Case Search Screen Prototype

OIPA now supports a Case Search screen, which allows a user to create and edit case records as part of the New Business Underwriting process.

Prototype Explanation

The following business rules were configured as global rules to demonstrate this new functionality.

Business Rules

  • CaseSearchScreen: This business rule was configured to display a set of predefined fields when a case record is selected. To view the prototype configuration, navigate in the Global Rules Explorer to Business Rules | Screen Rules | CaseSearchScreen and select the XMLSource pane. The key configuration for this business rule is explained below.
    • Four fixed fields are configured: UpdatedDateRangeFrom, UpdatedDateRangeTo, CreatedDateRangeFrom and CreatedDateRangeTo.
    • A drop-down field called StatusCode is configured, which pulls the values for selection from AsCodeCaseStatus.
    • The table that displays the case records is configured with Case Number, Case Name, Application Number, Case Status, Insured First Name, Insured Last Name and Last Updated columns.

View Prototype in OIPA

  1. Log in to OIPA.
  2. In the top menu, select Case > Search Case.
  3. Note that the fields configured in the XML Source pane of the CaseSearchScreen business rule display.