Ability to Link between Policy and Plan Segments
This feature adds the ability to refer the plan segment data at policy segment level.
Prerequisites
- A group customer should be created, agreement, product, plan, segments, classgroup, class rule variables should be added. Employment relationship should be created with a client, activity EnrollmentPrototype should be added to the client and processed.
- User should be able to add the new transaction CreatePlanSegmentDetail to a policy. Security for the transaction should be given at both product and plan level.
New Items
New transaction CreateSegmentWithPlanSegmentDetail is configured. CreateSegment BR is attached to this transaction.
Transaction name: CreateSegmentWithPlanSegmentDetail
Company name: Prototype Group Child Company
Product Name: Group Prototype Product
Configuration Details
- Existing EnrollmentPrototype transaction is configured to select the PlanSegmentNameGUID of the plan segment created for the customer, which the client is related to. CreatePolicy BR attached to the transaction is configured with PlanSegmentNameGUID attribute to create a policy segment linking it to the above plan segment.
- A new product level transaction is configured for Group Prototype Product, which has CreateSegment BR attached. The CreateSegment rule attached to it is configured with PlanSegmentNameGUID attribute. When added to the policy and processed, it takes the PlanSegmentNameGUID for the plan of the policy and links it to the segment created for the policy.
- Existing SegmentScreen BR for Group Prototype Product has been edited to include the group PlanSegmentName to display PlanSegmentName.
- Existing CalculateGeneralLifeBaseCov BR, product override for Group Prototype Product is configured with math variables of type field to access PlanSegmentName. These are then mapped to the respective database tables.
- Existing EligibleTransactionsByPolicyStatus, product override for Group Prototype Product, has been edited to include CreateSegmentWithPlanSegmentDetail transaction for pending policy status 08 and 09.