Case Screens
The Case screens in OIPA are used to process Case records as part of the New Business Underwriting (NBU) process. The Case Search screen is used to search for Case records, while the Case screen is used to create and edit Case records. These screens are configured by the CaseSearchScreen and CaseScreen business rules, respectively. Navigate in the Global Rules Explorer to Business Rules > Screen >CaseSearchScreen and Global Rules Explorer to Business Rules > Screen >CaseScreen to view these business rules in the Rules Palette.
Case Search Screen
The CaseSearch screen uses an assortment of fixed fields, including Case Name, Case Number, Last Name, First Name and Tax ID to aid in identifying Case records, and can have additional search fields configured, as well.
The Case Search screen has two sections:
- The Case Search Criteria section displays the screen's fixed fields.
- The Case Search Results section displays any Case records returned from a search.
Case Screen
The Case screen uses a number of fixed fields, including Case Name, Case Number, Case Status, Date Created and Date Last Updated, all of which correspond to columns within the AsCase database table. Additionally, dynamic fields can be configured to display other information on the screen. A case's status is represented by a two digit role code, and these role codes are defined in the AsCodeCaseStatus code name.
Masking and field-level security is supported on the Case screen.
The Case screen has three sections:
- The Case General Info section displays the screen's fixed fields, such as case name and number.
- The Policy/Application Table section displays the table defined in the <Table> tags within the <Policies> tags of the CaseScreen rule.
- The Case Detail section displays the dynamic, configurable fields defined in the CaseScreen rule's configuration. These fields' values are stored in the AsCaseField database table.