Implement Basic Commission Functionality Prototype
This prototype aims at showcasing the below scenarios of the Commissions feature:
- A new transaction to create a single Commission detail record.
- A new transaction to create multiple Commission records.
- A new transaction to update the status of the Commission record.
- A new transaction to update the status of multiple Commission records.
- A new transaction to Copy to Commission fields (single).
- A new transaction to Copy to Commission fields (Collection).
Prerequisites
User should have security to add and process the transactions.
New Items
GenerateCommisionDetail
- Type - Transaction
- Company - Prototype
- Plan - Functional Prototype
GenerateMultipleCommissionDetails
- Type - Transaction
- Company - Prototype
- Plan - Functional prototype
UpdateCommissionDetailStatus
- Type - Transaction
- Company - Prototype
- Plan - Functional prototype
UpdateMultipleCommissionDetailStatus
- Type - Transaction
- Company - Prototype
- Plan - Functional prototype
CopyToCommissionDetailFields
- Type - Transaction
- Company - Prototype
- Plan - Functional prototype
CopyToMultipleCommissionDetailFields
- Type - Transaction
- Company - Prototype
- Plan - Functional prototype
CommissionDetailScreen
- Type - Screen
- Company - Prototype
- Plan - FunctionalPrototype
Changes to Existing Items
EligibleTransactionByPolicyStatus : Included the above transactions under Pending(08) status.
Configuration Details
GenerateCommissionDetails
Fields
- Commission Type
- Type : Drop down with all the available Commission Type's from AsCode
- Commission Entity Type
- Type: Drop Down with all the available Commission Entity type's from AsCode
- Commission Status Code
- Type : drop Down with all the available Commission status codes from AsCode
- Commission Amount
- Type : Money (Editable field)
- Commission ClientGUID
- Type: Editable text field. Enter the ClientGuid to which this Commission detail is linked with.
Attached BR
- GenerateCommissionDetails (using all individual fields)
Details
- On entering the above data and processing the activity, a CommissionDetail record is created in the database with the selected details.
- The EntityGUID is,
- POLICYGUID when EntityType selecetd is 'Policy'
- PlanGUID when EntityType selecetd is 'Plan'
- BaseCoverage SegementGUID when the Entity Type selected is 'Segment'
- ClientGUID entered in the 'Commission ClientGUID' field when the Entity Type is 'Client'
- Commission Source Component type will be "BASEPRM"
- The DynamicField1 (in AsCommissionDetailField table)is inserted with Amount equal to the Commission Amount entered.
- The configuration is such that the record will not be shadowed when the parent activity is shadowed if the status of the CommissionDetail record is in 'PAID' status.
GenerateMultipleCommissionDetails
Fields
- Commission Type
- Type : Drop down with all the available Commission Type's from AsCode
- Commission Entity Type
- Type: Drop Down with all the available Commission Entity type's from AsCode
- Commission Source Component Type
Type : Drop down with all the available Source Component type's from AsCode
- Commission Status Code
- Type : drop Down with all the available Commission status codes from AsCode
- Commission Amount
- Type : Money (Editable field)
- Commission ClientGUID
- Type: Editable text field. Enter the ClientGuid to which this Commission detail is linked with.
Attached BR
- GenerateCommissionDetails (Using OBJECTARRAY)
Details
- On entering the above data and processing the activity, a CommissionDetail record is created in the database with the selected details.
- The EntityGUID is,
- POLICYGUID when EntityType selecetd is 'Policy'
- PlanGUID when EntityType selecetd is 'Plan'
- BaseCoverage SegementGUID when the Entity Type selected is 'Segment'
- ClientGUID entered in the 'Commission ClientGUID' field when the Entity Type is 'Client'
- Another Commission detail record is created with the exact same details as above one with the exception of,
- SourceComponentType is set as 'RIDERPRM'
- Amount is set as the double the amount entered in the field
- The configuration is such that the record will not be shadowed when the parent activity is shadowed if the status of the CommissionDetail record is in 'PAID' status.
UpdateCommissionDetailStatus
Fields
- ComissionDetailGUID
- Type: Editable text field used to enter the Commission detail record which needs to be updated
Attached BR
- UpdateCommissionDetailStatus (Updating a single record)
- User enters the CommissiondetailGUID to be updated
- On processing of this transaction,the status of the commission record is updated to the new status ="PAID"
UpdateMultipleCommissionDetailStatus
- ComissionDetailGUID
- Type: Editable text field used to enter the Commission detail record which needs to be updated
- ComissionDetailGUID2
- Type: Editable text field used to enter the second Commission detail record which needs to be updated
- New Status
- Type : Drop Down of all the available Commission detail status in AsCode
Attached BR
- CopyToCommissionDetailFields (Using Individual Fields)
Details
- User enters the CommissionDetailGUID to which the Amount needs to be updated
- Enters the new amount
- Process the transaction,the Amount and the DynamicField1 (AsCommissionDetailField table) are updated with the new amount
- The Currency of both Amount field and DynamicField1 are updated to 'INR'
CopyToCommissionDetailFields
Fields
- ComissionDetailGUID
- Type: Editable text field used to enter the Commission detail record which needs to be updated
- New Commission Amount
- Type: Editable text field used to enter the second Commission detail record, which needs to be updated
Attached BR
- CopyToCommissionDetailFields (Using Individual Fields)
Details
- User enters the CommissionDetailGUID to which the Amount needs to be updated
- Enters the new amount
- Process the transaction,the Amount and the DynamicField1 (AsCommissionDetailField table) are updated with the new amount
- The Currency of both Amount field and DynamicField1 are updated to 'INR'
CopyToMultipleCommissionDetailFields
Fields
- ComissionDetailGUID
- Type: Editable text field used to enter the Commission detail record which needs to be updated
- ComissionDetailGUID2
- Type: Editable text field used to enter the second Commission detail record which needs to be updated
- New Commission Amount
- Type: Editable text field used to enter the second Commission detail record which needs to be updated.
Attached BR
- CopyToCommissionDetailFields (Using Collection)
Details
- User enters the CommissionDetailGUID to which the Amount needs to be updated
- User enters the CommissionDetailGUID2 to which the Amount needs to be updated
- Enters the new amount
- Process the transaction,the Amount and the DynamicField1 (AsCommissionDetailField table) are updated with the new amount for both the CommissionDetailGUID's
- The Currency of Amount is Modified to INR for both the entries
- The DynamicField1 is updated with the double of the amount entered and the Currency is changed to INR
CommissionDetailScreen
Fields
- DynamicField11
- Type: Money