Oracle® Insurance Policy Administration 9.4.1.0 E23637_01
Entering clients into OIPA is the first major step in building a policy. Clients are individuals or entities that are associated with a policy. Once an individual or entity such as a company is entered into OIPA as a client, that client can then be assigned specific roles on policies. After creating a new client, enter the Client Detail and all the applicable Addresses.
Note: Client Detail must be entered prior to entering address information.
From the Main menu, select CLIENT | New from the drop down menu. The Client screen will appear.
Select the type of client from the Type drop down box. The Client screen will change depending on the type of client entered. Only the fields that pertain to that specific client type will display.
Enter the Client Detail information. If required information is left blank, then an error message will appear.
Click Save from the bottom of the screen when finished.
Note: Once a client is created, that client cannot be deleted.
Client Type Highlighted on Client Screen
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