# Ability to select Funds at Group Plan Level

Currently in OIPA, during the Group Plan creation any fund configured at Product level are applied to the Plan by default. With this enhancement business users will be allowed to define 'Group Level Plan Funds' on OIPA by choosing any number of Product level funds that will now be visible for selection on the new 'Plan Funds' tab. In the Group Plan screen, a new tab Plan Funds will be added between tabs 'Details' and 'Plan Allocations' tabs only if the Group Product chosen has 'Product Level Funds' associated with it or 'AsProductFund' have Funds that are associated for the selected Group Product.

Once the user selects and saves the relevant 'Product level Funds' on 'Plan Funds' tab, the selected Funds are available on the 'Plan Allocation' tab. If the user tries to select Funds on 'Plan Allocation' tab without choosing and saving the funds on 'Plan Level Funds', then the user cannot see any of funds in the combo boxes on the Plan Allocation tab. User will find the funds on I 'Plan Allocation' tab only after saving the funds on 'Plan Level Funds'. If the user wants to remove the Funds available in 'Plan Allocation' tab, then the user has to adjust the existing allocation s on 'Plan Allocation' tab and then remove the Funds from 'Plan Funds' tab.

The selection and deselection of Product level Funds on the Plan tab is allowed only when the 'Plan' or 'Plan time slice' record is in 'Draft' status.Once, the Plan slice is 'Active', the user can 'Only View' the selected and saved 'Product level Fund' list and will not be able to make any changes unless the user edits the plan to create a new PlanTimeSlice. The 'Plan Time Slice' changes, once saved, and set to 'Active'; further amendments are not possible or is not reversible. New column 'PlanSliceGUID' is added to AsPlanFund table so that the system can capture the timeslice information from the time the fund is added to the Plan.

## Upgrade Utility Updates:

A new column PlanSliceGuid will be created in AsPlanFund table.

For existing records in AsPlanFund table PlanSliceGuid will be populated by scripts automatically.

| Copyright © 2025, Oracle and/or its affiliates. All rights reserved. | About Oracle Insurance | Customer Support