Batch Processing Activities Prototype
This feature helps the user to invoke a defined business process for all specified policies from a Batch screen and avoids the need to go to each individual policy.
Prerequisites
N/A
New Items
- New BatchScreen BR is configured at global level and prototype company override level.
- New BatchActivityDetailSearchScreen BR is configured at global level and prototype company override level.
- New Plan-Financial transactions BatchTransaction-InputModel and BatchTransaction-QueryModel are configured under System Plan for Prototype Company.
- New Policy level transactions PolicyScreenUpdate-InputModel and PolicyScreenUpdate-QueryModel are configured under Group Prototype Product.
- CopyToPolicyFields BR is attached to the policy level transactions.
Transaction name: BatchTransaction-InputModel
Company name: Prototype Company
Plan Name: System Plan
Transaction name: BatchTransaction-QueryModel
Company name: Prototype Company
Plan Name: System Plan
Transaction name: PolicyScreenUpdate-InputModel
Company name: Prototype Group Child Company
Product Name: Group Prototype Product
Transaction name: PolicyScreenUpdate-QueryModel
Company name: Prototype Group Child Company
Product Name: Group Prototype Product
Changes to Existing Items
Existing PolicyScreen BR, Group Prototype Product override has been updated with a new field UpdatedBy.
Configuration Details
- New BatchScreen BR and Prototype Company override are configured with an input model 'PolicyScreenUpdate-InputModel' batch name which is based on 'PolicyScreenUpdate-QueryModel' Query model.
- For batch PolicyScreenUpdate-InputModel, based on the tapecount entered by the user, a number of rows are displayed for user input. Action/Events have been configured to ensure mandatory fields have inputs. Total and Reconcile should be configured on Numeric columns. User is expected to enter valid Group Prototype Product policy numbers.
- For batch PolicyScreenUpdate-QueryModel, the number of rows returned by the query to fetch all Group Prototype Product policies are the number of rows displayed to the user. Again, the Action/Events have been configured.
- New BatchActivityDetailSearchScreen BR and Prototype Company override are configured for 'PolicyScreenUpdate-InputModel' and 'PolicyScreenUpdate-QueryModel' batches. These allow to search on certain fields and the results table returns the configured columns.
- New Plan-Financial transactions BatchTransaction-InputModel and BatchTransaction-QueryModel are configured under System Plan for Prototype Company which will be spawned when the respective batch is released and will spawn policy level transactions.
- New Policy level transactions PolicyScreenUpdate-InputModel and PolicyScreenUpdate-QueryModel are configured under Group Prototype Product.
- CopyToPolicyFields attached rule is attached to these policy level transactions.
- Existing PolicyScreen BR and Group Prototype Product override have been updated with a new field UpdatedBy.
- When a batch is released, transaction BatchTransaction-InputModel/BatchTransaction-QueryModel is spawned at Prototype Company level. This in turn spawns transaction PolicyScreenUpdate-InputModel/PolicyScreenUpdate-QueryModel respectively for each policy selected in the batch. The transaction copies text from the configured MV to the UpdatedBy policyfield of each policy using CopyToPolicyFields attached BR.
