OIPA Release Notes

Oracle Insurance Policy Administration

Oracle Insurance Policy Administration (OIPA) is a next-generation, flexible, rules-based insurance solution for life and annuities that supports policy processing across multiple lines of business. OIPA greatly enhances ease of use and speed for business analysts, actuaries and others involved in the product configuration process. Robust navigation also makes it easy for users, including CSRs, to locate policy information and drill down into a granular level of customer detail. This allows insurers to respond more rapidly to customer inquiries, reduce call times and improve customer service.

These release notes contain the enhancements that were made to Oracle Insurance Policy Administration GA release 11.2.0.0, 2018.

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Oracle Insurance Policy Administration

This section describes configuration, features and technology specific enhancements for GA release 11.2.0.0. OIPA is now able to support the below functionality:

New Features

Admin Console

Oracle Insurance Admin Console (OIAC) is a new Web Application built to display OIPA execution metrics. Admin Console will give customers the ability to monitor Cycle and Activity processes via several views, in both textual and graphical formats with past and present information. Admin Console will generate useful data pertaining to data processing which can be used to derive insights into operations and insight driven decisions can be taken to optimize the operational execution. Admin Console allows the system to monitor OIPA cycle in real time, compare OIPA cycle executions across multiple cycles, and execute partial and full cycle.

New Business Underwriting

Amendments and Endorsement Capability

OIPA supports creation of amendments and endorsements both manually as well as in automated way. Since OIPA accommodates major part of NBU capability such as case creation, application management etc. it was desirable to complement this capability with the support of Amendments & Endorsement functionality. This functionality exploits the existing event driven transaction processing capability in OIPA to achieve automated creation of Amendments and endorsements which after underwriting can run automatically with no user intervention.

Business Rule Changes	Database Table Changes
New Rules Added: IssueDocumentScreen	None

API Service Layer

The API Service Layer application has been added to enable:

• Faster and easy integration with multiple applications
• Users to perform CRUD and search operations on OIPA entities
• Lighter payload
• Self-discovery
• Real-time data exchange
• Data security
• Mobile integration

The Service Layer application is implemented as a multi-tier J2EE-based server-side application. The business logic and data access have been developed and maintained as independent layers that run inside a single Java Virtual Machine (JVM). The REST (JAX-RS) and Spring framework is used as a component container to assemble the components together and to access available services across the layers.

OIPA RESTFul Service APIs make it easy to develop, integrate, and use modern REST interfaces for OIPA data. These APIs use HTTP requests to GET data to OIPA resources, such as Policy, Client, Segment, and GroupCustomer and return any results formatted using JSON.

This release uses GET services allowing clients to only read OIPA data in a uniform, consistent, and secured manner. The Service Layer APIs are cataloged using Swagger documentation. The Swagger editor is part of Service Layer deployable and can be accessed to unwrap the features and URL structures to access and integrate with APIs.

For more information on Service Layer APIs, see OIPA Service Layer RESTFul API Overview.

Enhancements

Group Customer Enhancements

MaintainRelationship BR Enhancement

This enhancement supports the use of Activity Sequence and MaintainRelationship BR in the same transaction. Before this enhancement, Maintain Relationship BR used activity sequence to control its internal processing. Therefore, it could not be used with an activity that also uses Activity Sequence for creating activities.

Business Rule Changes	Database Table Changes
Modified Rules: MaintainRelationship CopyToClientRelationshipFields	None

Client Relationship Enhancements

ClientRelationshipScreen

The ClientRelationshipScreen has been enhanced to only display tabs for relationship types that exist on that client/customer. Previously, all available types displayed in tabs across the screen regardless of whether that type existed for the record. This enhancement will improve usability by only displaying the applicable relationship type tabs. In addition, Clients can now be members of multiple Group Customers.

Business Rule Changes	Database Table Changes
Modified Rules: Membership Element	None

Group Customer History

History has been added to the Group Customer Agreements and Data Intake Profile screens. This will enable to the end users to view the record’s historical data, such as the date the record was added, who entered the record as well as what fields where modified including before and after values.

Group Customer Alternate Name

The Group Customer Alternate Name screen has been enhanced to include data filtering fields. This will allow the end user to narrow down the number of records displayed based on the entered criteria.

• CopyGroupCustomerPlan EffectiveDate Warning: A warning will be given if a copied Group Customer’s Plan is entered with an effective date earlier than the original Group Customer’s effective date. The user will receive the warning and then decide if they want to proceed or re-enter the plan effective date.
• GroupCustomerSearchScreen Order: This enhancement allows the results returned from group customer search to be ordered by parameter of the group customer in ascending or descending order.

Business Rule Changes	Database Table Changes
Modified Rules: GroupCustomerSearchScreen	None

Security/Display/Ordering Enhancements

Segment Screen Order

This enhancement allows the segments to be ordered on the Segment screen by any parameter in the segment in ascending or descending order, currently Segments are ordered by Segment Name by default.

Business Rule Changes	Database Table Changes
Modified Rules: SegmentScreen	None

Extend Functionality to Hide Fields Based on User

Currently fields can be hidden based on user’s login ‘ClientNumber’ and ‘ClientGUID’ on Client and Role Screens. This enhancement extends that functionality to the Policy, Segment and SegmentRole Screens.

Extend Security Based Search Results Filter to Unified Search

This will allow customers to restrict end users from viewing sensitive information regarding clients who are also employees. Currently, this is supported on the Advanced Search results, this enhancement extends it to the Unified Search results.

Business Rule Changes	Database Table Changes
Modified Rules: UnifiedSearch CaseSearchScreen	None

Extend Data Masking Capabilities

Data masking is used to hide or replace all or a portion of sensitive information with special characters. This enhancement extends this functionality to formatted fields (ex. phone number, tax id fields), History screens and MathVariables displayed in processed activity results screens (ex. Math Screen).

General Data Protection Regulation (GDPR) – European Regulations

Configurable Flagging of Sensitive Data Fields

This enhancement allows customer data to be marked as personal or sensitive. Then this data can be represented differently based on the policy.

Encryption in Transit/in Rest

This enhancement introduces the ability to store encrypted data and to access the decrypted data as required.

Group Billing Enhancements

Ability to Add New Bill Detail Record to an Existing Bill

This enhancement provides a mechanism to administer the Bill Details within a Bill once the Bill record has been created without deleting and recreating the Bill. This enhancement allows the ability to add and remove Bill Detail records from existing Bills.

Business Rule Changes	Database Table Changes
Modified Rules: MaintainBillDetail	None

Create/Maintain Multiple Bill Details from a Single Activity

Currently, the Generate and Maintain Bill Detail BRs only allow a single Bill Detail to be actioned. This enhancement allows multiple Bill Details to be actioned from one activity.

Business Rule Changes	Database Table Changes
Modified Rules: MaintainBillDetail GenerateBillDetail	None

Inquiry Enhancements

Implement ACTION/EVENTS support for input fields of the InquiryScreen

This enhancement allows action and event support for input fields on inquiry screen. This will allow dynamic loading of the content, validate input entered by the user, dynamic assigning, enabling, disabling of the fields etc.

Business Rule Changes	Database Table Changes
Modified Rules: InquiryScreen	None

Link to Policy/Client from the InquiryScreen

This feature incorporates the ability to have a link from the inquiry screens to the Policy/Client/Activity that is being reported upon.

Business Rule Changes	Database Table Changes
Modified Rules: InquiryScreen	None

Policy Enhancements

Enhance CreatePolicy to Accept Multiple Clients for a Role Type

This feature enhances the current CreatePolicy rule to enable it to link multiple clients to a role type for both the Policy and Segment Roles (Example, CreatePolicy action will create a new policy with multiple beneficiaries).

Business Rule Changes	Database Table Changes
Modified Rules: RoleScreen SegmentRoleScreen CreatePolicy	None

Company Management Enhancements

Enhance Multiple Primary Company Support

This enhancement supports multiple Primary Companies while maintaining one global database. Each Primary Company can follow its own business calendar. This allows individual cycle execution, system dates, client data and products for each primary company for customers with international business or multiple business partners that separate their business by country, region, partner and/or dramatic product differences.

Rates Enhancement

Import/Export AsRate Data

This enhancement provides the ability to correct and re-price rates by importing the data in an excel spreadsheet. This enhancement also adds the ability to import an exported rate group without rebuilding the exported spreadsheet manually.

New Business Underwriting Enhancements

Support Manual Creation/Linking of Multiple Applications to a Case

This enhancement will enable the manual creation/linking of multiple applications to a single case. Users will be able to add Applications via Central Add and Search for Applications via Unified/Quick Search and Advanced Search.

Business Rule Changes	Database Table Changes
New Rules Added: DuplicateCase CaseStatusChange CopyToCaseFileds CaseWidget Modified Rules: CreatePolicy	None

Creating a Policy from the New Business Application

• The CreatePolicy rule is enhanced to include the requirements while creating the policy. When copying requirements, the matched requirement results that are available will be copied.
• A new widget corresponding to 'Recently created requirements' is introduced that shall display all the requirements which are recently generated.
• A new attached business rule CopyToRequirementResultFields is introduced which shall allow math variables to be copied from activity to requirement result field.

Business Rule Changes	Database Table Changes
New Rules Added: CopyToRequirementResultFields RequirementWidget Modified Rules: CreatePolicy	None

Other Enhancements

Reverse / Reapply Activity Sequence Enhancement

This enhancement provides the ability to reverse or reapply the activities spawned using activity sequence. It allows the reversal of the entire activity sequence and triggers the shadow/reversal of all the activities in the sequence in opposite order in which they were originally executed (last processed = first reversed). The reversal/reapply supports activities created within same object level (example: client) or across object levels (example: Client to Policy).

Control User Access from Different Machines

This feature places the limits on a user's access to the OIPA system from multiple machines and multiple browsers. The system allows a user to create multiple sessions to the same environment using the same security credentials. These sessions can be on the same browser, different browsers and different machines, but this feature may limit multiple sessions from any number of machines or multiple browsers from the same machine.

Exposed Computation to Serialize a Return of a Nest of Collections

OIPA allows Math sections to build a data structure of key/value pairs. The value of any key may itself contain a structure of key/value pairs. Since this complex data structure can be constructed in Math, OIPA will include them in the ability to serialize return messages to external systems.