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Creating the Application Screen

OIPA's Application screen holds all of the information contained within a given case's application. It is configured using a system code-level override of the PolicyScreen business rule. Overriding PolicyScreen at the system code level will populate a record in the SystemCode column of the AsBusinessRules database table. This record is then used by the system to determine which PolicyScreen rule to use as the Application screen in OIPA.

 

See the steps below for the process needed to create an Application screen for a policy.

 

Overriding PolicyScreen at the System Level

  1. Navigate to the Global Rules Explorer.
  2. Select Business Rules | Plan Rules.
  3. Right-click on the PolicyScreen node and select New PolicyScreen Override.
  4. The New PolicyScreen Override wizard will open. Click Next.
  5. Select a company from the Company drop-down.
  6. Select NBU from the System drop-down
  7. Make any other necessary selections to further define the override's context.
  8. Click Finish.

 

 

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