Navigation

Learning to navigate through OIPA is the first step toward being able to create and search for clients and policies. The security group assigned to a user will determine the navigation options available to that user. There may be menu options or screen activities that are not visible to a user who is logged into OIPA. This will happen if the user does not have access for those particular menu options or activities.

OIPA navigation is organized by function with a centralized "Create/Add and Search" locations for all the major entities like "Policy, Case, Client, Customer, Suspense, Disbursement, Batch, Group/List bill etc.

Note: Do not use the browser's Back button for navigating prior screen accesses across OIPA contexts like Policy to Client and vice versa. OIPA has other navigation links negating the need for the Back button in these instances.

Banner/Main Menu

The Banner/Main Menu is accessible from all OIPA screens. It allows the user to work with Policy, Client, Disbursement, Suspense, Plan and Table information. The Banner area displays the Screen Validation Messages that prompts the user to enter valid data before moving to another part of the application.

Note: The options available for the user can differ depending on the level of security the user has been assigned. If a menu or action is not available, then the user has not been given security access.

Main Menu

  • Home: Navigates the user to the Dashboard.
  • Inquiry: For more information, refer to the Inquiry.
  • Admin / More: For more information, refer to the Admin Menu.

  • Company name drop-down list: The company name drop-down list in OIPA allows managing carriers that operate in multiple regions as a single company to accommodates the variations of different regions that may share many characteristics such as business rules, product definitions, accounting records, and so on. The list of primary companies will be through AsUserSecurityGroup to AsAuthCompany. Users of the system can be granted access to multiple regions (not necessarily all) through a single login ID, where the user can select the primary company (region) from the list of Primary Companies they have access to and can switch between primary companies without logging off from the existing primary company, and OIPA will work as designed for that primary company.

Note: The More Menu can be configured in the RP as per the user's requirement to navigate to other entity screens, if it is not configured then in the OIPA application the More menu drop-down list will be displayed as a blank/white line.