New Business Underwriting Overview
The Rules Palette contains a specific set of components that configure OIPA's New Business Underwriting (NBU) functionality, which is used to process applications for policies. This page contains a high-level overview of these components, along with links to more detailed information.
Enabling NBUFunctionality
NBU functionality is only available for configuration if the NBU system is enabled for the environment. Enabling the NBU system requires administrative access to OIPA's Web Application Utility, as well as the inclusion of several special properties in the PAS.properties configuration file. Its availability is therefore at the discretion of the build manager.
For instructions on enabling NBU in the Web Application Utility, see the Build Manager Environment Creation page in this help system. For a more comprehensive explanation of environment creation, see the Rules Palette Set Up Instructions and the Rules Palette Environment Creation Instructions located in the OIPA Documentation Library on the Oracle Technology Network. For instructions on adding the necessary NBU properties to PAS.properties, see the System Properties document located in the OIPADocumentation Library on the Oracle Technology Network.
NBU Process Flow
Although not all stages of the NBU process require configuration, the general order by which records in the NBU system will be accessed and processed requires the following components used in the following order:
Case > Application > Requirements > Impairments
NBUComponents
This section contains a list of the components used to configure NBU functionality.
Requirement-Related Components
A significant component of the NBU process revolves around the use of requirements, which are used to define conditions under which an application for a policy will be accepted.
Requirement Rule Context
If NBU is enabled, certain attached rules are able to be attached to requirements. A list of these rules is in the Attached Rules (For Requirements) section below.
Requirement Business Rules
In addition to the rules able to be attached to requirements, NBU requirements can be configured with a number of other business rules in order to invoke certain behavior. See the lists of rules below for names of the various types of business rules able to be used in conjunction with NBU requirements.
For more information on NBUrequirements, see the Requirements in New Business Underwriting page. For more information on creating and configuring requirements in general, see the Requirements folder in this help system (Admin Explorer | Requirements). For a detailed explanation of requirement configuration syntax, see the Requirements folder in the XMLConfiguration Guide.
Business Rules
The following business rules are used to configure the display and behavior of the various stages of the NBU process. See the Overview of Screen Rules page for more information on screen rules and the Overview of Attached Rules page for more information on attached rules. For a detailed explanation of the configuration syntax for the rules below, see the following folders in the XMLConfiguration Guide:
- Plan Rules: Configuration Overview | Business Rules | Plan Rules
- Screen Rules: Configuration Overview | Business Rules | Screen Rules
- Attached Rules: Configuration Overview | Business Rules | Attached Rules
Plan Rules
Screen Rules
- CaseScreen
- CaseSearchScreen
- PolicyRequirementScreen
- RequirementResultSearchScreen
Attached Rules (For Transactions)
- AddRequirements
- AddImpairments
- ProcessRequirements
Attached Rules (For Requirements)
- AddRequirements
- StatusChange
- MatchRequirementResult
- CopyToRequirementFields
- CopyToPolicyFields
- CopytoClientFields
- SpawnActivities
- ProcessActivities
Override Levels
If NBU is enabled, new business rule overrides will need to have a "System" override level specified. The options for this override are "NBU" and "OIPA."
For more information on creating business rule overrides, see the Create a New Rule or Rule Override page in this help system.