Requirement Shading Prototype

This prototype was configured to demonstrate the ability to color-code policy requirements on the Requirement screen.

Prototype Prerequisites

• OIPA user credentials with the necessary security settings to view the Policy Requirement screen

Prototype Configuration

• The CompanyCosmetics business rules was overridden for the Alamere Insurance Company in order to showcase this functionality. In the Global Rules Explorer window, navigate to Business Rules | System | CompanyCosmetics | CompanyCosmetics (Alamere Insurance). The key configuration in this business rule is explained below.

  • The <PolicyRequirementShadings> element is present in configuration, as are <Shading> sub-elements.
  • Each <Shading> element has a STATUS attribute specifying the status to which that particular shading color applies. The value of each <Shading> element is a color name defined in the HTML and CSS color specification.
• The AsCodeRequirementStatus code name is configured with code values corresponding to the available requirement statuses.

View Prototype in OIPA

1. Log in OIPA using the Alamere Insurance user ID and password.
2. Open an existing policy containing requirements or create a shell policy with requirements.
3. Navigate to the Policy Requirement Screen.
4. Note that each requirement is colored according to its current status.