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PolicyScreen Rule

The PolicyScreen rule has six panes available for configuration and is a required rule for a plan to run in OIPA. This rule is configured to design the layout and functionality of the Policy screen in OIPA. The General, Fields, Buttons, Events and Roles panes offer visual configuration editing tools. This rule has a unique visual configuration pane called Role. Role is used to define the roles that are available to assign to this specific plan. The XML Source pane can be used to configure the Policy screen using XML.

General Pane

The General pane displays specific properties that are configurable for the Policy screen. The Policy screen General pane Segments section lists the properties and an editable value field to use for configuration.

General Pane of PolicyScreen business rule

PolicyScreen General Pane

Definitions for the Policy Screen General Pane

Property	Definition
UseStateApproval	Yes allows only approved states to appear in Issue State drop down box at the time of policy creation. No allows all states to appear in Issue State drop down box.
Segments Allowed	Specifies the number of segments that are allowed on the policy.
Minimum Segments	Specifies the minimum number of segments that are required for the policy.
ShowSegmentRoles	Yes allows Segment roles to display on the Segment tab of the policy and in the Client drop down box. No restricts the Segment roles from displaying on the Segment tab of the policy or in the Client drop down box.
Automatic Policy Number	System will generate an automatic policy number.
Disabled Status	Indicates which applicable status(es) will disable otherwise editable fields.
Segment Count	Total number of segments that are assigned to a policy.

Fields Pane

The Fields pane is used to create fields that will display on the Policy screen. The top section of the visual configuration area is for fixed fields. Drag and drop the available fixed fields from the Palette. Custom fields cannot be created for this section, but the display names of fixed fields can be changed as needed. Configure dynamic fields in the section under fixed fields. The functionality is exactly the same as the configuration for other fields panes. Please see the Fields Pane for more information.

Fields Pane of PolicyScreen business rule

PolicyScreen Fields Pane

Buttons Pane

The Buttons pane allows the selection of the type of button displayed on the Policy screen. The functionality in this pane is the same as the Button pane detailed in the segments section of this document. Refer to the Buttons Pane for more information.

The Preview section along the bottom of the Button Pane provides a preview of the appearance of the buttons in OIPA.

The Order section along the right side of the Button Pane allows the user to control the order the buttons will display in OIPA.

The following buttons are supported on the Policy screen.

Allocation
Values
Activity
Withholding
Save
Inquiry
Add Activity
Calculate
Close
Find
New
Process

The Allocation, Values, Activity and Withholding buttons are configured through the Button pane on the Policy screen business rule in the Global Explorer. The Save, Inquiry and Add Activity buttons will only become visible on the Policy screen if security is set for them through the Admin Explorer.

Policy screen button security

PolicyScreen Button Security in Admin Explorer

Button Security

Security is applied to the buttons on the Policy screen in the Admin Explorer. Open the Security folder to reveal the options for applying security.

Steps to Add Security to Buttons

Open Admin Explorer | Security | Application Security | Security Groups.
Select the Security Group that has access to the Policy screen.
Open Plan Security | Name of the Company | Plan Pages.
Right-click the Policy node and select Check-out to open it in the Configuration Area.
Check the box next to each button the users in the security group will have access to in OIPA.
Check-in the file to save the changes to the database.

Note: The Save, Inquiry and Add Activity buttons are dependent on Security and also what has been entered for the policy. The SecurityGroup has three buttons for the Policy screen. If all of these buttons are checked in the SecurityGroup, then before the Policy screen is saved in OIPA, only the Save button is present. Once it has been saved, then the InquiryScreen button is present if a policy level Inquiry screen has been configured. The AddActivity button is present after the segment is calculated if the MinimumSegments configuration tags are present and the value is greater than zero. If the MinimumSegments tags are not present or equal to zero then the AddActivity button will be present on save.

Events Pane

This pane is used to identify the type of event that needs to occur in order to invoke a set of actions. It also identifies the field that is connected to the event. The functionality is exactly the same as described in the transactions section. Please see Events for more information.

Roles Pane

The Roles pane is used to add, edit, or remove roles that are associated with a policy.

Steps to Add a New Role

Select the Roles pane.
Right-click on the Roles node in the Navigator menu and select Add Role.

Role Node in Navigator Window

Select the desired role name from the available list in the Role drop-down box.

Note: Role options are populated by AsCodeRole, which can be updated through the Codes Names folder in Admin Explorer.

Select a Role Code from the drop down list.
Select Yes or No in the Allow Zero Percent drop down box. If Yes is selected, then the Allow Percent drop down box will be disabled.
Select Yes or No in the Allow Percent drop down box. If No is selected then the AllowZeroPercent box is disabled.
Enter a role count in the RoleCount field if desired. Role count is the maximum number of times a role can be assigned to a particular policy.
If applicable, select a ClientType. This selection defines the client types that can be assigned to the role. Only these client types will be displayed in the client type drop-down box on the Client screen for the specific role. For example, an insured may need to be an Individual client type for a particular plan.
Select a role percent from the available list in the RolePercent drop-down box. Percentages are available from 0 to 100.
If applicable, enter an expression in the Test field. This allows configuration of a test(s) condition. The evaluation of the condition determines whether the particular role section can be executed or not. Enter an expression to determine if the role should be displayed/allowed for the policy.
Select the Save button at the bottom of the Roles pane when finished.

Note: To add multiple new roles, you need to select Add Role from the Navigator window before each new role is entered. This clears the fields. CTRL + click deselects the options if they are already selected in a drop down list.

Steps to Remove a Role

Click the Roles pane.
Click the role to be removed from the Roles section of the Navigator window. The role will appear highlighted in blue.
Right-click the role and select Delete.

Steps to Edit a Role

Select the Roles pane.
Select a role from the Navigator window. The role will appear in the Configuration Area.
Make the necessary changes.
Click Save at the bottom of the Roles pane.

XML Source Pane

The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section.

Please see the XML Configuration Guide topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Plan Rules | Policy Screen.

Policy Screen XML Source Pane

PolicyScreen XML Source Pane