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Oracle® Insurance Rules Palette Release 9.3.1.0 E21044_01

# SuspenseScreen

## Description

This business rule is used to create and control suspense records. Suspense records are used to track money. This business rule identifies where the money came from and allows for the money to be used as payment to various polices. A suspense record is used as a holding account until the money is applied or refunded. A unique suspense number is generated with the suspense record for identification purposes.

Additional Information: Suspense records are written to the suspense account(s) for the company's general ledger. These records temporarily hold transactions until an activity generates a process to disperse or apply the money. Once the respective activities are processed, the company's actual general ledger is updated. These transactions are specific to the inbound and outbound tracking of pieces of money received and disbursed by the insurance company.

For example, a customer may submit payments such as initial or additional premiums, service charges, etc., to the insurance company, along with the completed application. Within OIPA, processing activities like InitialPremium, AdditionalPayment would apply the money from the suspense account to the respective accounts. Similarly, processing activities like FreeLook -> Disbursement are used to disburse the money back to the customer from the suspense account.

SuspenseScreen Element/Attribute Table
Element/Tag | Definition | Attribute | Element/Attribute Value and Description
--- | --- | --- | ---
<SuspenseScreen> | The opening and closing tag for the business rule. |  |
<Fields> | Required Element; Allows configuration of dynamic fields. |  |
<SearchFields> | Required Element; This tag is used to specify the suspense record fields that can be searched. These fields act as the filter criteria in the Suspense Search screen. |  |
<Fields> | Required/Repeatable element; |  |
<Events> |  |  |
<GenerateAccounting> | Optional tag used when accounting trigger ondynamic suspense deild is changed but accounting is only written only when someone saves the suspense item. | No value |
<Tests> |  |  |
<Test> | Allows dynampic field name and value to be configured |  | Specific Expression
|  | TYPE | Expression Attribute of Test Element

## Suspense Screen Image

## Database Tables for Suspense Screen

Table Name | Description
AsSuspense | Holding area for money transactions.

## XML Example

    <SuspenseScreen>

    <Fields>

    <Field>

    <Name>SortCompany</Name>
    <Display>Company</Display>
    <DataType>Combo</DataType>
    <Query TYPE="SQL">SELECT....FROM AsFundClass</Query>

    </Field>

    <Field>

    <Name>NIGOFunding</Name>

    <Display>NIGO Funding</Display>

    <DataType>Radio</DataType>

    <Query TYPE="FIXED">

    <Options>

    <Option>

    <OptionValue>01</OptionValue>

    <OptionText>Yes</OptionText>

    </Option>

    <Option>

    <OptionValue>00</OptionValue>

    <OptionText>No</OptionText>

    </Option>

    </Options>

    </Query>

    <DefaultValue>00</DefaultValue>

    </Field>

    <Field>

    <Name>ItemNumber</Name>

    <Display>Work Item #</Display>

    <DataType>Text</DataType>

    </Field>

    <Field>

    <Name>FromContract</Name>

    <Display>From Contract No.</Display>

    <DataType>Text</DataType>

    </Field>

    <Field>

    <Name>SystemDate</Name>

    <Display>SystemDate</Display>

    <DataType>Date</DataType>

    <Calculated TYPE="SYSTEM"></Calculated>

    <Disabled>Yes</Disabled>

    <Hidden>Yes</Hidden>

    </Field>

    </Fields>

    <SearchFields>

    <Field>SuspenseNumber</Field>

    <Field>PolicyNumber</Field>

    <Field>EffectiveDate</Field>

    <Field>LastName</Field>

    <Field>Amount</Field>

    </SearchFields>

    <GenerateAccounting>

    <Tests>

    <Test TYPE="Expression">FieldGenerateAccounting='Yes'</Test>

    </Tests>

    </GenerateAccounting>

    </SuspenseScreen>

## Schema Example

    <SuspenseScreen>

    <Fields>

    <Field></Field>

    </Fields>

    <SearchFields>

    <Field>[Name of the SearchField]</Field>

    </SearchFields>

    </SuspenseScreen>

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