EnrollmentScreen_Rule

Oracle Insurance Rules Palette

You are here: Group Information > EnrollmentScreen_Rule

 

EnrollmentScreen_Rule

The Enrollment Screen allows you to handle the manual additions of participants and eligible individuals as enrollees for the Group Customer.

 

The Enrollment Screen allows you to make Product, Plan, Coverage, and Role selections. You can enroll an eligible participant into multiple products without leaving the screen. In addition, you can revisit an enrollment that is in progress / pending and make changes.

 

Validation is included within the screen when a user attempts to access the screen for a client who already has an active enrollment record in existence on the system, all enrollment fields and buttons become disabled.

 

The Enrollment Screen is override able at the Company level.

 

The selection of Product, Plan, and Coverage information is driven by drop down selection boxes. The selection of the product, plan and coverage information is being carried out using the appropriate qualifying record from the Plan Eligible Classes data table. Another section allows for the designation of Roles.

 

Enrollment Plan Eligible Classes

EnrollmentScreen Eligible Enrollment for Product/Plan/Coverage Per Class

 

General Pane

The General Pane displays the name and properties of the EnrollmentScreen business rule.

 

Enrollment Screen General Pane

EnrollmentScreen General Pane

 

XML Source Pane

Configuration can be done in XML via the XML Source pane. Configuration for the additional screen tags must still be done through the XML Source pane. 

 

The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section of this document.

 

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 | Screen Rules | EnrollmentScreen

 

Enrollment Screen XML Pane

EnrollmentScreen XML Source Pane

 

Miscellaneous Screen Details: Security

Page Name: Enrollment

Buttons: Enroll, Activity, Save, Inquiry, Delete

 

Page Name: GroupCustomerRelationshipScreen (existing path to access Enrollment Screen)

Button: Enroll

 

Page Name: ClientSearch (existing path to access Enrollment Screen)

Button: Enroll

 

Copyright © 2009, 2014, Oracle and/or its affiliates. All rights reserved. Legal Notices