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Activities Overview

Activities are business events that are applied to a policy, client or plan. In OIPA, activity processing has two main components that are instrumental in tracking and understanding how activity records are managed. These two components are activity type and activity status.

Activity Type

Activity type describes how the activity was processed. Activity processing is done on the Activity screen in OIPA. Some activity processing can be performed on other screens, but usually the Activity screen holds the activity processing functionality.

Activities can be processed in two different ways. They can be processed manually or the system can generate an activity because of a reversal, a deletion or the processing of a dependent activity.

Activity Status

The status of the activity can be active, pending, queued, shadowed, and several variations of pending. The status of an activity determines how it can be processed and when it should be processed.

Activity Comments

Comments can be added to activities to provide additional information to customer service representatives. Comment security determines the users that are able to view, edit and delete comments.