OIPA Components that Establish Context
Areas of OIPA establish context in which the rules and then discovered and resolved. These areas are categorized by transaction type, non-screen areas and screen areas.
Context Established by Transaction Type

- Client-Batch
- Client-Document
- Client-Document-Nonreversible-Nonreversing
- Client-Extract
- Client-Financial
- Client-Financial-Nonreversible-Nonreversing
- Client-Financial-Reversible-Non-Reversing
- Client-Import
- Client-ScreenUpdate

- Cycle-Document
- Cycle-Extract
- Cycle-Import

- Plan-Batch
- Plan-Document
- Plan-Document-Nonreversible-Nonreversing
- Plan-Extract
- Plan-Financial
- Plan-Financial-Nonreversible-Nonreversing
- Plan-Import

- Policy-Document
- Policy-Document-Nonreversible-Nonreversing
- Policy-Document-Reversible-Nonreversing
- Policy-Extract
- Policy-Financial
- Policy-Financial-Nonreversible-Nonreversing
- Policy-Financial-Reversible-Nonreversing
- Policy-Illustration
Context Established by Non-screen Areas
Area | Established Context |
---|---|
Exposed Computations |
Global Only |
File | Global Only |
Context established by Screens

Screen | Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|---|
Address |
AddressScreen |
No | No |
Agreement Role | AgreementRoleScreen | No | No |
Agreement | AgreementScreen | No | No |
Alternate Name | AlternateNameScreen | No | No |
Batch Activity Detail Search | BatchActivityDetailSearchScreen | No | No |
Batch | BatchScreens | No | No |
Bill Detail Reconciliation Search | BillDetailReconciliationSearchScreen | No | No |
Bill Detail Search | BillDetailSearchScreen | No | No |
Bill Reconciliation | BillReconciliationScreen | No | No |
Bill Search | BillSearchScreen | No | No |
Case | CaseScreen | No | No |
Case Search | CaseSearchScreen | No | No |
Chart of Accounts | ChartOfAccountsScreen | No | No |
Class Group | ClassGroupScreen | No | No |
Class | ClassScreen | No | No |
Client Activity | ClientActivityScreen | No | No |
Client Group Add | ClientGroupAddScreen | No | No |
Client Group | ClientGroupScreen | No | No |
Client Relationship | ClientRelationshipScreen | No | No |
Client | ClientScreen | No | No |
Client Search | ClientSearchScreen | No | No |
Comments | CommentsScreen | No | No |
Comments Search | CommentsSearchScreen | No | No |
Disbursement Approval | DisbursementApprovalScreen | No | No |
Enrollment | EnrollmentScreen | No | No |
Fund | FundScreen | No | No |
Group Customer Overview | GroupCustomerOverviewScreen | No | No |
Group Customer | GroupCustomerScreen | No | No |
Group Customer Search | GroupCustomerSearchScreen | No | No |
Group Relationship | GroupRelationshipScreen | No | No |
Intake File Search | IntakeFileSearchScreen | No | No |
Intake Profile | IntakeProfileScreen | No | No |
Intake Record Search | IntakeRecordSearchScreen | No | No |
Link Rate Group Search | LinkRateGroupSearchScreen | No | No |
List Bill | ListBillScreen | No | No |
Phone | PhoneScreen | No | No |
Plan Coverage | PlanCoverageScreen | No | No |
Plan Segment Name Class Participant | PlanSegmentNameClassParticipantScreen | No | No |
Plan Segment Name Class | PlanSegmentNameClassScreen | No | No |
Plan Segment Name | PlanSegmentNameScreen | No | No |
Rate | RateScreen | No | No |
Suspense | SuspenseScreen | No | No |
Suspense Search | SuspenseSearchScreen | No | No |

Screen | Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|---|
Inquiry (Main) |
InquiryScreen (Main) |
No | No |
Inquiry (Client) | InquiryScreen (Client) | No | No |

Screen | Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|---|
Bill Detail |
BillDetailScreen |
No | No |

Screen | Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|---|
Bill Detail |
BillDetailScreen |
No | No |
Disbursement Search | DisbursementSearchScreen | No | No |
Policy Search | PolicySearchScreen | No | No |
Withholding | WithholdingScreen | No | No |

Screen | Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|---|
Activity Requirement |
ActivityRequirementScreen |
Yes | Yes |
Allocation | AllocationScreen | Yes | Yes |
Assign Role | AssignRoleScreen | Yes | Yes |
External Client Detail | ExternalClientDetailScreen | Yes | Yes |
Final Action | FinalActionScreen | Yes | Yes |
Inquiry (Policy) | InquiryScreen (Policy) | Yes | Yes |
Policy Activity | PolicyActivityScreen | Yes | Yes |
Policy Overview | PolicyOverviewScreen | Yes | Yes |
Policy Requirement | PolicyRequirementScreen | Yes | Yes |
Policy | PolicyScreen | Yes | Yes |
Program Allocation | ProgramAllocationScreen | Yes | Yes |
Program | ProgramScreen | Yes | Yes |
Requirement Result Search | RequirementResultSearchScreen | Yes | Yes |
Requirement | RequirementScreen | Yes | Yes |
Policy Role | RoleScreen | Yes | Yes |
Segment Role | SegmentRoleScreen | Yes | Yes |
Segment | SegmentScreen | Yes | Yes |
Unmatched Result Search | UnmatchedResultSearchScreen | Yes | Yes |
Values | ValuesScreen | Yes | Yes |

Screen | Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|---|
Benefit |
BenefitScreen |
No | No |
Commission Detail | CommissionDetailScreen | No | No |
Disbursement | DisbursementScreen | No | No |
Plan Activity | PlanActivityScreen | No | No |
Plan | PlanScreen | No | No |

Screen | Rule Name | State Override at Rule Creation | State Override at Rule Resolution |
---|---|---|---|
Policy Allocation |
PolicyAllocationScreen |
Yes | Yes |