Shadow Policy

Policies can be removed from the system according to two scenarios. First, if the policy has no activities, segments, roles, or pending or recoverable disbursements, then a Shadow Policy option on the Policy screen Secondary menu allows a user to delete the policy. It will be completely removed from OIPA, but it will still exist in the database. Second, a StatusChange activity can be added to a policy and processed to move the policy to Shadow status. The policy will be completely removed from OIPA, but it will still exist in the database.

Scenarios

A CSR creates a new policy but before any activities, segments, roles or disbursements are added, he receives a call saying that the policy is void. The CSR clicks the Shadow Policy button on the Secondary menu of the Policy screen. A window displays and the CSR clicks OK to delete the policy. All validations pass and the policy is deleted. It is still available in the database, but can no longer be viewed in OIPA.

A CSR creates a new policy and adds segments, roles, and activities. The policy is advanced to active status. The CSR is then told to delete the policy. He adds the StatusChange activity to the policy and processes it. The policy is changed to Shadow status and is no longer visible in OIPA. It is still available in the database.

Configuration Requirements

There arethree business rules that must be modified to support shadow policy functionality.

  1. CompanyCosmetics
  2. EligibleTransactionsByPolicyStatus
  3. PolicyScreen

A transaction must be created to allow a user to change the status of an activity in OIPA. The StatusChange activity is used to accomplish this.

Business Rules

CompanyCosmetics Rule and AsCode

CompanyCosmetics Rule and AsCodeStatus Definitions

EligibleTransactionByPolicy Status Rule with Transaction Added to Statuses

StatusChange Transaction in All Applicable Statuses

Transactions

     
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