Agreement Class Groups Prototype

OIPA now supports the ability to use Agreements in order to create and link one or more Class Groups with a Group Customer.

Prototype Explanation

The existing global agreement business rule for agreement definition ‘Master Agreement - Insured’ and 'Bank Letter' are configured such that it can be related to one or more Class Groups. Therefore, when a user creates an agreement of type Master Agreement - Insured or Bank Letter, he/she will be able to create Class Groups with this agreement.

Instead, when the user selects agreement type ‘Funding Letter’ or 'Funding Account', while creating a new agreement, he/she won’t be able to relate this agreement to class groups.

Business Rules

View Prototype in OIPA

  1. Login to OIPAwith a Prototype company user credentials.
  2. Search for a Group Customer through the Customer -> Search menu option.
  3. Select a Group Customer and navigate to the Agreements link.
  4. Select 'Contract' category agreements and create a new agreement of type 'Master Agreement - Insured' or select an existing agreement of type 'Master Agreement - Insured'. Or similarly select 'Bank Letter' category and select or create an agreement of type 'Bank Letter'
  5. Select the Class Groups tab. This lists the various class groups already linked under the agreement and allows linking further class groups or editing linked class groups and deleting linkages.
  6. Perform the various actions available to understand the functionality.
  7. Log in to the Rules Palette.
  8. In the Global Rules Explorer window, navigate to Agreements.
  9. View the XML configured for the 'Master Agreement - Insured' and notice that the CLASSGROUP attribute is set to 'Yes'. Similarly view the 'Bank letter' agreement configuration.
  10. Select on of the other Agreement types and view the CLASSGROUP attribute to understand the configuration set up needed to allow/disallow class group linkage under a specific agreement type.
     
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