RolesExist Enhancements

The RolesExist business rule was enhanced to verify that certain specified fields on policy or segment roles are empty at the time an activity is processed in OIPA. The FieldsDoNotExist element is the new element that defines the field that cannot hold a value.

Scenario

The RolesExist business rule is attached to a transaction to specify that an Owner Beneficiary role on a policy must not have a Date of Death. The CSR adds an Owner Beneficiary with a Date of Death to the policy. The CSRthen tries to process the activity. An error icon appears , which tells the CSR that the Owner Beneficiary role must not have a Date of Death. The activity will not process.

Prototype Example

The FieldsDoNotExist prototype was created to show how the RolesExist business rule prevents an activity from processing if specified policy or segment role fields contain a value on the policy. Navigate to Global Explorer |Transactions | FieldsDoNotExistPrototype2 (Functional Prototype Plan). The Attached Rules folder contains the RolesExist business rule. Double click the rule to open it in the Configuration Area and display the XML.

Roles Exist XML Configuration

OIPA Error Message for FieldsDoNotExist Prototype