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What's New in 10.2.0.0

 

New Features

The release of OIPA 10.2.0.0 includes the below new features in the Rules Palette and OIPA application:

 

S.No Feature Description Business Rule Changes Prototype Configuration Applicable Database Changes
New Business Rules Added Enhanced Business Rules New Tables Added Existing Tables Updated
1 Claims

This feature provides the ability to implement basic Claims requirements by which the user can,

  • capture the claims records with the basic details using transaction processing.
  • update the existing claims records along with the status.
  • add dynamic fields to the claims records.
  • CreateClaim
  • CopyToClaim
  • UpdateClaimStatus

N/A

Yes
  • AsClaim
  • AsClient
  • AsDisbursement
  • AsPolicy
  • AsSegment

 

2 Customized Views and Landing on a Specific Page This feature provides the ability to design a customized landing page with configurable content, which can be displayed as a Home page when the user logs into the OIPA. Using this feature, the user can define the layouts and set the pre-defined widgets for the customized landing page.
  • ActivityWidget
  • ClientWidget
  • CustomerWidget
  • PolicyWidget
  • SearchWidget
  • TaggedCaseWidget
  • TaggedClientWidget
  • TaggedCustomerWidget
  • TaggedPolicyWidget
  • WidgetSettings

 

N/A Yes
  • AsTag
  • AsUserPreference

 

N/A
3 Group Customer Copy Function This feature provides a Group Customer setup template which allows new Group Customers to be quickly created by simply copying the common data from an existing Group Customer data. N/A
  • GroupCustomerScreen
Yes N/A
  • AsGroupCustomer
4 Group Customer Overview Screen This feature provides the user a single snapshot view of the Group Customer data eliminating the need to navigate to all the individual screens. It includes the summary of group customer details, general agreement, plan, plan segment, class group, agreement role data, and values information details. It is a configurable screen and displays the GroupCustomer summary details in six sections.
  • GroupCustomerOverviewScreen
N/A Yes N/A N/A
5 Segment Level Service Benefits This feature provides the ability to administer and manage Supplemental Health Plan and Dental Plan Services Groups. The user can manage data for each Service and its benefits at the segment level.
  • BenefitScreen
N/A Yes
  • AsServiceGroup
  • AsService
  • AsSegmentNameServiceBnft
  • AsSegmentNameServiceBnftField
  • AsSegmentName
6 Implement Basic Commission Functionality

This feature provides the ability to implement basic commission requirements by which the user can,

  • capture the commission records with the basic details using transaction processing.
  • update the existing commission records along with the status.
  • add dynamic fields to the commission records.

 

  • GenerateCommissionDetails
  • CopyToCommissionDetailFields
  • UpdateCommissionStatus
  • CommissionDetailScreen
  • MathVariable
Yes
  • AsCommissionDetail
  • AsCommissionDetailField

N/A
7 Implement Product Copy Utility This feature provides the ability to copy a product selectively under another subsidiary company or a product. This enables the user to reuse the existing product set up data, the business rules, transactions, segments etc by copying it from one Company / Product hierarchy structure to another. N/A N/A No N/A N/A

 

 

Enhanced Features

The release of OIPA 10.2.0.0 contains the below enhancements in the Rules Palette and OIPA application:

 

S.No Feature Description Business Rule Changes Prototype Configuration Applicable Database Changes
New Business Rules Added Enhanced Business Rules New Tables Added Existing Tables Updated
1 Ability to Create and Update Rates through OIPA (Health) This enhancement provides an ability to natively support the process of "Rate creation, Inquiry and Maintenance" through OIPA application. It allows the user to Search Rates, Edit Rates & Rate Groups, Create Rates, and perform Export.
  • RateScreen
N/A Yes N/A
  • AsRateGroup
2 Add Link Rate Group Capability to OIPA Rates Functionality This enhancement provides the capability for Rate Groups created and maintained in OIPA to be linked/associated with entities including Company, Product, Plan, Group Customer, Agreement, Class etc.
  • LinkRateGroupSearchScreen
  • Files Received (AsFile XML)
Yes N/A N/A
3 Business Rule to Automatically Create Group Customer Number This enhancement provides an ability to automatically create a Group Customer number. Also, it provides an option to create a Group Customer number automatically or manually.
  • AutomaticCustomerNumber
  • GroupCustomerScreen
Yes N/A N/A
4 Multifield Support to Group Customer, Agreement & Plan Segment Screens

This enhancement provides multifield support for the GroupCustomer, AgreementDefinition, and PlanSegment rules to allow Screen and Transaction configuration with multiple sets of dynamic field values to enable group processing.

N/A
  • GroupCustomerScreen
  • AgreementDefinition
  • CopyToAgreementFields
  • PlanSegment
Yes N/A N/A
5 Fixed Field Support in the Plan Screen Business Rule This enhancement provides support for all the fixed fields in GroupCustomerScreeen and Plan Screen business rules. It includes the "Display, Expanded, Query, Hidden, Disabled, and Required" tags. N/A
  • GroupCustomerScreen
  • PlanScreen
Yes N/A N/A
6 Ability to View All Members in a Plan and Link To Client/Policy This enhancement provides the ability in OIPA to view all enrolled members in a plan and link to the associated client or PolicyScreen. N/A N/A No N/A N/A
7 Ability to Add Comments at Customer Level This enhancement expands the ability to add free-form Comments to the Group Customer that can be modified, deleted or can view its history. For customer service reference, the Comments functionality is enabled in OIPA at Activity, Policy, Clients, Segments, Suspense record, Impairment and Requirement levels. N/A
  • CommentsScreen
  • CommentsSearchScreen
Yes N/A
  • AsGroupCustomerComments
8 Allocations Support Program Specific Overrides This enhancement overrides Allocations at the program level so that the transactions called out of the program can directly use this allocation information specific to that program instance.
  • ProgramAllocationScreen
  • TransactionAllocationScreen
  • WriteDefaultAllocation
  • Spawns Element
  • Activity
Yes
  • AsProgramAllocationSet
  • AsBusinessRules
9 FindBillDetail Activity Enhancement The "FindBillDetail" activity function is enhanced to support additional output data to aid in business validations and bill processing. It provides an array of distinct detail records related to the entities such as Client, Policy or Segment GUIDS. N/A
  • FindBillDetail Activity Function
Yes N/A N/A
10 Decouple Suspense from MaintainBillDetailReconcillation This enhancement provides the utmost flexibility with the reconciliation process. It uses the Suspense element, MaintainSuspense or GenerateSuspense rules to balance reconciliation amounts and suspense.Reconciliation is applied only on the specified amount to the bill detail record and the configuration of the reconciliation transaction will determine how the suspense is linked. N/A
  • MaintainBillDetailReconcillation
Yes N/A
  • AsBillDetailReconciliation
11 List Bill Support Screens In addition to the group product support, the Billing functionality is extended to retail (individual) products. It includes creation of policy lists linked to a client record and trigger activities for the policies on the list. Lists can be edited to add or remove policies as needed.
  • ListBillScreen
  • AddToListBill
  • RemoveFromListBill
  • CopyToListBillFields
N/A Yes
  • AsListBill
  • AsListBillField
  • AsClientGroup
  • AsClientGroupField
12 Display Bill Creation Detail in Processed Activity Results Screen When an activity is created, this enhancement automatically displays the processed bill detail records in the Activity Results screen without need for additional configuration. The bill records may include the details of AsBillDetail / AsBillDetailRecordField or an aggregation bill such as AsBill / AsBillDetailGroup. N/A N/A No N/A N/A
13 ReassignAllocations Enhanced Support for Models The <To> element in the ReassignAllocations rule is expanded to support allocating funds to multiple models and/or loose funds. N/A
  • ReassignAllocations
Yes N/A N/A
14 Program Spawning from Non-Program Transactions This enhancement provides an ability to insert or update activities for one or more currently active Programs without having a need to enter changes in one program at a time via the Program Screen. The activity updates will be inserted into the program history as natural program activities.
  • MaintainProgram
N/A Yes N/A N/A
15 Action/Events Support for Model in TransactionAllocationScreen The 'TransactionAllocationScreen' BR and 'PolicyAllocationScreen' BR are enhanced to support section-wise Remove/Show or Enable/Disable either 'Funds' or 'Models' section as desired. N/A
  • TransactionAllocationScreen
  • PolicyAllocationScreen
Yes N/A N/A
16 Added DepositMVAAmount and FundMVAAmount Columns in MVA Functionality for ScheduledValuation This enhancement provides fund or deposit level dynamic fields for Scheduled Valuation. It allows the execution of MVAAmountFormula incrementally for each MVA fund deposit if deposit level tracking is turned on. N/A
  • MVAAmountFormula
Yes N/A

 

  • AsScheduledValuationDeposit
  • AsScheduledValuationFund

 

17 Restrict Role Display by Status on PolicyOverview Screen This enhancement provides the ability to restrict Role display based on the statuses available in Policy Overview Screen business rule.It allows to configure the role statuses to be displayed on the Policy Overview Screen. N/A
  • PolicyOverviewScreen
Yes N/A N/A
18 Enhancement for InterestRateCalculation Rule with Guaranteed This enhancement allows configuration in the InterestRateCalculation BR to indicate if the Guaranteed Interest Rate is less than or greater than the current rate. The default processing will be 'greater than the current rate' for backwards compatibility. N/A
  • InterestRateCalculation
Yes N/A N/A
19 Ability to Update Phone Information through an Activity This enhancement provides the ability to update both client and customer telephone information in the AsPhone table through an activity.
  • CopyToPhoneFields
N/A Yes N/A N/A
20 Encrypt Attribute (Field), Decrypt Attribute (Math Variables) This enhancement provides a capability to store encrypted data and access the decrypted data as required. N/A
  • Field
  • Fields_Elements
Yes N/A N/A
21 Ability to Create AsCountry by Order in Address ScreenD This enhancement allows configuration to sort or order the list of country codes appearing under the Address screen.  
  • AddressScreen
Yes N/A N/A
22 Add Tests to EligibleSegmentsByPolicyStatus Business Rule This enhancement introduces the <Tests> element in 'EligibleSegmentNamesByPolicyStatus' business rule to limit the available segments based on the defined/configured test conditions. This business rule can be used to make the Segments selectively available to Policies based on the Policy Status. N/A
  • EligibleSegmentNamesByPolicyStatus
Yes N/A N/A
23 Access to Premium Tracking Elements from Inquiry Screen Math This enhancement allows users to access financial tracking elements from Inquiry screen and create financial tracking reports for different polices. The rule can be created at the Main Menu, Policy level and Client level. N/A
  • StringArray
  • InquiryScreen
  • MathVariable
Yes N/A N/A
24 Policy Values and Access to Premium Tracking Math The PolicyValues business rule is extended to track financial events in a policy.The PolicyValues business rule accesses the financial entry calculations and elements, and specifies the math variables to be used for calculating the policy value and displays the resulting values on the ValueScreen. N/A
  • PolicyValues
  • ValuationElements
  • ValueScreen
  • ScheduledValuation
  • InquiryScreen
  • MathValuation
Yes N/A N/A
25 System LogFile includes, Machine+JVM+Thread This enhancement provides the ability to obtain additional information about the machine in which the actual execution took place by the CYCLE process for ScheduledValuations. N/A N/A No N/A N/A
26 Enhancement in AsFile Functionality If an activity is created and processed using AsFile, Math Variables of this processed activity are available as part of the response result. N/A
  • Files Received (AsFile XML)
Yes N/A N/A

 

 

 

 

 

 

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