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Oracle® Insurance Rules Palette 9.4.0.0 E18894_01

# Transaction Comments

Transactions can be configured to support comments. This allows CSRs to add notes or additional details to an activity in OIPA. Security controls whether these comments can be viewed by all users or only the user who added the comment. Security also controls whether a user is able to add comments to an activity.

## Scenario

A CSR opens the Activity screen for a policy. The comment icon for one of the activities indicates that comments exist. The CSR clicks the comment icon and reads all comments added for that activity.

A CSR opens the Activity screen for a policy. The comment icon for one of the activities indicates that comments exist. The CSR clicks the comment icon but is only able to see the comments he added. All other comments added by other CSRs are not visible.

## Configuration Requirements

- A transaction must be configured to support comments. This means the <AllowComments> element must be configured with a value of Yes. Two transactions were created in the Functional Prototype Plan with this element.
  - TransactionCommentsUserAccess : Navigate to Global Explorer | Transactions | TransactionCommentsUserAccess (Functional Prototype Plan).
  - TransactionCommentsAllAccess : Navigate to Global Explorer | Transactions | TransactionCommentsAllAccess (Functional Prototype Plan)

- Security must be defined for the comments in Transaction security. Security was added for comments on the two transactions mentioned above. The Prototype Super security group contains the transactions with the two security options defined. Navigate to Admin Explorer | Security | Application Security | Security Groups | Prototype Super | Transaction Security | Prototype Child Company | Functional Prototype Plan. Then locate the transaction names.
  - TransactionCommentsAccessAllThis transaction's comment security allows users in the Prototype Super security group to add comments, view all comments, delete all comments, update all comments and view all comment history associated to instances of this transaction.
  - TransactionCommentsUserAccess: This transaction's comment security allows users in the Prototype Super security group to add comments to instances of this transaction. The user is restricted to viewing, updating and deleting only those comments added by that user.

Transaction Security in Admin Explorer

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