Segment Roles

A segment can be configured to support the addition of roles. When a new segment is created and configured, two panes are available in the visual editor to support segment roles and their display in OIPA. The panes are Roles and Role Views. Refer to the Role and Role View section of the Create a New Segment page for additional information on the configuration of segment roles.

The SegmentRoleScreen business rule defines the dynamic fields that can be displayed and updated on the specified Role Detail(s) windows. The segment selected during the policy entry process dictates which role options are visible and available on the Segment Role screen. This rule exists at the Global, Product, Child Product and Plan levels. Refer to the XMLConfiguration Guide, which can be found in the Help menu, for specific configuration information.

A prototype example was created to demonstrate the configuration steps required for segment roles. Refer to the Segment Roles Prototype for additional details.