Suspense Screen Business Rule

The Suspense screen is where an individual suspense record can be added. This screen is comprised of fixed fields and configurable fields. The SuspenseScreen rule is the screen rule that can be configured to modify this screen.  Data entered into this screen is stored in AsSuspense, AsSuspenseField and AsSupenseMultiValueField.

 

OIPA automatically displays the Attached Amount, which is the total amount of the suspense record used by policy activities. The Status field is the status of the suspense record.  Statuses can be found in AsCodeSuspenseStatus.  The suspense number is automatically generated.

 

Suspense Screen sections

Suspense Screen Sections

 

Configuring the Suspense Screen

The SuspenseScreen business rule is used to configure the Suspense screen in OIPA.  An explanation of the various sections of the business rule is provided below.

 

Opening/Closing Tag

The opening and closing tag of the business rule is shown below.

 

Suspense Screen XML opening tag

Suspense Screen XML Opening/Closing Tag

 

Fixed Fields

As with other screen rules, the display name of the fixed fields can be changed or hidden. The data saved in these fields is saved to the AsSuspense table.

 

XML Example

<FixedFields>

      <Field>

         <Name>TypeCode</Name>

         <Display>Type</Display>

      </Field>

</FixedFields>

 

Fixed Fields XML in Suspense Screen

Fixed Fields XML in Suspense Screen

 

Configurable Fields

The data saved in these fields is saved in the AsSupenseField table.  If the MultiField business rule is configured, use the <MultiField> element to display a set of fields.  Please see the MultiField business rule in the XML Configuration Guide for more information.  Standard events can also be configured for fields on this screen.  Please see the Events section in the XML Configuration Guide for more information.

 

 

XML Example

<Fields>

   <Field>

      <Name>StatutoryCompany</Name>

      <Display>Statutory Company</Display>

      <DataType>Combo</DataType>

      <Query TYPE="FIXED">

         <Options>

           <Option>

              <OptionValue>ALIC</OptionValue>

              <OptionText>ALIC</OptionText>

          </Option>

        </Options>

      </Query>

   </Field>

   <Field>

      <Name>FromPolicyNumber</Name>

      <Display>From Contract No</Display>

      <DataType>Text</DataType>

   </Field>

</Fields>

<Events>

</Events>

 

 

Fields section of Suspense Screen business rule

Fields XML for Suspense Screen

 

Set Searchable Suspense Fields

Fields on the Suspense screen can be identified as fields to use during a search.  These fields are the filter criteria on the Suspense Search screen in OIPA.  Refer to Configure Suspense Search for additional details on this functionality.

 

XML Example

<SearchFields>

   <Field>SuspenseNumber</Field>

   <Field>PolicyNumber</Field>

   <Field>EffectiveDate</Field>

   <Field>LastName</Field>

   <Field>Amount</Field>

</SearchFields>

 

SearchFields XML in Suspense Screen business rule

Search Screen Fields XML