Address Screen

The Address screen rule hasseven panes available for configuration and is a required rule for a plan to run in OIPA. This rule is configured to design the layout and functionality of the Policy screen in OIPA. The General, Fields, Buttons and Events panes offer visual configuration editing tools.

There are also two unique visual configuration panes: Roles and Shadow Policy. The Roles pane is used to define the roles that are available to assign to a specific plan. The Shadow Policy pane defines the criteria OIPA uses when shadowing (or canceling) a policy.

The final pane, the XML Source pane, can be used to configure the Policy screen using XML.

General Pane

The General pane displays specific properties that are configurable for the Address screen.

General Pane of Address Screen

Fields Pane

The Fields pane is used to create fields that will display on the Address screen. The top section of the visual configuration area is for fixed fields. Drag and drop the available fixed fields from the Palette. Custom fields cannot be created for this section, but the display names of fixed fields can be changed as needed. Configure dynamic fields in the section under fixed fields. The functionality is exactly the same as the configuration for other fields panes. Please see the Fields Pane for more information.

Events Pane

This pane is used to identify the type of event that needs to occur in order to invoke a set of actions. It also identifies the field that is connected to the event. The functionality is exactly the same as described in the transactions section. Please see Events for more information.

XML Source Pane

The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section.

Please see the XML Configuration Guide topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Plan Rules | Policy Screen.