Creating Configuration Items

Oracle Insurance Rules Workbench enables creation of configuration items such as rules, entities, filters, overrides, and more, using a consistent workflow across modules. All actions are initiated from the Navigation Explorer (left panel), which organizes configuration items by folder.

Where Configuration Occurs

Configuration actions are organized under these main folders:

  • Global

  • Administration

  • Release Management

  • Security

Each folder contains additional structured subfolders. Selecting a folder or node displays the corresponding configuration area in the right panel.

Creating a Configuration Item: Step-by-Step

  1. Access the Relevant Folder

    1. In the Navigation Explorer (left panel), expand the appropriate top-level folder (e.g., Global, Administration).

  2. Select the Node

    1. Expand folders as needed to find the configuration item type.

    2. Click the target node to activate the configuration area (right panel).

    3. Example: Navigate to Requirements and the Requirement Overrides
      Configuration Item Type Navigation Steps Steps in Oracle Insurance Rules Workbench Screen

      Requirements

      Administration | Requirements

      Requirements Override

      Administration | Requirements | Requirements Sub-Node

  3. Initiate Creation

    1. In the right panel header, click the “+” Add icon.

      2. Note: For configuration types such as Rate Group, select a configuration package from the Select Config Package drop-down located beside the Add icon during the initial step. In this scenario, the newly created configuration item is set to a checked-in status upon creation.

      Note: A future enhancement will add a list of items related to the selected entity in the configuration area, along with a search feature to efficiently locate existing items.

    2. The creation form then appears with fields based on the selected configuration type.

      3.
      Configuration Item Type Navigation Steps Steps in Oracle Insurance Rules Workbench Screen

      Requirements

      Administration | Requirements

      Requirements Override

      Administration | Requirements | Requirements Sub-Node

  4. Fill Required Fields

    1. The form structure varies based on the configuration item type but includes a range of commonly used fields.

    2. Fill in mandatory fields marked with an asterisk (*).

    3. Use input types as required (text boxes, dropdowns, checkboxes, radio buttons, date pickers, file upload, etc.).

    4. If required information is missing, an error message appears on creation attempt.

      5. Field Type Icon  Description Sample Create Form
      Text box

       

      To provide names, identifiers, description and Message.

      In some cases, naming conventions apply—e.g., using a prefix like 'AsCode' for Code Name entries.
      Dropdown

       

      		 Select from a predefined list of values relevant to the context
      Checkbox

       

      		 Enable optional settings. Leave unchecked if not needed.
      Radio Button

       

      		 Choose one option from multiple choices.
      Date Picker

       

      		 Select dates like Active, Expiration or Effective dates using a calendar selector.
      Choose File

       

      		 Import or upload supported files when required for setup or mapping. —e.g., for Rates
      Validate Button

       

      		 Run validations to ensure imported data file is complete and correct with no errors —e.g., for Rates

  5. Create or Cancel

    1. Click Create to generate the new item. The new item appears in yellow gold (draft/new) status in the Navigation Explorer.

    2. Click Cancel to discard the form.

      3. Note: This step does not save the configuration item to the database yet.

Post-Creation: Working in Draft State

After creation, the new configuration item appears highlighted in yellow (draft state) in the Navigation Explorer. The configuration panel (right panel) becomes active for further editing and validation.

Key Components of the Configuration Panel

  • Tab for Item Type: Shows the selected configuration’s interface.

  • Toolbar: Includes the configuration item name and available configuration rule control icons.

  • Expandable/Collapsible/Fixed Sections: Based on the configuration item type, these sections allow users to input, adjust, or verify values before finalizing (checking in) the item.

Expandable/Collapsible/Fixed Sections Overview

General

The General section is frequently available across various configuration item types, appearing at the top of the Configuration Panel. This section provides a summary of metadata entered during the creation process and, in some cases, allows for subsequent edits.

Note: The General section is not present for every configuration item. Its availability and structure are determined by the specific type of configuration item being edited.

Purpose: Displays and, where permitted, allows editing of core attributes related to the configuration item.

Typical fields include:

  • Name

  • Description

  • Company

  • Product

  • Plan

  • Additional fields, such as Filter Name, Activity Screen, Type, Status, Processing Order, and others, may be present depending on the configuration context.

Behavior:

  • Editable Fields: Some attributes may remain editable after creation.

  • Locked Fields: Certain fields may become read-only and cannot be modified post-creation.

Configuration Data Section

The Configuration Data section provides a structured interface for managing detailed configuration data. Content and features in this section vary according to the type of entity being configured.

Key components:

  • Grid/Table: Structured for row-based entry and management of configuration data.

  • Inline Editing: Edit rows directly using the pencil icon (edit mode), ✓ icon (save), and X icon (discard changes).

  • Filtering: The filter field is typically positioned in the upper left.

  • Add New: Click the Add New button (top-right) to insert a new row for data entry.

  • Column Headers: Support sorting by clicking arrow icons next to each column label.

  • Action Column:

    • Read Mode: Click the pencil icon to enable editing.

    • Edit Mode: Click the ✓ to confirm, or X to cancel entry.

  • Delete: Use checkboxes in the Delete column to mark row(s) for deletion.

  • Translate/Description: Hyperlinked fields labeled "Edit" open inline windows for translation or more detailed entry.

  • List Shuttle: Dual-list interface for assigning items. Items are moved between the available (left) and selected (right) lists using arrow buttons.

XML Section

Certain configuration item types provide dedicated XML panels for direct entry and management of XML-based data (including XML Data, XSLT, XSD).

Features:

  • Panels are expandable and clearly labeled by section (e.g., XML Data, XSLT, XSD).

  • XML tags can be entered or modified manually, or populated using the auto-fill macro feature.

  • Multiple XML sections may be available for a single configuration item, depending on its type.

  • For comprehensive XML structure and configuration guidelines, refer to the Configuration Guide.

 

Entering Configuration Data in Draft State

After a configuration item is created, the Configuration Panel is enabled for further data entry and validation. The following steps outline how to work with configuration data in draft state:

Configuration Data Section

  1. Add a New Entry

    Click the Add New button (top-right of the Configuration Data Section) to insert a new row in the grid.

  2. Enter Details

    Complete required columns in the new row (e.g., Configuration Name, Dates, Description, Criteria). Available columns may vary by configuration item type.

  3. Action Column

    1. In read mode, click the pencil icon to switch the row to edit mode.

    2. In edit mode, click the ✓ icon to confirm or the X icon to discard changes.

  4. Mark for Deletion

    Use the checkbox in the Delete column to mark row(s) for deletion.

  5. Open Embedded Modals

    Click any hyperlink-type column value to open a modal window for entering detailed information (e.g., Effective Date, Translation – Locale Description, Allocation models).

XML Section

If the configuration item includes an XML section:

  1. Expand the relevant XML area in the Configuration Panel. Multiple XML panels may be present (e.g., XML Data, XSLT, XSD), depending on the configuration item type.

  2. Enter or modify XML content directly in the editor, or use the auto-fill macro feature.

    3. Note: For comprehensive XML structure and configuration guidelines, refer to the Configuration Guide.

Save to Database

  • Select a config package from the toolbar.

  • Click Check-In to save the configuration item to the database.

  • After a successful save, the item text in the Navigation Explorer changes from yellow gold to white, indicating the item has been checked in.

Use Auto-Fill Macros in XML Panels

The XML editor includes Auto-Fill Macro functionality for quick insertion of standard XML templates.

  • To insert a macro, type the corresponding shortcut in the XML editor:

    • M: Displays <Math> macro options.

    • F: Displays <Fields> macro options.

    • A: Displays <Allocation> macro options.

  • An autocomplete suggestion list appears. Select the desired macro from this list to insert the template.

  • To view all available macros, press Ctrl + Space while in the XML configuration panel.

  • Select the macro to automatically insert the template into the editor. Edit the inserted content as needed.

  • Click Check-In to save XML changes to the database, when finished.

Version History

After the successful creation of a configuration rule or entity, a Version History node is automatically generated under the respective item in the Navigation Explorer. The Version History provides an audit trail of all changes made to that specific rule or entity, recording the version number, the date of modification (in mm/dd/yyyy format), and the user responsible for the change.

Each entry within the Version History displays the version number, the date, and the user, enabling transparent tracking and review of configuration changes.

To view detailed information for a specific version, click the desired entry within the Version History folder; the details will be displayed in the Configuration Area (right panel).