PB_ACCT_TX

Description: |
The PB_ACCT_TX table contains the transactions associated with premium billing accounts.

Primary Key

Column Name | Ordinal Position |
--- | --- | ---
PB_ACT_TX_ID | 1 |

Column Information

| Name | Type | Discontinued? |
--- | --- | --- | --- | ---
1 | PB_ACT_TX_ID | VARCHAR | No |
The unique ID of the premium billing account transaction.
2 | PB_ACT_TX_TYPE_C_NAME | VARCHAR | No |
Specifies the type of premium billing account transaction (i.e. premium billing, payment, ad hoc adjustment, balance forward, etc.)
May contain organization-specific values: No
Category Entries:
Billing
Payment
Ad Hoc Adjustment
Balance Forward
Overpost
Write Off
Payment Reversal
Uncommitted Payment
Refund
Suspense
3 | PB_ACT_TX_SENSE_C_NAME | VARCHAR | No |
Indicates whether the premium billing account transaction is a credit or charge.
May contain organization-specific values: No
Category Entries:
Credit
Charge
4 | CYCLE_DATE | DATETIME | No |
Cycle date for the premium billing account transaction.
5 | PERIOD_DATE | DATETIME | No |
Indicates the time period for which the account transaction applies
6 | POST_DATE | DATETIME | No |
Indicates the date the transaction was posted.
7 | PB_ACCT_ID | VARCHAR | No |
The unique ID of the premium billing account associated with the transaction.
8 | CANC_PB_ACT_TX_ID | VARCHAR | No |
This column is populated if this transaction reverses another transaction. The unique ID listed is that of the transaction that was reversed.
9 | NOT_OUTSTND_DATE | DATETIME | No |
Specifies the date on which the premium billing account transaction is no longer outstanding.
10 | FIRST_AR_DATE | DATETIME | No |
Specifies the first date on which payment is received for the transaction.
11 | PB_BAT_ID | VARCHAR | No |
Specifies the unique ID of the premium billing batch that generated the transaction.
12 | ADJ_RSN_C_NAME | VARCHAR | No |
Adjustment reason assigned to the account transaction.
May contain organization-specific values: Yes
13 | IDX_PB_ACCT_ID | VARCHAR | No |
Selective account index for the account transaction.
14 | OUTSTND_PB_INVC_ID | VARCHAR | No |
The unique ID of invoice on which the transaction is outstanding.
15 | CLOSE_REASON_C_NAME | VARCHAR | No |
Indicates the reason the transaction has been closed.
May contain organization-specific values: No
Category Entries:
Paid In Full
Balance Forward
16 | SINCE_PB_ACCT_ID | VARCHAR | No |
The unique ID of the premium billing invoice.
17 | PB_TXSET_ID | VARCHAR | No |
The unique ID of the transaction set.
18 | USEDIN_PB_TXSET_ID | VARCHAR | No |
The unique ID of the transaction set.
19 | PTMT_TOTAL | NUMERIC | No |
Total payment amount for the transaction.
20 | ATTACH_PP_BAT | VARCHAR | No |
The unique ID of payment posting batch to which the transaction is attached.
21 | CNCLD_PB_ACT_TX_ID | VARCHAR | No |
This column is populated if the transaction was reversed. The unique ID listed is that of the transaction that included the reversal.
22 | AP_CHECK_ID | NUMERIC | No |
The unique ID of the AP check issued from this premium billing account based on this premium billing transaction.
23 | REV_PB_PMT_ID | VARCHAR | No |
If this transaction is a payment reversal, then this field lists the unique ID of the premium billing payment being reversed.
24 | UPDATE_DATE | DATETIME (Local) | No |
The extract date and time of the record for this table.
25 | PMNT_REV_BY_PAX_ID | VARCHAR | No |
The unique reversed by payment ID for the transaction. This refers to the PB account transactions being reversed as original PB account transactions.
26 | BAL_FWD_MIRROR_PB_ACT_TX_ID | VARCHAR | No |
Keeps track of the link between the charge and credit premium billing amount by each storing the unique ID of the other amount.
27 | WRITE_OFF_DECISION_C_NAME | VARCHAR | No |
Stores the decision for a write off.
May contain organization-specific values: Yes
28 | PB_REFUND_STATUS_C_NAME | VARCHAR | No |
This item is used to track how far along through the refunding process a certain transaction is. Approved - the refund has been created in Epic but has not been distributed to the member. Ready for Check - a check for this refund is being written manually. Refund Sent - the refund has either been processed automatically or an end user has confirmed that the refund has been sent to the member via check. Canceled - the refund was approved and has since been canceled and reversed (before being set to Refund Sent).
May contain organization-specific values: No
Category Entries:
Approved
Ready for Check
Refund Sent
Canceled
Requested
Refund Reversal