Comment Templates Overview

Comment templates can be created to define the content of various comments that can then be applied to activities, policies, segments or suspense records in OIPA. Having a template makes it easy for a CSRto add general statements that apply to multiple types of records.

Template Configuration

There are three configuration pieces that are required to support comment templates.

Business Rules

The CommentScreen business rule contains a <UseTemplates> element that controls whether comment templates are available in OIPA. This element can be repeated under each of the comment sections to indicate if comment templates are available for that specific type of comment.

There are five types of comments referenced in the CommentScreen business rule.

Comment templates can be defined at several different levels. Creating an override of the CommentScreen business rule allows you to fine tune comment templates and control the templates that are available to users in OIPA. The following override levels are available.

Security

A Rules Palette user must have the Administration - All Non-Security Administration - CheckIn/CheckOut privilege to work with templates.

Comment Templates Via AsFile

Comment templates can also be defined via AsFile, where AsFile allows inserts into the AsCommentsTemplates. An example of this configuration is provided below.

<AsCommentsTemplate>
<CommentsTemplateGUID>3D8AC8C1-C4F1-4DBF-8068-758A4EA52743</CommentsTemplateGUID>
<TemplateName>TestTemplate</TemplateName>
<CompanyGUID>3D8AC8C1-C4F1-4DBF-8068-758A4EA52743</CompanyGUID>
<PlanGUID>(null)</PlanGUID>
<TemplateText>This is a test template</TemplateText>
</AsCommentsTemplate>
     
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. About Oracle Insurance | Contact Us