Oracle® Insurance Policy Administration 9.1.0.0.0 E15811-01

# View Client's Roles

A client can be assigned roles on any number of policies. You may have a client who is the Writing Agent for multiple policies or you may have a client who is the Beneficiary of more than one policy. OIPA allows you to select a client and view all the roles assigned to that client.

Steps to View All Roles Assigned to a Client

1. Select Search from the Client Main menu.

2. Enter the search criteria and click Find. If you do not remember the exact wording you can use the % (percent) sign as a wild card. The Search results will display under the Client Search Window.

3. Scroll through the search results until you find your client, then click the client record. The Client screen will open.

Note: If your search results contain more than ten results, then only the first ten results will be displayed. You can adjust the Maximum Results drop down box in the top right corner of the screen or you can page through the results by clicking on the page numbers listed in the top center of the screen.

4. From the left navigation menu select the Roles button. A window will open labeled "Policies Related to." This will show all of the policies the client is associated with and the roles the client has been assigned.