Application

Create an Application

OIPA supports multiple applications per case which removes the restriction where only one application was added per case previously. Add application option will not be disabled after one application is added in the case. Multiple applications to a case using the file. You can now create an application using the Central Add and search an application through the Unified Search and Advance Search. The Application screen uses the PolicyScreen rule and can view all the fields configured in the PolicyScreen rule on the application screen. The Application captures all the information necessary for underwriting and the PolicyScreen rule shall also be overridable at the NBU system level.

Steps to Create a New Application

  1. From the Central Add drop-down, select Application. The Application Screen appears. There are two sections on the Application screen that contain application information — Application and Application Detail. The Application section contains basic application information.

  2. Enter the basic policy details that are mandatory.

    • Company is the company the application is associated with. There can be multiple companies or subsidiaries or just one primary company.

    • Product is the highest level of coverage which is packaged to include all possible plan offerings, benefit packages, features and ranges.

    • Plan is the brand name of the company’s proprietary product.

    • Plan Date is the date used to record policy application information.

    • Application Number is the unique identifier for the application.

    • Application Name is an optional secondary identifier for the application. This helps identify applications during a search.

    • Application Status shows an application's current status. This is updated according to the activities applied to the application.

    • Issue State is a drop down box that allows an issue state to be associated with an application. If state approval support is available for the plan the policy is assigned to, then the drop down box will only contain states that have approved the plan selected in the Plan field.

  3. After entering data in all the mandatory fields, click Save to save the application. All the applicable items in the navigation tree in the left shall now be available to the user.

Note: Note: Existing functionality of application addition via AsFile is still supported.