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Oracle® Insurance Rules Palette 9.4.0.0 E18894_01

# Update Multiple Policy Roles with Transaction

A single transaction can be used to update multiple policy roles. The CopyToRoleFields business rule allows the configuror to limit the roles available for update by role status, to update (a) common field(s) for all roles aligned with a given policy or to specify via RoleGuid or RoleCode those roles subject to update. The role fields being updated are limited to one policy; specifically, the policy associated with the processed activity.

## Configuration Requirements

- The CopyToRoleFields business rule exists as a transaction level override in the Functional Prototype Plan. Navigate to Global Explorer | Business Rules | Attached | CopyToRoleFields | Transaction Overrides | CopyToRoleFields (CopyToRoleFields-FunctionalPrototypePlan).
- The CopyToRoleFields transaction is used to demonstrate the new functionality. Navigate to Global Explorer | Transactions | CopytoRoleFields (FunctionalPrototypePlan.
  - The DepartmentName field with the display name Mail sent by and delivery type of "Priority Mail" is updated to all active Insured Roles on the policy. This is evident by the ROLECODE attribute and the <RoleStatus> configuration. It is only copied to the Insured Role according to <PolicyRoles ALLROLES=No>.
  - The Math Variable DeliveryAgentMV is used to test the ALLROLES=YES attribute and functionality. The math variable value UPS will be copied to all active roles except CSRs.
  - The MathVariable PaymentMethodMap is used to test FromCollection. The values 01 and 02 will be displayed on Insured and Primary Beneficiary TestCollection Field on Role Screen.

If the activity is reversed in OIPA, then all the copied values will be removed. If the roles are not in Active status, then none of the fields will be updated except TestCollection.

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