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Transaction Types, Status and Processing Order

Transaction type indicates the type of transaction processing that is needed. Most transaction rule types are overridden at the plan level and are configured as Policy-Financial. Transaction types are named according to their level and the type of processing they perform. A financial transaction does not necessarily imply that there is a movement of funds. It is a designation within the system that is used to identify activities that impact data or initiate processing at the policy or plan level.     

 

All client level transactions must be performed at the client level. Locate the client folder under the appropriate plan and then create the client level transaction. 

 

The following list contains an explanation of the transaction types that are supported in OIPA.

 

Transaction Types and Definitions

Transactions can be processed as activities in OIPA at various levels. The type of transaction will determine the level where it is processed and the impact it will have on the activities around it. In order to understand the various types of transactions and their impact on other activities in OIPA, definitions are provided below. An explanation of the various types of transactions are provided below the definitions.

 

Definitions

Reversible: the activity can be reversed and recycled by clicking the trash can/recycle button next to it. The Delete checkbox is unnecessary. Recycling and reversing any Reversible activities that were processed prior to this activity will cause this activity to be reprocessed.

 

Self-Reversible: the activity can be reversed and recycled by clicking the trash can/recycle button next to it. The Delete checkbox is unnecessary. Recycling and reversing any Reversible activities that were processed prior to this activity will NOT cause this activity to be reprocessed.

 

Non-Reversible: the activity does not have a trash can/recycle button next to it. It can only be reversed and recycled using the Delete checkbox. Recycling and reversing any Non-reversible activities that were processed prior to this activity will NOT cause this activity to be redone.

 

Reversing: Recycling and reversing this activity will cause reversible activities above it to be redone. Recycling and reversing this activity prior to processed activities will cause reversible activities above it to be redone.

 

Non-Reversing: Recycling and reversing this activity will NOT cause reversible activities above it to be redone. Recycling and reversing this activity prior to processed activities, will NOT cause reversible activities above it to be redone.

 

Types

Keeping in mind the definitions explained above, the transaction type describes the transaction level and impact on surrounding activities. Each transaction type is listed below, according to level. Transaction names that only have a level indicated are assumed to be Reversible-Reversing.

 

Client

 

Cycle

 

Plan

 

Policy

 

Nonreversible-Nonreversing Transaction Types

Transactions of this type, once processed, will not cause the reversal of any activities. These transactions cannot be reversed by any activity. They can only be deleted when in Pending status (02 or 09), unless the transaction is spawned, in which case, even in Pending status, a typical user cannot delete these activities. Users with the proper security privileges will be able to access a Delete checkbox on the Activity screen in OIPA. When this box is checked, recycle and delete icons become available for nonreversible-nonreversing activities and their spawns. See the Security for Nonreversible-Nonreversing Transaction Types section below for additional information.

 

A nonreversible-nonreversing transaction may be inserted in between other active activities without invoking any undo/redo actions on the surrounding activities. Once processed, it cannot be reprocessed due to the reprocessing of a previous activity. The transaction can be spawned from all transaction types and can spawn all transaction types.

 

Spawning using Nonreversible-Nonreversing transactions should be extremely limited as spawned transactions could exist on the policy when the original parent transaction no longer exists, causing orphaned records in the database.

Reversible-Nonreversing Transaction Types

Transactions of this type, once processed, will not cause the reversal of any activities. These transactions can however be reversed or recycled without the additional Delete checkbox privileges. A trash can and recycle icon will be available on the Action column of the Activity screen.

Financial transactions should not as a general rule be configured using the types Non-reversible-Nonreversing or Reversible-Nonreversing. If an activity of these types is used for money movement and is reversed the money movement activities processed after it will not be reversed causing potential issues with policy values.

 

Security for Delete Checkbox to Delete Nonreversible-Nonreversing Transactions

A Nonreversible-Nonreversing activity cannot be deleted unless security is configured for the Delete checkbox on the Activity screens in OIPA. A Delete checkbox will be located on the Policy, Client, Plan and Company Activity screens in OIPA. The security for this button is configured at the PolicyActivity, ClientActivity, PlanActivity and/or CompanyActivity levels. Users who have the proper security access will be able to check the Delete checkbox, which will grant access to the delete/recycle icons for these types of activities.

 

Delete Checkbox in Policy Activity Screen in OIPA

Delete Checkbox in OIPA on Policy Activity Screen

 

Steps to Enable Delete Checkbox on Policy, Client, Plan and Company Activity Screens

  1. Navigate to Admin Explorer | Security | Application Security | Security Groups |Name of Security Group | Company Security | Company Pages | Name of the Company.
  2. Check-out any of the following pages: ClientActivity, CompanyActivity, PlanActivity.
  3. Click the AllowDelete box.
  4. Check-in the file to save the changes.
  5. Navigate toAdmin Explorer | Security | Application Security | Security Groups |Name of Security Group | Plan Security | Plan Pages | Name of the Plan.
  6. Check-out the following page: PolicyActivity.
  7. Click the AllowDelete box.
  8. Check-in the file to save the changes.

 

Status

Status indicates the policy status that the transaction must be in to be available to the end user. This option should be kept as active. The EligibleTransactionsByPolicyStatus business rule actually controls the transaction’s availability based on policy status. See EligibleTransactionsByPolicyStatus EligibleTransactionsByPolicyStatus section of this guide for further information on the EligibleTransactionsByPolicyStatus business rule.   

 

Processing Order

Processing Order is the order in which the transaction should run. View the order in which all transactions are processed by selecting the Time Line Time Line button button. The Time Line button is available when the transaction is first created and also on the transaction’s general pane.  

 

 

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