Data

The Data menu item consists of Unit Value, State Approval, Create Rates, and Search Rates sub-menu options.

This image shows the Data sub-menu options of the Admin Menu in the top navigation of OIPA.

Unit Value

The Unit Value screen displays the unit values for a specific fund over a defined course of time. When the Unit Value option is clicked, The Unit Value Search section is displayed. You can fill in the following fields to search for Unit Value Results.

Upon clicking Search, the Unit Value Results section displays a list search results.

This image shows the scrren when Unit Value Results are displayed.

State Approval

The State Approval option provides access to all plan and segment state approvals stored in the database. When the State Approval option is selected from the Data menu item of the Admin menu, a State Approval screen displays. This screen allows users to search for the states that have approved the plan or segment selected.

All plan withholding data can be viewed in OIPA from the Plan menu item of the Admin menu, when the Plan Withholding option is selected.

State Approval Search

State Approval records are filtered by Company, Product and Plan. Once the initial information is entered, a radio button is provided to select the type of state approval records to display: plan or segment records. If the Segment radio button is selected, then the Segment drop down box will be populated with the available segments. Click the Find button to populate the State Approval Results section with the results of the search.

This image shows the State Approval search section.

State Approval Results

State Approval Results will display the results in a tabular format after the search criteria is entered and the Find button is clicked.

If the Plan radio button is selected, then all states with an effective date that apply to that particular plan will display. Click the individual state rows to see any segments on that plan that also have effective state approval dates.

This image shows the State Approval search result when the Plan radio button is selected.

If the Segment radio button is selected, then all states with approval records for that particular segment will display. Click the individual state rows to see if any additional segments have approvals for that state.

This image shows the State Approval search result when the Segment radio button is selected.

Create Rates

The Create Rates option provides a way to create or add new Rate Groups to the system. When the Create Rates option is selected from the Data menu-item of the Admin menu, a Create Rate screen displays.

This image shows the Create Rates screen.

There are three methods to create or load Rate Groups, one of which should be selected by the associated radio button:

Manual: Create Rate Groups

This option is selected by default to create rate groups. There are various fields on the Create Rates pane like Rate Description, Integer Criteria, Rate Activation Date, Rate Expiration Date, Active From Date, Active To Date, and Criteria1 through Criteria10.

When creating rate groups, enter the mandatory fields with valid information and click Create. The Rates pane is displayed below the current pane.

This image shows the Rates pane of the Create Rates screen.

The Rates pane allows the user to enter Rates. All fields in this section are editable. The following columns will be available in the grid for data entry in order from left to right as listed below:

The Save button allows the user to save the entered values in the table grid. Clicking Cancel will prevent the values from being saved.

Import

When the Import radio button is selected, the following screen is displayed:

This image shows the Create Rates screen when the Import option is selected.

The Browse button allows the user to browse through their local system to upload the Rate workbook (.xls) in order to create the Rate Group.

The Validate button shall carry any validations that currently exist in the Rules Palette. If workbook with an existing rate group name is uploaded, the Effective Date date is checked such that it does not fall between the Effective Date and Expiry Date of the existing Rate Group. If this validation fails, the system displays an error/warning "Rate Group Name already exists for this Effective Date.” The system also validates all the dated versions of the same rate group (description) should have the same integer criteria and the same criteria 1 through 10.

The Upload Rates button will be available on successful validation of the workbook data. When using the Upload Rates button, if the size of the workbook being uploaded is more than 5MB, a warning message "This may take a while, due to large file size" is displayed.

Clicking on the Cancel button will discard the activity of creating or uploading a Rate Group upon confirmation from the user.

After the Rate Group is imported and created, the Rates pane will be displayed below the current pane.

Clone

When the Clone radio button is selected, user can search Rate Groups via the Rate Group text box and click on the Find button to return the results.

This image shows the Create Rates screen when the Clone option is selected.

The results are returned in the Rate Group drop-down. Selecting a rate group from the drop-down will display the instances of that rate group for various Effective Dates in a new drop-down below it with its label name being the same as the selected rate group name. Selecting an instance of the rate group should auto-populate the details section below with data from original rate group.

Enter the mandatory fields with valid information. A new field Factor is introduced and placed as illustrated in the image above. The Factor field captures a value that is multiplied to all the Rates within the rate group and the newly calculated rates will be stored for the cloned Rate Group. The value of the Factor field is 1 by default. If no value is entered for Factor, the original rates will be saved with the newly cloned rate group.

Clicking on Create will create the new Rate Group with the rates multiplied with the Factor. It will also validate to check for any duplicate existing records for Rate Group description and the Effective Date and display "Rate Group Name already exists for this Effective Date" error message. It also validates all the dated versions of the same rate group (description) should have the same integer criteria and the same criteria 1 through 10.

Note: Rate Groups with same name and different effective dates can be created provided that all these dated versions of the same rate group have the same integer criteria and the same criteria 1 through 10.

After creation of Rates through any of the above mentioned methods, a Link Rate Group tab is introduced in the Rates pane beside Rates tab. The Link Rate Group tab allows the user to create relationships or to establish associations. When the user click on the Link Rate Group tab, two sections are displayed on screen.

The first section of the screen will allow the user to link Rate Group. The Select Entity drop-down should display values based upon prior configuration. Upon selection of a value, the user can click on the Find button to search against the value selected from the drop-down menu. The search section shall be populated with results for that entity. The search results grid will hold the 'Entity Name' SEARCH RESULTS title. The first column contains a check-box for each of the rows and checking these check-boxes will select that entity for submission to create a relationship. More than one check-box can be selected and submitted to establish a relationship. Select an appropriate value from the Relationship Purpose drop-down. Click on the Save button to create the relationship. If a relationship already exists in the system for the selected Relationship Purpose, the system would display a "Relationship already exists" warning message and ignore the linking. Clicking on Cancel would not create the relationship and refresh the screen.

The second section allows the user to view the already linked entities with the currently selected Rate Group. The first column in the search results grid, Entity displays the entity type code value as result. The second column displays the corresponding entity Name. The third column indicates the Relationship Purpose for that relationship. The Action column lists the commands like the Delete button that allows the user to remove a relationship

Search Rates

The Search Rates option provides access to all rate groups stored in the database. When the Search Rates option is selected from the Data menu-item of the Admin menu, a Rate Search screen displays. This screen allows users to search for rates according to specific search criteria.

Important   Customized rates, or rates that are stored externally to OIPA, are not accessible from the Rate Search screen.

Rate Search

The first section of the Search Rates screen provides a way to search for a particular rate group. There are two search fields labeled Rate Group. The first supports the use of a wild card % percent symbol for cases where the user is unsure of the rate group name. The wild card can be used alone to return all rate groups or with a partial rate group name to return a reduced list. When a wild card is used, the second Rate Group field will contain a drop down list of all possible rate groups matching the partial description.

This image shows the Rate Search section of the Search Rates screen.

Rate Effective Dates

The second section of the Search Rates screen presents a grid displaying rate group records as rows in that grid. The rate group Effective Date, Expiration Date, Active From Date, Active To Date and Action columns are displayed. The user can select a specific rate group by clicking the desired row. A user may export information to a spreadsheet by clicking on the Export icon in the Action column.

This image shows the Rate Effective Dates section of the Search Rates screen.

Rate Criteria

The third section of the Search Rates screen displays the rate criteria associated with the rate group. The criteria will vary depending on the rate group. Individual criteria can be selected or criteria can be grouped together as a filter to locate specific rates from the rate group. If all rate information from the rate group is needed, click Filter without selecting any rate criteria.

The rate criteria is pulled from the rate group fields that were defined when the rate group was created. Valid values for these fields are code values as defined in AsCode. Click the Filter button when all necessary criteria are entered.

User may edit a Rate by clicking on the Edit icon and then save the changes by clicking on the Save button.

This image shows the Rate Criteria section of the Search Rates screen.

Rate Group

After selecting for a particular Rate Group and filtering the results by specifying the Rate Criteria, selecting the Rate Group option will display a summary of information with all the Rate Group details. The user can edit the editable fields and click on Save to save the changes.

This image shows the Rate Group section.

Link Rate

The Link Rate option allows the user to create relationships or to establish associations. When the user click on the Link Rate Option, two sections are displayed on screen.

The first section of the screen will allow the user to link Rate Group. The Select Entity drop-down should display values based upon prior configuration. Upon selection of a value, the user can click on the Find button to search against the value selected from the drop-down menu. The search section shall be populated with results for that entity. The search results grid will hold the title 'Entity Name' SEARCH RESULTS. The first column contains a check-box for each of the rows and checking these check-boxes will select that entity for submission to create relationship. More than one check-box can be selected and submitted to establish relationship. Select an appropriate value from the Relationship Purpose drop-down. Click on the Save button to create the relationship. If a relationship already exists in the system for the selected Relationship Purpose, the system would display a "Relationship already exists" warning message and ignore the linking. Clicking on Cancel would not create the relationship and refresh the screen.

The second section allows the user to view the already linked entities with the currently selected Rate Group. The first column in the search results grid, Entity displays the entity type code value as result. The second column displays the corresponding entity Name. The third column indicates the Relationship Purpose for that relationship. The Action column lists the commands like the Delete button that allows the user to remove a relationship.

This image shows the Link Rate tab of the Rate Search screen.

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