List Bill Support Screens

List bills allow defining a group of policies related to a client record for the purpose of generating billing. A new business rule ListBillScreen will define the client type that will hold the policy list as well as the dynamic fields for each record in the list. The screen rule will also specify the client level activities to be generated based on the list bill action (add, change or delete). List bill actions will include confirmations of the events.

Additionally, activities internal or external to the grouping client can add, change or delete record on the list by using new attached rules; AddToListBill, CopyToListBillFields and RemoveFromListBill respectively.

Prerequisites

A client type to act as the related grouping entity for the list of policies is required. This client is specified in the ListBillScreen rule. Additionally, security entries are needed for the ListBill icons on the Client Screen for; ListBill, ListBillAdd, ListBillDelete, and ListBillOk.

New Items

Changes to Existing Items

ClientScreen - Screen rule to define client types. The List or Group client type (05) definition is appended to this rule.

Configuration Details

ListBillScreen Screen Rule

Dynamic Fields

Actions/Events/ScreenMath

ListBillActions

Results

ListBillActionConfirmation Transaction

Dynamic Fields

     
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