OIRP Release Notes

Oracle Insurance Rules Palette Release Notes

The Oracle Insurance Rules Palette is a standalone application that can be used in conjunction with Oracle Insurance applications. The Rules Palette allows users to create and configure business rules that support their business process model. Plans hold related policies that share a set of business rules, plan rules, requirements, transactions, segments, plan data and plan values. Copybook functionality enables transactions and business rules to be used across multiple plans, leveraging existing information and reducing configuration time.

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

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Enhancements in the Oracle Insurance Rules Palette

This section describes enhancements that were made to the Oracle Insurance Rules Palette GA release 11.2.0.0.

New Business Underwriting

NBU feature is enhanced with the following business rules:

IssueDocumentScreen BR

A new IssueDocumentScreen business rule is introduced to allow the user to view the transactions of the type "IssueDocument" for Amendments and Endorsements. The Issue Documents are implemented in the system as Amendment and Endorsement transactions that can be processed as activities on an application entity. All the capabilities of a transaction such as spawn, math, allocation, valuation etc are available to the activity of this 'IssueDocument' transaction type.

CaseStatusChange BR

A new attached business rule CaseStatusChange is added to process status changes on a case. Processing the transaction or requirement to which this business rule is attached will change the status of the case as specified in this rule.

CaseWidget BR

This new widget allows the user to watch the recently created cases. The widget is configurable via CaseWidget rule. If the rule is not configured, the system displays the default columns (CaseNumber, CaseName, Status, Owner, TaxID) defined by the <Result> element of the widget.

RequirementWidget BR

A new widget corresponding to 'Recently created requirements' is introduced to display all the requirements that are recently generated.

CopyToCaseFileds BR

A new attached business rule CopyToCaseFields is introduced which when attached to a transaction or requirement, shall allow one or more MathVariables to be copied from the activity/requirement to one or more case fields. If the fields are displayed on the Case screen, the values shall be viewable. In addition to field values, CopyToCaseFields will automatically update the OptionText of combo box and radio button fields.

CopyToRequirementResultFields BR

A new attached business rule CopyToRequirementResultFields is introduced which shall allow math variables to be copied from activity to requirement result field.

DuplicateCase BR

A new attached business rule DuplicateCase is introduced to hold the configuration whether to allow duplicate case entries. The DuplicateCase business rule provides the ability to stop users from entering cases with the same case name and / or case number as an existing policy record in the database.

CreatePolicy BR

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.
The rule is enhanced to include a <SystemCode> tag with the “02” system code for NBU. When this value is specified, the rule will be used to create an application.

Policy Enhancements

CreatePolicy BR

CreatePolicy is modified to accept multiple clients for a Role Type. It allows 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).

Billing Enhancements

MaintainBill BR

This new attached business rule is introduced to administer the Bill Details within a Bill once the Bill record has been created without deleting and recreating the Bill. Using this rule:

More than one Bill Detail records may be added and / or removed from a single activity.
A Bill Detail record may be removed from one bill and added to another within the same activity.
Shadowed Bill Detail records may not be added or removed from a Bill.

MaintainBillDetail and GenerateBillDetail BR

Currently, the Generate and Maintain Bill Detail BRs only allow single Bill Detail to be actioned.

This enhancement allows multiple Bill Details to be actioned from one activity.
GenerateBillDetail and MaintainBillDetail Business Rules support both a single and multiple Bill details to be updated using a collection.
The current configuration using <From> is retained for backward compatibility.

GroupCustomer Enhancements

The GroupCustomer functionality includes the below business rule enhancements:

CopyToClientRelationshipFields BR

This BR is enhanced to support the use of Activity Sequence and MaintainRelationship BR in the same transaction. The activities associated to CopyToClientRelationshipFields BR can be executed either from the Primary or secondary level.

GroupCustomerSearchScreen BR

This enhancement supports <OrderBy> Element in the GroupCustomerSearchScreen BR. It allows the results returned from group customer search to be ordered by parameter of the group customer in ascending or descending order.

MaintainRelationship BR

Currently, MaintainRelationship BR uses activity sequence to control its internal processing. This BR is enhanced to work in conjunction with Activity Sequence. Therefore, it cannot be used with an activity that also uses Activity Sequence for creating activities. When there are multiple Activity Sequences exist in one activity, they can be merged together to create one sequence.

Membership Element

The <Membership> Element can be configured to allow a specific Group Customer ClientGUID to be passed or identify that the evaluation should be performed against all the Group Customers that a client is linked to. The membership evaluation will then,

Create the resulting entries in the AsClassMembership table.
If no Group Customer ClientGUID is passed, the code will run evaluation against all the related Group Customers.
The membership tab in the Activity Details will be updated to include the Group Customer Name.

Inquiry Enhancement

InquiryScreen BR

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.
In addition, InquiryScreen is enhanced to provide the ability to have a link from the inquiry screens to the Policy/Client/Activity that is being reported upon.

Other Enhancements

UnifiedSearch and CaseSearchScreen BR

This enhancement 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 and Case Search results.

SegmentScreen BR

This enhancement supports <OrderBy> Element in the SegmentScreen BR. It allows the segments to be ordered on the Segment screen by any parameter in the segment in ascending or descending order.