Entity Definition

Logical Name : CustomerAccount
Physical Name : LE_CTAC

An identified, named collection of balances and cumulative totals used to summarize customer transaction-related activity over a designated period of time. CustomerAccount is subtyped into a number of different kinds of accounts such as loyalty account, installment account, etc. Each has additional attributes required to describe the reponsibilities and obligations associated with each account type. A charge account or other accounting relationship a customer has with the store or enterprise. An account exists to allow the store to record a series of transactions with the same customer and keep an ongoing record of monies owed by the customer and monies due to the customer.

Data Definition

Attribute Description Physical Name Domain Data Type Foreign Key Table
CustomerAccountID (PK) A unique identifier for a customer account. ID_CTAC Identity integer
FinancialLedgerAccountID (FK) The reference for the FinancialLedgeraAccount ID_ACNT_LDG Identity integer FinancialLedgerAccount(CO_LE_ACNT_FN)
CustomerAccountName Short description for the Customer Account. NM_CTAC Name varchar(40)
CustomerAccountTypeCode (FK) Determines what kind of customer account this is. Examples include a trade account, a school account, a not-for-profit, regular customer, etc. LOYALTY - customer loyalty account for tracking points earned/redeemed REBATE -Customer reward account that pays customers based on cumulative net purchases over a deisgnated period of time TRADE - customer business credit account CONSUMER_CHG - customer individual consumer credit extended by retailer INSTALLMENT - credit account set up for one time purchase LAYAWAY - cash time payment account (not credit) RENTAL - customer rental for videos, equipment WORKORDER - account for handling services like installation and set up BACKORDER - account for handling backorder deposit and adjustments. TY_CTAC Code varchar(20) CustomerAccountType(CO_CT_ACNT_TYP)
CustomerID (FK) A unique system assigned identifier for a person or organization that purchases a product or service from the retailer. ID_CT Identity integer KeyCustomer(PA_KY_CT)
CustomerAccountEffectiveDate The date and time this CustomerAccount instance is ready for use by a customer. DT_EF EffectiveDateTime datetime
CustomerAccountExpirationDate The date and time this CustomerAccount instance may no longer be used by a customer DT_EP ExpirationDate date
StatusCode The current status of this CustomerAccount instance. Note that this status is different from CreditStatusCode which designates the availability of credit to a customer using this account. This StatusCode refers to the current state of the entity instance Valid values are A ACTIVE I INACTIVE Note that the account maintenance process has to synchronize CreditStatusCode values and StatusCode values. CD_STS Code2Status char(2)
UnpaidBalanceInterestRatePercent The rate of interest charged by a retailer on the unpaid balance of the CustomerAccount. The way the rate of interest is used in calculating accrued interest due is determined by the retailer. PE_UNPD_BLNC_INTRST_RT Percent decimal(7,4)
GracePeriodDayCount The number of days a Customer Account may carry a debit balance (customer owing the retailer) without incurring an interest charge. Note that it is up to the retailer to determine how grace days are applied - i.e. on a per CustomerAccountTenderLineItem (individual credit purchase) or on a customer account balance forward basis. In the data model this is a place to store the value used for grace period. TI_GRC_PRD_DY QuantityDayCount decimal(3,0)


Parent Entity Verb Phrase Child Entity
FinancialLedgerAccount defines accounting disposition of CustomerAccount
KeyCustomer purchases through CustomerAccount
CustomerAccountType classifies CustomerAccount
CustomerAccount terms defined by CustomerAccountTermsAndConditions
CustomerAccount may trigger CustomerAccountRewardDerivationRuleEligibility
CustomerAccount is associated with CustomerAccountLinkage
CustomerAccount is associated with CustomerAccountLinkage
CustomerAccount is charged to CustomerAccountTenderLineItem
CustomerAccount is credited with PaymentOnAccountLineItem
CustomerAccount activity summarized through CustomerAccountLedger
CustomerAccount may be paid for by CustomerAccountPaymentAccount
CustomerAccount is assigned CustomerAccountCardAssignment
CustomerAccount can be a CustomerTradeAccount
CustomerAccount can be a CustomerRentalAccount
CustomerAccount can be a CustomerLayawayAccount
CustomerAccount can be a Z_CustomerLoyaltyAccount
CustomerAccount can be a CustomerInstallmentPaymentAccount
CustomerAccount can be a CustomerRevolvingChargeAccount
CustomerAccount can be a Z_CustomerCreditAccount

Logical Views containing CustomerAccount

Logical View
Logical 01400 - Item Rewards Derivation - Transaction Level
Logical 01420 - Prepaid and Stored Value Payment Instruments
Logical 02315 - Retail Transaction - Customer Order
Logical 02330 - Retail Transaction - Tender - Macro View
Logical 02339 - Retail Transaction - Tender - Account View
Logical 04100 - Financial Ledger - Retail Transaction View
Logical 07000 - Core Customer Entities
Logical 07010 - Customer Account Information Extended
Logical 07020 - Enterprise Anonymous Customer
Logical 07040 - Customer Segment Dependent Behavior
Logical 07200 - Customer Purchase Transaction History View