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Oracle® Insurance XML Configuration Guide Release 9.4.0.0 E18894_01

# EligibleTransactionsByPolicyStatus

## Description

This business rule lists all eligible transactions that can be added to a policy based on the policy status. The activities can be both user defined and spawned (i.e., system defined activities). The business rule can be overridden at the plan level.

## EligibleTransactionsByPolicyStatus Element/Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
--- | --- | --- | ---
<EligibleTransactionsByPolicyStatus> | The required opening and closing elements of this business rule. |  |
<PolicyStatus> | Required; To indicate the policy's status where the list of activities should be available in the Policy Activity screen. | CODE | Required; String:Policy status code from AsCodeStatus.
| NAME | Optional; String: Description of the PolicyStatusCode.
<Transaction> | Required; Repeatable Element; Indicates transaction name that should be available in the specified policy status. | TYPE | User: Transaction can be user generated or spawned. System: Transaction can only be spawned.
<Tests> | Optional Element; Indicates the start and end tag of the Test elements and definition. 1) <Tests> tag are used to limit the transactions on the activity screen based on the another field in the Policy screen. 2) Also used to limit activities from processing based on an activity/transaction already processing. For example, once a DCA Start processes, DCA Start should no longer be available. |  |
<Test> | Required; Repeatable Element; Defines the Expression to compare a PolicyField to validate the Transaction Value. If more than one <Test> tags are used, all the Test conditions should be satisfied in order for the transactions to be listed when the Policy is in certain Status. |  | String: Test criteria expression.
<Transactions> | Indicates start tag and end tag of Transaction controlled by test elements. |  | String: Policy:POLICYFIELD Boolean Operator "VALUE".
<Transaction> | Indicates the transaction name that will be available in the specified policy status, if all test conditions are true. | TYPE | User: Transaction can be user generated or spawned. System: Transaction can only be spawned.

## XML Example

    <EligibleTransactionsByPolicyStatus>

            <PolicyStatus CODE="36" NAME="Withdrawn">

                     <Transaction TYPE="User">Reopen</Transaction>

                     <Transaction TYPE="User">AgentNotification</Transaction>

                     <Transaction TYPE="System">AgentNotification</Transaction>

             </PolicyStatus>

             <PolicyStatus CODE="04" NAME="Canceled">

                     <Transaction TYPE="User">Reopen</Transaction>

             </PolicyStatus>

             <PolicyStatus CODE="41" NAME="Decline">

                     <Transaction TYPE="User">Reopen</Transaction>

             </PolicyStatus>

             <PolicyStatus CODE="48" NAME="Postpone">

                     <Transaction TYPE="User">Reopen</Transaction>

             </PolicyStatus>

    </EligibleTransactionsByPolicyStatus>

## Schema Example

    <EligibleTransactionsByPolicyStatus>
         <PolicyStatus CODE="[Code]" NAME="[String]">
               <Transaction TYPE="[System | User]">[String]</Transaction>
               <Tests>
                    <Test>[Expression]</Test>
                    <Transactions>
                         <Transaction TYPE="[System | User]">[String]</Transaction>
                    </Transactions>
               </Tests>
         </PolicyStatus>
    </EligibleTransactionsByPolicyStatus>

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