Enhancements to Verification Screen
The Verification Screen business rule was enhanced to provide more robust support of activity errors and warnings. Error numbers presented on the screen in OIPA are now paired with error messages to provide a better understanding of the issues encountered during processing.
Refer to the XMLConfiguration Guide for a complete explanation of the elements and attributes supported in the VerificationScreen business rule.
Prototype Explanation
The following transactions and supporting configuration were created in the Functional Prototype Plan to demonstrate this new functionality.
Transactions
There are three transactions configured. Navigate in the Main Explorer to Companies | Prototype Company | Plans | Functional Prototype Plan | Transactions| to view the configuration for each.
- DefineActivityButtonsPrototype: this transaction defines the presence of the Verify button through the <Button> configuration section. The OK button is not defined on Activity Detail screen. There are two attached rules:
- VerificationScreen: the <ErrorNumberStartsWith> element has a value of G inside <DisableOkButton> elements. This disables the Ok button when an error beginning with G occurs. There is also a <Warnings> element with a Yes value used to display the Warnings section in the Verification Screen grid.
- ValidateExpressions: this rule uses the new attribute WARNING such that ERRORNUMBER="W035" is defined as a warning (Premium amount is less than minimum plan premium).
- VerifyAllErrorsPrototype: this transaction is used to verify any errors that occur during processing. There are three attached rules:
- VerificationScreen: this rule uses the attribute ALLERRORS with a value of Yes to disable the Ok button when any nonoverridable error occurs.
- ValidateExpressions: this rule defines G001 as a non-overridable error, indicating the withdrawal amount is greater than available cash.
- ConfirmationScreen: this rule contains one field confirmation number.
- VerifyWithdrawal: this transaction is used to verify a withdrawal activity before it processes. There are three attached rules:
- ValidateExpressions: this rule is configured with an overriddable error W034, which says, "Withdrawal amount is less than plan minimum withdrawal." It demonstrates the ability to override the error directly from the Verification screen when a withdrawal is less than $10.00.
- VerificationScreen:this rule uses the element <ErrorNumberIs> with a value of G001 within <DisableOkButton> elements resulting in the disabling of the Ok button when withdrawal amount is greater than available cash.
- ConfirmationScreen: this rule contains one field confirmation number.
Plan Fields
Three plan fields were added to the Functional Prototype Plan. Navigate to Main Explorer | Prototype Company | Subsidiary Company | Prototype Child Company | Plans | Functional Prototype Plan | Plan Data to view the new fields.
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MinimumWithdrawalAmount:set at $10
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MinimumPremiumAmount: set at $10
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MaximumPremiumAmount: set at $100000.00
Error Catalog
Three errors were added to the Error Catalog in the Admin Explorer. Navigate to Admin Explorer | Administration | Error Catalog to view the new errors.
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Added G001: Withdrawal amount is greater than available amount
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Added G002: Premium amount is greater than maximum amount
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Added W035: Premium amount is less than minimum plan premium
View Prototype in OIPA
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Log in to OIPA using the Prototype Company user ID and password. Make sure the user has privileges to view the Client screen and client activities.
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Open a policy or create a shell policy and add each of the three prototype transactions described above, one at a time.
- When adding each activity, click the Verify button before adding the activity. This will open the Verification screen and display any errors or warnings. An override option will be available, if supported in configuration.