Oracle® Insurance Rules Palette 10.1.2.0 E59346-01

Policy Level Withholding

The PolicyScreen business rule is configured with a Withholding button, which allows the Withholding Left Navigation link to be available to OIPA users with proper security access. The WithholdingScreen business rule is configured with the fields that are presented to the OIPA user for entering Withholding values when the Withholding link is clicked from the Left Navigation menu on a Policy screen.

WithholdingScreen Business Rule

The WithholdingScreen business rule has a dual rule context: PrimaryComapny and Plan. These contexts define the available overrides allowed for the rule. Rule overrides allow for variation in configuration of the same rule based context. Refer to the CopyBook Override Context section for a description of available contexts.

Withholding Values

WithholdingField values are stored in the AsWithholdingFields table. Refer to the Withholding Database section for additional information.

Lock Withholding Fields

Withholding fields at the policy level can be locked by policy status. The optional <DisableWithholdingFields> element can be used in the WithholdingScreen configuration to disable Policy level withholding. Multiple <DisablePolicyStatus> elements can be used to define more than one status where the withholding fields are unavailable for update.

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 | Withholding Screen. 

Withholding link on a Variable Deferred Annuity Policy in OIPA