Creating a New Case

OIPA now allows direct entry of case information. A new Case in OIPA is created from the Central Add dropdown menu. A case can be given a unique case number to make it easier to find during a case search.

Steps to Create a New Case

  1. From the Central Add dropdown menu, select Case. The case creation screen appears.
    This image shows the new case creation screen.
    There are two sections on the Case screen that contain case information — Case and Case Detail. The Case section contains basic case information.
  2.  Enter the basic case details that are mandatory. 
    • Case Name is the name that a case is given.
    • Case Number is the unique identifier for a case. Depending upon the configuration for the case screen, this field may be automatically populated or a manual entry may be allowed for it.
    • Case Status is the status of the case at any moment. It is Pending by default.
  1. Click the Save button when finished. Once a new case is saved, the Date Created and Last Updated fields shall be automatically populated.

The user shall be able to associate an application to the newly created case by clicking on the Add Application button.
This image shows the Add Application button.

For more information on adding an application upon case creation, refer the Add Application section.

Editing a Case

As long as a case in the Pending state, it can be edited. To edit any case:

  1. Perform a unified search for any case that you want to edit.
  2.  When you click on the desired case from the search results, the Case screen or the Case Overview screen should be displayed. 
  3. Edit any field as required.
  4. Click on Save.
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