OIPA Components that Establish Context

Areas of OIPA establish context in which the rules and then discovered and resolved. These areas are categorized by transaction type, non-screen areas and screen areas.

Context Established by Transaction Type

  • Client-Batch
  • Client-Document
  • Client-Document-Nonreversible-Nonreversing
  • Client-Extract
  • Client-Financial
  • Client-Financial-Nonreversible-Nonreversing
  • Client-Financial-Reversible-Non-Reversing
  • Client-Import
  • Client-ScreenUpdate
  • Cycle-Document
  • Cycle-Extract
  • Cycle-Import
  • Intake-File
  • Intake-Record
  • Plan-Batch
  • Plan-Document
  • Plan-Document-Nonreversible-Nonreversing
  • Plan-Extract
  • Plan-Financial
  • Plan-Financial-Nonreversible-Nonreversing
  • Plan-Import
  • Policy-Document
  • Policy-Document-Nonreversible-Nonreversing
  • Policy-Document-Reversible-Nonreversing
  • Policy-Extract
  • Policy-Financial
  • Policy-Financial-Nonreversible-Nonreversing
  • Policy-Financial-Reversible-Nonreversing
  • Policy-Illustration

Context Established by Non-screen Areas

 
Area Established Context

Exposed Computations

Global Only
File Global Only

Context established by Screens

 
Screen Rule Name State Override at Rule Creation State Override at Rule Resolution

Address

AddressScreen

 No No
Agreement Role AgreementRoleScreen No No
Agreement AgreementScreen No No
Alternate Name AlternateNameScreen No No
Batch Activity Detail Search BatchActivityDetailSearchScreen No No
Batch BatchScreens No No
Bill Detail Reconciliation Search BillDetailReconciliationSearchScreen No No
Bill Detail Search BillDetailSearchScreen No No
Bill Reconciliation BillReconciliationScreen No No
Bill Search BillSearchScreen No No
Case CaseScreen No No
Case Search CaseSearchScreen No No
Chart of Accounts ChartOfAccountsScreen No No
Class Group ClassGroupScreen No No
Class ClassScreen No No
Client Activity ClientActivityScreen No No
Client Activity Link ClientActivityLinkScreen No No
Client Group Add ClientGroupAddScreen No No
Client Group ClientGroupScreen No No
Client Relationship ClientRelationshipScreen No No
Client Requirement ClientRequirementScreen No No
Client ClientScreen No No
Client Search ClientSearchScreen No No
Comments CommentsScreen No No
Comments Search CommentsSearchScreen No No
Disbursement Approval DisbursementApprovalScreen No No
Enrollment EnrollmentScreen No No
Fund FundScreen No No
Group Customer Overview GroupCustomerOverviewScreen No No
Group Customer GroupCustomerScreen No No
Group Customer Search GroupCustomerSearchScreen No No
Group Relationship GroupRelationshipScreen No No
Intake File Search IntakeFileSearchScreen No No
Intake Profile IntakeProfileScreen No No
Intake Record Search IntakeRecordSearchScreen No No
Link Rate Group Search LinkRateGroupSearchScreen No No
List Bill ListBillScreen No No
Phone PhoneScreen No No
Plan Coverage PlanCoverageScreen No No
Plan Segment Name Class Participant PlanSegmentNameClassParticipantScreen No No
Plan Segment Name Class PlanSegmentNameClassScreen No No
Plan Segment Name PlanSegmentNameScreen No No
Rate RateScreen No No
Suspense SuspenseScreen No No
Suspense Search SuspenseSearchScreen No No

 

 
Screen Rule Name State Override at Rule Creation State Override at Rule Resolution

Inquiry (Main)

InquiryScreen (Main)

 No No
Inquiry (Client) InquiryScreen (Client) No No
 
 
Screen Rule Name State Override at Rule Creation State Override at Rule Resolution

Bill Detail

BillDetailScreen

 No No

 

 
Screen Rule Name State Override at Rule Creation State Override at Rule Resolution

Bill Detail

BillDetailScreen

 No No
Disbursement Search DisbursementSearchScreen No No
Policy Search PolicySearchScreen No No
Withholding WithholdingScreen No No

 

 
Screen Rule Name State Override at Rule Creation State Override at Rule Resolution

Activity Requirement

ActivityRequirementScreen

 Yes Yes
Allocation AllocationScreen Yes Yes
Assign Role AssignRoleScreen Yes Yes
External Client Detail ExternalClientDetailScreen Yes Yes
Final Action FinalActionScreen Yes Yes
Inquiry (Policy) InquiryScreen (Policy) Yes Yes
Policy Activity PolicyActivityScreen Yes Yes
Policy Overview PolicyOverviewScreen Yes Yes
Policy Requirement PolicyRequirementScreen Yes Yes
Policy PolicyScreen Yes Yes
Program Allocation ProgramAllocationScreen Yes Yes
Program ProgramScreen Yes Yes
Requirement Result Search RequirementResultSearchScreen Yes Yes
Requirement RequirementScreen Yes Yes
Policy Role RoleScreen Yes Yes
Segment Role SegmentRoleScreen Yes Yes
Segment SegmentScreen Yes Yes
Unmatched Result Search UnmatchedResultSearchScreen Yes Yes
Values ValuesScreen Yes Yes

 

 
Screen Rule Name State Override at Rule Creation State Override at Rule Resolution

Benefit

BenefitScreen

 No No
Commission Detail CommissionDetailScreen No No
Disbursement DisbursementScreen No No
Plan Activity PlanActivityScreen No No
Plan PlanScreen No No

 

 
Screen Rule Name State Override at Rule Creation State Override at Rule Resolution

Policy Allocation

PolicyAllocationScreen

 Yes Yes