Oracle® Insurance Rules Palette 10.1.2.0 E59346-01

PolicyScreen Rule

This business rule controls the layout and functionality of OIPA's Policy screen, which is used to define the foundational information on which a policy is based. PolicyScreen can also be used to configure OIPA's Application screen by using a system code-level override. The policy summary screen is also introduced in the policy overview screen to make it consistent with other policy related pages and compatible with prior versions .In addition, prior versions displayed the policy summary with all of the fixed fields presented in the same order and format as they present on the PolicyScreen. This is to provide a default presentation of the policy summary for all policy related pages except the PolicyScreen which retains the current fixed field and dynamic field presentations alone and no summary. In addition, configurability for policy summary will be added so each customer may specify the fixed fields and presentation order they wish.

Configuration Panes

The PolicyScreen rule has seven panes available for configuration and is a required rule for a plan to run in OIPA. The General, Fields, Buttons and Events panes offer visual configuration editing tools.

There are also two unique visual configuration panes: Roles and Shadow Policy. The Roles pane is used to define the roles that are available to assign to a specific plan. The Shadow Policy pane defines the criteria OIPA uses when shadowing (or canceling) a policy.

The final pane, the XML Source pane, can be used to configure the Policy screen using XML.  

PolicyScreen Panes for Configuration

General Pane

The General pane displays specific properties that are configurable for the Policy screen. The Policy screen General pane Segments section lists the properties and an editable value field to use for configuration.  

Definitions for the Policy Screen General Pane

Fields Pane

The Fields pane is used to create fields that will display on the Policy screen. The top section of the visual configuration area is for fixed fields. Drag and drop the available fixed fields from the Palette. Custom fields cannot be created for this section, but the display names of fixed fields can be changed as needed. Configure dynamic fields in the section under fixed fields. The functionality is exactly the same as the configuration for other fields panes. Please see the Fields Pane for more information.    

Note: The Cut, Copy and Paste buttons available in Fields and Math panes are not supported for the PolicyScreen's Fixed Fields.

PolicyScreen Fields Pane

Buttons Pane

The Buttons pane allows the selection of the type of button displayed on the Policy screen.  

The Preview section along the bottom of the Button Pane provides a preview of the appearance of the buttons in OIPA.

The Order section along the right side of the Button Pane allows the user to control the order the buttons will display in OIPA.

The following buttons are supported on the Policy screen.

• Activity

• Add

• Allocate

• Calculate

• Close

• Find

• Inquiry
• New
• Policy Overview: this is the first option on the Left Navigation menu of the Policy screen in OIPA when this button is added. The PolicyOverviewScreen business rule must also be configured.
• Process
• Save
• Shadow Policy: this is configured through the Shadow Policy pane.
• Values
• Withholding

The Allocation, Values, Activity and Withholding buttons are configured through the Button pane on the Policy screen business rule in the Global Explorer. The Save, Inquiry and Add Activity buttons will only become visible on the Policy screen if security is set for them through the Admin Explorer.   The Shadow Policy button will only become visible if the Shadow Policy section is configured and security is applied through the Admin Explorer.

PolicyScreen Button Security in Admin Explorer

Button Security

Security is applied to the buttons on the Policy screen in the Admin Explorer. Open the Security folder to reveal the options for applying security.

Steps to Add Security to Buttons

1. Open Admin Explorer | Security | Application Security | Security Groups.
2. Select the Security Group that has access to the Policy screen.
3. Open Plan Security | Name of the Company | Plan Pages.
4. Right-click the Policy node and select Check-out to open it in the Configuration Area.
5. Check the box next to each button the users in the security group will have access to in OIPA.
6. Check-in the file to save the changes to the database.

The Save, Inquiry, and Add Activity buttons are dependent on security and also on what has been entered for the policy. The security group has four buttons for the Policy screen. If all of these buttons are checked in the security group, then before the Policy screen is saved in OIPA, only the Save button are present. Once it has been saved, then the Inquiry Screen button is present if a policy level Inquiry screen has been configured. The AddActivity button is present after the segment is calculated if the MinimumSegments configuration tags are present and the value is greater than zero.    The Shadow Policy button will only become visible if the Shadow Policy section is configured and security is applied through the Admin Explorer.

Events Pane

This pane is used to identify the type of event that needs to occur in order to invoke a set of actions. It also identifies the field that is connected to the event. The functionality is exactly the same as described in the transactions section. Please see Events for more information.  

Shadow Policy Pane

This pane is used to set up conditions for shadowing (deleting) a policy. It allows a user to identify the policy statuses that are valid for shadowing, as well as the status a shadowed policy is assigned. Please see Shadow Policy Pane for more information.

Roles Pane

The Roles pane is used to add, edit, or remove roles that are associated with a policy.

Steps to Add a New Role

1. Select the Roles pane.

2. Right-click on the Roles node in the Navigator menu and select Add Role.

    

   

   Role Node in Navigator Window

 

3. Select the desired role name from the available list in the Role Code drop-down box.

Role options are populated by AsCodeRole, which can be updated through the Codes Names folder in Admin Explorer.   

4. Select Yes or No in the Allow Zero Percent drop down box. If Yes is selected, then the Allow Percent drop down box will be disabled.

5. Select Yes or No in the Allow Percent drop down box. If No is selected then the AllowZeroPercent box is disabled.
6. Enter a role count in the RoleCount field if desired. Role count is the maximum number of times a role can be assigned to a particular policy. 

7. If applicable, select a ClientType. This selection defines the client types that can be assigned to the role. Only these client types will be displayed in the client type drop-down box on the Client screen for the specific role. For example, an insured may need to be an Individual client type for a particular plan.

8. Enter a role percent in the Role Percent field. Percentages can range from 0% to 100%, or an asterisk ("*") can be used to indicate that the total percent for the role can exceed 100%. Each individual record will still have a maximum of 100%, but the total for multiple records on the same Policy Role will be able to exceed 100%.

Using an asterisk in the Role Percent field will generate a warning message at the bottom of the Roles pane.

4. Specify whether the role has an external client by selecting the Yes or No radio button in the External Client field. An external client is a client whose data is stored in an external database that cannot be modified within OIPA.
   • Yes: Indicates that client data is stored in an external database. If this option is selected, the EXTERNAL attribute with a value of "Yes" is added to the <Role> element in the XML source. Additionally, if the CustomScreen field is populated, then the Client Type field can be left blank. If the CustomScreen field is not populated and no Client Type is chosen, then the system will generate an error message upon saving the role. These conditions apply to both visual and XML source configuration.
   • No: The default selection—indicates that client data is not stored in an external database, and can be modified within OIPA. The Custom Screen and External Client Row Retriever fields will be disabled, and a client type must be chosen, or the system will generate an error message upon saving the role. This condition applies to both visual and XML source configuration.
5. If the External Client radio button is set to Yes, type a class name in the External Client Row Retriever field. This should be the name of a class that has been created to implement the external client search.
6. If the External Client radio button is set to Yes, and if applicable, type a class name in the Custom Screen field. This should be the name of a class that has been created to implement a customized display of external client search results. Note: Refer to the Extensibility document on OTN in the library for this release to access additional information on extending OIPA to include external clients.

7. If applicable, enter an expression in the Test field. This allows configuration of a test condition. The evaluation of the condition determines whether the particular role section can be executed or not. Enter an expression to determine if the role should be displayed/allowed for the policy.  

8. Select the Save button at the bottom of the Roles pane when finished.  

To add multiple new roles, select Add Role from the Navigator window before each new role is entered. This clears the fields. CTRL + click deselects the options if they are already selected in a drop down list.    

Steps to Remove a Role

1. Click the Roles pane.

2. Click the role to be removed from the Roles section of the Navigator window. The role will appear highlighted in blue.

3. Right-click the role and select Delete.

Steps to Edit a Role

1. Select the Roles pane.

2. Select a role from the Navigator window. The role will appear in the Configuration Area.

3. Make the necessary changes.

4. Click Save at the bottom of the Roles pane.

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.

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 | Policy Screen. 

PolicyScreen XML Source Pane

Use for Applications

In addition to its use in configuring the Policy screen, the PolicyScreen business rule can also be used to configure the Application screen in OIPA. To configure the Application screen, the PolicyScreen rule needs to be overridden at the system code level, using the NBU (New Business Unit) system code. See Creating the Application Screen for more information.

In OIPA, the Application screen is accessible through the Application node in the menu on the left side of the Case screen.