Ability to Create and Update Rates through OIPA

This Feature implements the ability for user to Update/Maintain Rates in OIPA.

Prerequisites

N/A

New Items

Admin Item:

RateGroups: Plan_PremiumRates, Policy_PremiumRates, Client_PremiumRates and GroupCustomer PremiumRates are created.

Transaction

Prototype: ClientPlan: RateUpdate

Prototype: CustomerPlan:RateUpdate

Functional Prototype Plan: Policy: RateUpdate

Functional Prototype Plan: Plan: PlanRateUpdate

BusinessRule

Screen: RateScreen (Prototype)

Changes to Existing Items

NA

Configuration Details

• RateScreen Business rule is created and overridden at Prototype Primary Company level.
• RateScreen is configured to identify the modifying RateGroup and spawn activities at Plan, Policy , Client and GroupCustomer levels.
• Activity spawning upon Rate Change is achieved using Level attribute for entities Policy, Client and GroupCustomer.