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Policy Overview Screen

The Policy Overview screen provides a read-only summary of policy details, such as policy roles, segments, segment roles and policy values.

When a policy is opened in OIPA, the default view of the policy that is displayed to the user is the Policy Overview screen. When a policy is selected from the drop down list under the Policy Main menu (this is the list of most recent policies), the Policy Overview screen is the default view. Policy Overview is the first link on the Policy screen Left Navigation menu.

This screen will only be available if configuration exists to support it. If configuration is not present, then the Policy Overview screen and links will not be visible.

Policy Overview Link on Policy Screen

Sections of the Policy Overview Screen

There are five sections available on the Policy Overview screen. A section will not display if the user does not have the proper security privileges or if no information exists for the section. For example, if no roles exist for the policy, then the Policy Roles section will not display. Below are the available sections of the Policy Overview Screen.

Policy Details: shows read-only fields with policy information.
Policy Roles: shows the roles assigned to the policy. A user can left-click on a role to display policy role details for the role. A user can also right-click on the role to perform specific actions.
- Edit Role Details: opens the Role screen where the role can be updated.
- View Role Details: this is the same as left-clicking the role. The policy role details will display, but the fields are read-only and cannot be updated.
- Edit Client Details: opens the Client screen and displays the client assigned to the role in order for client updates to be made. Click the Policy link on the Client screen Left Navigation menu to return to the Policy Overview screen.
Policy Segments: shows the segments assigned to the policy. A user can left-click a segment to display segment details in the grid. Both the Policy Segments and Segment Roles grids display an Index Number. In the event that more than one segment with the same Segment Name exists, the index number allows the user to quickly verify which roles are associated with each segment.
Segment Roles: shows the roles assigned to the segment. A user can left-click on a role to display role details for the segment. A user can also right-click on the role to perform specific actions.
- Edit Role Details: opens the Role screen where the role can be updated.
- View Role Details: this is the same as left-clicking the role. The segment role details will display.
- Edit Client Details: opens the Client screen and displays the client assigned to the role in order for client updates to be made. Click the Policy link on the Client screen Left Navigation menu to return to the Policy Overview screen.
Values: displays an enabled Valuation Date field and a Calculate button. When the Calculate button is clicked, policy value details are displayed, such as policy cash value as of the valuation date entered, and fund information.

Adding Activities

Activities can be added from the Policy Overview screen when the Add Activities option is selected from the Secondary menu. The user must have security privileges to access the Add Activity link.

When the Add Activity window opens, the activity can be selected from the Add Activity drop down box and the specific activity information can be entered.

An additional button is available at the bottom of the Add Activity window. This button is called OK Navigate and when clicked will save the activity and automatically navigate the user to the Activities screen provided that user security grants permission for the Activities screen. This differs from the traditional OK button, in that when OK is clicked, the Add Activity window simply closes and the user remains on the Policy Overview screen. The user would then need to navigate to the Activity screen to process the activity. The OK Navigate button is not available on the Activity Detail window when the activity is being added from the Activities page.