Oracle® Insurance Rules Palette 10.1.2.0 E59346-01

EligibleRequirementsByPolicyStatus Rule

The EligibleRequirementsByPolicyStatus rule is a plan rule that enhances and supports the processing of events in the system. This rule can only be configured using XML.

The EligibleRequirementsByPolicyStatus business rule controls the requirements that are available to the OIPA user depending on the status of the policy and whether in that status the transaction will be initiated by the user or by the system.

Statuses

The statuses are defined in the AsCode database table. New statuses can be added or existing statuses can be changed using the Code Names editor in the Administration folder of the Admin Explorer.

Note: When configuring a shadow status, the status should be configured to require that no activities, no pending or recoverable disbursements, no roles and no segments exist on the policy.

General Pane

The General pane displays the rule properties. The fields on the General pane include: 

• Version: the version of the rule. 

• Type: the type of rule. In this case it is a system rule.  

• Long name: the complete name for the rule. 

• Keywords: any words that might be helpful for locating the rule during a search. 

• Comments: any comments that might explain the function of the rule. 

• Error message: any pertinent error messages. 

Configure Using XML Source Pane

A requirement's availability by status can be updated or removed from the XML Source pane. The requirement’s name must be the value between the <Requirement> start and end tags. All <Requirement> tags must be sub-elements of the <PolicyStatus> tag. The requirements are also identified as system generated or user generated with the TYPE attribute. The <PolicyStatus> element has an attribute called NAME that lists the name of the policy status that the policy must be in for the requirement to be available. The NAME attribute is only used for readability. The CODE attribute controls in what policy status the requirement will be available. CODE values are available in the Codes Names folder in Admin Explorer.

Important: Please see the XML Configuration Guide topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Plan Rules | EligibleRequirementsByPolicyStatus.