Oracle® Insurance Rules Palette
Customers can have multiple alternate names in OIPA. A user can add, update and run inquiries on customer alternate names. The status of alternate names is also recorded in OIPA.
Alternate Name Link in OIPA
The Rules Palette establishes the configuration of alternate names. There are several steps involved in preparing alternate name functionality for use in OIPA. They are outlined below.
The field for status code must be configured within the Fields section of the rule.
An OnChange validation event must be configured to trigger the action.
Global Screen Math must be configured to pull the Status Code field value into a math variable for the retrieval of the Status Code option value. In addition, a global math variable must be configured for the date in which the Effective To date will be assigned.
An ActionSet for the OnChange validation must be configured to assign the EffectiveTo date to the current date (EffectiveDate) based on the Status Code field condition where the status code equals that of a canceled name entry.
Configure the ClientSearchScreen and GroupCustomerSearchScreen business rules to search by alternate names is alternate name search support is needed.
There is one database table used to store alternate name information.
AsClientAltID: relates the alternate name to the group customer.
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