Quote and Verification Prototype

Activities can be configured to allow a user to see a virtual representation of processing before the activity is actually processed. The Quote functionality allows a user to virtually process an activity and then view all the activity results. Additional activities can be added from the Result screen in the Quote mode as well. The QuoteScreen business rule must be attached to a transaction if quote functionality is needed.

The Verification functionality allows a user to check the success of activity processing before the activity is actually processed. Allocations can be viewed, both original and final, and business errors are listed. The VerificationScreen business rule must be attached to a transaction if this functionality is needed.

In order to demonstrate these two new features, seven transactions were added to the Prototype Company: two Client level transactions and five Functional Prototype Plan (Prototype Child Company) level transactions. Each demonstrates some aspect of the screens’ capabilities.

Scenario 1

A withdrawal activity needs to process against a policy. The CSR hits the Verify button on the activity after all activity details are entered. The Verification screen displays and confirms that the withdrawal amount is acceptable for the policy. Final allocations are displayed.

Scenario 2

A premium activity needs to be applied to a policy. The CSRenters the activity details then hits the Quote button to see the results of processing the activity before the activity is actually processed.

Prototype Examples

View Client Prototypes in OIPA

  1. Log into the Prototype company in OIPA.
  2. Click Client and open a client record. The selected client record must have an address for the prototype activities to successfully process.
  3. Click Add Activity from the Secondary menu.
  4. Select the QuoteDisbursement or VerifyDisbursement activity from the drop down list.
  5. Add some test disbursement information.
  6. Click Quote or Verify. The Quote window or Verification window will open with links to view all pre-processed information for the activity.
Important   To process the other five policy level transactions, open a policy instead of a client and add the desired activity. Click Quote or Verify respectively to view the functionality.
     
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