---
title: "financial_summary"
description: "Summary information about the financial situation of an individual."
---

Summary information about the financial situation of an individual.

**Purpose.** To record summary information about the financial situation of an individual, particularly the impact on social determinants of health.

## Source

| Model | Leg | Role |
|---|---|---|
| `openEHR-EHR-EVALUATION.financial_summary.v1` | openEHR | defines this table |

## Columns

| Column | Type | Null | Description | Source |
|---|---|---|---|---|
| `id` | `uuid primary key` | no | Primary key. | — |
| `form_id` | `uuid` → [`form`](/docs/tables/form) | no | The form this entry was recorded on. | — |
| `form_block_id` | `uuid` | yes | The block within the form, when the entry is bound to one. | — |
| `description` | `text` | yes | Description | `/data[at0001]/items[at0002]` |
| `financial_security_status`<br />`financial_security_status_code`<br />`financial_security_status_system`<br />`financial_security_status_valueset_id` | coded text<br />`text`, `text`, `text`, `text` | yes | Financial security status | `/data[at0001]/items[at0003]` |
| `financial_security_description` | `text` | yes | Financial security description | `/data[at0001]/items[at0013]` |
| `main_source_of_income`<br />`main_source_of_income_code`<br />`main_source_of_income_system`<br />`main_source_of_income_valueset_id` | coded text<br />`text`, `text`, `text`, `text` | yes | Main source of income | `/data[at0001]/items[at0007]` |
| `comment` | `text` | yes | Comment | `/data[at0001]/items[at0009]` |
| `last_updated` | `timestamptz` | yes | Last updated | `/protocol[at0010]/items[at0011]` |

## Constraints

```sql
check ((financial_security_status_code is null and financial_security_status_system is null and financial_security_status_valueset_id is null and financial_security_status is null) or (financial_security_status is not null and financial_security_status_code is not null and financial_security_status_system is not null and financial_security_status_valueset_id is not null))
check ((main_source_of_income_code is null and main_source_of_income_system is null and main_source_of_income_valueset_id is null) or (main_source_of_income is not null and main_source_of_income_code is not null and main_source_of_income_system is not null and main_source_of_income_valueset_id is not null))
```

## Unique

- `form_block_id`

## References

| Columns | Target | On delete |
|---|---|---|
| `form_id` | [`form`](/docs/tables/form) | cascade |
| `form_id, form_block_id` | [`form_block`](/docs/tables/form_block) | cascade |
| `financial_security_status_valueset_id, financial_security_status_code, financial_security_status_system, financial_security_status` | [`valueset_code`](/docs/tables/valueset_code) | restrict |
| `main_source_of_income_valueset_id, main_source_of_income_code, main_source_of_income_system, main_source_of_income` | [`valueset_code`](/docs/tables/valueset_code) | restrict |

## Indexes

- `financial_summary_form_id_idx` on `form_id`

## Value sets

| Value set | Codes |
|---|---|
| `org.openehr::openEHR-EHR-EVALUATION.financial_summary.v1/financial_security_status` | 3 |

