Segments Overview
Segments contain information about the base policy as well as additional riders or features of the policy. Each segment has its own business rule that is used to configure the segment information. These SegmentName business rules are named to reflect the segment they represent. The Base Coverage SegmentName business rule would be BaseCoverage. All of these rules can be found in the Global Explorer under the Segments node.
Segments are created from the Main Explorer from the Segment node inside a plan folder.
Segment Override Levels
Segments can be overridden at the following levels, listed from most to least specific:
- Plan
- Customer
- Child Product
- Product
Segment Screen Business Rule
There is also a SegmentScreen business rule, which controls the Segment screen in OIPA. The Segment screen can display multiple segments that the user can select from a drop-down box. When the user selects a specific segment, the Segment screen populates with the associated data. Segments are configured similar to business screen rules but allow for additional validations.
Segments and Calculate Rules
Segments can invoke Calculate business rules. In the Rules Palette each segment has its own calculate folder, which stores these business rules.
Use the Segment screen business rule to set-up the screen layout for any segments needed for the policy. 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 | Segment Screen .
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