Rules Workbench Dashboard

The Rules Workbench Dashboard is the default screen displayed after selecting an environment in Oracle Insurance Rules Workbench. It provides a centralized display of the current environment, the Navigation Explorer, and a list of checked-out rules for quick access.

Note: This screen provides a consolidated view of the user dashboard. It also displays checked-out rules by the current user for reference.

Key Components of the Rules Workbench Dashboard

  • Profile - Located at the top-right, displays the logged-in username and provides access to account option.

  • Navigation Explorer (Left Panel) - Displays collapsible folders such as Global, Release Management, Administration, and Security. Click or expand a folder to browse configuration items.

  • Home - Navigates to the Environments selection screen.

  • Environment (Display Field)- Displays the name of the current environment.

  • Environment (Dropdown List) - A dropdown field to switch between environments assigned to the user.

  • My Checked-Out Rules - Lists all active items names checked out by the user in the current environment. Selecting an item runs a wildcard search in the left navigation and opens the root node.

  • Search Explorer: Located in the Navigation Explorer. Enter a keyword to search for rules or configuration items.

Profile Menu

The Profile is located at the top-right corner of the Oracle Insurance Rules Workbench web page and displays the name of the currently logged-in user. Clicking on the profile reveals a dropdown menu with options that allow users to manage their account settings, access documentation, and sign out.

Options Include:

  • Account — Opens the Account Details panel, allowing review or update of Email and Password. Use the Cancel button to discard any changes.

  • Help — Opens Oracle Insurance Rules Workbench documentation and XML Guide for guidance on functionality and navigation.

  • Sign Out — Ends the current session and redirects to the login screen.