Client and Policy Search Enhancement Prototype

The results of searches on the Client Search screen and Policy Search screen can now be sorted by configurable criteria.

Prototype Configuration

View Prototype in OIPA

  1. Log into OIPA using credentials for a user assigned to the Prototype Company.
  2. Navigate to the Policy Search screen.
  3. In the Company Name field, select Prototype Individual Child Company.
  4. If Products are enabled, in the Product field, select Individual Prototype Product.
  5. In the Plan field, select Functional Prototype Plan.
  6. Enter some search criteria and select Find.
  7. Note that the search results are sorted as described in the Prototype Configuration section above.
  8. Navigate to the Client Search screen.
  9. Enter some search criteria and click Find.
  10. Note that the search results are sorted as described in the Prototype Configuration section above.
     
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