Oracle® Insurance Rules Palette
The Activity Filter editor is located in the Admin Explorer tab's Administration folder. This editor is used to configure filters that control the activities that display on OIPA's various activity screens. Using activity filters will ensure that only relevant activities will display on any given activity screen.
The editor is divided into two sections: Filter - General and Details. The only field that can be edited in the Filter - General section is the Name field. Once a filter is created, the other fields in the Filter - General section are locked down. The Details section is used to specify which transactions should display on the activity screen being configured. These can be edited at any time.
Activity filters are based on three criteria: activity screen, company, and filter level. Available activity screens are Client, Plan and Policy. When creating an activity filter, the filter level is specified using the Company, Plan Group (if Plan Groups are enabled), Plan, Security Group and/or User fields of the New Activity Filter wizard. The Activity Filter folder hierarchy in the Admin Explorer is based on these same criteria.
Activity Filters Folder Structure
Only one activity filter can exist at a given level (i.e. no two filters can exist for the same combination of activity screen, company and plan group/plan/security group/user), and activity filter configuration options differ depending on the activity screen for which the filter is being created:
Creating an activity filter for this screen will control the activities a particular security group or user sees on the Client Activity screen in OIPA. Activity filters can only be created at the primary company level for the Client Activity screen. Additionally, Plan Group- and Plan-level activity filters are not available for the Client Activity screen.
Creating an activity filter for this screen will control the activities a particular security group or user will see on the Plan Activity screen in OIPA. Plan Group- and Plan-level activity filters can be created for the Plan Activity screen if the filter corresponds to a subsidiary company. Security Group- and User-level filters can be created if the filter corresponds to a primary company.
Creating an activity filter for this screen will control the activities a particular security group or user will see on the Policy Activity screen in OIPA. Plan Group- and Plan-level activity filters can be created for the Policy Activity screen if the filter corresponds to a subsidiary company. Security Group- and User-level filters can be created if the filter corresponds to a primary company.
In addition to the Activity Filters node in the Admin Explorer, there is an AsCode table created for ActivityFilters: AsCodeFilterType. This table holds code values for each filter type, and can be modified by navigating to Admin Explorer | Administration | Code Names | AsCodeFilterType.
Only one filter can exist at a given level. No two filters can exist for the same combination of activity screen, company and plan group/plan/security group/user.
The system will return a warning message when the filter is checked in if a duplicate name exists, in order to verify that the user is aware of the shared names. If the user tries to check in an activity filter with an identical name to another filter for the same activity screen, then the system will return an error message.
The New Activity Filter Wizard
If checking in an activity filter with a name already held by another filter for the same activity screen, the system will return an error message, and the check in will be stopped. If checking in an activity filter with a name held by another filter for a different activity screen, the system will display a warning message, but check in will proceed.
An activity filter must have at least one transaction in the Excluded Transactions box to be checked in.
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