Product Development Roadmap
Developing a product involves assembling an array of support pieces that control how the product is executed in OIPA. Each individual piece defines a specific aspect of the product. The Rules Palette provides configuration support for each piece, which simplifies the development and maintenance of products.
The following list contains all the individual pieces that define a product. Because OIPA is so flexible, the product criteria can be tailored to meet specific business needs. The items in bold are required components of a product.
All other items are optional.
Prerequisites
- company, subsidiary company and security
- Create a new plan
- Apply Security at the plan level
- Configure the plan rules (These are automatically created in the Plan Rules folder under the new plan when the plan is first created.)
- Allocation Screen
- Eligible Transactions By Policy Status
- Plan Screen
- Policy Screen
- Policy Values
- Segment Screen
- Values Screen
- Enter Plan data and values
- Configure the Roles screen
- Configure the Client screen
- Configure suspense
- Configure the Disbursements screen
- Configure CalculateGeneral rule for Segments
- Configure any needed transactions
- Add security to new transactions
- Add transactions to the EligibleTransactionsByPolicyStatus rule.
- Add translation for each transaction
- Add needed attached business rules. The most commonly used ones are listed below:
- StatusChange
- RolesExist
- ValidateExpressions
- CopyTo business rules
- ReassignAllocations
- PostAssignmentValidateExpressions
- GeneratePendingRequirements and DeliveryRequirements
- GenerateSuspense and MaintainSuspense
- Upload rates
- Create funds
- Define currencies and market maker
- Add any necessary codes to AsCode table
- Configure system date
- Setup Chart of Accounts
- Define policy delete statuses
- Set up all administrative editors.
- Determine if reports are needed or document generation should be supported
- Determine if external interfaces are applicable
