Link Program to a Segment

A program can be linked to a segment. When this occurs, a SegmentProgram rule is created. This rule identifies the policy statuses when programs can be added or updated. The PolicyStatusCode values can be found in AsCodeStatus.

Important   Refer to the XML Configuration Guide in the Help menu for a complete explanation of all element and attributes mentioned in the steps below.

Steps to Link a Program to a Segment

  1. Navigate to the Global Explorer tab.
  2. Open the environment folder and then open the Programs node.
  3. Right-click the Segment Programs folder and click Link Segment.
  4. Select a Subsidiary Company from the drop down box.
  5. Select a plan from the drop down box.
  6. Select a segment from the drop down box.
  7. Click Finish.
  8. Configure the SegmentPrograms.xml file.
    • Add an <Eligibility> section that contains the status codes a policy must be in to create or update a program. The <PolicyStatusCode> element holds the values of the policy status codes, which are in AsCodeStatus.
    • Define the operations that can be performed on the program when the policy is in the appropriate status. The Add operation allows the Add button to appear when the policy is in the proper status. The Maintain operation allows the Save button to appear when the policy is in the proper status. The Both operation allows both the Save and Add button to appear when the policy is in the proper status.
    Important  Security must also be assigned to the ProgramScreen through Plan Security. If this rule provides access to the Add and Save buttons, but security has not be granted, then the buttons will not be available to the user in OIPA.

Program Link Segment

Link Segment Option for Programs