What's New in 10.1

The release of OIPA 10.1.0.0 contains enhancements to the Rules Palette and OIPA application. An explanation of the enhancements is provided below

Enhancements Included in 10.1.0.0

Group Billing Functionality

Support for Group Billing functionality has been implemented. This feature involves the implementation of new Business Rules and Functions to support the following:

Creation of a Group Bill, group multiple policy bills to a customer and generate bill (CreateBill)

Billing Reconciliation, reconcile the amount received to the amount billed (BillReconciliation)

Data Intake enhancements to store, read and process incoming payment information (DataIntake)

Suspense

Batch Suspense/Master Suspense

This feature introduces the ability to split a single ‘parent’ suspense item among a dynamic number of ‘child’ suspense records

Individual activities can be attached to the child suspense records

Accounting records can be generated on the parent/master and child records

All the available entities can be viewed using the Suspense Search Screen via “search” functionality so that the user can identify all the child suspense records that are associated with the parent suspense record.

Multi-Suspense

The enhanced Multi Suspense functionality allows users to specify amounts of money to be allotted to each suspense item

Transactions

Activity Array Population of Entities for Activity Processing

ActivityArrays can populate Allocations, MultiFields, Suspense, and MultiSuspense data when spawning a transaction that includes the associated detail.

ActivityArray provides an option to “APPEND” or “SETVALUE” in the Post Assignment Math to an existing ActivityArray created in the Activity Math

The Suspense Number generated from the GenerateSuspense Business Rule is available for access in the Post Assignment Math when a transaction uses the PostAssignmentValidateExpressions (PAVE) Business Rule

Reversal of Clients and Policies created via CreateClient and CreatePolicy BRs

Configuration can determine if Client or Policy records will be deleted or shadowed when the originating activity is reversed

Accessing Suspense Information in Actions Configuration

The suspense information entered/selected on the activity details screen of a transaction is available in screen math, actions, and transaction math. This will enable transactions to evaluate the suspense information, perform validations, and execute calculations with the details pertaining to the suspense information for the transaction

Ability to create and maintain relationships using attached business rules

This feature is to ensure a transaction can help to create a relationship with a new client or with an existing client/Group customer and also to create a new relationship between two already created clients or edit the relationship with a new time slice or editing an existing time slice.

Security

Security at Product Level

Security can be set up for Screen/Transaction/InquiryScreens, etc. that were created at the Product level. That security can be copied down to its Child Products and Plans to streamline the security setup process.

Security for Main Menu Policy and Client New Buttons

This enhancement provides the ability to have a separate security setting to allow/restrict creation of ‘New’ Policy/Client/Group Customer records versus the ability to ‘Save’ an existing record.

Security by InquiryScreen name

Authorization to view Inquiry Screens are granted per Inquiry Screen name. Shortcuts have been added to grant access to all Inquiry Screen (per Level) if the particular Security Group requires access to all applicable Inquiry Screen names.

OIPA will only list the Inquiry Screens authorized for the SecurityGroup under the applicable Inquiry menu. If no access is given to any Inquiry Screen names, for the applicable level, the Inquiry button will not be visible on the screen

Client/Group Customer

Secondary Relationships Visibility on the Client/Customer Screen

This enhancement enables the display of relationship records where the current Client/Group Customer is identified as secondary client on the Relationship tab

Primary Relationship on Client and Customer

This enhancement provides the ability to restrict Primary Relationship types by Client Type

Customer Agreements

Ability to Delete Nodes from Agreement Tree

A right click menu option has been added to the Customer Screen Agreement Node to allow the deletion of an Agreement.

'Time Value' Processing

Enhancements to ‘Time Value’ process

A new Activity level, ‘Time Slice’ has been introduced
Screen update activities that are used for ‘Time Value’ processing should use Transaction Type code (Type Code 40)
The activities are reversible/reversing but do not impact Group Customer/Client level activities and do not appear on the Group Customer/Client Activity screen
The ‘time valued’ record can be activated directly on the ‘Time Value’ grid (lightening bolt) or configured to automatically process upon the submission of the record

Plan and PlanSegment – ‘Time Value’ functionality has been added to Plan and PlanSegment

'DataIntake'

As noted under Time Value section, Data Intake has been enhanced to properly reflect ‘Time Valued’ relationship records

As noted under the Group Billing section, Data Intake functionality has been enhanced to store, read and process the incoming payment information. As well as, process the reconciliation and generate the required policy level activities to ensure the monies are adjusted to the policy

Data Intake Profile information refresh

This enhancement refreshes the Data Intake profile information in OIPA for a Group Customer when the Data Intake profile configuration is updated in Rules Palette

Plan Screen

Ability to Override Plan Screen

This enhancement provides the ability to override Plan Fields (for a specific Plan) in a PlanScreen rule that was inherited from its parent Product

The Fields pane in Rules Palette will show the inherited field and the overridden field

Group Customer Plan Segment

Static field can be defined and values entered for Group Customer ‘Plan’s’ Segment (PlanSegmentName), in addition to the Segment Rule.

Display

Configurable Justification of Money Fields Display

Money fields can be configured to display as right or left justified. If no configuration is present the field values display as right justified

Business Rule Migration

Migrate Business Rule Changes to the system without an Application Restart

A PAS.properties file setting will determine when the OIPA system will clear cache. This is based on specific settings activated by release management when a package is successfully deployed

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