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Oracle® Insurance Rules Palette 9.4.0.0 E18894_01

# Configure Requirements

After a requirement definition is created, additional criteria and can be configured. A visual editor is available to assist with requirement configuration.

## Requirements Visual Editor

When a requirement is checked-out, the visual editor will open in the Configuration Area. There are five panes available to assist with visual editing. Each pane is described below.

General Pane

This pane displays the information entered when creating the requirement definition. The company information cannot be edited, but you can double-click in the other fields to update information. The Requirement Description is what the OIPA user will see when requirement information is displayed.

Fields Pane

This pane is similiar to the Fields pane for transactions, with the exception that multifields are not applicable to requirements. The fields defined here will display on the Requirement Detail window in OIPA. This window opens when the requirement icon next to an activity is clicked. Then right-click on a requirement and select Requirement Detail. The fields are populated with values from the GeneratePendingRequirements business rule.

Events Pane

This pane is similiar to the Events pane for transactions. Fields must be configured if events are used.

Criteria Pane

There are two sections on this pane: Requirement Groups and Requirement Criteria. These sections can be collapsed by clicking the Collapse icon or expanded by clicking the Expand icon.

- Requirement Groups: provides a method of attaching multiple criteria together. Each group listed will have its own set of criteria defined in the Requirement Criteria section below. You will only see the criteria associated with the group you have selected. Clicking a different group will reveal the specific criteria assigned to that group. You can create a group without any associated criteria. Groups are saved to the AsRequirementGroup table.

- Add: The Add button adds a new row. Double-click in the row to add the group information. Click Save on the Tool Bar to save the new group or just check-in the file.

- Delete: The Delete button removes the selected group and all associated criteria. A confirmation window will appear to verify the delete. After the confirmation is verified, the Delete button changes to UnDelete. A group is deleted immediately if it was recently added and the file has not been checked-in. If the group existed previously, then the delete happens after the file is checked back in.

- Revert: The Revert button reverts all changes made to the Group section.

- Requirement Criteria: used as a reference for the system when it is determining whether or not to generate requirements for an activity. These are the fixed criteria the math variables are matched to in the GeneratePendingRequirements business rule in order to determine if the requirement is needed. You can associate multiple criteria with a Requirement Group. Criteria are saved to the AsRequirementCriteria table.

- Add: The Add button adds a new row. Double-click in the row to add the criteria information. Click Save on the Tool Bar to save the new criteria or just check-in the file.

- Delete: The Delete button removes the selected criteria. The Delete button changes to UnDelete when clicked. A criterion is deleted immediately if it was recently added and the file has not been checked-in. If the criterion existed previously, then the delete happens after the file is checked back in. When UnDelete is enabled, click it to remove the Delete check mark next to a row. This allows a delete to be reversed before the file is checked-in.

- Revert: The Revert button reverts all changes made to the Criteria section.

Requirement Criteria should be configured to make the set of criteria within each Requirement Group mutually exclusive with respect to each other Requirement Group's set of Criteria. This would make it impossible for any given activity to satisfy more than one set of criteria. This is often done by using PlanGUID as one of the criteria in each group but it can be done using other methods as well.

Criteria Pane of a Requirement in Admin Explorer

XML Source Pane

This pane displays the XML source code for the requirement. Refer to XML Source Pane for additional information. There are several important points concerning requirements XML:

- Default XML is just an empty <RequirementDefinitions></RequirementDefinitions> parent tag. No further XML configuration is necessary to check-in the requirement.

- The requirement cannot be checked-in if this tag does not exist. It must be present in the XML Source pane.

- Fields must be configured if events are needed.

## Steps to Configure a Requirement

1. From the Admin Explorer tab open Administration | Requirements.

2. Open the Company folder where the requirement resides and check-out the requirement.

3. Click the Criteria pane.

4. Click Add in the Requirement Groups section and click in the highlighted field.

5. Type the Requirement Group name. This is required.

Note: Criteria do not have to be added initially. The Rules Palette allows this section to remain empty; however, before the requirement can be used in OIPA, criteria must be added.

6. Scroll down and click Add in the Criteria section then click inside the highlighted field. The Add button is only enabled if a requirement group was created.

7. Type the Criteria name. Criteria must have unique names within the same group. The Criteria names can be reused if they are used only once in each group.

8. Select a datatype.

9. Enter a value.

10. Select a Currency if the datatype is money.

11. Right-click on the XML file and select Check-in to save the changes to the database.

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