Oracle® Insurance Rules Palette
OIPA now supports the ability to filter the funds available on the Allocation screen using SQL queries. Criteria that must be satisfied for the funds to be available on the Allocation screen can be grouped with logical "and" and "or" relationships.
Fund Name | Fund Code | Redemption Factor | Redemption Fee | Redemption Duration |
---|---|---|---|---|
BigPlus Equity Income |
320 |
8 | ||
Finlux Diversified Bond | 230 | 3 | Yes | 4 |
GS Dynamic Equity | 800 | 5 | No | 6 |
BigPlus China Fund | 100 | 1 | Yes | 2 |
Money Market Fund | 900 | 7 | No | 8 |
GS Midcap Value | 700 |
The following business rules and transactions were configured in the Model Prototype Plan, located within the Prototype Company, to demonstrate this new functionality.
The "From" allocation fund list is populated according to the criteria configured in the <FundFields> element of the attached TransactionAllocationScreen business rule.
The fund list is then filtered again based on the <FundStatuses> element—only active funds will be available.
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