Oracle® Insurance Policy Administration 9.5.0.0 E23638_01
Plan level allocations are typically allocations that are established as part of business processing rules. For example, during the free look period all deposits are set-up to be invested in Fund A, or at notification of death all deposits are moved into Fund B.
The plan level allocation is not unique to a specific policy or determined by the policy owner. There can be multiple plan level allocations.
Plan Menu and Plan Allocations Option
Security is assigned to the Plan Fields, Plan Withholding and Plan Allocation options on the Plan menu in order to control the ability of users to access or modify this information. If a user is not assigned the proper security access, then a Page Not Authorized error will occur.
Page Not Authorized Error for Plan Data
The information displayed is read only and may not be updated.
Plan Allocation Values Displayed in OIPA
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