List of Help Topics

The following list of topics gives you quick and easy access to the information described in this help system.

Note: Oracle Insurance Policy Administration is referred to as OIPA throughout this help system.

Getting Started

  • Create an environment connection in the Rules Palette

  • Log-on to the Rules Palette

  • Delete an environment in the Rules Palette

  • Retrieve OIPA Properties Information

  • Configure Rules Palette properties in the Web Application Utility (for Build Managers)

Admin Explorer Tools

  • Manage Chart of Accounts

  • Manage Code Names

  • Manage Countries

  • Manage Currency

  • Manage Error Catalog

  • Manage Exposed Computation

  • Manage Files

  • Manage Map Groups

  • Manage Market Maker

  • Manage Rates

  • Manage System Date

Business Rules

  • Check-in and Check-out rules

  • Create a new rule override

  • Configure a rule override

  • Work with Global business rules

  • Manage version history

  • Resolve rules

  • Save configuration changes

  • Overview of types of rules in the Rules Palette

Using the Rules Palette

  • Overview of the Admin Explorer Tab

  • Clear the Cache

  • Overview of the Configuration Area

  • Overview of theEngine Error Output Window

  • Overview of the Global Rules Explorer Tab

  • Overview of the Main Explorer Tab

  • Movable Windows and Panes

  • Navigation in the Rules Palette

  • SearchPalette Window

  • Tool Bar

  • Upload Schemas

  • XML Source Editing

Main Explorer Tools

  • Add a new company

  • Add a new plan

  • Manage Batch processing

  • Edit plan properties

  • Manage Inquiry

  • Manage Plan Data Values

  • Manage Plan Data Fields

  • Reload security scripts

Transaction

  • Transaction types, status and processing order.

  • Create and configure a transaction

  • Compile a transaction

  • Clone a transaction

  • Delete a transaction

  • Save configuration changes

  • Attach rules to a transaction

  • Review version history

  • Explanation of Configuration Panes

  • Explanation of Activity Processing

Security

  • OIPA Security

  • Rules Palette Security

  • Security for new Companies, Plans and Transactions

Global Explorer Tools

  • Configure Attached Rules

  • Configure Calculate Rules

  • Configure CopyBooks

  • Configure Functions

  • Configure Plan Rules

  • Configure Screen Rules

  • Configure System Rules

  • Configure System Validations

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