Policy Overview Screen Prototype

The Policy Overview screen provides a read only summary of policy details such as policy roles, segments, segment roles and policy values. The prototype configuration demonstrates the use of CopyBooks in the PolicyOverviewScreen rule and the new PolicyScreen button for PolicyOverviewScreen. It also demonstrates the use of field masking in the Policy Details section.

The "PolicySummary" section present at the end of the PolicyScreen provides the consistency between all the Policy related screens.

Scenario

The PolicyScreen <Button> element PolicyOverview is present in configuration and the Policy Overview screen has been configured. As a result, the Policy Overview screen is the first item in the Policy Left Navigation menu and is the default view when a user opens a policy.

Prototype Examples

  • An plan level override of the PolicyScreen business rule was created for the Functional Prototype Plan. In the <Buttons> section, a button was added for Policy Overview. Navigate to Global Explorer |Business Rules | Plan Rules | PolicyScreen | Plan Overrides |PolicyScreen(Functional Prototype Plan).
  • A plan level override was created for the PolicyOverviewScreen rule. Navigate to Global Explorer |Business Rules | Screen Rules | PolicyOverviewScreen | Plan Overrides |PolicyOverviewScreen(Functional Prototype Plan).
    • Policy Details: CopyBook functionality is demonstrated in the Policy Details section. A field mask is applied to the Tax ID field. OnLoad configuration enables the field displayed as Bonus Need if the field Interest Bonus Qualified has a value of Yes. The field displayed as Bonus Reason is presented when the field displays as Interest Bonus Qualified has a value of Yes. The field displayed as Bonus Reason is hidden when the field displays as Interest Bonus Qualified has a value of No.
    • Policy Roles: Within <PolicyDetails>, <PolicyRoles SHOW="Yes"></PolicyRoles> is configured. This syntax results in a grid displaying all policy roles associated with the policy. This grid is located in the Policy Roles screen section.
    • Segments: Using the SHOW="Yes" attribute in the <Segments> element, segments are visible in Policy Segments screen section.
    • Segment Roles: Using the SHOW="Yes" attribute in the <SegmentRoles> element, segment roles are visible in the Segment Roles screen section. Segment roles are associated with their respective segment via an index number displayed in both the segment and segment role grids.
    • Values: Using the SHOW="Yes" attribute in the <Values> element, the Values section of the screen is visible with a Calculate button.
  • The PolicySummarySectionis added into the configuration of PolicyScreen override present at the Functional Prototype Plan Level. The PolicySummary section will have the following fields configured to provide consistency between all the Policy screens.

Company: This field will not have 'Expandedattribute.

Product: This field will not have 'Expandedattribute.

Plan: This field will not have 'Expandedattribute.

PolicyNumber: This field will not have 'Expandedattribute.

PolicyName: This field will not have 'Expandedattribute.

IssueStateCode: This field will not have 'Expandedattribute. The label for this field is modified in the fixedfields section.

Result : User should be able to see PolicySummarySection in the Policy Overview, Policy Role, Policy Activity, Policy Requirement Screen, Policy Segment, Policy Values, Policy Allocations, Policy Withholding, Policy Programs and Policy Comments.

View Prototype in OIPA

To view the Prototype in OIPA application under Functional Prototype Plan,

  1. Login to OIPA.
  2. Create a New Policy.
  3. Navigate to Policy Overview Screen.
  4. View the "Policy Roles" and "Segment Roles" table with role and status.