OIPA Release Notes

Oracle Insurance Policy Administration

Oracle Insurance Policy Administration (OIPA) is a next-generation, flexible, rules-based insurance solution for life and annuities that supports policy processing across multiple lines of business. OIPA greatly enhances ease of use and speed for business analysts, actuaries and others involved in the product configuration process. Robust navigation also makes it easy for users, including CSRs, to locate policy information and drill down into a granular level of customer detail. This allows insurers to respond more rapidly to customer inquiries, reduce call times and improve customer service.

These release notes contain the enhancements that were made to Oracle Insurance Policy Administration GA release 11.1.0.0, 2017.

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Oracle Insurance Policy Administration

This section describes configuration, features and technology specific enhancements for GA release 11.1.0.0. OIPA is now able to support the below functionality:

New Features Added

Workflow Task Management in OIPA

OIPA is enhanced with a Workflow feature that records manual intervention tasks generated from autonomous processes or manually added to policies or clients. Tasks are organized into queues to which users of specific roles may access. Tasks are worked by users to correct activities, policies, applications and fulfill requirements. This feature includes the following capabilities:

Role Specific Workflow Queues and Tasks

This feature supports two types of Workflow Queues, a generic queue and multiple business queues created for specific business purposes.

Workflow User

This is a page in OIPA that allows the logged in user to assign any user to Workflow roles. A single user may be associated to multiple Workflow roles. In Palette each Workflow role may be associated to multiple queues. These sets of associations allow a user access to multiple queues. Each user or team can be defined with a unique set of responsibilities. Users have access to Workflow tasks because of their eventual association to the queues.

Workflow Task History

An option on a General Workflow and business specific queue rows provides the ability to access workflow task history.

Workflow System Property

The Workflow feature has a system property with values (Yes, No) to turn the feature ON or OFF. By default, the feature is turned OFF when the property does not exist. When the feature is turned ON:

Automated Workflow Task Generation

Activity Execution Errors

Activity Requirement Generation

Policy Requirement Generation

Manual Workflow Task Generation

When a user is associated to at least one Workflow role, the user is allowed to generate Workflow tasks manually on the Policy and Client using "Add Workflow Task" link presented on the left side navigation of policy and client.

Workflow Instance Data

Any method of Workflow task creation persists Workflow Task Data. It includes, Submitted Date, Task Type, Queue, Status, Assigned User, Entity, Entity Id, etc.

Workflow Task Processing

Any Workflow task processing in OIPA is based on the following:

Workflow Widgets on the OIPA Dashboard

The generic queue and business specific queues are presented in Workflow widgets on a new Workflow tab sitting on the Dashboard Landing page. This is presented when the user has access to at least one of the Workflow queues and Workflow functionality is turned on.

Workflow Task Assignment and Editing

The user has the ability to Edit the Workflow Queue items. Editing allows the user to Close the task, Assign or Re-assign the task to users, Change the task type and Add comments. Workflow task history will capture these updates made to the task.

Workflow Task Closure

Any Workflow task in OIPA can be closed by a user manually or by the system automatically by updating the task’s "Status" value to "Closed". The status is updated only when:

User Preferences

A new "Workflow Preferences" page is added in OIPA which allows the user to set preferences under the Workflow tab. The page is accessible when the Workflow feature System Property is "turned ON" and the user has access to at least one Workflow queue.

Business Rules Changes Database Table Changes

 

Modified Rules:

  • ValidateExpressions BR
  • GeneratePendingRequirements BR
  • Transaction BR
  • RequirementDefinition BR

 

New Tables Added:

  • ASWORKFLOWQUEUEROLE
  • ASWORKFLOWROLEUSER
  • ASWORKFLOWTASK
  • ASWORKFLOWTASKDEFINITION
  • ASWORKFLOWHISTORY
  • ASWORKFLOWHISTORYDETAIL

 

Enhanced Features in 11.1

The release of OIPA 11.1.0.0 includes the below enhanced features in the Rules Palette and OIPA application:

Group Customer Typecode Enhancement

The GroupCustomerScreen business rule is enhanced to allow the configuration of Client types other '20'. With this restriction removal, now the Type drop down of Group Customer screen in OIPA displays the Client types as configured in the screen rule.

Business Rule Changes Database Table Changes

Modified Rules:

  • GroupCustomer Screen Rule
N/A

Enhancements to Agreement

Business Rule Changes Database Table Changes

 

Modified Rules:

  • GroupCustomer Screen Rule

New Rules Added:

  • PlanAgreementSearchScreen BR

 

Modified Tables:

  • AsGroupCustomer
  • AsPlanAgreement

DataIntake Enhancement

This enhancement implements the Multithreading & Sequential message processing in Data Intake. With this enhancement OIPA now is able to:

Retired / Deprecated Items

Crystal Reports

The Crystal Reports integration is no longer part OIPA base functionality and as a result any integration will require help of a partner or Oracle Consulting.

 

 

 

 

 

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