Program Overview

A program consists of multiple activities associated together to complete a recurring business process. A program can be configured to run on a policy or policy-segment for a specific period of time. Examples of programs include asset rebalancing, cost of living adjustments and scheduled withdrawals. If a policy supports programs, then a Program link will be available in the Entity Navigation list on all Policy screens.

Program Screen

The Program screen is accessed from the Program link in the Entity Navigation list on all Policy screens. If the link is not visible, then the policy may not support programs.

Add Program

The Add Program option allows a user to choose a type of program to add to the policy. A drop down is available to select a policy or segment program. The drop down options are only available if segment programs are available. If there are no segment programs available, then by default only policy level programs can be added.

Policy programs apply to the policy and segment programs apply to one specific segment, which is defined in the program's configuration. A program can be associated with multiple segments. The selection of a radio button, in conjunction with program eligibility as defined in PlanPrograms or SegmentPrograms configuration, restricts the Programs drop down list. When a program is selected from the drop down box and the Add button is clicked, the Program Details section of the Program screen reflects the fields for that particular program adding a new row in the tabular view. Enter the program details and click Save.

Program Views

The View drop down of the screen provides the options for the user to view information about a program or group of programs. The data presented in the views grid is defined in the Program Screen configuration. The information presented can be varied from view to view via configuration. Configured views are named. These views are then available for selection by name from the View drop down list. The appearance of the views in the drop down list is based on their order in the configuration. In the absence of view configuration, a default view will be available. The default view has been defined as program name, program status, segment name, start date, effective date and end date.

The multi-choice drop down is available as filters for all views whether defined by configuration or default views. The Active, Inactive, Pending and Pending Ready status options are selected by default.

Program Details

Click the program row in the grid (row expander button) of the Program screen to view the program specific data. The row expands and displays the Program Detail, Audit History and Activity Summary tabs. Click the tab to review or update.

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