Oracle® Insurance Rules Palette 10.1.2.0 E59346-01

Inquiry Screen Overview

The Inquiry screen enables users to access information via a rules defined format. Inquiry screens can pull various data from different tables in the OIPA database that are relevant to the type of inquiry a business requires. Using inputs, outputs and various layout features, an Inquiry screen can be configured to display pertinent information.    

The rule can be created at the Main Menu, Client or Policy level. The level determines where the Inquiry screen will be accessed in OIPA. It also determines which GUID is passed to the Inquiry screen rule.  

• PrimaryCompanyGUID for Main Menu and Client

• PolicyGUID for Policy

The fields defined within the Inquiry screen XML determine the type of information the Inquiry will return. View the XML Configuration Guide option from the Help menu. Inquiry screen configuration is located in Business Rules | Screen Rules | Inquiry Screen.

Security for the Inquiry Screen

Only OIPA users with the proper security permissions will be able to view Inquiry screens in OIPA.

The Main menu level Inquiry screen contains a security permission in the Company Pages folder. The permission is called Inquiry. The page must be checked out and the box checked.

The Client level Inquiry screen contains a security permission in the Company Pages folder. The permission is inside the Client page. The page must be checked out and the Inquiry box checked.

The Policy level Inquiry screens are granted permissions in the Plan Pages folder. There are several permissions that control Inquiry privileges. Click each link below to view the security information.

• Policy
• PolicyOverview
• PolicyActivity
• PolicyAllocation
• PolicyRole
• PolicySegment
• PolicyValue
• Programs
• AllocationHistory
• RoleHistory
• SegmentRole
• SegmentRoleHistory
• PolicyWithholding