Activities Overview

Activities are business events that are applied to a policy, client or plan.  In OIPA, activity processing has two main components that are instrumental in tracking and understanding what and how activity records are managed.  These two components are activity type and activity status.  

Activity Type

Activity type describes how the activity was processed.  Activity processing is done on the Activity screen in OIPA.  Some activity processing can be performed on other screens, but for the most part the Activity screen houses the activity processing functionality.  

Activities can be processed in two different ways.  They can be processed manually or the system can generate an activity because of a reversal, a deletion or the processing of a dependent activity.

Activity Status

The status of the activity can be active, pending, shadowed, and several variations of pending.  The status of an activity will determine how and if it can be processed.