Create Programs

Programs are created from the Global Explorer Programs node. The Global Explorer is the only tab where programs can be added or edited. Once a program is created, it can be linked to a segment or plan. A program can only be linked to a segment or plan once.

Add a New Program

Programs are added from the Global Explorer tab. A ProgramDefinition.xml file is created for each program to hold all the program characteristics. There are five panes available in the Configuration Area for programs.

Steps to Add a New Program

  1. Navigate to the Global Explorer tab.
  2. Open the environment folder and right-click the Programs node. Select New Program. The New Program wizard will display.
  3. Type the name of the new program in the New Program Name field.
  4. Select a program type from the Program Type drop down box. Types are defined in AsCodeProgramType.
  5. Select a primary company to associate to the program.
  6. Click Finish. The new program will be listed under the Program node.
  7. Double-click the ProgramDefinition.xml file for the new program to open it in the Configuration Area.
  8. Configure the ProgramDefinition. Refer to the XMLConfiguration Guide in the Help menu for a complete explanation of elements and attributes.
    • configure the Fields that will display when the program is added to the Program screen in OIPA.
    • configure the Events and Actions needed for the program.
    • configure the program actions. The action can be visually configured in the Program Actions tab or straight in the XML using the <ProgramAction> element. The four options are Start, Run, Reinstate and Terminate. From the Program Action tab, click the action in the Program Actions Navigator pane that needs to be added. The opening tag will appear in the Configuration Area. Identify the transaction that kicks off the action in the <Transaction> element. Fields are defined if needed. A special <ReinstateTransaction> element is needed to further define the reinstate process. The program prototype example demonstrates all the configuration options for program actions.
  9. Check-in the ProgramDefintion.xml file to save the configuration changes.

Link a Program to a Plan or Segment

After a program is created and the ProgramDefinition is configured, it can be linked to plans or linked to segments.

     
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. About Oracle Insurance | Contact Us