Oracle® Insurance Rules Palette
OIPA supports the ability to display the original and final allocations for a processed activity on the Activity Results screen. The ActivityResultsScreen business rule contains the configuration that determines whether the original allocations will display. Final allocations will always display.
An exchange activity is added in OIPA with amounts to be transferred from one fund to another specified in the activity allocations by the CSR. The activity is processed and the ReassignAllocations rule is triggered. The CSR views the Activity Results screen and is able to see the original allocation amount entered as well as the final allocations after the ReassignAllocation rule has been executed.
To view the prototype example in OIPA:
Login and select the Prototype Company and Functional Prototype plan.
Create a new policy and add roles, and at least one segment.
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