What's New in 12.0.1.0
Queues Column Add in the General Widget for Workflow
Currently, in OIPA the General Widget for Workflow does not display the type of business queues for the tasks being displayed. However, with this enhancement, a new column is being introduced in the General Workflow widget to display the associated queue name. This new feature will provide clarity to the user on the business queues, with which the tasks are associated. This will enable the user to prioritize the tasks by using the filter on the type of business queues under the Queues column, which will result in better time management and improved productivity for the business user. The filter options provided for the Queues Column filtering are No Selection, Equal, Not Equal, Contains, Begins with, and Is Null.
Workflow Preference Display Stetting Depends on User Roles Modification
Currently, in OIPA, Workflow role changes occur when an OIPA user's workflow roles are modified. The result of the modification is a different set of queues that are available to the workflow user, some queues may be removed from the user's access, and some may be added, or the entire set of queues may be replaced with a new set, or the entire set of queues may be completely removed.
OIPA lets workflow role maintenance on the Workflow User page. Palette enables modification of the queue access for a workflow role and that modification can be deployed to an environment where the workflow user's access to queues is impacted. When there is a change in a User's workflow role, currently the user has to navigate to the preference page in OIPA and manually set the display setting of the queues to be displayed on the dashboard. However, with this enhancement, the display preference setting for workflow will be auto-updated when a user's workflow role is updated.
Users can Save Filter per Widget to be persistent on the page load
Currently, in OIPA, filters for each widget created by users are not persistent, when the user refreshes the screen, the data restores to default post-screen and the filter data is not stored. However, with this enhancement, the users can pin their filters making them persistent when the screen loads, the pinned filters will be stored in the database ASWORKFLOWFILTER table. This enables better time management and prioritization of tasks each time the user navigates to the Workflow dashboard.
The following table describes the business rules and database table changes as part of this enhancement:
| Business Rule Changes | Database Table Changes |
|---|---|
| None | Tables Modified
ASWORKFLOWFILTER |
Workflow Dashboard to support Plan and Company level activities
Currently, OIPA supports Workflow at only Client level activities. However, with this enhancement, any workflow that is generated by Plan and Company level activities are also now included in the widgets on the Workflow Dashboard. This functionality can be either turned On or Off through the system properties. If the functionality is turned Off in the system properties, then the Workflow feature will not be visible to the user on the OIPA user interface.
Individual Rates can be edited or deleted
Currently when a rate group and its rates are imported, no data is persisted to indicate the format in which the rates were imported, and which criteria expresses the secondary index value. This prevents the rates from exporting in the same format in which they were imported. However, with this enhancement, OIPA will now enable the users to edit and delete individual rates from the Search Rates option.
The following table describes the business rules and database table changes as part of this enhancement:
| Business Rule Changes | Database Table Changes |
|---|---|
| None | Tables Modified
ASRATEGROUP |
Summary Pane and Policy Screen Banner are Configurable
Currently, in OIPA, the Summary Pane is located on the right-hand side of the screen. This requires users to navigate often from the entity screen to access the frequently referred-to details located on the summary section. However, with this enhancement, the Summary Pane is moved to the top of the screen. This enhancement has also made the Summary Pane configurable; such that it will enable the user to display additional information in the context of the entity. For example, Policy, Client, Case, Customer, and so on.
Thus, by allowing users to accurately, and swiftly access the commonly referred-to information on the screen, it will aid the users in completing their tasks more efficiently.
Fixed the Requirement Status issue, users can now update the Requirement status from New to Complete
Currently in OIPA, when the user expands Requirement(s) and selects the Complete check box, then the selected Requirement status is displayed as New. Due to this, the user is unable to add any Policy-Financial transactions like ApplyPremium, Cost Basis, and so on. With this enhancement, when the user expands Requirement(s) and selects the Complete check box, the selected Requirement status is updated as Complete and the user is able to add Policy-Financial transactions like ApplyPremium, Cost Basis, and so on.
Inquiry Screen to display SVA Extension Values
Currently there was no support to present Structure Variable Annuity (SVA) on Inquiry Screen. With this enhancement, additional functionality has been added to support SVA, on Inquiry Screens. For this functionality, below additional SVA-specific steps were performed to add additional capabilities to the Inquiry screens:
- Run Valuation (as part of regular Inquiry Processing)
- Access Valuation variables (in process post extension, call to access method for auxiliary field map)
- Perform additional SVA specific valuation (in extension)
- Load Math results (in extension by a call to InquiryScreenBll)
- Populate Screen Fields/ Result Fields from the final Math Result Map (call to a new public method for processing ScreenFields).
Accounting tab in the Activity Result screen is configurable
Currently, the Accounting tab on the activity detail screen displays the accounting details of the activity and when expanded displays the Market Maker details in static columns. The displayed values are currently driven by the related records on AsAccountingDetail (e.g. Account Number, Description, Debit/Credit, Amount) and are not configurable to display the dynamic fields or any other fixed field. However, with this enhancement, to improve the user experience to configure and display values, configuration now enables fixed and dynamic fields to be displayed in the Accounting Details of the Accounting tab of the Activity Results screen.
The following table describes the business rules and database table changes as part of this enhancement:
| Business Rule Changes | Database Table Changes |
|---|---|
|
ACTIVITYRESULTSSCREEN |
ASACCOUNTINGDETAIL ASACCOUNTINGDETAILFIELD ASACCOUNTINGDETAILEXCHANGE |
Disbursement tab in the Activity Result screen is configurable
Currently in OIPA, in the Disbursement tab of ACTIVITYRESULTSSCREEN users cannot hide specific disbursement fixed fields. This enhancement enables users to configure and hide the required selected fields on the Disbursement fields of the ACTIVITYRESULTSSCREEN. This will provide more flexibility to configure the Disbursement tab as per user's requirements. Hiding specific fields will also enable customers to use the OIPA user interface real estate a little better.
List of Supported DataTypes are:
| Elements | Supported DataType |
|---|---|
| Client | Date, Money, Combo, Radio, Text |
| Disbursement | Date, Money, Combo, Text |
|
Withholding |
Money, Text |
The following table describes the business rules and database table changes as part of this enhancement:
| Business Rule Changes | Database Table Changes |
|---|---|
| ACTIVITYRESULTSSCREEN |
None |
Importing Rates for existing Rate Description
Currently, when a rate group and its rates are imported, no data is persisted to indicate the format in which the rates were imported and which criteria express the secondary index value. This prevents the rates from exporting in the same format in which they were imported. This enhancement enables the users to import new rates that have different Active From dates but the same effective date as the existing ones.
The following table describes the business rules and database table changes as part of this enhancement:
| Business Rule Changes | Database Table Changes |
|---|---|
| None | Tables Modified
ASRATEGROUP |
Transactions can be rescheduled by effective date
The Activity Processing feature in OIPA now has the capability to reschedule an activity, if they are processed incompletely due to some unavailability of data or a pending business process. However, with this enhancement Activities now can be configured to have the future date for processing. A new element tag <Reschedule> has been introduced in the transaction configuration to support this feature. OIPA will reschedule an incompletely processed activity at the run time understanding the <Reschedule> element in the transaction configuration.
Access Stack Trace in a Secure Way and Implement User Friendly Error Messages
Currently, stack traces are presented on the OIPA User Interface (UI) for all exceptions that may occur while different users are accessing the system. These users may be Business Users, Configurors, or Technical Engineers that operate OIPA.
In continuation of our product enhancements from previous releases, now OIPA will review system generated errors, and replace them with user-friendly messages, with descriptive explanations.
These new Standards and Guidelines for troubleshooting through user-friendly error messages will let users to understand the actual errors and will help them in their error analysis and error resolution.
For more information, users may refer following topics:
- Accessing Stack Trace
- OIPA Error Catalog
- APE Error Catalog
- SRE Error Catalog
- General Error Catalog
- PAS error Catalog
- Spawning MutliValue Field Errors
- OptionText Error Catalogs
The following table describes the business rules and database table changes as part of this enhancement:
| Business Rule Changes | Database Table Changes |
|---|---|
| None | Tables Modified
|
