Activities That Add Addresses

In the course of policy processing situations may arise where new addresses need to be associated to one or more clients. In these situations, an activity may be used to perform the task.

When a policy is open in OIPA, open a policy to access the Add Activity link on the Action list below the Entity Navigation list. In the Activity window, select the activity that was configured to add an address. A prototype example was added to demonstrate how this process works. Follow the steps below to find and process the prototype for a demonstration of this functionality.

Steps to Use and Activity to Add an Address

  1. Log in OIPA using a prototype company user name and password.
  2. Open a policy in the Functional Prototype plan or create a new test policy.
  3. Click Add Activity on the Action list below the Entity Navigation list.
  4. Select the AddFamilyAddress prototype activity from the drop down list.
  5. Enter a date when the new address will become effective.
  6. Select a client from the Client drop down box. The address will be added to that client record.
  7. Click OK.
  8. Navigate to the Activity screen and process the activity. The address will be added to the client record.
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