Nodes Deletion from Agreement Tree

OIPA does not provide ability to delete the Agreement from Agreement tree. Delete option is required to provide the ability to delete an agreement in case user wants to. As a part of group gaps this functionality is included in 10.1 wherein the feature improves the business user experience by accessing and deleting a Group Customer’s Agreements/Agreement data

This new feature will allow the user to delete the Group Customer’s Agreements.

Prerequisites

User should provide access to 'Delete' button for 'Agreement' Company page present at 'Prototype' and 'Alamere Group Insurance' SecurityGroup levels.

Changes to Existing Items 'AgreementScreen':

Security for 'Delete' button is provided only for 'Alamere Group Super' and 'Prototype Super' Security group.

Business Rules override present at "Prototype" company and "Alamere Group Insurance" company level has been modified to showcase this new feature

Below are the details of the configuration updates:

Business Rules override present at "Prototype" Company:

New tag <AllowDelete> is configured with only one sub element <StatusCode> with value as "Pending".

Result:

If security is present for 'Delete' Button:

System allows the user to delete the agreements which are in "Pending" Status and also checks if agreement is not associated to any of the following agreement entities Role/Plan/ClassGroup/Product

If it is associated then 'Cannot delete the agreement hierarchy since there is a data for one or more of the agreement entities Role/Plan/Classgroup/Product.'

error message will be displayed.

If security is Not present for 'Delete' Button: System does not show 'Delete' button.

Business Rules override present at "Alamere Group Insurance" Company:

New tag <AllowDelete> is configured with sub element <StatusCode> with values as "Pending" and "Active".

Result:

If security is present for 'Delete' Button:

System allows the user to delete the agreements which are either in "Pending" Or in "Active" Status and also checks if agreement is not associated to any of the following agreement entities Role/Plan/ClassGroup/Product

If it is associated then 'Cannot delete the agreement hierarchy since there is a data for one or more of the agreement entities Role/Plan/Classgroup/Product.'

error message will be displayed.

If security is Not present for 'Delete' Button: System does not show 'Delete' button.

     
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