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Oracle® Insurance Rules Palette 9.4.1.0 E23637_01

# Activity Screen in OIPA

The Activity screen is located in the Oracle Insurance Policy Administration (OIPA) system. The Activity screen provides a list of activities and their associated data. A filter option diplays activities based on their type and/or status. This screen also contains the processing options that are available for processing activities. Activities can be processed at the plan or policy level.

The activity list is populated with the transactions created in the Rules Palette. The activity list will only display those transactions that apply to the status of the policy. If the policy is in pending status, only transactions that were assigned to that policy status in the EligibleTransactionsByPolicyStatus business rule will display.

Activities can be manually processed on the screen by selecting the Add Activity button on the secondary menu. A window will open with an Activity drop-down box and an Activity Details section. Select the activity to process from the drop-down box and then enter the relevant activity details. Select the OK button to process the activity.

Activity Screen in OIPA

Activity Levels

Activities can occur at different levels in the OIPA system. Plan level and policy level activities are currently supported. Access plan level activities from the Plan option on the Main Menu. The Add Activity link on the Plan Secondary menu displays plan level activities. In order for an activity to be added, it must first be configured in the Rules Palette.

Plan Link on Main Menu in OIPA

Access policy level activities from the Policy Secondary menu. Open a policy and then the Add Activity link will appear on the Secondary menu. In order for an activity to be added, it must first be configured in the Rules Palette.

Add Activity Link on Policy Secondary Menu in OIPA

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