Plan Rules

Plan rules are used to organize and capture data needed to administer polices.  Fields are configured to capture the data a company needs to administer a specific type of plan.  

Note: If the Plan Rules folder is empty there is a possibility that the XML Schemas are null in the business rules table.  In this case, you will need to upload schemas using the Upload Schema function on the tool bar.  Please refer to the section on Upload XML Schemas for more information.

Major plan rules that are configured:

1. Policy Screen: Defines the foundation of the contract, such as the issue date, premium mode, and free look end date.

2. Plan Screen:  Defines the plan structure, such as maximum face amount, maximum age or grace to lapse days.

3. Role Screen:  Defines responsibilities and duties of the participants related to the contract such as beneficiaries, insured, owner and payer.

4. Segment Screen:  Defines the display of the columns in the segment summary, which displays above the segment detail information.  This is also where you specify when to disable the ability to add new segments, except through a transaction.

5. Value Screen:  Defines the formatting of non-fixed fields on the Values screen.

When configuring a business rule that is associated with a screen, a comprehensive visual editor for field entry is available in the Rules Palette.  The visual editor allows you to drag and drop field elements and see the screen as you are editing.  However, if XML is preferred, configuration can still be done in XML via the XML Source pane.  Configuration for the additional screen tags must still be done through the XML Source pane.

Drag and drop onto the Configuration Area using the available options in the SearchPalette window.  In the SearchPalette window you can use the DataDictionary or the Palette to drag into the Configuration Area.