Activities That Add Clients

In the course of policy processing situations may arise where new clients need to be added to a policy when the Client screen functionality is disabled. In these situations, an activity may be used to perform the task. The purpose of the activity is to add clients to a policy. Existing clients can be added using search functionality or new clients can be added to the database and then selected.

An activity client field does not accept a text entry. Instead, an Add Client Icon displays to the right of the field. Clicking this icon opens the ClientSearch window. An existing client can be added from the Find Client tab. A new client can be added to the database and then selected using the New Client tab.

Steps to Use and Activity to Add an Address

  1. Log in OIPA using a prototype company user name and password.
  2. Open a policy in the Functional Prototype plan or create a new test policy.
  3. Click Add Activity on the Action list below the Entity Navigation list.
  4. Select the AddFamilyAddress prototype activity from the drop down list.
  5. Enter a date when the new address will become effective.
  6. Select a client from the Client drop down box. The address will be added to that client record.
  7. Click OK.
  8. Navigate to the Activity screen and process the activity. The address will be added to the client record.
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