Oracle® Insurance Rules Palette Release 10.1.1.0
Table of contents
- Welcome to Rules Palette
- What's New in 10.1.2.0
- Getting Started
- Security
-
Admin Explorer
- Activity Filters
- Admin Explorer Tab
- Administration Overview
-
Chart of Accounts
- Chart of Accounts Overview
- Before Creating CoA
- Chart of Account Entry Database Definitions
- Chart of Accounts and Disbursement
- Create Chart of Accounts
- CoA Step 1 and 2
- CoA Step 3
- CoA Step 4
- CoA Step 5
- Steps to Set-up CoA Criteria
- Steps to Set-up CoA Results
- Multiple Entries for an Account
- Query Account Records
- Chart of Account Code Tables
- Database Tables
- View Accounting in OIPA
- Code Names
- Comment Templates
- Cycle Sequence
- Enrollment Transactions
- Error Catalog
- Exposed Computation
- Files
- Intake Profile Definition
- Map Groups
- Rates
- Requirements
- Currency
- System Date
- State Approval Editor
- Countries
- Market Maker
- Masks Editor
- Web Services
-
Main Explorer
- Main Explorer Tab
-
Prototypes
- Prototype Overview
- New Prototype Samples for this 10.1.2 Release
-
Prototype Samples for 10.1.1 Release
- Ability to create and maintain relationships using attached business rules
- Ability to Display different primary relationship on client and customer
- Ability to reverse the Clients and Policies created via Create Clients and Create Policy BR while Activity reversal
- Ability to view both Primary Secondary Relationships on the client screen
- Accessing suspense information in actions configuration
- Activity Array Population of Entities For Activity Processing
- Batch Suspense
- Client & Policy Search Enhancement Prototype
- Group Billing_Create Bill
- Group Billing_Data Intake (DI)
- Group Billing_Reconciliation
- Migrate Business Rule Changes to the system without an Application Restart
- Money Field Justification
- MultiSuspense Handling for Group Billing
- Nodes Deletion from Agreement Tree
- Security at Product Level
- Security Needed by Inquiry Screen
- Security on Main Menu & Client View Buttons
- Segment Definition to include User Enterable and Static fields
- Time Slice for Plans
-
Prototype Samples for Previous Releases
- Activity Requirement Screen Prototype
- Agreement and Agreement Role Prototype
- Agreement Class Groups Prototype
- Agreement Products Prototype
- Assessment Screen Prototype
- Classes and Class Groups Prototype
- Client and Policy Search Enhancement Prototype
- Comment Enhancement Prototype
- Data type IDENTIFIER prototype with Group related screens
- Disbursement Approval Threshold Limits Prototype
- Enrollment Prototype
- Extend Create Policy Prototype
- Illustration Processing Using AsFile Prototype
- Legal Residence Country Code Configuration Prototype
- New CopyTo Rules Prototype
- Product-Plan Data Inheritance Prototype
- Requirement Shading Prototype
- Undo Redo of Client Level Transaction
- UnmatchedResultSearchScreen Prototype
- Activity Processing Enhancements
- Address Change Letter
- Application Screen Prototype
- AllowPlanDateModifications Prototype
- Benefit Split Prototype
- Called Event and Call External Event Prototype
- Case Screen Prototype
- Client Screen Change Activity
- Comment Template Prototype
- Case Search Screen Prototype
- CreateAdditionalRates Prototype
- CreateRates Prototype
- CreateSegment Business Rule
- Create Unique Indentifier Number
- Currency Enhancements
- DisbursementUpdate Prototype
- Enhancements to Activity & Allocation Field in Screen Math
- Enhancements to Allocation Screens
- Enhancements to Verification Screen
- Error Messages with Substitutions
- Field Level Security
- Fixed Interest Rate Calculation
- Internationalization Enhancements
- Large Text Prototype
- Maintain Suspense
- Manage Duplicate Clients
- Masking
- Multifield Events
- Multifield Value in Math and ScreenMath Prototype
- New Allocation Methods Prototype
- New Business Underwriting Requirements Prototype
- Nonreversible-Nonreversing Transactions
- Original Activity Allocation
- Overridable Error Authorization Prototype
- Point In Time Configuration
- Policy Overview Screen Prototype
- Post Assigment Math Prototype
- PostAssignmentValidateExpressions Enhancements Prototype
- Precision Values Prototype
- Priors and Suspects Inquiry Screen Prototype
- Programs Prototype
- Required Fields
- Requirement Processing Sample
- Role Enhancements
- RolesExist Enhancements
- RolePercent Enhancements Prototype
- RoleScreen Actions and Events
- Role Shading and RoleScreen Access to Plan, Policy, Client and Address Fields Prototype
- Quote and Verification Prototype
- Scheduled Computation
- Scheduled Valuation Configuration
- Shadow Policy
- SplitPercentage Assignments Prototype
- State Approval Prototype
- Suspense Enhancements
- Suspense Field from Activity Prototype
- Suspense and Multiple Currencies
- Suspense Refund Prototype
- Suspense Search Screen Prototype
- Title and Label Fields Prototype
- TransactionAllocationScreen Actions and Events Prototype
- TransactionTimes Business Rule
- Unit Linked Template Enhancements
- Update Requirement Activity Date
- ValidateExpressions Warning Enhancements Prototype
- ValuesBlock Prototype
- View PDF Documents
- Companies
- Products
- Plans
- Inquiry
- Global Explorer and Business Rules
-
Group Information
- Group Customer Overview
- Creating and Editing Products
- Product Plan Overview
- Product-Plan Data Inheritance
- Group Customer Activity Processing
- Alternate Names
- Group Customer Addresses and Phone Numbers
- Relationships
- Agreements
- Group Customer Plans
- Classes and Class Groups
- Enrollment
- EnrollmentScreen_Rule
- Membership Processing
-
Configuration
- Access External Database
- Configuration Panes
- Business Rules
-
Transactions
- Transactions Overview
- Transaction Types, Status and Processing Order
- Transaction Levels in OIPA
- Create Transactions
- Configure Transactions
- Compile a Transaction
- Clone a Transaction
- Delete a Transaction
- Transaction Comments
- Edit Transaction General
- MultiField Configuration
- Save Configuration Changes
- Attach Rules to a Transaction
- Transactions That Process Projections
- View PDF Documents
- Version History
- Activity Processing
- Segments
- Programs
-
Funds
- Index Funds
- Funds Overview
- Fund Configuration Overview
- Fund Database Tables
- Create Funds
- Fund Types and OIPA Valuation
- Child Funds
- Benefit Funds
- Market Calendars
- Fund Guarantee Price Offsets
- Allocations and Assignments
- ReassignAllocations Rule
- Redemption Fees for Withdrawals
- AllocationScreen Rule
- Currency Codes for Funds
- OIPA Screens Supporting Funds
- Annuitization with Overflow
- Suspense
- Withholding
- Allocations
-
Valuation
- Valuation Overview
- OIPA Valuation Mechanisms
- OIPA Transaction Valuation from the End Users Perspective
- Fund Types and OIPA Valuation
- Valuation Database Diagrams
- Valuation Database Definitions
- AsValuation XML Example
- Valuation Configuration
- Valuation Business Rules
- Scheduled Valuation
- Scheduled Computation
- Point in Time Valuation
- New Business Underwriting
- Release Management
- Data Dictionary
- Internationalization
- Utilities
- References