Oracle® Insurance Rules Palette 10.1.2.0 E59346-01

Activity Processing Overview

Activity processing is performed on the Activity screen in OIPA. Some activity processing can occur on other screens, but typically the Activity screen houses the activity processing functionality. There are several ways to process an activity. An activity can be manually processed by selecting the lightning bolt icon next to an activity. Activities can also be generated by the system, reversed or deleted. Activities can be processed at the plan or policy level.     

There are two main components of an activity: activity type and activity status. Activity type defines how the activity was created (generated by the user or by the system). The activity status defines the current state of the activity (active, pending, etc.).   

OIPA controls activity processing through a timestamp. This prevents users from accessing an activity that is being processed.  

Automatic Processing in OIPA

To use the Auto Process option in OIPA, the AutoProcess business rule must be configured to Yes. This business rule dictates whether activities are to be processed as soon as they are added or when manually processed by the user.

If set to Yes, then the AutoProcess button will be checked on the Activity screen. The rule is overridden to affect the various Activity screens. The Policy Activity screen is affected by overriding the rule at the plan level. The Plan Activity screen is affected by overriding the rule with the plan that holds plan level transactions. The Client Activity screen is affected by overriding the rule with the primary company.