Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# Inquiry Screen Configuration

Inquiries can be configured to display on the Main menu in OIPA or on the Policy screen. You must specify the level when you create a new Inquiry screen.

Inquiry screens configured to display on the Main Menu will appear in OIPA under the Inquiry heading on the Main Menu. Refer to the images below.

Main Menu Inquiry Screen in Rules Palette | Main Menu Inquiry Screen in OIPA

Inquiry screens configured to display at the Policy level will appear in OIPA on the Policy screen. You will see an Inquiry link on the Secondary Menu. Refer to the images below.

Policy Level Inquiry Screen in Rules Palette | Policy Level Inquiry Screen in OIPA

Steps to Create an Inquiry Screen

1. Open the Main Explorer tab.

2. Open the appropriate company folder.

3. Right-click on Inquiry Screens and select Add Inquiry.

4. Enter a name for your Inquiry. It should reflect the purpose of the Inquiry so that OIPA users can identify its purpose.

5. Select an inquiry type from the drop down box. This will determine the screen where the Inquiry screen will be available to OIPA users. Main menu and Policy level are the inquiry types that are supported in the 9.1.0.0.0 release.

6. Click Finish. The new Inquiry screen will be listed in the appropriate level folder under the Inquiry screen node.

Once an Inquiry screen has been created, you need to check it out and configure it. View the V9 XML Configuration topic in this help system. Inquiry screen configuration is located in Business Rules | Screen Rules | Inquiry Screen.