Activities That Generate Segments

Transactions can be configured in the Rules Palette to generate segments when processed as activities in OIPA. This is important since segments cannot be deleted or added through the Segment screen after a policy is active. There are special situations that require segments to be added after a policy is active and these activities allow the user to manage those situations.

If an activity that adds segments has been configured, it will be available when the Add Activity window opens. It will be listed in the Activity drop down list if the policy is in active status.

Steps to Process an Activity to Generate a Segment

  1. Open a policy.
  2. Click Activity on the Entity Navigation list.
  3. Click the Add Activity link on the Action list below the Policy Entity Navigation list.
  4. Select the activity that will add a segment from the drop-down list. This activity will only be available when a policy is in active status.
  5. Enter the date when the new segment is effective. The segment type and coverage amount are part of the activity's configuration and are not added through this screen.
  6. Click OK.
  7. Click the process icon next to the activity on the Activity screen. The activity will become active.

To verify that the coverage was added, click the Segment link on the Entity Navigation list. The new coverage information should appear on the Segment screen.

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