History

The history tab in the OIPA screens allows a user to view changes that have been made to records in OIPA. History can be accessed from History tab on all the applicable pages it is configured. All history information is stored in the AsHistory and AsHistoryDetails tables. History records are stored for all actions on the following screens in OIPA: 

• Address screen

• Roles screen

• Allocations screen

• Client screen

• Suspense screen
• Policy Requirement screen
• Comments
• Segments
• Benefit Split
• Group Customer

• Agreement Screen

• Data Intake Profile Screen

When the history tab is clicked, a list of changes to records related to that particular screen will display. For example, if History tab is clicked from the Roles screen, then all changes to role records will display in a tabular view. Click the record to review the details of a particular history record.

Client Requirement History Tracking

• History for client requirements is now automatically captured in the following situations:

  • When client-level requirements are added or updated through the OIPA UI.

  • When client-level requirements are added or updated through business rules.

• The Client Requirement screen includes a History tab where users can view logs of all changes made to client requirements.

• The information displayed in the History tab includes:

  • Client Number,

  • Operation (Add or Update),

  • Type,

  • Updated GMT (timestamp), and

  • Requirement Name.

For information about the data storage and tracking of history records, refer to the Plan Screen.