Update Requirement Activity Date

The DeliveryRequirements business rule was enhanced to support a NEWACTIVITYDATE attribute that will specify the Effective Date an activity should use once all requirements are satisfied. The new attribute accepts configured date values from a field or math variable and then sets the activity's Effective Date to the New Activity Date when all the requirements are satisfied. If this attribute is not used then the DeliveryRequirements rule will set the activity's Effective Date to the latest of the non-cancelled individual requirement's CloseDate, when PROCESSONCOMPLETE is set to Yes in the configuration.

Note: The attribute will only accept date values that are greater than or equal to the activity's current effective date.

Scenario for Prototype

A transaction is configured to generate a requirement through the use of the attached GeneratePendingRequirements business rule. The rule will add a requirement to the policy. When the transaction processes, a requirement icon will appear, alerting the user that a requirement needs to be met. Once the requirement is satisfied, the activity will process. The date displayed on the Activity screen is the date defined in the DeliveryRequirements business rule.

Configuration Requirements

There are three business rules that need to be configured:

Two transactions are configured to demonstrate both the field and math variable options to the NewActivityDate attribute.

Prototype Samples

Two new transactions were configured:

Prototype Company with new transactions outlined

Transactions that Demonstrate New Requirement Attribute

Requirement Definition in Admin Explorer

Requirement Definition in Admin Explorer

     
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