Configure Transactions

There are three important points to keep in mind when configuring or creating transactions. First, new transactions must be assigned security or they will not be available in the OIPA application.

Also, transactions will not be displayed in the Activity drop down list in OIPA unless they have been added to the EligibleTransactionsByPolicyStatus plan rule. This rule determines what status a policy must be in before the transaction can be applied to the policy.

And finally, a translation must also be assigned to the transaction. This is done through the Translation window that appears each time you check-in the transaction.

If the transaction being configured runs valuation, refer to the valuation section for important configuration information.

Steps to Configure a Transaction

  1. Open the Transaction folder.

  2. Right-click on the transaction’s XML file.

  3. Select Check-out.

  4. Refer to General, Allocations, Address, Fields, Events, Math, Assignment, Spawn, XML Source or Debug for information on how to configure.

  5. Check-In when finished.

  6. Open the application and test the configuration.

Important   Make sure the transaction is in the EligibleTransactionsByPolicyStatus plan rule. This file controls when a transaction is available for use as an activity in OIPA.