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Plan Rules

Plan rules are used to organize and capture data needed to administer polices. Fields are configured to capture the data a company needs in order to administer a specific type of plan.

If the Plan Rules folder is empty there is a possibility that the XML Schemas are null in the business rules table. In this case, upload schemas using the Upload Schema function on the tool bar. Please refer to the section on Upload XML Schemas for more information.

When a new plan is created, the following plan rules are automatically attached to the plan.

EligibleTransactionsByPolicyStatus: Controls the transactions that are available to the OIPA user depending on the status of the policy and whether in that status the transaction will be initiated by the user or the system.
EligibleRequirementsByPolicyStatus: Controls the requirements that are available to the OIPA user depending on the status of the policy, and whether in that status the transaction will be initiated by the user or the system.
Plan Screen: Defines the plan structure, such as maximum face amount, maximum age or grace to lapse days. Plan Screen: Defines the configurable fields for the Plan Details.
PolicyAllocationScreen: This rule defines the allocation methods, funds and allocation models available for policy level allocations. It is used when configuring allocations using models.
PolicyScreen: Defines the foundation of the contract, such as the issue date, premium mode, and free look end date.
PolicyValues: Used to display valuation on a policy and allows the user to configure other fields to run at the time valuation is executed in a transaction
Segment Screen: Defines the display of the columns in the segment summary, which displays above the segment detail information. This is also where the ability to add new segments can be disabled, unless the segment is added by a transaction.
Values Screen: Defines the formatting of non-fixed fields on the Values screen.

When configuring any of these screen business rules, a comprehensive visual editor for field entry is available in the Rules Palette. The visual editor provides drag and drop functionality and allows the user to see the screen while editing. However, if XML is preferred, configuration can still be done in XML via the XML Source pane. Configuration for the additional screen tags must still be done through the XML Source pane.

The DataDictionary or the Palette, which are located in the SearchPalette window, can be used to drag and drop items into the Configuration Area.

DataDictionary Search and Palette showing drag and drop functionality

SearchPalette Window