Requirement Overview

Requirements are the items that need to be fulfilled before an application is approved or underwriter takes a decision on a case or Policy in OIPA. The Requirement Screen summarizes all the requirements and the results associated with these requirements. Requirements can be added under a policy and can be attached to an activity to set conditions around when the activity may process.

Requirement Screen

Requirements Screen can be accessible by clicking on the Entity Navigation List (Policy). The screen is displayed with Requirements and History tabs. Selecting Requirements will display Requirement Summary Screen and selecting History will display the requirement history.

Steps to Add a Policy Requirement

  1. Search Policy using the Unified Search method either by entering the Name or using the wild card (%). The Policy screen appears.
  2. From the Policy entity navigation list, click Requirements, Policy Requirement screen will open.
  1. Click Add Requirement. The Add Requirement Window will open.
  2. Enter the Requirement details and click OK. The new requirement details are displayed in the Requirement screen grid.

Policy Requirement Summary Screen

Depending on the configuration, Policy Requirement Summary screen displays the requirement summary with the below icons for each requirement.

  • Requirement Details icon: Displays a pop up screen, which details requirement fields. This screen can be used as a quick and handy information for underwriters. Example: Agent details , license number etc, Lab details for blood work.
  • Requirement Result icon: Displays the requirement results on the Result screen which can be Manual or Electronic. The results are displayed in Tabular/Text/Manual views. The manual results are represented as a word icon with + sign on it.Example for electronic results are motor vehicle report from DMV, blood and urine lab reports etc . Manual result example is additional agent license or information.

Note: The Requirement Result icon changes to RED color, based on the duration of result validity while creating requirements. Also, this will be enhanced to show text as "Expired" when user hovers over the icon.

  • Requirement Result Search Screen icon: When there are no electronic results available for a requirement, a look up icon appears. On clicking the icon, Requirement Result Search Screen appears. This screen can be used to look up into results table to search electronic requirement result. Once the result is found, user can match the results to a requirement.
  • Error icon: Indicates that requirement engine has an error and would require user intervention to resolve it and the corresponding error message is shown when user hovers over the icon.
  • Requirement Status Update icon: It is displayed as a green colored word icon, clicking on which a pop up opens to show any status updates for requirements ordered.
  • Comment icon: On clicking the icon, displays the comments added / attached to a requirement. Also, the user can add or upload comments from this Comments screen.

Add Impairments

Impairments can be added from a number of screens based on security. On clicking Add Impairments from the entity vertical navigation, Assessment / Impairment screen will open with impairment summary. Enter the impairment details and click OK, impairment details will be added.