Using the Document Generator

Configure in the Rules Palette

After the installation steps are complete, the Rules Palette provides the tools to configure the necessary components of the Document Generator. The following configuration requirements are necessary to implement this functionality.

Note: Refer to the Rules Palette help system for complete instructions on configuring the Document Generator. This information can be found under Main Explorer Folders | Prototypes | Previous Release Prototype Samples | View PDF Documents. The help is located inside the Rules Palette application. Click the Help option on the Main menu to reveal the link to the help.

Generate Documents in OIPA

When the components of the Document Generator are properly configured in the Rules Palette, an OIPA user can generate a document by simply adding the PDF generating activity to the Activity screen and then processing it. Once the activity is active, the user may click the Activity Detail icon to the left of the activity. The Activity window will open. A Document link should be visible along the top of the window.

Note: Refer to the OIPA help system for complete instructions on working with PDF generating activities. The help is located in the Oracle Insurance Policy Administration 11.0.0.0 documentation library on OTN.

Activity Window in OIPA with Document Link

 

 

 

 

 

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