Implement Basic Claims Functionality Prototype
This prototype shows the create claim, update claim status and copy to claim fields transaction for the rules added to implement the limited claims database tables in OIPA via configuration.
Prerequisites
An Active Policy with required roles and segments should exist to create claim transaction along with the business rules.
New Items
Add following new business rules for claims transactions.
- CreateClaim BR
- UpdateClaimStatusBR
- CopyToClaimFieldsBR
Changes to Existing Items
N/A
Configuration Details
The following configuration is added as the prototype at Client Level under,
Main Explorer --> Companies-->Prototype-->Subsidiary Companies-->Plans-->Client Plan-->Transactions-->Client Transactions–>CreateClaim -->Attached rule-->CreateClaim
CreateClaimPrototype
<Transaction>
<EffectiveDate STATUS="Enabled" TYPE="SYSTEM"></EffectiveDate>
<Fields>
<Field>
<Name>ClaimAmount</Name>
<Display>Claim Amount</Display>
<DataType>Money</DataType>
<DefaultValue>0</DefaultValue>
<Currency>KRW,THB,INR,USD</Currency>
<DefaultCurrency>USD</DefaultCurrency>
</Field>
<Field>
<Name>ClaimReferenceNumber</Name>
<Display>ClaimReferenceNumber</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>ClaimTypeCode</Name>
<Display>ClaimTypeCode</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">Select AsCode.CodeValue , AsCode.ShortDescription from AsCode where AsCode.Codename= 'AsCodeClaimType'</Query>
</Field>
<Field>
<Name>StatusCode</Name>
<Display>StatusCode</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">Select AsCode.CodeValue , AsCode.ShortDescription from AsCode where AsCode.Codename= 'AsCodeClaimStatus'</Query>
</Field>
<Field>
<Name>ClaimEntityType</Name>
<Display>ClaimEntityType</Display>
<DataType>Combo</DataType>
<Query TYPE="FIXED">
<Options>
<Option>
<OptionValue></OptionValue>
<OptionText></OptionText>
</Option>
<Option>
<OptionValue>POLICY</OptionValue>
<OptionText>POLICY</OptionText>
</Option>
<Option>
<OptionValue>SEGMENT</OptionValue>
<OptionText>SEGMENT</OptionText>
</Option>
<Option>
<OptionValue>CLIENT</OptionValue>
<OptionText>CLIENT</OptionText>
</Option>
</Options>
</Query>
<DefaultValue>POLICY</DefaultValue>
</Field>
</Fields>
<Math>
<MathVariables>
<!--<MathVariable VARIABLENAME="CreateClaimMV" TYPE="FIELD" DATATYPE="BOOLEAN">True</MathVariable>-->
<MathVariable VARIABLENAME="ClaimAmountMV" TYPE="FIELD" DATATYPE="CURRENCY">Activity:ClaimAmount</MathVariable>
<MathVariable VARIABLENAME="ClaimEffectiveDateMV" TYPE="FIELD" DATATYPE="DATE">Activity:EffectiveDate</MathVariable>
<MathVariable VARIABLENAME="ClaimReferenceNumberMV" TYPE="FIELD" DATATYPE="TEXT">Activity:ClaimReferenceNumber</MathVariable>
<!--<MathVariable VARIABLENAME="CurrencyCodeMV" TYPE="VALUE" DATATYPE="TEXT">USD</MathVariable>-->
<MathVariable VARIABLENAME="ClaimTypeCodeMV" TYPE="FIELD" DATATYPE="TEXT">Activity:ClaimTypeCode</MathVariable>
<MathVariable VARIABLENAME="EntityGUIDMV" TYPE="FIELD" DATATYPE="TEXT">Client:ClientGUID</MathVariable>
<MathVariable VARIABLENAME="EntityTypeMV" TYPE="FIELD" DATATYPE="TEXT">Activity:ClaimEntityType</MathVariable>
<MathVariable VARIABLENAME="ClientGUIDMV" TYPE="FIELD" DATATYPE="TEXT">Client:ClientGUID</MathVariable>
<MathVariable VARIABLENAME="StatusCodeMV" TYPE="FIELD" DATATYPE="TEXT"
>Activity:StatusCode</MathVariable>
</MathVariables>
</Math>
</Transaction>
UpdateClaimStatusPrototype
Main Explorer --> Companies-->Prototype-->Subsidiary Companies-->Plans-->Client Plan-->Transactions-->Client Transactions–>UpdateClaimStatus -->Attached rule-->UpdateClaimStatus
<Transaction>
<EffectiveDate STATUS="Enabled" TYPE="SYSTEM"></EffectiveDate>
<Fields>
<Field>
<Name>Status</Name>
<Display>Status</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT AsCode.CodeValue, AsCode.ShortDescription From AsCode where AsCode.CodeName = 'AsCodeClaimStatus'</Query>
</Field>
<Field>
<Name>ClaimGUID</Name>
<Display>Claim Record</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT AsClaim.ClaimGUID, AsClaim.ClaimReferenceNumber from AsClaim</Query>
</Field>
</Fields>
<Math>
<MathVariables>
<MathVariable VARIABLENAME="ClaimGuidMV" TYPE="FIELD" DATATYPE="TEXT">Activity:ClaimGUID</MathVariable>
</MathVariables>
</Math>
</Transaction>
CopyToClaimFieldsPrototype
Main Explorer --> Companies-->Prototype-->Subsidiary Companies-->Plans-->Client Plan-->Transactions-->Client Transactions–>CopyToClaimFields -->Attached rule-->CopyToClaimFields
<Transaction>
<EffectiveDate STATUS="Enabled" TYPE="SYSTEM"></EffectiveDate>
<Fields>
<Field>
<Name>Amount</Name>
<Display>Claim Amount</Display>
<DataType>Money</DataType>
<DefaultValue>0</DefaultValue>
<Currency>KRW,THB,INR,USD</Currency>
<DefaultCurrency>USD</DefaultCurrency>
</Field>
<Field>
<Name>Claim</Name>
<Display>Claim Reference Number</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT AsClaim.ClaimGUID, AsClaim.ClaimReferenceNumber FROM AsClaim</Query>
</Field>
<Field>
<Name>EffectiveDate1</Name>
<Display>Claim Effective Date</Display>
<DataType>Date</DataType>
</Field>
</Fields>
<Math>
<MathVariables>
<MathVariable VARIABLENAME="AmountMV" TYPE="EXPRESSION" DATATYPE="CURRENCY">Activity:Amount</MathVariable>
<MathVariable VARIABLENAME="ClaimGuidMV" TYPE="FIELD" DATATYPE="TEXT">Activity:Claim</MathVariable>
<MathVariable VARIABLENAME="DateMV" TYPE="FIELD" DATATYPE="DATE">Activity:EffectiveDate1</MathVariable>
</MathVariables>
</Math>
</Transaction>