONTACT_IND)
PROSPECT_CONTACT_USER_ID	Unique identification code of the user who entered or last touched the transaction.	VARCHAR2(63)	AMRCONT	AMRCONT_USER_ID
RECENT_TICKLER_STATUS	Determines the most recent follow-up action tickler status. Follow-up action is (C)omplete, Follow-up action has not yet occurred, (P)ending, Follow-up action is no longer pending, although it is still planned and on (H)old.	VARCHAR2(63)	AMRCONT	AMRCONT_TICK_STATUS
RECENT_TICKLER_STATUS_DESC	Recent tickler status description.	VARCHAR2(255)	MGT_VALIDATION	SELECT SUBSTR (VALUE_DESCRIPTION, 1, 255) FROM MGT_VALIDATION WHERE TABLE_NAME = 'TICKLER_STATUS' AND VALUE = RECENT_TICKLER_STATUS
STAFF_ASSIGNED_COUNT	Count of staff assigned.	NUMBER	FUNCTION	MAKFUNC.F_COUNT_STAFF_ASSIGNMENT
START_DATE_FISCAL_YEAR	Unique identifier or code for the fiscal year.	VARCHAR2(63)	ATVFISC	ATVFISC_CODE
START_DATE_FISCAL_YEAR_DESC	Fiscal year description.	VARCHAR2(255)	FUNCTION	GOKODSF.F_GET_DESC
STRATEGY_PLAN	Strategy plan name.	VARCHAR2(63)	AMRCONT	AMRCONT_STGY_PLAN
STRATEGY_PLAN_END_DATE	Strategy plan end date.	DATE	CALCULATION	NVL(AMBPLAN_END_DATE,'31-DEC-2099')
STRATEGY_PLAN_SEQUENCE_NUMBER	Internal sequence number allowing multiple strategies for the strategy plan.	NUMBER	AMBPLAN	AMBPLAN_PLAN_SEQ_NO
STRATEGY_PLAN_START_DATE	Strategy plan start date.	DATE	AMBPLAN	AMBPLAN_START_DATE
STRATEGY_PLAN_STATUS_IND	Indicates whether the strategy plan is (1) active or (0) inactive.	VARCHAR2(1)	AMBPLAN	AMBPLAN_ACTIVE_IND
STRATEGY_PLAN_STATUS_IND_DESC	Strategy plan status description.	VARCHAR2(255)	AMBPLAN	AMBPLAN_STATUS_IND
TICKLER_CONFIDENTIAL_IND	Determines if the follow-up message is to remain confidential. (Y)es confidential, (N)ot confidential.	VARCHAR2(1)	CALCULATION	NVL(AMRCONT_CONFID_IND)
TICKLER_DATE	Tickler message date.	DATE	AMRCONT	AMRCONT_TICK_DATE
TICKLER_MESSAGE	Tickler message.	VARCHAR2(255)	AMRCONT	AMRCONT_TICKLER
TOTAL_EXPENSE	Total of all expenses for the contact.	NUMBER	FUNCTION	SUM(NVL(AMRPEXP_EXPN_AMT, 0))
TOTAL_STAFF_COUNT	Total number of staff attending the contact visit.	NUMBER	CALCULATION	COUNT(AMRATTN_PIDM)