Reporting View Target: PLEDGE

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	Advancement Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: PLEDGE_TRANSACTION

Description Contains transaction level information for all pledge commitments received from a donor, with supplemental information related to associated matching pledges and solicitations.
Key & Frequency One row per pledge.
Recommended Search Columns ENTITY_UID
ENTITY_UID, PLEDGE_NUMBER
SOLICITOR_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
PLEDGE_DATE
FISCAL_YEAR

Target Column Business Definition Database Data Type Source Name Source Column

ACTIVITY_DATE Specifies the date this record was created or updated. DATE
AGBPLDG

AGBPLDG_ACTIVITY_DATE

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

NA

DECEASED_DATE Date the person died. DATE
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

DECEASED_STATUS Indicates whether a person is deceased. VARCHAR2(1)
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

ENTITY_IND Indicates whether the entity is a person or an organization. VARCHAR2(1)
CONSTANT
CONSTANT

'O'
'P'

ENTITY_UID System generated, unique, internal identification number assigned to this person or organization entity. NUMBER
AGRPDES
AGRPMLT

AGRPDES_PIDM
AGRPMLT_XREF_PIDM

FINANCE_FEED_IND Indicates if the pledge has been fed to the finance system. VARCHAR2(1)
AGBPLDG

AGBPLDG_FEED_IND

FISCAL_YEAR Unique identifier or code for the fiscal year. VARCHAR2(63)
AGBPLDG

AGBPLDG_FISC_CODE

FISCAL_YEAR_DESC Fiscal year code description. VARCHAR2(255)
ATVFISC

ATVFISC_DESC

ID Identification number assigned to a person that is used externally for all communication and correspondence with the person. VARCHAR2(63)
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

MATCHGIFT_FORM_READYTOSEND_IND Indicates if matching gift form is ready to be sent to employer. (Y) = Yes, the MG Form is Ready To Send to the Employer. (N) = No, the MG Form is NOT Ready To Send to the Employer. Null = No, the MG Form is NOT Ready To Send to the Employer. VARCHAR2(1)
CALCULATION

NVL(AGBPLDG_MGFORM_READYTOSEND)

MATCHING_GIFT_FORM_IND Indicates status of matching gift form. VARCHAR2(1)
CALCULATION

NVL(AGBPLDG_MATCH_FORM_IND)

MATCHING_PLEDGE_COUNT Count of all expected matching gifts associated with this pledge. NUMBER
FUNCTION

MAKFUNC.F_COUNT_MATCH_PLEDGE

MATCHING_PLEDGE_IND Indicates if one or more expected matching gifts are associated with this pledge. Voided match gifts are excluded. VARCHAR2(1)
FUNCTION

AOKODSF.F_PLEDGE_MATCH

MATCH_GIFT_FORM_PROCESSED_IND Indicates status of matching gift form processed. VARCHAR2(1)
CALCULATION

NVL(AGBPLDG_MATCH_PROCESSED)

MULTI_SOURCE The institution value for the record when the optional multi-institution facility feature has been installed and applied for this table/column. VARCHAR2(63)
NA

NA

MULTI_SOURCE_DESC The institution description for the record when the optional multi-institution facility feature has been installed and applied for this table/column. VARCHAR2(255)
NA

NA

NAME Name of the person (LFMI) or organization. VARCHAR2(255)
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

PLEDGE_ACKNOWLEDGED_IND Indicates if a pledge acknowledgement was generated by the system. VARCHAR2(1)
AGBPLDG

AGBPLDG_PACK_IND

PLEDGE_ACTIVE_IND Whether a pledge is active or inactive (values = Y or N). VARCHAR2(1)
ATVPSTA

ATVPSTA_ACTIVE_IND

PLEDGE_ADJUSTMENT_IND Indicates if adjustments have been made to the original pledge transaction amount. VARCHAR2(1)
AGBPLDG

AGBPLDG_ADJ_IND

PLEDGE_ANONYMOUS_IND Specifies if the pledge is to be anonymous. VARCHAR2(1)
ATVPCLS

ATVPCLS_ANONYMOUS_IND

PLEDGE_CATEGORY Pledge category assigned to the pledge. VARCHAR2(63)
AGBPLDG

AGBPLDG_PCAT_CODE

PLEDGE_CATEGORY_DESC Description of the pledge category. VARCHAR2(255)
ATVPCAT

ATVPCAT_DESC

PLEDGE_CLASS First classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)
AGBPLDG

AGBPLDG_PCLS_CODE

PLEDGE_CLASS2 Second classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)
AGBPLDG

AGBPLDG_PCLS_CODE_2

PLEDGE_CLASS3 Third classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)
AGBPLDG

AGBPLDG_PCLS_CODE_3

PLEDGE_CLASS_DESC Description of the first pledge classification. VARCHAR2(255)
ATVPCLS

ATVPCLS_DESC

PLEDGE_CLASS_DESC2 Description of the second pledge classification. VARCHAR2(255)
ATVPCLS

ATVPCLS_DESC

PLEDGE_CLASS_DESC3 Description of the third pledge classification. VARCHAR2(255)
ATVPCLS

ATVPCLS_DESC

PLEDGE_COMMENT Comments pertaining to the pledge. VARCHAR2(400)
AGBPLDG

AGBPLDG_COMMENT

PLEDGE_CONDITIONAL_IND Identifies whether the pledge is conditional. VARCHAR2(1)
FUNCTION

DECODE(ATVPCAT_COND_IND)

PLEDGE_DATE Date of the pledge. DATE
AGBPLDG

AGBPLDG_PLEDGE_DATE

PLEDGE_DURATION Duration of the pledge installment plan. VARCHAR2(63)
AGBPINS

AGBPINS_PDUR_CODE

PLEDGE_DURATION_DESC Description of the pledge duration. VARCHAR2(255)
FUNCTION

GOKODSF.F_GET_DESC

PLEDGE_INSTALLMENT_IND Indicates whether the pledge is paid in installments. VARCHAR2(1)
FUNCTION

MAKFUNC.F_GET_PLEDGE_INSTALL_IND

PLEDGE_NUMBER System assigned number of the pledge. VARCHAR2(63)
AGRPDES

AGRPDES_PLEDGE_NO

PLEDGE_RANGE Pledge range classification associated with the total pledge amount. VARCHAR2(63)
AGBPLDG

AGBPLDG_PACK_CODE

PLEDGE_RANGE_DESC Description of the pledge range. VARCHAR2(255)
ATVPACK

ATVPACK_DESC

PLEDGE_REMINDER Pledge reminder methodology associated with the pledge. VARCHAR2(63)
AGBPLDG

AGBPLDG_PRMD_CODE

PLEDGE_REMINDER_COUNT Number of reminders produced by the system todate. NUMBER
AGBPLDG

AGBPLDG_REM_COUNT

PLEDGE_REMINDER_DATE Date of the last reminder. DATE
AGBPLDG

AGBPLDG_REM_DATE

PLEDGE_REMINDER_DESC Description of the pledge reminder. VARCHAR2(255)
ATVPRMD

ATVPRMD_DESC

PLEDGE_STATUS Status of the pledge. VARCHAR2(63)
AGBPLDG

AGBPLDG_PSTA_CODE

PLEDGE_STATUS_DESC Pledge status code description. VARCHAR2(255)
ATVPSTA

ATVPSTA_DESC

PLEDGE_TRANSACTION_AMOUNT Total transaction amount pledged. NUMBER
AGBPLDG

AGBPLDG_AMT_PLEDGED

PLEDGE_TRANS_AMOUNT_PAID Amount paid toward the pledge transaction. NUMBER
CALCULATION

SUM(AGRPDES_AMT_PAID)

PLEDGE_TRANS_BALANCE Balance due for the pledge transaction amount. NUMBER
CALCULATION

AGRPDES_AMT_PAID - SUM(AGRPDES_AMT_PAID)

PLEDGE_TRANS_FULLY_PAID_IND Indicates if the pledge transaction has been paid in full (values = Y or N). VARCHAR2(1)
CALCULATION

CASE WHEN SUM(AGRPDES_AMT_PAID) - AGRPDES_AMT_PAID = 0 THEN 'Y' ELSE 'N'

PLEDGE_TRANS_PARTIAL_PAID_IND Indicates if the pledge transaction has been partially paid (values = Y or N). VARCHAR2(1)
CALCULATION

CASE WHEN SUM(AGRPDES_AMT_PAID) - AGRPDES_AMT_PAID > 0 AND SUM(AGRPDES_AMT_PAID) < AGRPDES_AMT_PAID THEN 'Y' ELSE 'N'

PLEDGE_TYPE Specifies the type of pledge recorded. VARCHAR2(63)
AGBPLDG

AGBPLDG_PLDG_CODE

PLEDGE_TYPE_DESC Pledge type code description. VARCHAR2(255)
ATVPLDG

ATVPLDG_DESC

PLEDGE_VEHICLE Pledge gift vehicle code associated with this pledge. VARCHAR2(63)
AGBPLDG

AGBPLDG_PGVE_CODE

PLEDGE_VEHICLE_DESC Pledge gift vehicle code description. VARCHAR2(255)
ATVPGVE

ATVPGVE_DESC

POST_BATCH_ID Pledge feed document code. VARCHAR2(63)
AGBPLDG

AGBPLDG_FEED_DOC_CODE

POST_DATE Date the pledge was feed to the finance system. DATE
AGBPLDG

AGBPLDG_FEED_DATE

POST_USER User name. VARCHAR2(63)
AGBPLDG

AGBPLDG_USER

PROCESS_GROUP The institution value of the process-oriented identifier for the record used to determine access authorization to this record. VARCHAR2(255)
NA

NA

RECEIPT_DATE Date the pledge acknowledgement receipt was generated by the system. DATE
AGBPLDG

AGBPLDG_RECEIPT_DATE

RECEIPT_REQUIRED_IND Indicates if a pledge acknowledgement receipt is required for this pledge. VARCHAR2(1)
AGBPLDG

AGBPLDG_RECEIPT_IND

REMINDER_FREQUENCY Frequency of the pledge installment reminders. VARCHAR2(63)
AGBPINS

AGBPINS_FREQ_CODE

REMINDER_FREQUENCY_DESC Description of the reminder frequency. VARCHAR2(255)
FUNCTION

GOKODSF.F_GET_DESC

SOLICITATION_TYPE Type of solicitation for the highest solicitation amount associated with this pledge transaction. VARCHAR2(63)
AGRPSOL

AGRPSOL_SOLC_CODE

SOLICITATION_TYPE_DESC Description of the pledge/gift solicitation type. VARCHAR2(255)
FUNCTION

GOKODSF.F_GET_DESC

SOLICITOR_COUNT Count of all solicitations associated with this pledge transaction. NUMBER
FUNCTION

MAKFUNC.F_COUNT_PLEDGE_SOLICITOR

SOLICITOR_FIRST_NAME Solicitor's current first name. VARCHAR2(63)
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

SOLICITOR_ID Current identification number of the solicitor for the highest solicitation amount associated with this pledge transaction. VARCHAR2(63)
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

SOLICITOR_LAST_NAME Solicitor's current last name. VARCHAR2(63)
FUNCTION

MGKFUNC.F_GET_PERSON_INFO

SOLICITOR_ORG Solicitor organization for the highest solicitation amount associated with this pledge transaction. VARCHAR2(63)
AGRPSOL

AGRPSOL_SOL_ORG

SOLICITOR_UID System generated unique internal identification number assigned to the solicitor for the highest solicitation amount associated with this pledge transaction. NUMBER
AGRPSOL

AGRPSOL_SOL_PIDM

Ver: 8.5

Description	Contains transaction level information for all pledge commitments received from a donor, with supplemental information related to associated matching pledges and solicitations.
Key & Frequency	One row per pledge.
Recommended Search Columns	ENTITY_UID ENTITY_UID, PLEDGE_NUMBER SOLICITOR_UID ENTITY_UID, ENTITY_IND ENTITY_IND PLEDGE_DATE FISCAL_YEAR

Target Column	Business Definition	Database Data Type	Source Name	Source Column
ACTIVITY_DATE	Specifies the date this record was created or updated.	DATE	AGBPLDG	AGBPLDG_ACTIVITY_DATE
ADMINISTRATIVE_GROUP	Administrative-oriented identifier for the record used to determine access authorization to this record. Institution defined.	VARCHAR2(255)	NA	NA
DECEASED_DATE	Date the person died.	DATE	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
DECEASED_STATUS	Indicates whether a person is deceased.	VARCHAR2(1)	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
ENTITY_IND	Indicates whether the entity is a person or an organization.	VARCHAR2(1)	CONSTANT CONSTANT	'O' 'P'
ENTITY_UID	System generated, unique, internal identification number assigned to this person or organization entity.	NUMBER	AGRPDES AGRPMLT	AGRPDES_PIDM AGRPMLT_XREF_PIDM
FINANCE_FEED_IND	Indicates if the pledge has been fed to the finance system.	VARCHAR2(1)	AGBPLDG	AGBPLDG_FEED_IND
FISCAL_YEAR	Unique identifier or code for the fiscal year.	VARCHAR2(63)	AGBPLDG	AGBPLDG_FISC_CODE
FISCAL_YEAR_DESC	Fiscal year code description.	VARCHAR2(255)	ATVFISC	ATVFISC_DESC
ID	Identification number assigned to a person that is used externally for all communication and correspondence with the person.	VARCHAR2(63)	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
MATCHGIFT_FORM_READYTOSEND_IND	Indicates if matching gift form is ready to be sent to employer. (Y) = Yes, the MG Form is Ready To Send to the Employer. (N) = No, the MG Form is NOT Ready To Send to the Employer. Null = No, the MG Form is NOT Ready To Send to the Employer.	VARCHAR2(1)	CALCULATION	NVL(AGBPLDG_MGFORM_READYTOSEND)
MATCHING_GIFT_FORM_IND	Indicates status of matching gift form.	VARCHAR2(1)	CALCULATION	NVL(AGBPLDG_MATCH_FORM_IND)
MATCHING_PLEDGE_COUNT	Count of all expected matching gifts associated with this pledge.	NUMBER	FUNCTION	MAKFUNC.F_COUNT_MATCH_PLEDGE
MATCHING_PLEDGE_IND	Indicates if one or more expected matching gifts are associated with this pledge. Voided match gifts are excluded.	VARCHAR2(1)	FUNCTION	AOKODSF.F_PLEDGE_MATCH
MATCH_GIFT_FORM_PROCESSED_IND	Indicates status of matching gift form processed.	VARCHAR2(1)	CALCULATION	NVL(AGBPLDG_MATCH_PROCESSED)
MULTI_SOURCE	The institution value for the record when the optional multi-institution facility feature has been installed and applied for this table/column.	VARCHAR2(63)	NA	NA
MULTI_SOURCE_DESC	The institution description for the record when the optional multi-institution facility feature has been installed and applied for this table/column.	VARCHAR2(255)	NA	NA
NAME	Name of the person (LFMI) or organization.	VARCHAR2(255)	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
PLEDGE_ACKNOWLEDGED_IND	Indicates if a pledge acknowledgement was generated by the system.	VARCHAR2(1)	AGBPLDG	AGBPLDG_PACK_IND
PLEDGE_ACTIVE_IND	Whether a pledge is active or inactive (values = Y or N).	VARCHAR2(1)	ATVPSTA	ATVPSTA_ACTIVE_IND
PLEDGE_ADJUSTMENT_IND	Indicates if adjustments have been made to the original pledge transaction amount.	VARCHAR2(1)	AGBPLDG	AGBPLDG_ADJ_IND
PLEDGE_ANONYMOUS_IND	Specifies if the pledge is to be anonymous.	VARCHAR2(1)	ATVPCLS	ATVPCLS_ANONYMOUS_IND
PLEDGE_CATEGORY	Pledge category assigned to the pledge.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PCAT_CODE
PLEDGE_CATEGORY_DESC	Description of the pledge category.	VARCHAR2(255)	ATVPCAT	ATVPCAT_DESC
PLEDGE_CLASS	First classification of the pledge - anonymous, memorial, etc.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PCLS_CODE
PLEDGE_CLASS2	Second classification of the pledge - anonymous, memorial, etc.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PCLS_CODE_2
PLEDGE_CLASS3	Third classification of the pledge - anonymous, memorial, etc.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PCLS_CODE_3
PLEDGE_CLASS_DESC	Description of the first pledge classification.	VARCHAR2(255)	ATVPCLS	ATVPCLS_DESC
PLEDGE_CLASS_DESC2	Description of the second pledge classification.	VARCHAR2(255)	ATVPCLS	ATVPCLS_DESC
PLEDGE_CLASS_DESC3	Description of the third pledge classification.	VARCHAR2(255)	ATVPCLS	ATVPCLS_DESC
PLEDGE_COMMENT	Comments pertaining to the pledge.	VARCHAR2(400)	AGBPLDG	AGBPLDG_COMMENT
PLEDGE_CONDITIONAL_IND	Identifies whether the pledge is conditional.	VARCHAR2(1)	FUNCTION	DECODE(ATVPCAT_COND_IND)
PLEDGE_DATE	Date of the pledge.	DATE	AGBPLDG	AGBPLDG_PLEDGE_DATE
PLEDGE_DURATION	Duration of the pledge installment plan.	VARCHAR2(63)	AGBPINS	AGBPINS_PDUR_CODE
PLEDGE_DURATION_DESC	Description of the pledge duration.	VARCHAR2(255)	FUNCTION	GOKODSF.F_GET_DESC
PLEDGE_INSTALLMENT_IND	Indicates whether the pledge is paid in installments.	VARCHAR2(1)	FUNCTION	MAKFUNC.F_GET_PLEDGE_INSTALL_IND
PLEDGE_NUMBER	System assigned number of the pledge.	VARCHAR2(63)	AGRPDES	AGRPDES_PLEDGE_NO
PLEDGE_RANGE	Pledge range classification associated with the total pledge amount.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PACK_CODE
PLEDGE_RANGE_DESC	Description of the pledge range.	VARCHAR2(255)	ATVPACK	ATVPACK_DESC
PLEDGE_REMINDER	Pledge reminder methodology associated with the pledge.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PRMD_CODE
PLEDGE_REMINDER_COUNT	Number of reminders produced by the system todate.	NUMBER	AGBPLDG	AGBPLDG_REM_COUNT
PLEDGE_REMINDER_DATE	Date of the last reminder.	DATE	AGBPLDG	AGBPLDG_REM_DATE
PLEDGE_REMINDER_DESC	Description of the pledge reminder.	VARCHAR2(255)	ATVPRMD	ATVPRMD_DESC
PLEDGE_STATUS	Status of the pledge.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PSTA_CODE
PLEDGE_STATUS_DESC	Pledge status code description.	VARCHAR2(255)	ATVPSTA	ATVPSTA_DESC
PLEDGE_TRANSACTION_AMOUNT	Total transaction amount pledged.	NUMBER	AGBPLDG	AGBPLDG_AMT_PLEDGED
PLEDGE_TRANS_AMOUNT_PAID	Amount paid toward the pledge transaction.	NUMBER	CALCULATION	SUM(AGRPDES_AMT_PAID)
PLEDGE_TRANS_BALANCE	Balance due for the pledge transaction amount.	NUMBER	CALCULATION	AGRPDES_AMT_PAID - SUM(AGRPDES_AMT_PAID)
PLEDGE_TRANS_FULLY_PAID_IND	Indicates if the pledge transaction has been paid in full (values = Y or N).	VARCHAR2(1)	CALCULATION	CASE WHEN SUM(AGRPDES_AMT_PAID) - AGRPDES_AMT_PAID = 0 THEN 'Y' ELSE 'N'
PLEDGE_TRANS_PARTIAL_PAID_IND	Indicates if the pledge transaction has been partially paid (values = Y or N).	VARCHAR2(1)	CALCULATION	CASE WHEN SUM(AGRPDES_AMT_PAID) - AGRPDES_AMT_PAID > 0 AND SUM(AGRPDES_AMT_PAID) < AGRPDES_AMT_PAID THEN 'Y' ELSE 'N'
PLEDGE_TYPE	Specifies the type of pledge recorded.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PLDG_CODE
PLEDGE_TYPE_DESC	Pledge type code description.	VARCHAR2(255)	ATVPLDG	ATVPLDG_DESC
PLEDGE_VEHICLE	Pledge gift vehicle code associated with this pledge.	VARCHAR2(63)	AGBPLDG	AGBPLDG_PGVE_CODE
PLEDGE_VEHICLE_DESC	Pledge gift vehicle code description.	VARCHAR2(255)	ATVPGVE	ATVPGVE_DESC
POST_BATCH_ID	Pledge feed document code.	VARCHAR2(63)	AGBPLDG	AGBPLDG_FEED_DOC_CODE
POST_DATE	Date the pledge was feed to the finance system.	DATE	AGBPLDG	AGBPLDG_FEED_DATE
POST_USER	User name.	VARCHAR2(63)	AGBPLDG	AGBPLDG_USER
PROCESS_GROUP	The institution value of the process-oriented identifier for the record used to determine access authorization to this record.	VARCHAR2(255)	NA	NA
RECEIPT_DATE	Date the pledge acknowledgement receipt was generated by the system.	DATE	AGBPLDG	AGBPLDG_RECEIPT_DATE
RECEIPT_REQUIRED_IND	Indicates if a pledge acknowledgement receipt is required for this pledge.	VARCHAR2(1)	AGBPLDG	AGBPLDG_RECEIPT_IND
REMINDER_FREQUENCY	Frequency of the pledge installment reminders.	VARCHAR2(63)	AGBPINS	AGBPINS_FREQ_CODE
REMINDER_FREQUENCY_DESC	Description of the reminder frequency.	VARCHAR2(255)	FUNCTION	GOKODSF.F_GET_DESC
SOLICITATION_TYPE	Type of solicitation for the highest solicitation amount associated with this pledge transaction.	VARCHAR2(63)	AGRPSOL	AGRPSOL_SOLC_CODE
SOLICITATION_TYPE_DESC	Description of the pledge/gift solicitation type.	VARCHAR2(255)	FUNCTION	GOKODSF.F_GET_DESC
SOLICITOR_COUNT	Count of all solicitations associated with this pledge transaction.	NUMBER	FUNCTION	MAKFUNC.F_COUNT_PLEDGE_SOLICITOR
SOLICITOR_FIRST_NAME	Solicitor's current first name.	VARCHAR2(63)	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
SOLICITOR_ID	Current identification number of the solicitor for the highest solicitation amount associated with this pledge transaction.	VARCHAR2(63)	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
SOLICITOR_LAST_NAME	Solicitor's current last name.	VARCHAR2(63)	FUNCTION	MGKFUNC.F_GET_PERSON_INFO
SOLICITOR_ORG	Solicitor organization for the highest solicitation amount associated with this pledge transaction.	VARCHAR2(63)	AGRPSOL	AGRPSOL_SOL_ORG
SOLICITOR_UID	System generated unique internal identification number assigned to the solicitor for the highest solicitation amount associated with this pledge transaction.	NUMBER	AGRPSOL	AGRPSOL_SOL_PIDM