UnmatchedResultSearchScreen Prototype
This prototype was configured to demonstrate the ability to configure the UnmatchedResultSearchScreen business rule, to search for unmatched requirement results using the Unmatched Requirement Result Search screen and to match the unmatched results to requirements on the same screen.
Prototype Prerequisites
- The UnmatchedResults Company Page must be given the proper security settings in order to access the UnmatchedResultSearchScreen in OIPA.
Prototype Configuration
-
The UnmatchedResultSearchScreen business rule was overridden for the Alamere Insurance company in order to demonstrate the new functionality. The key configuration for this prototype is explained below.
- The configuration of the requirement result search section only contains the opening and closing <Search> tags, meaning that the default search fields will display. The default fields are:
- Requirement Status
- Result Status
- Received From
- Received To
- The table displaying the results of the search for requirement results is configured in the <Results> section. The following columns are configured:
- Requirement Name
- Requirement Status
- First Name
- Last Name
- Date of Birth
- The search section of the Find Requirement tab is also configured to only contain the default search fields. The default fields are:
- Requirement Status
- Last Name
- First Name
- Created Date From
- Created Date To
- The table displaying the results of the search for requirements is configured in the <Results> section. The following columns are configured:
- Requirement Name
- Policy Number
- First Name
- Last Name
- The configuration of the requirement result search section only contains the opening and closing <Search> tags, meaning that the default search fields will display. The default fields are:
View Prototype in OIPA
- Log in to OIPA using credentials for a user belonging to the Alamere Insurance company.
- Select Requirements > Unmatched Results from the main menu at the top of the screen.
- The Unmatched Requirement Results Search screen will open. Note that the default search fields mentioned above display. Enter some search criteria in the requirement result search fields.
- Any results returned from the requirement result search will appear on the screen. Note that the columns configured for the search results table display on the screen.
- Click on the Result Details icon next to a requirement result returned from the search.
- Click on the Find Requirement tab. Note that the default search fields mentioned above display.
- Enter some search criteria to search for requirements with the same requirement definition as the selected requirement result.
- Any requirements fulfilling the search criteria will appear on the screen. Note that the columns configured for the search results table display on the screen. Click on the Requirement Details icon to view detailed information for the requirement.
- Select the Match button displayed next to a requirement returned from the search to attach it to the requirement result.
- Click OK in the dialog box to finalize the match.