Case Screen Prototype

OIPA now supports a Case screen, which allows a user to create and edit case records as part of the New Business Underwriting process.

Prototype Explanation

The following business rules were configured as global rules to demonstrate this new functionality.

Business Rules

View Prototype in OIPA

  1. Log in to OIPA using credentials for a user belonging to the Holding Company.
  2. In the top menu, select Case > Search Case.
  3. Enter search criteria for the desired case record. Minimally, enter a wildcard symbol (%) in the Case Number field.
  4. Click Find.
  5. Click on a case record from the Case SearchResults.
  6. Note that the fields configured in the XML Source pane of the CaseScreen business rule display.
     
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