Table: dim_transaction_group

Hierarchical categorizations applied to transactions to facilitate common data summaries like financial activity summaries, revenue reporting, and aged debt analysis. The three tiers consist of: category (top-level grouping like 'Charge', 'Credit', 'Subsidy'), subcategory (mid-level grouping such as 'Payment Completed', 'Payment Failed ACH Correction', 'Tuition Charge', 'Tuition Discount'), and detail (specific low-level information associated with the subcategory, such as payment method type or fee name). [{"Category":"Charge","Subcategory":"Tuition Charge","Detail":"Fee name","Subcategory Description":"Charges for tuition","Inclusion Criteria":"Transaction type marked as tuition AND NOT discount (System transaction named 'Discount' OR found in discount table) AND NOT early/late fee"},{"Category":"Charge","Subcategory":"Drop-In Charge","Detail":"Fee name","Subcategory Description":"Charges for drop-in care","Inclusion Criteria":"Transactions associated with sessions with source being 1 (parents) AND NOT discount AND NOT early/late fee"},{"Category":"Charge","Subcategory":"Registration Charge","Detail":"Description","Subcategory Description":"Charges for Registration","Inclusion Criteria":"Transaction type is system generated debit AND NOT tuition, discount, payment, OR subsidy estimate"},{"Category":"Charge","Subcategory":"Extended Attendance Charge","Detail":"Transaction type","Subcategory Description":"Additional fees for dropping off a child child early or picking up late; may be counted in tuition or other charges depending on the context","Inclusion Criteria":"System generated transaction type marked as early/late"},{"Category":"Charge","Subcategory":"Other Charge","Detail":"Transaction type","Subcategory Description":"Charges not for tuition, registration or extended attendance","Inclusion Criteria":"Transaction type is debit AND NOT tuition, discount, payment, OR subsidy estimate"},{"Category":"Subsidy","Subcategory":"Expected Subsidy Contribution","Detail":"Agency name","Subcategory Description":"A placeholder estimate of the amount of tuition that the agency will pay","Inclusion Criteria":"System generated found in subsidy payments table"},{"Category":"Deposit","Subcategory":"Deposit Applied","Detail":"Transaction type","Subcategory Description":"Deposit is applied to the balance (similar to a completed payment)","Inclusion Criteria":"Transaction type marked as deposit applied"},{"Category":"Deposit","Subcategory":"Deposit Received","Detail":"Transaction type","Subcategory Description":"Deposit is was held but not applied","Inclusion Criteria":"Transaction type marked as deposit received"},{"Category":"Deposit","Subcategory":"Deposit Held","Detail":"Transaction type","Subcategory Description":"A transaction to balance 'Deposit Received'","Inclusion Criteria":"Transaction type marked as deposit held"},{"Category":"Credit","Subcategory":"Account Credit","Detail":"Transaction type","Subcategory Description":"Credit that is not a discount","Inclusion Criteria":"Transaction type is NOT debit, tuition, discount, payment, OR subsidy estimate"},{"Category":"Credit","Subcategory":"Tuition Discount","Detail":"Discount name","Subcategory Description":"A discount for tuition","Inclusion Criteria":"Transaction type marked as tuition AND discount"},{"Category":"Credit","Subcategory":"Other Discount","Detail":"Discount name","Subcategory Description":"A general discount (rare)","Inclusion Criteria":"Discount but transaction type NOT marked as tuition"},{"Category":"Payment Applied","Subcategory":"Payment Completed","Detail":"Coalesce(Payment method, Transaction type)","Subcategory Description":"The payment went through and was applied to account","Inclusion Criteria":"In payments table WITH status of completed"},{"Category":"Payment Applied","Subcategory":"Payment Refunded","Detail":"Coalesce(Payment method, Transaction type)","Subcategory Description":"Payment was given back","Inclusion Criteria":"In payments table WITH status of refunded"},{"Category":"Payment Applied","Subcategory":"Payment Failed ACH Correction","Detail":"Coalesce(Payment method, Transaction type)","Subcategory Description":"The prior ACH completed but failed and now a balancing transaction is used to negate it","Inclusion Criteria":"In payments table WITH status of returned"},{"Category":"Payment Not Applied","Subcategory":"Payment Failed","Detail":"Coalesce(Payment method, Transaction type)","Subcategory Description":"Payment failed to go through","Inclusion Criteria":"In payments table WITH status of failed"},{"Category":"Payment Not Applied","Subcategory":"Payment Pending","Detail":"Coalesce(Payment method, Transaction type)","Subcategory Description":"Payment has not yet gone through","Inclusion Criteria":"In payments table WITH status of pending"},{"Category":"Payment Not Applied","Subcategory":"Payment Cancelled","Detail":"Coalesce(Payment method, Transaction type)","Subcategory Description":"Payment was cancelled prior to being completed","Inclusion Criteria":"In payments table WITH status of cancelled"},{"Category":"Payment Not Applied","Subcategory":"Payment Unsubmitted","Detail":"Coalesce(Payment method, Transaction type)","Subcategory Description":"Payment has not yet be submitted to the processor","Inclusion Criteria":"In payments table WITH status of unsubmitted"},{"Category":"Uncategorized Transaction","Subcategory":"Uncategorized Transaction","Detail":"Uncategorized transaction","Subcategory Description":"Typically won't happen. Likely a system bug at one time. Investigate.","Inclusion Criteria":"Does not meet one of the previous criteria"}]