Glossary

Agency

An Agency is any form of business that intends to transact insurance business with the Insurers who subscribe to use the Oracle Insurance Cloud (OIC). An Agency can be a business comprising of one or more authorized individuals.

Application Management Service (AMS)

AMS is all team within Oracle that performs activities tasks specific to PPCS including directory structure and database table creation as well as general activities including security patch installations, new release upgrades, backup and recovery, functional and technical problem diagnosis and monitoring.

Data Capture

Data capture framework providing the ability for data capture, form view data entry, and reflexive questioning to support the OIC offerings.

Grace Date

A date set by OICP Admin which keeps the Oracle Insurance Cloud Portal services active even after the Tenants’ contract has expired. By default the date is set 30 days after the date of contract expiration.

Grace Period

The period of time between the Tenant’s expiration date and the Grace Date. The Grace Period is configured by the OICP Administrator for each Tenant. During the Grace Period, a Tenant’s users can continue using the Oracle Insurance Cloud Portal.

Guest Tenant

A guest Tenant is a non-paying Tenant who can access the OIC application and its services under the contract of a paying Tenant.

Insurance Data Exchange (IDX)

An exchange hub which allows messages to flow from one system to another. It performs some transformation where needed. This captures data from messages, based on configuration, and stores this data into an IDX data store. It is often referred as an API to the carrier.

Key Policy Production Tables

Archive – Transactional History of completed policies produced through the Policy Production Cloud Service.

MRL – Master resource library. The MRL contains the forms and rules used for publishing insurance policies.

User Info – Database table listing the Policy Production system users and their permissions to each menu option within the desktop application.

WIP - Work in process. Repository for in process transactional data –form and data stored separately with reference to pull them together.

Oracle Insurance Cloud (OIC)

A full suite of offerings available to Insurance Carriers and Agents allowing them access to a centralized location for all of their transactional needs.

Oracle Insurance Cloud Portal (OICP)

A portal providing all of the necessary offerings of the OIC to carriers and agents. It enables user registration and on-boarding as well as access to pertinent data, queries, and service offerings. It was formerly called Oracle Insurance Agent Exchange (OIAX).

Oracle Cloud for Industries (OCI)

The Oracle Cloud infrastructure hosting Oracle Insurance Cloud (OIC).

OIGA

Oracle Insurance General Agent , existing Oracle Insurance software.

OIQV (Oracle Insurance Quick View)

Oracle Insurance Data Exchange is one of the largest data exchange services for life and health insurance and annuities in North America used by a robust network of carriers, producers and service providers. Oracle Insurance Data Exchange provides QuickView, a front-end Web portal used by thousands of independent life insurance producers to view real-time data exchange.

OIM (Oracle Identity Manager)

Provides provisioning, reconciliation, request-based provisioning, self-service, and integration with heterogenous identity systems through connectors (LDAP, operating systems, mainframe/midrange, ERP packages, email/collaboration suites, databases , etc).

Oracle Identity Management

A software suite from Oracle providing identity and access management (IAM) technologies. Components include.

OID (Oracle Internet Directory)

An LDAP directory server that stores its data in an Oracle database.

ODSE (Oracle Documaker Standard Edition)

Oracle Documaker is a powerful, adaptive enterprise document automation platform used by insurance, financial and other institutions worldwide to acquire, create, manage, and present structured, on-demand, and interactive customer communications.

Documaker Studio: Integrated development environment (IDE) for design, library management, testing and promotion.(Windows Only)

Documaker Server: High-performance Electronic Document Automation (EDA) publishing system that composes, renders, and delivers documents.

Documaker Desktop: Workstation-based application that supports form selection, data entry and publishing within the Documaker system for Oracle Documaker Standard Edition (Windows Only)

IStream Migration Utility: Utility that helps prepare IStream Model Documents for conversion into a Documaker library. (Windows Only)

Documaker Add-in for Microsoft Word: Add-In that allows business users to create dynamic documents in Word for inclusion in a Documaker library. (Windows Only)

ODEE (Oracle Documaker Enterprise Edition)

A workflow-enabled, database-centric solution for electronic document automation that utilizes core Documaker functionality to provide a managed publishing system. It includes two web-based and thin-client applications: Documaker Administrator and Documaker Dashboard that provide system control and insight.

OBIEE (Oracle Business Intelligence Enterprise Edition)

A comprehensive business intelligence and analytics platform that delivers a full range of capabilities—including interactive dashboards, ad hoc queries, mobile analytics, notifications and alerts, enterprise and financial reporting,scorecard and strategy management, business process invocation, unstructured search and collaboration, integrated systems management and more.

OIC (Oracle Insurance Cloud)

OIC manages the process consolidating and transforming the Insurance data so that it can be communicated between the Insurance Carrier and Agent.

OICP Admin

An OICP Admin can view and perform administrative services against all agreements held in OIC.

OICP Admin work queue

A queue or listing of all of the work requests submitted from Tenant Administrators awaiting action by Oracle's OICP Administrators.

OICP Admin work requests

A Page where users with the Admin role can track the status of raised requests assigned to OICP Admin.

PPCS (Policy Production Cloud Service)

A cloud service which allows users to generate policy documents locally using cloud based resources and data storage. In PPCS, policy generation components reside in the cloud instead of a local or network drive. This service follows the same workflow as Oracle’s Documaker Desktop on-premises product Document Publishing Cloud Service - Oracle Documaker publishing capabilities offered as a cloud service within OIC on OCI.

Portal Desktop

Page where users with valid privileges can download the PPS Client Desktop Installer and PPS Library Configuration files.

Seats

The number of authenticated Portal Users for a Tenant.

Tenant

An Agency / Carrier who can access the OIC application and its related services.

Tenant Administrator

A Tenant Administrator is a User with the Administrator role who is responsible for most administration operations (including users’ creation, configurations, trust relationships, guest Tenants, etc).

Trust Management

One Tenant can create a trust relationship with other Tenant to access their PPS libraries configurations.

Truster

A User with Administrator role who creates a Trust Relationship is called as Truster.

Trustee

A User who is provisioned with Trust Relation is called as Trustee.

User Management

A User with Admin role can create new users with different roles. Such activity is called user management that includes managing user profile information such as phone numbers, addresses and other contact details.

Warn Date

The warn date is a date that warns a Tenant and the Tenant’s users that their cloud contract period is due to expire. By default, the Warn Date is set to 30 days prior to the contract’s expiration date. However, it can be set up by OICP Admin or Tenant Admin can edit it.

 

 

 


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