View PDF Documents
OIPA allows policy-specific PDF documents to be generated and viewed with Crystal Reports. A Document tab was added to the Activity Results screen in OIPA. Documents that are generated by activities can be viewed from this tab.
Scenario
A CSR processes an activity that is configured to generate a policy-specific PDF document. The CSR opens the Activity Results screen for the processed activity that generated the document and clicks the Document tab. The generated document is displayed.
Configuration Requirements
The following configuration requirements are necessary to implement this functionality.
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transaction configured to generate a PDF file.
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ExternalProcess rule attached to the transaction. This rule is configured to trigger the GenerateDocument rule.
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GenerateDocument business rule overridden at the transaction level. This rule is not listed in the TransactionBusinessRulePacket for GeneratePDF. GenerateDocument calls a template that is located on the server to dynamically generate a PDF file based on input gathered from a SQL query in the GenerateDocument rule.
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file template added to the server at the path specified in the PAS.properties file. This file name should match the name specified in the GenerateDocument configuration.
Prototype Samples
One transaction was configured to demonstrate this new functionality. Navigate in the Main Explorer to Companies | Prototype Company | Subsidiary Companies | Prototype Child Company | Plans | Functional Prototype Plan | Transactions | Policy Transactions | GeneratePDF.
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GeneratePDF: this transaction is configured to simply generate a PDF. No calculations or other functions are performed by the transaction.
GeneratePDF Transaction in Main Explorer
Two business rules are needed to demonstrate this new funcionality.
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ExternalProcess: This rule calls the DocumentGenerator code extension, which will in turn run the GenerateDocument rule. This rule should be overridden at the transaction level and included in the TransactionBusinessRulePacket.
ExternalProcess and GenerateDocument Business Rules in Main Explorer
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GenerateDocument: This rule calls a template that is located on the server to dynamically generate a PDF file based on input gathered from a SQL query in the rule. This rule should be overridden at the transaction level but NOT listed in the TransactionBusinessRulePacket for the GeneratePDF transaction.
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