Original Activity Allocation
OIPA supports the ability to display the original and final allocations for a processed activity on the Activity Results screen. The ActivityResultsScreen business rule contains the configuration that determines whether the original allocations will display. Final allocations will always display.
Scenario
An exchange activity is added in OIPA with amounts to be transferred from one fund to another specified in the activity allocations by the CSR. The activity is processed and the ReassignAllocations rule is triggered. The CSR views the Activity Results screen and is able to see the original allocation amount entered as well as the final allocations after the ReassignAllocation rule has been executed.
Configuration Examples
- An ActivityResultsMoneyIn transaction was configured to demonstrate the use of the SHOWORIGINAL attribute in the ActivityResultsScreen business rule, which tells OIPA to show the original allocations. The attribute value is set to Yes to display original allocations. The ActivityResutlsScreen is overridden and attached to this transaction. Navigate to Global Explorer |Transactions | ActivityResultsMoneyIn | ActivityResultsMoneyIn (Functional Prototype Plan).
- An ActivityResultsMoneyOut transaction was configured to demonstrate the use of the SHOWORIGINAL attribute in the ActivityResultsScreen business rule, which tells OIPA to show the original allocations. The attribute value is set to No to display only the finalallocations. The ActivityResutlsScreen is overridden and attached to this transaction. Navigate to Global Explorer |Transactions | ActivityResultsMoneyOut | ActivityResultsMoneyOut (Functional Prototype Plan).
- A ReassignAllocations rule was attached to the ActivityResultsMoneyIn transaction. This rule drives the Allocations tab of the processed activity and displays the activity allocations as the future allocations. Navigate to Global Explorer |BusinessRules |Attached |ReassignAllocations | Transaction Overrides | ReassignAllocations (ActivityResultsMoneyIn-Functional Prototype Plan) .
- A ReassignAllocations rule was attached to the ActivityResultsMoneyOut transaction. This rule drives the Allocations tab of the processed activity and displays the activity allocations as the future allocations. Navigate to Global Explorer |BusinessRules |Attached |ReassignAllocations | Transaction Overrides | ReassignAllocations (ActivityResultsMoneyOut-Functional Prototype Plan) .
View New Feature in OIPA
To view the prototype example in OIPA:
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Login and select the Prototype Company and Functional Prototype plan.
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Create a new policy and add roles, and at least one segment.
- Click the Activities link to open the Activity screen.
- Click Add Activity on the Secondary menu and select the ActivityResultsMoneyIn activity.
- Enter an amount.
- Click the Allocations tab in the Activity window and enter the allocation information.
- Click OK to add the activity to the Activity screen.
- Click the lightning bolt icon to process the activity.
- Click the Activity Detail icon to the left of the processed activity. This opens the activity details.
- Click the Allocations tab and see that original allocations and final allocations are listed.
- Repeat steps 3-10, but use the ActivityResultsMoneyOut activity.
- Notice on the second activity that final allocations are displayed in the Allocation tab of the Activity Results screen.