Client & Policy Search Enhancement Prototype

Prototype Configuration Detail

Overview

The policy/client which are created using the attached business rules,i.e. CreateClients and CreatePolicy, do not get reversed.This enhancement supports reversal of newly created Client or Policy record.

Prerequisites

User should be able to add the "ReverselOfNewClientOrPolicy" transaction in the PAS.

New Items

A new transaction 'ReverselOfNewClientOrPolicy' is created at 'Prototype' Company Level.

Transaction name: ReverselOfNewClientOrPolicy

Company name : Prototype Company

Plan Name : Client Plan

Attached BR : CreateClient Business Rule

Changes to Existing Items

None.

Results:

When the user adds the transaction at the ClientLevel the user has to select 'Client' or 'Policy' depending on the user selection the corresponding BusinessRules will be executed.

If the user checks "CreateClient" option in Transaction:

1.Fields such as FirstName,LastName,ClientDateOfBirth,ClientSex will be shown to the user.User has to enter values for these fields.

2.Field ClientTaxID will be populated with autogenerated TaxID value into it

3.If the user selects the option as 'Shadow' in "Reversal Operation For Client" field then below action will be performed

The "CreateClient" Business Rule will be invoked and client will be created,when the user reverses this transaction then 'ClientRecord' should get 'Shadowed' and the field "StatusCode" in DB against this clientrecord should be set to "Shadowed".

4.If the user selects the option as 'Delete' in "OnReversalEventForCC" field then below action will be performed

The "CreateClient" Business Rule will be invoked and client will be created,when the user reverses this transaction then 'ClientRecord' should get deleted from DB.

If the user checks "CreatePolicy" option in Transaction:

1.Fields such as PolicyName,IssueStateCode,PolicyNumber will be shown to the user.User has to enter values into these fields.

2.If the user selects the option as Shadow in "Reversal Operation For Policy" field then below action will be performed

The "CreatePolicy" Business Rule will be invoked and Policy will be created,when the user reverses this transaction then 'PolicyRecord should get 'Shadowed' and the field "StatusCode" in DB against this policyrecord should be set to "Delete".

3.If the user selects the option as Delete in "Reversal Operation For Policy" field then below action will be performed

The "CreatePolicy" Business Rule will be invoked and Policy will be created,when the user reverses this transaction then 'PolicyRecord' should get deleted from DB.

     
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