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Plan Group Overview

OICE allows plans to be arranged together into plan groups for easy navigation and selection. Rules can be overridden at the plan level as well as the plan group level.

When plans are grouped, they fall into two categories: Parents and Children. Parent plans are the grouping entities. The plans that typically exhibit the features of the insurance products are the Child plans. However, Parent plans may also define general features of insurance products that the Child plans may or may not override.

Activating Plan Groups

Plan groups are controlled through an application setting. They are not controlled by configuration. The build manager will determine if plan groups are used by controlling the setting in the Web Application Utility. If plan groups are turned on, then a Plan Group field will appear on the following screens in OICE:

Policy screen
Create New Policy screen
Unit Values screen
Disbursement Search screen

Transactions and segments are not supported at the plan group level.

Plan and Plan Group Database Tables

There are three database tables that store plan information.

AsPlan: stores the information entered when a new plan is created.
AsPlanFields: stores values for the plan. These values can be edited through the Plan Data folder in the Main Explorer.
AsPlanGroup: stores GUIDs of the parent and child plans.

Security

Security is available at the child plan level. It is not available at the plan group level.

Deleting Plan Groups

A plan group can be deleted if all child plans are removed from the plan group and placed in another plan group. Once all child plans are removed from the plan group, the user may right-click on the plan group and select the delete option.