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Oracle Insurance Policy Administration V9.3.1.0 ReadMe

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Summary

* Release Date: March 1, 2011
* Platform: Windows, Linux, AIX, Solaris
* Release Type: Maintenance

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Overview

This ReadMe file contains important information about this release, including installation instructions and known issues.

The documentation for Oracle Insurance Policy Administration and all other Oracle Insurance products is available from the Oracle Technologies Network site: 

http://www.oracle.com/technetwork/documentation/insurance-097481.html

Scroll down the OTN index page under Applications and click Oracle Insurance.  Then scroll to the bottom of the screen and select Oracle Insurance Policy Administration 9.3.1 library E21044_01.

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Prerequisites

The Rules Palette is the configuration solution for the Oracle Insurance Policy Administration system.  It should be installed in the order indicated in the Installation Guides provided on OTN:  http://www.oracle.com/technology/documentation/insurance-097481.html.

Scroll to the bottom of the Oracle Insurance screen and select Oracle Insurance Policy Administration 9.3.1 library E21044-01.


The Rules Palette application can be downloaded from E-Delivery.   Select Oracle Insurance Applications and Windows 32-bit for the platform.  Download Rules Palette and extract the files.  

Deployment file:		
* PASJava.war 

Execution Environment:
* Java 

Virtual Machine:
* Java HotSpot(TM) Client VM 1.5.0_11-b03

Operating Systems:
* IBM AIX Base Systems (64-bit)
* Linux x86-64
* Sun Solaris x86-64 
* Windows 32 bit

Application Server:
* WebSphere or WebLogic

Required Software:
* Internet Explorer 6.0 or 7.0	
* WebSphere 6.1 fix pack 31 or greater or WebLogic 11g (Version 10.3.1)
* JDBC Database driver appropriate to the target database system
* Oracle Insurance Rules Palette for Windows 

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System Requirements

Application Server:
* Memory - 2GB RAM
* CPU    - 3 Ghz total capacity
* Disk   - 1GB available storage

Database Server:		
* Memory - 2GB RAM
* CPU    - 3 Ghz total capacity
* Disk   - 1GB available storage

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Media Pack Contents

Deployment file:		
* PASJava.war

Configuration files:
* properties/AdminServerMessages.properties	Error Messaging    
* properties/APEMessages.properties		Error Messaging	
* properties/coherence-cache-config.xml 		Cache
* properties/coherence-config.xml 		Cache
* properties/DocumentGeneratorMessages.properties	Error Messaging
* properties/ExtensibilityMessages.properties	Error Messaging
* properties/EXTMessages.properties 		Error Messaging
* properties/MathMessages.properties		Error Messaging	
* properties/PASMessages.properties		Error Messaging	
* properties/PAS.properties			Environmental settings
* properties/ResourceBundleMessages.properties   	Error Messaging	
* properties/SREMessages.properties		Error Messaging	
* properties/UtlMessages.properties		Error Messaging	

Included Libraries:
* ICEfaces
* Jep 	

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Installation Instructions

The Installation Guide is located on the Oracle Technology Network (OTN).  
http://www.oracle.com/technology/documentation/insurance-097481.html.  Scroll down the bottom of the Oracle Insurance screen and select Oracle Insurance Policy Administration 9.3.1 library E21044-01.  The installation guides are listed in the library.

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Known Issues and Limitations

Accounting
- Issue with Chart of Account entries not behaving correctly where the original Disbursement Status is recovered.
- AccountNumberFormat functionality in ChartOfAccountsResults is not working.
- Accounting Type "ByFund" does not recognize the direction of money movement.

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Activities
- On the Activity Details screen, the Allocation tab Number Of Funds drop down box should be updated (when SHOWVALUATION="Yes") as soon as the Effective Date is changed, not after submitting the transaction.
- Seed Deposit Details are not displaying and deposits are not being displayed on the Valuation tab once the deposit has been depleted.
- Recycling an activity after deleting an existing reversal corrupts the policy’s activity data.
- In certain scenarios there are issues running Auto Process on the Policy Activity screen.
- There are rounding issues in certain situations when processing activities.
- Activities will process in certain situations where invalid values are present in the activity level allocations.
- An exception is given when a transaction uses allocations and no default allocations are defined.
- An exception is given on the Activity Detail screen if allocations are not configured and OnChange is configured for the effective date.
- Fixed Interest Rate Calculation is not using the correct days in Year for the denominator in the interest formula.
- The FUNDCURRENCYAMOUNT value is the same when the Switch Fee is deducted or when it is not deducted for From/To funds in the AsValuation table.
- A stack trace occurs when a transaction with ShadowPendingActvities is run in production mode.
- The Activity Summary tab on the Activity Results dialog box doesn't display Activity fields.  It only displays Activity math variables.
- The system does not display the value from SQL statements for effective dates.
- There are some issues with OnChange and assigning values.
- ONSUBMIT doesn't seem to get invoked when only ACTIONTYPE="WARNING" is present in the condition.
- DataType validation does not exist when spawning to fields.
- On the second page of Activity Detail, empty items are displayed in the Activity drop down list.
- The user is not allowed to delete data from AsRoleField during activity processing.

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Address
- Selecting a default address does not automatically populate the address details.
- The Status column is not displaying as it should when the AllowExpiration tag is set to “Yes”.
- Not all address fields are being emptied when the user saves an address.
- The Address screen is still using the AsCodeCountryCode for the Country drop down box.
- When a new address is added for a client, the Effective Date field on the Address screen is not defaulting to the system date.

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Allocation
- The ShowValuation attribute in <FundAllocation> and <AllocationFrom> elements are not allowing the user to restrict the number of funds in the drop down box.
- Mixed Allocation method is not fully functional.
- PercentOfFund method is not working.
- The user is unable to exit the Lose Changes message when an invalid number is entered in the Allocation Amount field.
- There are some cosmetic issues on the Allocation table.
- Multi-partial fund transfer can create values issues.
-A Persistence Exception occurs when saving an Allocation screen that has a long fund name selected.
-  The REPEATFUND attribute in the FundAllocation element is not working.
- Unit Value/Currency indicators are not displayed properly in the FUND VALUATION section on the Valuation tab of the Activity Results screen.
- Unit Values are not displayed properly in the FUND ALLOCATION section on the Allocations tab of the Activity Results screen.

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Client
- Some Client types are saving blank values rather than Null values in certain columns.
- No validation exists to prevent client records with empty values from saving.
- The policy option in the left navigation menu disappears in certain situations.
- Client Groups functionality is not fully implemented.
- Changing the value for the Maximum Results drop down doesn't work on the first attempt on the Client Search screen.
- The Client Activity screen displays activities and dates incorrectly on the left menu.
- A spawned Client level activity is still displayed with Active status after recycling the parent activity.

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Cycle
- The recover task operation recovers too many tasks.
- The client number in Cycle is not configurable.
- Trying to run Pre- and Post- Company fails due to a mismatch between the code and the stored procedure name.
- The PasTransactionGenerator generate method is responsible for generating code for a transaction and registering the new class in Spring.  When two threads are concurrently generating code for two different transactions at the same time, a deadlock can occur during the registration of the new class with Spring.
- The stored procedure does not properly lock the rows for a sequence number in the stored procedure so it is possible that concurrent calls to the stored procedure result in the same sequence number.
- Cycle is not properly identifying Processed By for transactions that are processed by cycle.

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Disbursement
- The Disbursement status is not updated on reversal and re-processing of an activity.
- There are some inconsistencies when using the search feature with some field types.
- The search feature on the Payee role is not working.
- The currency code is not updating to the plan default currency code.
- The Disbursement search results have display and formatting issues.
- The Disbursement Approval screen has display and formatting issues.
- The Disbursement Approval status is not being updated on approval.
- Balanced disbursements are not working.

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Display Issues
- The Valuation Detail tab on Activity has display and formatting issues.
- The Allocation tab on Activity has display and formatting issues.
- The title is not displaying on the Activity Detail tab.
- Shadowed activities are not grayed out as expected.
- The Inquiry screen tab has formatting issues.
- There is a display and formatting issue with combo boxes.
- The Value screen has display and formatting issues.
- Radio buttons display code values rather than display names.
- The Federal Percent field does not format the percent value.
- Monetary data added to error messages is not formatted.
- Numeric data is not aligned to the left consistently.
- Headers on the Search screen are formatting inconsistently.
- Add Activity window has display issues.
- There are some display and formatting issues on the Client screen under policy roles.
- There are some display and formatting issues on the Role screen and Activity Results screen.
- There are display issues when the Switch transaction is added to a unit linked policy.
- There are some display issues when running into multiple subsequent errors on a screen.
- There are some display issues with plan level withholding on Activity screens.
- There are some display issues with date fields and with the calendar on the Requirements screen.
- Prefix and suffix fields should have a blank as the default display.
- There are some icon display issues when multisuspense is used on transactions.
- There are some display issues with suspense numbers on the Suspense Search screen.
- There are some display issues on the Policy Activity screen with items appearing multiple times.
- There are some display and formatting issues with policy activity details.
- There are some display and formatting issues with the Activity Results screen.
- The Delete Address message window has display issues.  
- There are some display and formatting issues with the Disbursement screen.
- There are some formatting issues on the Client Address screen and the Disbursement Search screen.
- There are some table display issues with Search screens.
- The title for the Client screen is not displaying.
- There are some display and formatting issues on the Segment screen.
- Using the Expanded tag on the Policy Search screen causes formatting issues.
- There are some display and formatting issues on the Disbursement Search screen.
- There are some display issues with the Roles drop down menu between database types.
 
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Funds
- Fixed Interest is increasing beyond the AsRate values.
- Fixed Interest is not using the current rate when calculating.

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History
- The History screen is not reflecting option text.
- Client and Policy role history and history details are not translating.
- History is created even if no changes are made.

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Inquiry Screen
- The user is not able to add data stored in the AsPolicy table.
- An error is given when the user tries to retrieve plan field information.
- The Currency Code is not on table columns.
- There are some display and formatting issues with complex math variables on the Inquiry screen.

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Internationalization
- Complete multi-currency functionality is not supported in this release.
- Foreign name/address formats are not supported in this release.
- There are some formatting issues with certain currencies.
- Cycle updates multiple system dates where multiple records have currentindicator = 'y' when it should only update one.
- An exception is displayed when the user tries to convert an Activity field value from one currency to another.  
- The error message for the PartialSurrender transaction on a unit linked policy lacks translation support.  

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Masks
- The alternate format of masks is not functioning.

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Math
- The MathVariable Type=EXIT-LOOP does not work in certain cases.
- There are issues with certain assignment tags not working as expected.
- The MathVariable of DATATYPE Decimal value display is not consistent.
- When a transaction performs math (MV+1) on integers the result is a float value.  
- There is an error when accessing address fields using screen math on the Address screen.  
- Calculating interest using a static 365 days in the denominator seems to always use actual days in the numerator.
- The TOLERANCE attribute is not working in AggregateFunctions with a method of INDEXOF or EXISTS and the RETURNVALUES attribute is not working in AggregateFunctions with a method of INDEXOF.

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Miscellaneous
- The Rules Palette refers to rules and functionality that does not exist in OIPA.
- There are some formatting issues with dynamic date fields.
- DataType Client, Title and Label are not supported.
- Unit prices are input by inserting them into the database.
- The SHOWVALUATION = YES attribute does not work in the <Allocation> element.
- The ALWAYSEQUALPERCENT = NO attribute inside a FundAllocation tag does not work as expected when there is an odd number of funds.
- There are some issues with the WriteDefaultAllocation business rule.
- There is a Leap Day issue with Expressions and the setting of the date.
- The Next Sequence Number stored procedure produces duplicate sequence numbers in DB2.
- The DurationOf function does not return proper results when differentiating between a leap year and non-leap year date.
- The AllowNoPercent tag is not removing the percent box from a role.
- An exception is thrown when a new company is added and the plans associated with it are not authorized.
- Roles Exist is not functioning correctly.
- The Expanded element is not working with client DataType fields.
- ReadOnly is not working with client DataType fields.
- The Policy Overview screen is not currently implemented.
- The use of the align = right/center for column alignment is inconsistent when the screen reloads.
- Price Correction is not functioning properly in DB2.
- Price Correction does not spawn policy level activities.
- The lack of a <ComboDisplay> tag with the MultiField business rule causes display issues.
- Attempting to process multiple Switch transactions causes an exception with unit link processing.
- Configuration in the InterestRateCalculation business rule cannot access deposit data as execution flows through the rule.
- A Divide by Zero stack trace is generated during simple interest calculation using the InterestRateCalculation business rule.
- Using interest rates expressed as percentages is not working in the InterestRateCalculation  business rule.
- When using WebLogic and an Oracle database, the user is unable to create a new policy using the CreatePolicy business rule.
- Processing the DeathBenefitPayout transaction on a variable annuity policy throws an exception due to the attached CreatePolicy business rule.  
- An exception is thrown when the AutomaticPolicyNumber business rule's <Part> tag RIGHT attribute is configured.
- When using an Identifier with SEQUENCEDATE="EffectiveDate" an error is returned stating that the required value "EffectiveDate" is missing or invalid.

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Net Unit Value Screen
- There are some display and formatting issues when results are displayed.
- A search of Net Asset Values for all companies, plans and funds is not working properly.
- Unit linked funds are not displaying in the NetAssetValue table screen.
- Reversals do not require the SystemDateNUVMustExist tag.

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Option Text
- OptionText is set incorrectly for combo box fields.
- Option Text is not supported in spawned activities, CopyToField rules and Create rules.
- When using DataType = Combo, the resulting values are cut off if the option text is lengthy.

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Plan
- Plan overrides of Copybooks are not working.
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Plan Group
- Plan Group functionality is not implemented in this release.

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Policy Screen
- The codes from AsCodeState are not present in the IssueStateCode field on the Policy screen.

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Policy Search Screen
- The user is unable to rename fixed fields.
- There are some display issues with the Policy Search screen.

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Price Correction
- Unit Value Correction does not identify policies where units were sold from a fund.

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Requirement Processing
- There are some display issues for the requirements icon once requirements have been satisfied.
- There are some display issues for fields on a requirement once it has been closed or waived.
- Opendate is not disabled as expected.
- When the calendar icon is clicked on the Requirement screen, the calendar displays incorrectly.

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Role
- The Active checkbox is not displayed on the Policy Role screen when the AssignRoleScreen business rule is not defined.
- The user is unable to delete an owner role on a policy's Role screen.  
- The side bar menu selection of roles is selecting multiple roles instead of just one.
- The search criteria in the Roles screen doesn’t clear after adding roles to a policy.
- Selecting role checkboxes on Find Client produces inconsistent behavior.
- Concurrency checks on the Policy Role page do not work.
- The user is unable to save a role when two roles of the same type exist.
- There is an issue with right-clicking on the Tax ID column of the Role screen.
- There is inconsistent behavior when repeatedly selecting roles using the left navigation menu.
- The Add Role business rule is not factoring the role status when adding a new role.

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Segments
- Plan fields are not available in Segment math.

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Scheduled Valuation
- Old records are not getting updated with the proper code in the AsValuesRequest table.
- CopyToScheduledValuation is not retrieving any values when <PolicyValues> is set to No in the ScheduledValuation business rule.

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Searches
- The Wildcard search excludes values that are null.
- There are display and formatting issues with various Search screens. 

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Security
- Security on the Activity Detail screen is not functioning as expected.

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Usability
- The application displays inconsistently between Internet Explorer 6.0 and 7.0.
- Font sizing is inconsistent across the screens.
- There are some situations where columns and rows on the screens are not lining up correctly.
- The format of Radio buttons and Check boxes are not displaying as expected.
- The Lose Changes messages are not working when the user exits the page without saving changes.
- The Disbursement search is case sensitive in DB2.
- When the user adds a new company, the new policy screen fails.
- Very large values can cause display value issues.
- Tool Tips are not standardized.
- Very large values can cause exceptions when the information is saved.
- Limited Fixed Field configuration is available.
- Wildcard searches do not include null values.
- Search results paging is inconsistent.
- Navigating to the Inquiry screen from the Client Search screen duplicates client dynamic fields.
- Tabbing out with an empty percent or amount field in the Allocation screen throws an exception.
- The user cannot navigate to other pages of activities on the Plan screen. 
- Plan load is not consistently providing proper information.
- When the user navigates from the Policy Roles screen to the Activity Detail screen, the screen fields do not render properly.  
- Invalid values in a date field cause exceptions instead of prompting the proper error messaging.
- There are calendar icon display issues with some screen display settings.
- There are some spacing issues between Internet Explorer 6.0 and 7.0 and the left side menu.
- There are some font discrepancies with Internet Explorer 7.0.

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Validations
- Validation messaging is inconsistent on the Allocation page.
- Validation on the Client screen for empty names and empty client types is not implemented in this release.
- All screens have not implemented OnLoad/OnChange capabilities in this release.
- The CheckEFTInformation validation is not implemented in this release.

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Valuation
- TYPE = FIELD and Valuation are not fully implemented.
- In certain situations units are being stored in exponential format in the database.
- There are display and formatting issues with the processed activity detail Valuation Tab.
- Using Valuation:Policy:CashValue in an Inquiry screen with VALUATION=Yes is not working.
- Penny rounding issues occur in some situations.  The application leaves penny in policy or receives an error that the fund is not available.
- ValuationUnits are not calculated correctly when Allocation Method-Units is used for From funds on the Switch transaction.
- Point in Time Valuation is not recalculating gain in the End Values on the Valuation Details screen.
- The user receives an exception when trying to process a Point in Time transaction where the activity is in NUV Pending status.
- When Point in Time is turned on, unit values on the Valuation tab incorrectly display as 0.00.   
- There is an issue with Point in Time and the activities in Gain/Loss Pending not processing properly.

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Values Screen
- There are some cosmetic issues with names on policy asset charts and graphs.
- Gain and Cash Values are displaying incorrectly on the Values screen.

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Values Block
- The Values Block tag is causing a stack track when the effective date is null.
- The Values Block section is displaying in the Allocation tab even when this tag is not present.
- Funds with zero cash value are displaying in certain situations.

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Web Services
- A  Web Service using JIBX mappings will not work.
- Nested fields in Web Services are not properly supported.

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Oracle Customer Support

If you have any questions about the installation or use of our products, please 
visit the My Oracle Support website: https://support.oracle.com, or call
(800) 223-1711.

Copyright  2009, 2011, Oracle and/or its affiliates. All rights reserved.

Copyright Notes:
ICEfaces is a trademark of Icesoft Technologies, Inc.
Jep is a trademark of Singular Systems.




