DuplicatePolicy
The DuplicatePolicy business rule provides the ability to stop users from entering policies with the same policy name and/or policy number as an existing policy record in the database. In OIPA, the Policy Number and Policy Name fields are found on the Policy screen. Both fields are user-entered, except when AutomaticPolicyNumber settings are in place to generate the policy number, which would disable the Policy Number field on the screen. When entries are made in these fixed fields, the system can determine if there are already existing entries in the database with the same policy number and/or policy name. This validation is performed by the DuplicatePolicy business rule. DuplicatePolicy is overridable at the company and plan levels.
Element/Tag | Attribute | Definition | Element/Attribute Value and Description |
---|---|---|---|
<DuplicatePolicy> |
|
Required element: Opening and closing tag for the rule. |
|
<Restriction> |
|
Required element: Opening and closing tag of the Restriction section. |
|
TYPE | Required element:
Defines the type of output the system will generate when the policy number, the policy name or both are duplicated. |
Error: The system will generate an error message, which will prevent further processing of the policy. Warning: The system will generate a warning, but processing will not be affected. |
|
<PolicyNumber> |
|
Optional element: Restricts duplicate policy numbers when set to Yes. |
Yes: Duplicate policy numbers are restricted. If a duplicate policy number is entered, then the system will return an error or warning, depending on configuration. No: Duplicate policy numbers are not restricted. |
<PolicyName> |
Optional element: Restricts duplicate policy names when set to Yes. |
Yes: Duplicate policy names are restricted. If a duplicate policy name is entered, then the system will return an error or warning, depending on configuration. No: Duplicate policy names are not restricted. |
XML Example
<DuplicatePolicy>
<Restriction TYPE="Error">
<PolicyNumber>Yes</PolicyNumber>
</Restriction>
<Restriction TYPE="Warning">
<PolicyName>Yes</PolicyName>
</Restriction>
</DuplicatePolicy>
XML Schema
<DuplicatePolicy>
<Restriction TYPE="[Error|Warning]">
<PolicyNumber>[Yes|No]</PolicyNumber>
</Restriction>
<Restriction TYPE="[Error|Warning]">
<PolicyName>[Yes|No]</PolicyName>
</Restriction>
</DuplicatePolicy>