Quote and Verification Prototype
Activities can be configured to allow a user to see a virtual representation of processing before the activity is actually processed. The Quote functionality allows a user to virtually process an activity and then view all the activity results. Additional activities can be added from the Result screen in the Quote mode as well. The QuoteScreen business rule must be attached to a transaction if quote functionality is needed.
The Verification functionality allows a user to check the success of activity processing before the activity is actually processed. Allocations can be viewed, both original and final, and business errors are listed. The VerificationScreen business rule must be attached to a transaction if this functionality is needed.
In order to demonstrate these two new features, seven transactions were added to the Prototype Company: two Client level transactions and five Functional Prototype Plan (Prototype Child Company) level transactions. Each demonstrates some aspect of the screens’ capabilities.
Scenario 1
A withdrawal activity needs to process against a policy. The CSR hits the Verify button on the activity after all activity details are entered. The Verification screen displays and confirms that the withdrawal amount is acceptable for the policy. Final allocations are displayed.
Scenario 2
A premium activity needs to be applied to a policy. The CSRenters the activity details then hits the Quote button to see the results of processing the activity before the activity is actually processed.
Prototype Examples
- Two client level transactions were created to demonstrate that quote and verify activities can be processed at the client level.
- QuoteDisbursement: demonstrates that a client level activity can support quote functionality. Disbursement information is shown in the Disbursement link in the Quote window. Navigate to Global Explorer | Transactions | QuoteDisbursement (ClientPlan)to view the transaction XML.
- VerifyDisbursement: demonstrates that a client level activity can support verification functionality. Navigate to Global Explorer | Transactions | VerifyDisbursement (ClientPlan) to view the transaction XML.
- The QuotePremium transaction has an attached QuoteScreen business rule, which is configured to demonstrate the fulfillment of the following items in quote mode on the Activity Result screen: Entry Fields, Allocations, Math, Spawn, Accounting and Suspense. This activity spawns the QuoteRequirement transaction. Navigate to Global Explorer | Transactions | QuotePremium (Functional Prototype Plan) to view the XML.
- The QuoteWithdrawal transaction has an attached QuoteScreen business rule, which is configured to demonstrate the fulfillment of the following items in quote mode on the Activity Result screen: Entry Fields, Allocations, Math, Accounting, Valuation, Show on Error attribute, Add New Activity and Activity Summary. Navigate to Global Explorer | Transactions | QuoteWithdrawal (Functional Prototype Plan) to view the XML.
- To demonstrate the Activity Summary tab, the ActivitySummary business rule (configured to display Total Cash and Deficiency Amount MathVariables) is attached to the transaction. Navigate to Global Explorer | Transactions | QuotePremium (Functional Prototype Plan) | Attached Rules | ActivitySummary (QuoteWithdrawal-Functional Prototype Plan) to view the XML.
- To demonstrate how to add a new activity from the Quote window (Add New Activity link), two new transactions were added: SendDeficiencyLetter and WithdrawalRequestDenied. Navigate to Global Explorer | Transactions | to view the XML for the two transactions.
- The QuoteRequirement transaction serves as the activity spawned by the QuotePremium transaction. Navigate to Global Explorer | Transactions | QuoteRequirement (Functional Prototype Plan) to view the XML.
- The VerifyPremium transaction has an attached VerificationScreen business rule, which is configured to demonstrate all available Field data types, including Message with dynamic inserts, Allocations with SHOWORIGINAL attribute set to “Yes”, and Errors. Navigate to Global Explorer | Transactions | VerifyPremium (Functional Prototype Plan) | to view the XML.
- The VerifyWithdrawal transaction has an attached VerificationScreen business rule, which is configured to demonstrate Fields with Message data type and dynamic inserts, Allocations set to “No”, and Errors. This transaction also demonstrates that the attached ConfirmationScreen business rule functions in concert with the VerificationScreen business rule. Navigate to Global Explorer | Transactions | QuotePremium (Functional Prototype Plan) to view the XML.
View Client Prototypes in OIPA
- Log into the Prototype company in OIPA.
- Click Client and open a client record. The selected client record must have an address for the prototype activities to successfully process.
- Click Add Activity from the Secondary menu.
- Select the QuoteDisbursement or VerifyDisbursement activity from the drop down list.
- Add some test disbursement information.
- Click Quote or Verify. The Quote window or Verification window will open with links to view all pre-processed information for the activity.
Important | To process the other five policy level transactions, open a policy instead of a client and add the desired activity. Click Quote or Verify respectively to view the functionality. |