Priors and Suspects Inquiry Screen Prototype
Prototype Explanation
The following entities were configured to demonstrate this new functionality.
Inquiry Screens
Priors Suspects:This inquiry screen will search across all companies for prior or suspect policies. The results of the search will display in a table, where they are identified and ordered by type: PRIOR or SUSPECT. An attribute 'Total' is added to the output column specification in the Inquiry screen, which will be the sum of the results of specific numeric data columns.
To view the prototype configuration, navigate in the Main Explorer to Companies | Holding Company | Inquiry Screens | Main Menu | Priors Suspects.
Configuration Details
The key configuration for this inquiry screen is described below.
- Four searchable fields are configured: First Name, Last Name, Tax ID and Date of Birth.
- Values are required for all four fields. A wildcard ("%") may be used in the FirstName, LastName and Tax ID fields.
- If the search finds a prior or suspect policy with a matching First Name, Last Name or Date of Birth, the policy must also have a match on a second field to be returned from the search. If a policy is found with a matching Tax ID, a match on a second field is not required for the policy to be returned.
- The search results table is configured with the following columns:
- Type—PRIOR or SUSPECT
- Company—Holding Company, Prototype Company, etc.
- Policy Number—The policy number of the prior or suspect policy
- Insured Name—The individual's First Name and Last Name
- Tax ID—Social Security Number or Tax ID
- Date of Birth—The individual's date of birth
- Policy Role—Insured, Primary Beneficiary, etc.
- Issue Date—The date of policy issue
- Status—Active, Pending, etc.
- Face Amount InquiryScreen, which is present at the ClientLevel of Prototype Company is altered. A New attribute 'Total="yes"' is added to the column 'Segment Amount' in the table element of the output section.
Result: User should be able to see the total of the entire segment amount at the end of the column.
View Prototype in OIPA
- Log in to OIPA with a username and password for the Holding Company.
- Select Inquiry from the Main Menu, then click on Priors Suspects.
- Enter search criteria in all four of the configured fields and click Ok.
- Note that the search results are displayed in a table containing the configured columns.