Ability to Create and Update Rates through OIPA
This Feature implements the ability for user to Update/Maintain Rates in OIPA.
Prerequisites
N/A
New Items
Admin Item:
RateGroups: Plan_PremiumRates, Policy_PremiumRates, Client_PremiumRates and GroupCustomer PremiumRates are created.
Transaction
Prototype: ClientPlan: RateUpdate
Prototype: CustomerPlan:RateUpdate
Functional Prototype Plan: Policy: RateUpdate
Functional Prototype Plan: Plan: PlanRateUpdate
BusinessRule
Screen: RateScreen (Prototype)
Changes to Existing Items
NA
Configuration Details
- RateScreen Business rule is created and overridden at Prototype Primary Company level.
- RateScreen is configured to identify the modifying RateGroup and spawn activities at Plan, Policy , Client and GroupCustomer levels.
- Activity spawning upon Rate Change is achieved using Level attribute for entities Policy, Client and GroupCustomer.