Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# PolicyScreen Rule

The PolicyScreen rule has six panes available for configuration and is a required rule for a plan to run in the Oracle Insurance Policy Administration (OIPA) system. This rule is configured to design the layout and functionality of the Policy screen in OIPA. The General, Fields, Buttons, Events and RoleCodes panes offer visual configuration editing tools. This rule has a unique visual configuration pane called RoleCodes. RoleCodes is used to define the roles that are available to assign to this specific plan. The XML Source pane can be used to configure the Policy screen using XML.

General Pane

The General pane displays specific properties that are configurable for the Policy screen. The Policy screen general pane Segments section lists the properties and an editable value field to use for configuration.

Definitions for the Policy screen General Pane

Property | Definition
Segments Allowed | Specifies the number of segments that are allowed on the policy.
Minimum Segments | Specifies the minimum number of segments that are required for the policy.
Automatic Policy Number | System will generate an automatic policy number.
Disabled Status | Indicates which applicable status(es) will disable otherwise editable fields.
Segment Count | Total number of segments that are assigned to a policy.

Fields Pane

The Fields pane is used to create fields that will display on the Policy screen. The top section of the visual configuration area is for fixed fields. You can drag and drop the available fixed fields from the Palette. You cannot create custom fields for this section, but you can change the display name of a fixed field as needed. The section under fixed fields is where you configure dynamic fields. The functionality is exactly the same as the configuration for other fields panes. Please see the Fields Pane for more information.

Buttons Pane

The Buttons pane allows the selection of the type of button you want to be displayed on the Policy screen. The functionality in this pane is the same as the Button pane detailed in the segments section of this document. Refer to the Buttons Pane for more information.

The following buttons are supported on the Policy screen.

- Allocation

- Values

- Activity

- Withholding

- Save

- Inquiry

- Add Activity

The Allocation, Values, Activity and Withholding buttons are configured through the Button pane on the Policy screen business rule in the Global Explorer. The Save, Inquiry and Add Activity buttons will only become visible on the Policy screen if OIPA Security is set for them through the Admin Explorer.

Note: The Save, Inquiry and Add Activity buttons are dependent on Security and also what has been entered for the policy. The SecurityGroup has three buttons for PolicyScreen. If all of these buttons are checked in the SecurityGroup, then before the Policy screen is saved in OIPA, only the Save button is present. Once it has been saved, then the InquiryScreen button is present. The AddActivity button is present after the segment is calculated.

Events Pane

This pane is used to identify the type of event that needs to occur in order to invoke a set of actions. It also identifies the field that is connected to the event. The functionality is exactly the same as described in the transactions section. Please see Events for more information.

RoleCodes Pane

The RoleCodes pane allows you to add, edit, or remove roles that are associated with a policy.

Steps to Add a New Role

1. Select the RoleCodes pane.

2. Select Add New Role.

3. Select the desired role name from the available list in the RoleCode drop-down box.

Note: RoleCode options are populated by AsCodeRole, which can be updated through the Codes Names folder in Admin Explorer.

4. Enter a role count in the RoleCount field if desired. Role count is the number of times you can assign a role to a particular policy.

5. Select a role percent from the available list in the RolePercent drop-down box. Percentages are available from 0 to 100.

6. If applicable, enter an expression in the Test field. This allows configuration of a test(s) condition. The evaluation of the condition determines whether the particular role section can be executed or not. Enter an expression to determine if the role should be displayed/allowed for the policy.

7. If applicable, select a ClientType. This selection defines the client types that can be assigned to the role. Only these client types will be displayed in the client type drop-down box on the Client screen for the specific role. For example, an insured may need to be an Individual client type for a particular plan.

8. Select the Add New button at the bottom of the RoleCodes pane when finished.

Note: To add multiple new roles, you need to select Add New Role at the top of the screen before each new role is entered. This clears the fields at the bottom. CTRL + click deselects the options if they are already selected in a drop down list.

Important: If the Add New button is not at the bottom of the screen, you have accidentally changed the settings for an existing role. The Add New button is only present when you are adding a new role and the Save button is only present when you are editing an existing role.

Steps to Remove a Role

1. Select the RoleCodes pane.

2. Select the role to be removed.

3. Select the Remove button at the bottom of the RoleCodes pane.

Steps to Edit a Role

1. Select the RoleCodes pane.

2. Select the role you wish to edit and make your necessary changes.

3. Select the Save button at the bottom of the RoleCodes pane.

XML Source Pane

If you prefer to do your configuration directly in XML, it can be done via the XML Source pane. The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section.

Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Plan Rules | Policy Screen.