Illustration Processing Using AsFile Prototype
OIPA now supports the ability to manage illustrations on an In Force policy through the RequestType="Illustration" setting. There is a set of Illustration related tables that have been created where illustration transaction data will be recorded till the output XML is generated after which records created in these tables will be deleted.
Prototype Explanation
A new AsFile with FileID = "ILS" is configured to demonstrate this functionality. This AsFile uses the Policy-Illustration type transaction "PolicyIllustration" configured under the Functional Prototype Plan.
View Prototype in OIPA
- Use SOAPprotocol and trigger the AsFile with FileID = "ILS". The payload for the SOAPrequest should contain the required information.For sample, please use the request XML sample provided below.
- Verify the output Illustration response.
- Log in to the Rules Palette.
- In the Admin Explorer window, navigate to File named "Illustration (Prototype)".
- View the XMLData and XSLTsections to understand the configuration syntax and options.
- In the Main Explorer, navigate to the Functional Prototype Plan and select the Illustration transaction under policy transactions. View the configurations for reference.
Sample SOAPXML request
The following XML can be used as a sample to trigger the illustration request in OIPA. Please note: only the Body of the SOAPrequest (including the payload) is provided. The header and main SOAPenvelope elements should be added appropriately and the required user credentials (prototype company user) should be provided correctly.
<soapenv:Body>
<fil:processFileReceived soapenv:encodingStyle="http://schemas.xmlsoap.org/soap/encoding/">
<fileId xsi:type="xsd:string">ILS</fileId>
<xml xsi:type="xsd:string"><![CDATA[<Tests>
<Policy>
<PolicyNumber>TEST1234</PolicyNumber>
<PlanName>Functional Prototype Plan</PlanName>
<CompanyName>Prototype Individual Child Company</CompanyName>
<IssueStateCode>02</IssueStateCode>
<CreationDate>2009-04-06 09:18:45</CreationDate>
<PolicyName>Test123453</PolicyName>
<PlanDate>2009-04-06 09:18:45</PlanDate>
</Policy>
<IllustrationRequest>
<StartDate>2013-04-18 09:18:45</StartDate>
<EndDate>2014-09-18 09:18:45</EndDate>
<StopOption>01</StopOption>
<StopOptionYears>14</StopOptionYears>
</IllustrationRequest>
<IllustrationBasis>
<InterestAssumption>01</InterestAssumption>
<InterestAssumptionRate>13.65</InterestAssumptionRate>
<MortalityAssumption>02</MortalityAssumption>
<MortalityAssumptionBlend>12</MortalityAssumptionBlend>
<DividendAssumption>03</DividendAssumption>
<DividendAssumptionBlend>2014</DividendAssumptionBlend>
<AnchorBasisIndicator>1</AnchorBasisIndicator>
</IllustrationBasis>
<IllustrationTransaction>
<PrimaryType>02</PrimaryType>
<SecondaryType>11</SecondaryType>
<TertiaryType></TertiaryType>
<Amount>100000</Amount>
<TransactionMode>1</TransactionMode>
<StartDate>2013-04-18 09:18:45</StartDate>
<EndDate>2030-02-09 09:18:45</EndDate>
<IncreasePercent>4.5</IncreasePercent>
<SupplementalSolveType>02</SupplementalSolveType>
<CurrencyCode>IND</CurrencyCode>
</IllustrationTransaction>
<IllustrationReport>
<IllustrationReportType>01</IllustrationReportType>
</IllustrationReport>
<IllustrationVector>
<VectorRequestCode>101</VectorRequestCode>
</IllustrationVector>
<TransEffDate>2014-02-09 09:18:45</TransEffDate>
</Tests>]]></xml>
</fil:processFileReceived>
</soapenv:Body>