Requirement Overview

Requirements are the items that need to be fulfilled before an application is approved or underwriter takes a decision on a case or Policy in OIPA. The Requirement Screen summarizes all the requirements and the results associated with these requirements. Requirements can be added under a policy and can be attached to an activity to set conditions around when the activity may process.

Requirement Screen

Requirements Screen can be accessible by clicking on the Entity Navigation List (Policy). The screen is displayed with Requirements and History tabs. Selecting Requirements will display Requirement Summary Screen and selecting History will display the requirement history.

Steps to Add a Policy Requirement

  1. Search Policy using the Unified Search method either by entering the Name or using the wild card (%). The Policy screen appears.
  2. From the Policy entity navigation list, click Requirements, Policy Requirement screen will open.
  1. Click Add Requirement. The Add Requirement Window will open.
  2. Enter the Requirement details and click OK. The new requirement details are displayed in the Requirement screen grid.

Policy Requirement Summary Screen

Depending on the configuration, Policy Requirement Summary screen displays the requirement summary with the below icons for each requirement.

Note: The Requirement Result icon changes to RED color, based on the duration of result validity while creating requirements. Also, this will be enhanced to show text as "Expired" when user hovers over the icon.

Add Impairments

Impairments can be added from a number of screens based on security. On clicking Add Impairments from the entity vertical navigation, Assessment / Impairment screen will open with impairment summary. Enter the impairment details and click OK, impairment details will be added.

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. About Oracle Insurance | Contact Us