Undo Redo of Client Level Transaction

OIPA, adds a new feature for Undo/Redo functionality at the client and customer level. New transaction type is now added under Prototype Company for Client Plan named as "Client financial". This new transaction type will be a Reversible/Reversing type of transaction. Earlier the existing type was “Client-Financial” transaction type, now being "Client-Financial -Reversible-Reversing type. The following are available

New Transaction Type System Codes are added in the palette to recognize new AsCode transaction types (mentioned above).

Configuration Overview

The new transactions ‘ClientFinancialReversibleReversing’ and ‘ClientFinancialReversibleNonReversing’ are added for the Client Plan in Prototype Company. These transactions are expected to get processed on the following way

Pre-requisite

The OIPA user should have the access to both the transactions in the application and should have the necessary security in order to access the ‘Delete’ checkbox for the transaction ‘ClientFinancialReversibleReversing’.

Prototype Example ClientFinancialReversibleReversing

ClientFinancialReversibleNonReversing

ClientFinancialSpawn1

This transaction also has only the field ‘EffectiveDate’ configured. It is spawned by transaction ‘ClientFinancialReversibleReversing’.

ClientFinancialSpawn2

This transaction also has only the field ‘EffectiveDate’ configured. It is spawned by transaction ‘ClientFinancialReversibleNonReversing.

View Prototype in OIPA

  1. Login to OIPAwith a Prototype company user credentials.
  2. Select a Client Plan
  3. Create a new Policy and process it
  4. Add new Activity and process the activity for the above transaction types
  5. View the result for the new functionality explained above
     
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