OIPA Screens Supporting Funds

Configuration controls how fund information is made available in OIPA. Screens can be configured to present fund information to the user and to capture fund information when activities are processed against policies. Several examples of OIPA screens that display fund information are shown below.

In OIPA, the Tables option on the Main menu has a drop down option for Unit Value. Selecting this option reveals a table of net asset values for funds at various points in time. The Unit Value option will be available if security privileges for the Net Asset Value page in Company Pages are granted to the user.

Tables Main Menu in OIPA with Unit Value Option Selected

The Plan option on the Main menu has a drop down option for Plan Allocations. Selecting this option provides search fields that allow a user to enter plan information and view the allocations for the plan. The AllocationScreen business rule is used to configure this screen.

Plan Allocation Option on Plan Main Menu

When a policy is open in OIPA, the Left Navigation menu has an Allocations link. When this link is clicked, the allocation options for the policy are displayed. The AllocationScreen business rule is used to define what displays when the Allocations link is clicked.

Allocation Link on Policy Screen

When an activity that is configured to capture allocations is added to a policy, the Add Activity window provides fields to capture allocation information. This is configured in the transaction using the <Allocation> element.

Allocation Link in Add Activity Window in OIPA