Table of Content

Table of Content ................................................................................................................. 1

Application Form ................................................................................................................ 2
Arrangement Contract......................................................................................................... 3
Churn Management............................................................................................................. 4
Financial Account ............................................................................................................... 5
Number Management Setup ............................................................................................... 6
Setup ................................................................................................................................... 7
 CRM 8.9 Industry Common - Application Form

PS_RBF_APPFORM_TMP PS_RBF_APPFORM_NAV
SETID (FK) SETID (FK)
PS_RBF_APPFORM_HDR
FORM_ID (FK) FORM_ID (FK)
SETID EFFDT EFFDT (FK)
FORM_ID SEQUENCE_NBR
MSGNODENAME
FORM_NAME PAGE_NAME
MENUNAME
RB_AUDIT_SBR BARNAME NAVIGATED_PAGE_FLG
DESCRLONG ITEMNAME PAGE_TITLE
PAGE_NAME TOOLBAR_FLG
FORM_LOAD_EVENT TOOLBAR_ITEM_LABEL
FORM_UNLOAD_EVENT PAGE_LOAD_EVENT
PAGE_UNLOAD_EVENT
PS_RBF_FORM_LNG
SETID (FK)
FORM_ID (FK)
LANGUAGE_CD
FORM_NAME
DESCRLONG PS_RBF_APP_PG_LNG
SETID (FK)
FORM_ID (FK)
EFFDT (FK)
SEQUENCE_NBR (FK)
PS_RBF_APPFORM_NDT PAGE_NAME (FK)
SETID (FK) LANGUAGE_CD
FORM_ID (FK)
PAGE_TITLE
RECNAME
TOOLBAR_ITEM_LABEL
RB_AUDIT_SBR

RB_AUDIT_SBR

PS_RBF_APPDATA_TBL
ROW_ADDED_DTTM
ROW_ADDED_OPRID PS_RBF_APPDATA_HDR FORM_INSTANCE_ID (FK)
ROW_LASTMANT_DTTM FORM_INSTANCE_ID RECNAME
ROW_LASTMANT_OPRID FIELDNAME
SETID (FK)
SYNCID APP_FLD_CHAR
FORM_ID (FK)
SYNCDTTM APP_FLD_LCHAR
EFFDT (FK)
LAST_PAGE_NAME APP_FLD_NUMBER
SUBMIT_FLG APP_FLD_DATE
RB_AUDIT_SBR APP_FLD_DATETIME
APP_FLD_TIME

SubRecord
 CRM 8.9 Industry Common - Arrangement Contract

PS_RBF_ACNT_LNG PS_RBF_ACNT
SETID (FK) SETID PS_RBF_ACNT_ATTR
ACNT_ID (FK) ACNT_ID SETID (FK)
LANGUAGE_CD ACNT_ID (FK)
DESCR50
MARKET
DESCR50 START_DATE
ATTRIBUTE_ID
ATTRIBUTE_CATEGORY END_DATE
BUS_CONTACT_TYPE ATTR_ITEM_ID
BUS_CONTACT_ID (FK) ATTRIBUTE_VALUE
PRODUCT_ID_RELATED ATTR_DATE
ARRANGEMENT_FLAG ATTR_NUMBER
RB_AUDIT_SBR PRODUCT_ID_ORIG RB_AUDIT_SBR
RAISE_PCT
REDUCTION_PCT
ROW_ADDED_DTTM CON_FEE_WAIVE_FLAG
ROW_ADDED_OPRID ATTRIBUTE_CATEGORY
ROW_LASTMANT_DTTM RB_AUDIT_SBR
ROW_LASTMANT_OPRID
SYNCID
SYNCDTTM
PS_RBF_ACNT_ATTR_L
PS_BO SETID (FK)
BO_ID ACNT_ID (FK)
MARKET (FK)
SubRecord
ATTRIBUTE_ID (FK)
LANGUAGE_CD
ATTRIBUTE_VALUE
 CRM 8.9 Industry Common - Churn Management

PS_RBT_CHURN_TBL
PS_RBT_BS_CONTACT
RBTCHURNID
RC_BS_INSTANCE
SETID
SETID
ROW_ADDED_DTTM
RBT_CUST_VALUE
RBTMINSCORE
RBT_CHURN_SCORE
DESCR
BO_ID_CONTACT
RBT_CHRNSCORE_ICON
RB_AUDIT_SBR
MARKET
RBTMAXSCORE
RB_AUDIT_SBR

RB_AUDIT_SBR

ROW_ADDED_DTTM
ROW_ADDED_OPRID
ROW_LASTMANT_DTTM
ROW_LASTMANT_OPRID PS_RC_BS_INSTANCE
SYNCID
RC_BS_INSTANCE (FK)
SYNCDTTM
SETID (FK)
SCRIPT_ID
SubRecord RC_BS_STATUS
RC_SCORE
LANGUAGE_CD
EFFDT
RC_COMMENT
RB_AUDIT_SBR
 CRM 8.8 Industry Common - Financial Account
PS_PROD_DEFN PS_CM PS_RO_HEADER
RBF_FIN_ACCOUNT
PS_BO PRODUCT_ID CM_ID CAPTURE_ID
PS_RBF_MODIF_ACCT FIN_ACCOUNT_ID
TRANSACTION_NO BO_ID
BO_ID (FK)
MODIFY_ACCT_TYPE PROD_SETID
BO_ID PRODUCT_ID (FK)
FIN_ACCOUNT_ID (FK) FIN_ACCOUNT_TYPE PS_RBF_ASSOC_RO
PRODUCT_ID REGISTRATION_NAME FIN_ACCOUNT_ID (FK)
CURRENCY_CD FIN_ACCT_NICKNAME CAPTURE_ID (FK)
TIN_TYPE BO_ID_OWNER RB_AUDIT_SBR
TIN OWNER_BO_TYPE
TIN_REASON_CD CM_ID (FK) PS_RBF_VTR_HEADER
TIN_REASON REGISTRATION_TYPE ACCOUNT_NUMBER (FK)
FIN_ACCOUNT_STATUS FIN_ACCOUNT_STATUS STATEMENT_DT
TOTAL_LIMIT BEGIN_DATE LEDGER_BALANCE
CASH_ADVANCE_LIMIT END_DATE ASOFDATE
PAYMENT_TERMS CURRENCY_CD
AVAILABLE_BALANCE
TXN_STATUS TIN_TYPE
RB_AUDIT_SBR TIN
LAST_STATEMENT_DT
LAST_REFRESH_DTTM PS_RBF_VTR_DETAIL
LONG_LINK PS_RBF_VTR_DTL_LNG ACCOUNT_NUMBER (FK)
PS_RBF_MOD_ACTREL
BILL_PAY_ENABLED ACCOUNT_NUMBER (FK) ACTIVITY_SEQ_NUM
PS_RBF_MOD_ACTFEE TRANSACTION_NO (FK)
MODIFY_ACCT_TYPE (FK) ACNT_ID ACTIVITY_SEQ_NUM (FK)
TRANSACTION_NO (FK) LANGUAGE_CD ACTIVITY_DATE
BO_ID (FK) RBTACCTID ACTIVITYNAME
MODIFY_ACCT_TYPE (FK) CUST_ACCT_NBR
BO_ID (FK) FIN_ACCOUNT_ID (FK) DESCR DESCR
REL_TYPE_ID SYSTEM_SOURCE_CD ACTIVITY_AMOUNT
FIN_ACCOUNT_ID (FK) AGENCY_BO_ID
IBANK_TRAN_TYPE ACCT_REL_ACTION CURRENCY_CD
BO_ID_2 WHERE_HELD
SERVICE_FEE YTD_FEE
RB_AUDIT_SBR FEE_BASIS
CURRENCY_CD PS_RBF_FINACT_ADR
RB_AUDIT_SBR LAST_YEAR_FEE
FIN_ACCOUNT_ID (FK)
BO_ID_PARTNER
ROLE_TYPE_ID_PART OLD_CM_ID
RBF_ACCOUNT_FEE
PS_RBF_ASSOC_TABLE FIN_ACCOUNT_ID (FK) BO_ID_PART_CONT NEW_CM_ID
IBANK_TRAN_TYPE ROLE_TYPE_ID_PARTC RB_AUDIT_SBR
TRANSACTION_NO (FK)
CONFIG_CODE
MODIFY_ACCT_TYPE (FK) SERVICE_FEE RB_AUDIT_SBR RBF_CHECK_ACCT
BO_ID (FK) CURRENCY_CD FIN_ACCOUNT_ID (FK)
FIN_ACCOUNT_ID (FK) RB_AUDIT_SBR CHECKING_ACCT_TYPE
SEQNUM
AVAIL_BALANCE
BUS_PROC_INSTANCE AVG_BALANCE
TYPE LAST_DEPOSIT_AMT
RB_AUDIT_SBR LAST_DEPOSIT_DATE
ATM_CARD_NO
NO_OF_OVERDRAFTS
RBF_INVEST_ACCT DAYS_IN_OVERDRAFT
FIN_ACCOUNT_ID (FK) RBF_INS_POLICY ACCOUNT_FEES
INVESTMENT_ACCT_TYP FIN_ACCOUNT_ID (FK) CURRENT_BALANCE
ACCT_MARKET_VALUE POLICY_TYPE INTEREST_RATE
CURRENCY_CD CURRENCY_CD
POLICY_NAME
RB_AUDIT_SBR ASSET_CATEG_ID
AGENT_BO_ID RB_AUDIT_SBR
STATE RBF_CREDIT_ACCT RBF_SAVINGS_ACCT
INSURED_NAME FIN_ACCOUNT_ID (FK) FIN_ACCOUNT_ID (FK)
PAYOR_NAME CREDIT_ACCT_TYPE SAVINGS_ACCT_TYPE
PAYMENT_TERMS TOTAL_LIMIT AVAIL_BALANCE
PREMIUM_AMOUNT NEW_BALANCE
RBF_INVESTMENT CARRIER_NAME INTEREST_RATE
LAST_STMT_BALANCE AVG_BALANCE
FIN_ACCOUNT_ID (FK) DEDUCTIBLE_AMT LAST_PAYMENT_AMT LAST_DEPOSIT_DATE
INVESTMENT_ACCT_TYP (FK) BENEFICIARY_NAME LAST_PAYMENT_DATE ATM_CARD_NO
CUSIP POLICY_VERSION MIN_PAYMENT_DUE NO_OF_OVERDRAFTS
POLICY_STATUS PAYMENT_DUE_DATE
INV_DATE DAYS_IN_OVERDRAFT
STOCK_SYMBOL PRODUCT_CD AMOUNT_PAST_DUE ACCOUNT_FEES
NAIC_CD NO_DAYS_PAST_DUE
QUANTITY LOB_CD CURRENT_BALANCE
CURRENT_VALUE CASH_ADVANCE CURRENCY_CD
LOB_SUB_CD CASH_ADVANCE_LIMIT
TOTAL_CASH PRODUCER_CD ASSET_CATEG_ID
SECURITY_NAME CURRENCY_CD RB_AUDIT_SBR
BRANCH_CD ASSET_CATEG_ID
DIVIDEND_DATE TERM_DURATION
DIVIDEND_PER_SHARE RB_AUDIT_SBR
DIVIDEND_AMT CONTRACTTERM_EFFDT
CONTRACTTERM_EXPDT
DIVIDEND_DESC
DIV_REINVESTMENT BILL_ACCT_NO
BILLING_METHOD_CD
LT_CAP_GAINLOSS_DT
LT_CAP_GAINLOS_AMT CURR_TERM_AMOUNT
CURRENCY_CD RB_AUDIT_SBR
LT_CAP_GAINLOS_DES
ST_CAP_GAINLOSS_DT CUST_SERVICING_CD
SIGNED_DT
ST_CAP_GAINLOS_AMT GROUP_ID ROW_ADDED_DTTM
ST_CAP_GAINLOS_DES ROW_ADDED_OPRID
LANGUAGE_CD
CURRENCY_CD LANGUAGE_SKILL ROW_LASTMANT_DTTM
ASSET_CATEG_ID ROW_LASTMANT_OPRID
MAILING_RESP_CD
RB_AUDIT_SBR ORGIN_INCEPTION_DT SYNCID
OTH_INS_COMPANY_CD SYNCDTTM
PAYOR_CD
RATE_EFFDT
RENEW_BILMETHOD_CD
RENEWAL_PAYOR_CD
SubRecord SIGNEDBY_CD
RENEWTERM_DURATION
RENEWAL_TERM_EFFDT
RENEWAL_TERM_EXPDT
TOTALPAID_LOSS_AMT
TOTAL_NO_LOSSES
NO_YEARS_LOSS_INFO
ASSET_CATEG_ID
RB_AUDIT_SBR
 CRM 8.9 Industry Common - Setup for Number Management

PS_RBT_CONFIG_TBL RB_AUDIT_SBR
SETID
RBTCONFIGNAME
ROW_ADDED_DTTM
MARKET ROW_ADDED_OPRID
RBTCONFIGVALUE ROW_LASTMANT_DTTM
RBTDEFAULTVALUE ROW_LASTMANT_OPRID
DESCR SYNCID
RB_AUDIT_SBR SYNCDTTM

SubRecord
 CRM 8.9 Industry Common - Setup

PS_RBF_ACCT_DEFAUL PS_RBF_FIN_SETUP PS_RBF_OPTIONS

OPRID PS_RBF_NAV_SRTY
RUN_CNTL_ID PKG_CMP_AGENT_FLG ROLENAME
IB_FLAG PORTAL_NAME
FLAT_FILE_NAME PKG_CMP_SS_FLG
RB_AUDIT_SBR PORTAL_OBJNAME
FILE_MAP_NAME BILLING_ACCT_FLG
FSI_CAT_PRD_DETAIL HIDE_FLAG
RB_AUDIT_SBR RB_AUDIT_SBR
PS_RBF_FILESETUP
FILE_MAP_NAME PS_RBF_MAP_INFO
DELIMITER FILE_MAP_NAME (FK) PS_BO
TRAN_TYPE QUERY_RECORD BO_ID
RB_AUDIT_SBR FIELDNAME
RB_AUDIT_SBR

PS_RBF_FILE_INFO
FILE_MAP_NAME (FK)
QUERY_RECORD (FK)
FIELDNAME
MAPTO_FIELD_NAME
RB_AUDIT_SBR

PS_RBF_SRTY_TRACE
PS_RBF_SERVICE
PS_RBF_SERVICE_LAN SRTY_TRACE_ID
SERVICE_ID
SERVICE_ID (FK) SRTY_OPRID
FSI_SERVICE_TYPE LANGUAGE_CD BUS_CONTACT_ID (FK)
SERVICE_NAME START_DTTM
SERVICE_NAME
DESCR100
DESCR100 END_DTTM
MARKET RB_AUDIT_SBR
RB_AUDIT_SBR

RB_AUDIT_SBR

ROW_ADDED_DTTM PS_RBF_ROLE_MAP
ROW_ADDED_OPRID
ROLENAME
ROW_LASTMANT_DTTM
USER_DEFINED_ROLE
ROW_LASTMANT_OPRID
SYNCID RB_AUDIT_SBR
SYNCDTTM
SubRecord