Implement Basic Commission Functionality Prototype

This prototype aims at showcasing the below scenarios of the Commissions feature:

  • A new transaction to create a single Commission detail record.
  • A new transaction to create multiple Commission records.
  • A new transaction to update the status of the Commission record.
  • A new transaction to update the status of multiple Commission records.
  • A new transaction to Copy to Commission fields (single).
  • A new transaction to Copy to Commission fields (Collection).

Prerequisites

User should have security to add and process the transactions.

New Items

GenerateCommisionDetail

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional Prototype

GenerateMultipleCommissionDetails

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

UpdateCommissionDetailStatus

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

UpdateMultipleCommissionDetailStatus

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

CopyToCommissionDetailFields

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

CopyToMultipleCommissionDetailFields

  1. Type - Transaction
  2. Company - Prototype
  3. Plan - Functional prototype

CommissionDetailScreen

  1. Type - Screen
  2. Company - Prototype
  3. Plan - FunctionalPrototype

Changes to Existing Items

EligibleTransactionByPolicyStatus : Included the above transactions under Pending(08) status.

Configuration Details

GenerateCommissionDetails

Fields

  • Commission Type
    • Type : Drop down with all the available Commission Type's from AsCode
  • Commission Entity Type
    • Type: Drop Down with all the available Commission Entity type's from AsCode
  • Commission Status Code
    • Type : drop Down with all the available Commission status codes from AsCode
  • Commission Amount
    • Type : Money (Editable field)
  • Commission ClientGUID
    • Type: Editable text field. Enter the ClientGuid to which this Commission detail is linked with.

Attached BR

  • GenerateCommissionDetails (using all individual fields)

Details

  • On entering the above data and processing the activity, a CommissionDetail record is created in the database with the selected details.
  • The EntityGUID is,
    • POLICYGUID when EntityType selecetd is 'Policy'
    • PlanGUID when EntityType selecetd is 'Plan'
    • BaseCoverage SegementGUID when the Entity Type selected is 'Segment'
    • ClientGUID entered in the 'Commission ClientGUID' field when the Entity Type is 'Client'
  • Commission Source Component type will be "BASEPRM"
  • The DynamicField1 (in AsCommissionDetailField table)is inserted with Amount equal to the Commission Amount entered.
  • The configuration is such that the record will not be shadowed when the parent activity is shadowed if the status of the CommissionDetail record is in 'PAID' status.

GenerateMultipleCommissionDetails

Fields

  • Commission Type
    • Type : Drop down with all the available Commission Type's from AsCode
  • Commission Entity Type
    • Type: Drop Down with all the available Commission Entity type's from AsCode
  • Commission Source Component Type

    • Type : Drop down with all the available Source Component type's from AsCode

  • Commission Status Code
    • Type : drop Down with all the available Commission status codes from AsCode
  • Commission Amount
    • Type : Money (Editable field)
  • Commission ClientGUID
    • Type: Editable text field. Enter the ClientGuid to which this Commission detail is linked with.

Attached BR

  • GenerateCommissionDetails (Using OBJECTARRAY)

Details

  • On entering the above data and processing the activity, a CommissionDetail record is created in the database with the selected details.
  • The EntityGUID is,
    • POLICYGUID when EntityType selecetd is 'Policy'
    • PlanGUID when EntityType selecetd is 'Plan'
    • BaseCoverage SegementGUID when the Entity Type selected is 'Segment'
    • ClientGUID entered in the 'Commission ClientGUID' field when the Entity Type is 'Client'
  • Another Commission detail record is created with the exact same details as above one with the exception of,
    • SourceComponentType is set as 'RIDERPRM'
    • Amount is set as the double the amount entered in the field
  • The configuration is such that the record will not be shadowed when the parent activity is shadowed if the status of the CommissionDetail record is in 'PAID' status.

UpdateCommissionDetailStatus

Fields

  • ComissionDetailGUID
    • Type: Editable text field used to enter the Commission detail record which needs to be updated

Attached BR

  • UpdateCommissionDetailStatus (Updating a single record)
  • Details
    • User enters the CommissiondetailGUID to be updated
    • On processing of this transaction,the status of the commission record is updated to the new status ="PAID"

    UpdateMultipleCommissionDetailStatus

    • ComissionDetailGUID
      • Type: Editable text field used to enter the Commission detail record which needs to be updated
    • ComissionDetailGUID2
      • Type: Editable text field used to enter the second Commission detail record which needs to be updated
    • New Status
      • Type : Drop Down of all the available Commission detail status in AsCode

    Attached BR

    • CopyToCommissionDetailFields (Using Individual Fields)

    Details

    • User enters the CommissionDetailGUID to which the Amount needs to be updated
    • Enters the new amount
    • Process the transaction,the Amount and the DynamicField1 (AsCommissionDetailField table) are updated with the new amount
    • The Currency of both Amount field and DynamicField1 are updated to 'INR'

    CopyToCommissionDetailFields

    Fields

    • ComissionDetailGUID
      • Type: Editable text field used to enter the Commission detail record which needs to be updated
    • New Commission Amount
      • Type: Editable text field used to enter the second Commission detail record, which needs to be updated

    Attached BR

    • CopyToCommissionDetailFields (Using Individual Fields)

    Details

    • User enters the CommissionDetailGUID to which the Amount needs to be updated
    • Enters the new amount
    • Process the transaction,the Amount and the DynamicField1 (AsCommissionDetailField table) are updated with the new amount
    • The Currency of both Amount field and DynamicField1 are updated to 'INR'

    CopyToMultipleCommissionDetailFields

    Fields

    • ComissionDetailGUID
      • Type: Editable text field used to enter the Commission detail record which needs to be updated
    • ComissionDetailGUID2
      • Type: Editable text field used to enter the second Commission detail record which needs to be updated
    • New Commission Amount
      • Type: Editable text field used to enter the second Commission detail record which needs to be updated.

    Attached BR

    • CopyToCommissionDetailFields (Using Collection)

    Details

    • User enters the CommissionDetailGUID to which the Amount needs to be updated
    • User enters the CommissionDetailGUID2 to which the Amount needs to be updated
    • Enters the new amount
    • Process the transaction,the Amount and the DynamicField1 (AsCommissionDetailField table) are updated with the new amount for both the CommissionDetailGUID's
      • The Currency of Amount is Modified to INR for both the entries
      • The DynamicField1 is updated with the double of the amount entered and the Currency is changed to INR

    CommissionDetailScreen

    Fields

    • DynamicField11
      • Type: Money