Agreement Products Prototype
OIPA now supports the ability to create Agreements in order to link a Group Customer's purchased Product(s) together to create and support the customer's plan(s). The "Master Agreement - Insured" type Agreement is used to demonstrate the feature in OIPA.
Prototype Explanation
The existing global agreement business rule for agreement definition ‘Master Agreement - Insured’ is configured such that it can be related to Product. Therefore, when a user creates an agreement of type Master Agreement - Insured, he/she will be able to associate a product with this agreement. From the product pop up selector, a user can select the product which he/she wants to associate with the agreement. Once the product is linked to the agreement, the details are displayed under the ‘Product Agreement Details’ section.
Instead, when the user selects agreement type ‘Bank Letter’, while creating a new agreement, he/she won’t be able to relate this agreement to a product. Similarly,as the PRODUCT attribute is not specified for other agreement types such as Master Agreement-ASA, Funding Account, etc, these agreements also cannot be linked to a product.
Business Rules
- Agreement: A new Agreement of type 'Master Agreement - Insured' has been created in the Agreements node in Global Rules Explorer. The 'Master Agreement - Insured' is created under the AgreementCategoryCode 'CNTR' (Contract).
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'.
- Select the Products tab. This lists the set of Products linked with this agreement and also allows for further products to be linked with the Agreement. There is an option to also delete Products which are linked already (so long as there are no related AsPlan records created under this Product for the current selected Agreement.
- 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 PRODUCTattribute is set to 'Yes'.
- Select on of the other Agreement types and view the PRODUCTattribute to understand the configuration set up needed to allow/disallow plan linkage under a specific agreement type.