View PDF Documents

OIPA allows policy-specific PDF documents to be generated and viewed with Crystal Reports. A Document tab was added to the Activity Results screen in OIPA. Documents that are generated by activities can be viewed from this tab.

Important   That the Crystal Reports integration this is no longer part this base functionality and as a result any integration will require help of a partner, or Oracle Consulting.

Scenario

A CSR processes an activity that is configured to generate a policy-specific PDF document. The CSR opens the Activity Results screen for the processed activity that generated the document and clicks the Document tab. The generated document is displayed.

Configuration Requirements

The following configuration requirements are necessary to implement this functionality.

Prototype Samples

One transaction was configured to demonstrate this new functionality. Navigate in the Main Explorer to Companies | Prototype Company | Subsidiary Companies | Prototype Child Company | Plans | Functional Prototype Plan | Transactions | Policy Transactions | GeneratePDF.

GeneratePDF transaction

GeneratePDF Transaction in Main Explorer

Two business rules are needed to demonstrate this new funcionality.

External Process transaction

ExternalProcess and GenerateDocument Business Rules in Main Explorer

     
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