Comment Enhancement Prototype

Oracle Insurance Rules Palette

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Comment Enhancement Prototype

Commenting functionality has been enhanced to allow comments to be added to requirement and impairment records. This functionality is dependent on security configuration, which controls if a user can view, add, edit or delete comments, as well as if a user can view a requirement or impairment record's comment history. The new functionality is also dependent on several configurable business rules, as is described below.

 

Prototype Prerequisites

  • An OIPA user associated to the Super security group must exist.

 

Prototype Configuration

  • The global CommentsScreen business rule contains the <RequirementComments> and <ImpairmentComments> elements, which define the fields that display when the Comments screen is accessed via the Policy Requirement screen and the Assessment screen, respectively. In the Global Rules Explorer window, navigate to Business Rules | Screen | CommentsScreen to view the configuration. The key configuration for this business rule is explained below.
    • The following fields are configured within the <RequirementComments> element, and will therefore display on the Comments screen when accessed via the Policy Requirement screen:
      • Functional Department
      • Category
      • Requirement Comment Field
    • The following fields are configured within the <ImpairmentComments> element, and will therefore display on the Comments screen when accessed via the Assessment screen:
      • Functional Department
      • Category
      • Impairment Comment Field
    • The <UseTemplates> element has a value of Yes in both the <RequirementComments> and <ImpairmentComments> sections. This means that the Comments screen for both requirements and impairments will use comment templates.
  • The global CommentsSearchScreen business rule contains the <RequirementComments> and <ImpairmentComments> elements, which define the fields that display when the Comments Search screen is accessed via the Policy Requirement screen and the Assessment screen, respectively. In the Global Rules Explorer window, navigate to Business Rules | Screen | CommentsSearchScreen to view the configuration. The key configuration for this business rule is explained below.
    • The following fields are configured within the <RequirementComments> element, and will therefore display in both the Comment Search and Comment Search Result sections of the Comments Search screen when accessed via the Policy Requirement screen:
      • Requirement Comment Field
    • The following fields are configured within the <ImpairmentComments> element, and will therefore display in both the Comment Search and Comment Search Result section of the Comments Search screen when accessed via the Assessment screen:
      • Impairment Comment Field
  • Button security has been set on two new Plan Pages: RequirementComments and ImpairmentComments. To view the security configuration, navigate in the Admin Explorer window to Security | Application Security | Security Groups | Super | Plan Security, choose a company and navigate to the RequirementComments and ImpairmentComments Plan Pages. The security for these Plan Pages is described below.
    • The following buttons have security set in the RequirementComments and ImpairmentComments Plan Pages:
      • Add
      • View
      • Update
      • Delete
      • View History
    • The following actions are allowed based on the security for the buttons above:
      • AddComment
      • DeleteAllComments
      • DeleteUserCommentsOnly
      • UpdateAllComments
      • UpdateUserCommentsOnly
      • ViewAllComments
      • ViewAllCommentsHistory
      • ViewUserCommentsHistoryOnly
  • The PolicyRequirement Plan Page has security set for two new buttons. In the Admin Explorer window, navigate to Plan Pages for the security group Super to view the security configuration. The new security options for this Plan Page are described below:
    • Two new buttons are able to have security set:
      • RequirementComments
      • PolicyComments
  • The PolicyAssessment Plan Page has security set for two new buttons. In the Admin Explorer window, navigate to Plan Pages for the security group Super to view the security configuration. The new security options for this Plan Page are described below:
    • Two new buttons are able to have security set:
      • ImpairmentComments
      • PolicyComments

 

View Prototype in OIPA

  1. Log in to the Rules Palette and click on the Admin Explorer tab.
  2. Navigate to Security | Application Security | Security Groups | Super | Plan Security and continue to navigate to a company of your choosing.
  3. Expand the Plan Pages node and check out the ImpairmentComments Plan Page.
  4. Configure the security settings for the available buttons and check the Plan Page back in.
  5. Repeat steps 3 and 4 for the RequirementComments Plan Page.
  6. Log in to OIPA with user credentials belonging to the same company as the Super security group used above.
  7. Navigate to the Assessment screen. Note that all of the actions and buttons that were enabled are able to be used.
  8. Repeat step 7 for the Requirement screen.

 

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