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Oracle® Insurance Rules Palette 9.4.0.0 E18894_01

# Update Fields With Activity

The CopyToPendingActivityFields business rule was enhanced to use conditional logic to determine whether the activity fields of an activity are updated or not after the activity processes.

Error logic is included for cases where an activity attempts to update the activity fields of an activity that is not in pending status. This will produce an error and the activity process will be halted.

## Configuration Requirements

Two transactions were created to demonstrate this functionality. The PendingActivityUpdate activity specifies the fields that will be updated. The ActivityToUpdate activity receives the information identified in the PendingActivityUpdate activity.

The CopyToPendingActivities business rule is attached to the PendingActivityUpdate transaction and can be found in the Attached rules folder under the transaction.

- PendingActivityUpdate: This activity determines which fields will be updated. Navigate to Global Explorer | Transactions | PendingActivityUpdate (Functional Prototype Plan). An explanation of the configuration is provided below.
  - Update Which Field: this field is a radio button. It allows the configuration to attempt update of different fields: a date field and a money field. Value 01 is Effective Date and Value 02 is Grace Money.
  - Update Multiple Activities: This field is a radio button. It allows the configuration to attempt the update of multiple activities whether or not there are actually multiple activities to update. Value 01 is Yes and Value 02 is No.
  - Update Which Activity: This field is a radio button. This field allows the configuration to attempt the update of pending or active activities of the ActivityToUpdate transaction. It also allows the activity to attempt to update the executing PendingActivityUpdate activity. Value 01 is Pending Activity. Value 02 is Same Activity and Value 03 is Active Activity.
  - Required Text: This is a text field. A value is required with each execution of the activity. Using the Update Which Activity radio button above, a single activity will attempt to update Required Text on the target activity. If there are multiple target activities, one activity will be targeted at random.
  - Update Date To: This is a date field. It is only available when Update Which Field is the Effective Date. • If a value is set, then the Effective Date of the targeted activity(ies) will attempt to be updated with the date provided here. An activity cannot modify another activity's Effective Date that will place the updated activity prior to the currently executing activity.
  - Update Grace Money: This is a money field. It is only available when Update Which Field is Grace Money. If a value is set, then the Grace Money Received field of the targeted activity(ies) will attempt to be updated with the value provided here.
- ActivityToUpdate: This activity receives the updates as determined by PendingActivityUpdate. Navigate to Global Explorer | Transactions | ActivityToUpdate (Functional Prototype Plan). There are two fields configured in this activity.
  - Grace Money Received: This is a money field. If the PendingActivityUpdate field named UpdateWhichField is set to Grace Money then this field will receive the value provided in the PendingActivityUpdate field named Update Grace Money.The default value is 0.
  - Required Text: This is a text field. The information entered into the Required Text field on the PendingActivityUpdate activity will be copied to this field. If there are multiple activities, one activity will be targeted at random.
- CopyToPendingActivityFields business rule: This rule demonstrates the use of conditional logic through the conditional statements within the <Test> element tags. The <FromCollection> element is used to update multiple activities. The ACTIVITYGUID attribute in the <Activity> element is used to identify a single activity to update.

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