Agreement Class Groups Prototype
OIPA now supports the ability to use Agreements in order to create and link one or more Class Groups with a Group Customer.
Prototype Explanation
The existing global agreement business rule for agreement definition ‘Master Agreement - Insured’ and 'Bank Letter' are configured such that it can be related to one or more Class Groups. Therefore, when a user creates an agreement of type Master Agreement - Insured or Bank Letter, he/she will be able to create Class Groups with this agreement.
Instead, when the user selects agreement type ‘Funding Letter’ or 'Funding Account', while creating a new agreement, he/she won’t be able to relate this agreement to class groups.
Business Rules
- Agreement: A new Agreement of type 'Master Agreement - Insured' and 'Bank Letter' have been created in the Agreements node in Global Rules Explorer. The 'Master Agreement - Insured' is created under the AgreementCategoryCode 'CNTR' (Contract) while the 'Bank Letter' is under the category 'BL' (BankLetter).
View Prototype in OIPA
- Login to OIPAwith a Prototype company user credentials.
- Search for a Group Customer through the Customer -> Search menu option.
- Select a Group Customer and navigate to the Agreements link.
- Select 'Contract' category agreements and create a new agreement of type 'Master Agreement - Insured' or select an existing agreement of type 'Master Agreement - Insured'. Or similarly select 'Bank Letter' category and select or create an agreement of type 'Bank Letter'
- Select the Class Groups tab. This lists the various class groups already linked under the agreement and allows linking further class groups or editing linked class groups and deleting linkages.
- Perform the various actions available to understand the functionality.
- Log in to the Rules Palette.
- In the Global Rules Explorer window, navigate to Agreements.
- View the XML configured for the 'Master Agreement - Insured' and notice that the CLASSGROUP attribute is set to 'Yes'. Similarly view the 'Bank letter' agreement configuration.
- Select on of the other Agreement types and view the CLASSGROUP attribute to understand the configuration set up needed to allow/disallow class group linkage under a specific agreement type.