Requirement Shading Prototype
This prototype was configured to demonstrate the ability to color-code policy requirements on the Requirement screen.
Prototype Prerequisites
- OIPA user credentials with the necessary security settings to view the Policy Requirement screen
Prototype Configuration
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The CompanyCosmetics business rules was overridden for the Alamere Insurance Company in order to showcase this functionality. In the Global Rules Explorer window, navigate to Business Rules | System | CompanyCosmetics | CompanyCosmetics (Alamere Insurance). The key configuration in this business rule is explained below.
- The <PolicyRequirementShadings> element is present in configuration, as are <Shading> sub-elements.
- Each <Shading> element has a STATUS attribute specifying the status to which that particular shading color applies. The value of each <Shading> element is a color name defined in the HTML and CSS color specification.
- The AsCodeRequirementStatus code name is configured with code values corresponding to the available requirement statuses.
View Prototype in OIPA
- Log in OIPA using the Alamere Insurance user ID and password.
- Open an existing policy containing requirements or create a shell policy with requirements.
- Navigate to the Policy Requirement Screen.
- Note that each requirement is colored according to its current status.