OIPA 11.3.1.0 Release

Introduction

Oracle Insurance Policy Administration (OIPA) for Life and Annuity is a highly flexible, rules-based policy administration solution that supports policy issue, billing, collections, policy processing, and claims in a single system. Leading insurance companies worldwide use OIPA for Life and Annuity to accelerate product development and reduce time to market, improve operational efficiency through centralized policy management and record keeping, and better service their customers and sales channels. The technologically advanced, but easy-to-use system provides the agility and flexibility that insurers need to remain competitive through the rapid rollout of simple to highly complex insurance products.

Overview

Flexible, rules-based configuration speeds creation and launch of products
User-friendly visual configuration tool simplifies debugging
Product cloning promotes reuse of rules and decreases development time
Powerful calculation engine and integrated debugger tool
Transaction-level testing improves accuracy and supports quality assurance

Benefits

Leverage a single system for improved efficiency and lower TCO
Bring new products to market faster through collaborative development
Configure changes without customization or recompiling system's core code
Increase product development flexibility
Support compliance through a detailed audit trail

Release Notes 11.3.1.0

This document describes the enhancements to the existing functionality and the new features included in OIPA and OIRP for this release.

Backward Compatibility

This document explains the features and configuration changes in this release that will pose compatibility issues when upgrading from the past releases. This document also includes the instructions to fix these issues.

OIPA Licensing Information User Manual

This document includes licensing and copyright information for third-party products included with OIPA and OIRP for this release.

Technology Stack

OIPA 11.3.1.0 application supports the following technology components.

Application Servers	WebLogic 12.2.1.4 WebSphere (ND) 9.0.0.9
Databases	Oracle 19c DB2 - 11.1 Fix Pack 3 Advanced Enterprise Server Edition (AESE) SQL Server 2017 on Windows Server 2016 x86_64 (Windows Server 2012 R2 x86_64)
Operating Systems	Oracle Linux Server 7.4 Windows Server 2012 R2 x86_64
Java	Oracle JDK 1.8.0.192 (64bit)
JDBC Drivers	Oracle JDBC Driver (ojdbc8, version 12.2.0.1) SQL Server JDBC ( sqljdbc4, version 4.0) DB2 JDBC (db2jcc4 and db2jcc4_license_cu, version 11.1 Fix Pack 3)
Desktop Browser	Internet Explorer 11.0.9600.18837 Chrome 63.0.3239.84 Firefox ESR 52.5.2

OIRP 11.3.1.0 application supports the following technology components.

OIRP (Client a.k.a. Palette)
Operating System: MicroSoft Windows 10 64-Bit

OIPA Installation Instructions

OIPA Database Installation Instructions This guide includes the instructions to help you with the database installation. The topics include creating users, granting privileges and configuring the database. Supported database types are: Oracle 19c (64bit), DB2 - 11.1 Fix Pack 3 Advanced Enterprise Server Edition (AESE), SQL Server 2017 on Windows Server 2016 x86_64 (Windows Server 2012 R2 x86_64). This is the first installation that should be completed. This guide is for database administrators.
WebSphere Deployment Installation Instructions This guide includes the instructions to help you with the deployment of the Service Layer application and the Web Application Utility on the WebSphere Application Server. This is the second installation that should be completed. This guide is for build managers.
WebLogic Deployment Installation Instructions This guide includes the instructions to help you with the deployment of the Service Layer application and the Web Application Utility on the WebLogic Application Server. This is the second installation that should be completed. This guide is for build managers.
OSC Installation Instructions This guide includes the instructions to help you with the Outbound Services Connector, which leverages Oracle Insurance Policy Administration's extensibility framework to provide a generic and reusable approach to outbound data delivery. This process should follow the installation of OIPA and the database. This guide is for build managers.
Rules Palette Set-Up Instructions This guide includes the instructions to help you with the configuration of the Web Application Utility and the Oracle Insurance Rules Palette. The Web Application Utility allows build managers to establish the properties that are used during the Rules Palette environment creation. You can also use this guide to create security groups and users for the Rules Palette. This process should follow the installation/deployment of the database, OIPA, and the Web Application Utility. This guide is for build managers.
Rules Palette Environment Creation Instructions This guide includes the instructions to help the Rules Palette user with downloading the Rules Palette application and creating an environment. This process should follow the setup of the Rules Palette. This guide is for the Rules Palette user.
OIPA Upgrade Utility This document includes the instructions for using the upgrade utility, which is available for the users upgrading from 9.7.1.0 to 11.3.1.0. The Upgrade Utility provides an automated method for updating the database schema and XML syntax to address backward compatibility issues. To upgrade the database to OIPA v11.3.2.x version; follow the below steps: For customers whose current version < v11.3.1.0 Run the Upgrade Utility tool available in the distribution to upgrade from the current version to v11.3.1.0. Note: Make sure the current and latest system version in the AsSystemVersion table is previously inserted/supported entry from Upgrade Utility. Example : 11.3.0.1, 11.2.0.0 etc. Generate migrate SQL using the MergeSQL tool and execute the scripts on the respective database. This will upgrade the system from 11.3.1.0 to the latest hotfix version (11.3.2.x) available. For customers upgrading from v11.3.1.x to latest hotfix version (11.3.2.x) Generate migrate SQL using the MergeSQL tool and execute the scripts on the database. This will upgrade the system from 11.3.1.x to the latest hotfix version. This is a command line tool that helps in the selection of the current version and target version to generate the required scripts that can be executed manually on the database. Please follow the instructions provided in the document Migration_Tool_Instruction_Document.pdf available under the distribution.
OIPA Detached Migration Deployment This guide includes the instructions to perform a detached migration when migration needs to be done between two databases that do not share the same IVS.

Oracle Insurance Policy Administration

Oracle Insurance Policy Administration (OIPA) is a highly configurable, rules-based system that helps insurers adapt, transform, and grow their business by accelerating speed-to-market for products, thus enhancing service to customers and distribution through real time access to policy information, and reducing risk while optimizing performance.

OIPA System Properties This document describes each property listed in the PAS.properties file.
OIPA Activity Processing This document explains the life cycle of an activity and the OIPA components involved in activity processing.
OIPA Architecture This document provides an overview of OIPA, its features and benefits, design principles, and system architecture, along with examples of OIPA-based solutions.
OIPA Coherence This document explains Oracle Coherence, which provides replicated and distributed (partitioned) data management and caching services. The document specifically focuses on three areas of coherence in OIPA: caching, cycle messaging, and application profiling.
OIPA Cycle This document explains Cycle, which is a subsystem for the batch processing of insurance transactions called Cycle. Cycle is a high-performance distributed subsystem designed to process as many pending transactions as possible in the shortest time.
OIPA Document Generator The OIPA Document Generator provides users with the ability to dynamically generate documents in the PDF format. Transactions that are configured with an attached GenerateDocument business rule can access the OIPA data to generate a dynamic document.
OIPA Data Intake Client Developer Manual This document states the methodology and capabilities of the DI Client utility in OIPA.
OIPA Data Intake Guide This document explains the Data Intake process in OIPA.
OIPA Extensibility This document explains the process that OIPA uses to extend the system and hook in new system capabilities without major infrastructure changes.
OIPA Release Management This document provides an overview of the Release Management functionality, which includes a systematic method of tracking rule changes, as well as a process for packaging and migrating rules from one environment to another.
OIPA Security Guide This document provides guidelines for securing an OIPA installation, which includes the configuration and installation steps needed to meet security goals. This includes the secure system deployment, protection of sensitive data, reliability and availability of the application, and authentication and authorization mechanisms.
OIPA Web Services This document describes the available web services and provides a basic overview of the protocols. It demonstrates the process for creating messages needed by web services for a more holistic explanation of the available functionality.

OIPA / OIRP User Help Systems

OIPA CSR Help Guide This document explains how to use the features of OIPA, in general.
Rules Palette Help System The Rules Palette is a standalone application that must be used along with OIPA for configuration tasks. The Rules Palette provides straightforward functionality and visual configuration tools in an easy to load client-side application. This document helps configurors to use the Rules Palette.
Rules Palette Security Guide This document provides guidelines for securing a Rules Palette installation, which includes the configuration and installation steps needed to meet security goals.
XML Configuration Guide This document provides configuration information on all XML rules used to drive OIPA. This document also describes the configuration standards and best practices.

OIPA RESTAPI Services

Service Layer System Properties This document describes each property listed in the Service.properties file.
WebLogic Installation and Security This document includes the instructions to help you with the deployment of the Service Layer application and the Web Application Utility on the WebLogic Application Server. This is the second installation that should be completed. This guide is for build managers.
WebSphere Installation and Security This guide includes the instructions to help you with the deployment of the Service Layer application and the Web Application Utility on the WebSphere Application Server. This is the second installation that should be completed. This guide is for build managers.
Service Layer REST API This document provides information on Service Layer REST APIs.
Cycle REST API This document provides information on Cycle REST APIs.
OIPA REST API This document provides information on OIPA REST APIs.

TomEE Installation Guides

OIPA Deployment Guide for TomEE This document includes the instructions to help you with the OIPA deployment on TomEE Application Server.
Service Layer Deployment Guide on TomEE This document includes the instructions to help you with the Service Layer deployment on TomEE Application Server.
Admin Console Deployment Guide on TomEE This guide includes the instructions to help you with the Admin Console deployment on TomEE Application Server.

OIPA Admin Console

Admin Console System Properties This document describes each property listed in the AC.properties file.
Admin Console Database Setup This guide includes the instructions to help you with the installation of the Admin Console database. This is the first installation that should be completed. This guide is for database administrators.
Admin Console WebLogic Installation and Security This guide includes the instructions to help you with the deployment of the Admin Console application and the Web Application Utility on the WebLogic Application Server. This is the second installation that should be completed. This guide is for build managers.
Admin Console WebSphere Installation and Security This guide includes the instructions to help you with the deployment of the Admin Console application and the Web Application Utility on the WebSphere Application Server. This is the second installation that should be completed. This guide is for build managers.
Admin Console User Guide This guide includes the information on using the features of Admin Console.

OIPA Deployment Instructions for OCI

Oracle Cloud Infrastructure (OCI) Setup Guide This guide includes the instructions and pre-requisites for Oracle Cloud Infrastructure (OCI) setup.
OIPA and IVS Database Deployment on Autonomous Transaction Processing (ATP) Guide This guide includes the instructions to create and import OIPA and IVS DB Schemas and data pump in to an ATP instance.
OIPA and Palette Config Docker Deployment Guide for WebLogic This guide includes instructions for building a docker container for Oracle Insurance Policy Administration (OIPA) and Rules Palette Web (Palette Config) applications in the WebLogic Application Server.
Cycle Docker Deployment Guide for WebLogic This guide includes the instructions for building a docker container for Cycle Client in the WebLogic Application Server.
Service Layer Docker Deployment Guide for WebLogic This guide includes the instructions for building a docker container for Service Layer REST API in the WebLogic Application Server.
Admin Console Docker Deployment Guide for WebLogic This guide includes the instructions for building a docker container for Admin Console application in the WebLogic Application Server.
OIPA and Palette Config Docker Deployment Guide for WebSphere This guide includes instructions for building a docker container for Oracle Insurance Policy Administration (OIPA) and Rules Palette Web (Palette Config) applications in the WebSphere Application Server.
Cycle Docker Deployment Guide for WebSphere This guide includes the instructions for building a docker container for Cycle Client in the WebSphere Application Server.
Service Layer Docker Deployment Guide for WebSphere This guide includes the instructions for building a docker container for Service Layer in the WebSphere Application Server.
Admin Console Docker Deployment Guide for WebSphere This guide includes the instructions for building a docker container for Admin Console application in the WebSphere Application Server.
OIPA Docker Deployment Guide for TomEE This guide includes instructions for building a docker container for Oracle Insurance Policy Administrator (OIPA) in the TomEE Application Server.
Palette Config Docker Deployment Guide for TomEE This guide includes instructions for building a docker container for Palette Configuration in the TomEE Application Server.
Cycle Docker Deployment Guide for TomEE This guide includes the instructions for building a docker container for Cycle Client in the TomEE Application Server.
Service Layer Docker Deployment Guide for TomEE This guide includes the instructions for building a docker container of OIPA Service Layer REST API in the TomEE Application Server.
Admin Console Docker Deployment Guide for TomEE This guide includes the instructions for building a docker container for Admin Console application in the TomEE Application Server.

Release 11.3.2.0

This section includes the release version updates related to Tomee9 and Java17.

Technology Stack 11.3.2.0

OIPA 11.3.2.0 application supports the following technology components.

Application Servers	TomEE 9.1.0: Plume
Databases	Oracle 19c DB2 - 11.1 Fix Pack 3 Advanced Enterprise Server Edition (AESE) SQL Server 2017 on Windows Server 2016 x86_64 (Windows Server 2012 R2 x86_64)
Operating Systems	Oracle Linux Server 7.4 Windows Server 2012 R2 x86_64
Java	Oracle JDK 17.0.7 (64bit)
JDBC Drivers	Oracle JDBC Driver (ojdbc8, version 12.2.0.1) SQL Server JDBC ( sqljdbc4, version 4.0) DB2 JDBC (db2jcc4 and db2jcc4_license_cu, version 11.1 Fix Pack 3)
Desktop Browser	Internet Explorer 11.0.9600.18837 Chrome 63.0.3239.84 Firefox ESR 52.5.2

OIRP 11.3.2.0 application supports the following technology components.

OIRP (Client a.k.a. Palette)
Operating System: MicroSoft Windows 10 64-Bit

Release Notes 11.3.2.0

This document describes the enhancements to the existing functionality and the new features included in OIPA and OIRP for this release.

To upgrade the database to OIPA v11.3.2.x version; follow the below steps:

For customers whose current version < v11.3.1.0

Run the Upgrade Utility tool available in the distribution to upgrade from the current version to v11.3.1.0.
1. Note: Make sure the current and latest system version in the AsSystemVersion table is previously inserted/supported entry from Upgrade Utility. Example : 11.3.0.1, 11.2.0.0 etc.
Generate migrate SQL using the MergeSQL tool and execute the scripts on the respective database. This will upgrade the system from 11.3.1.0 to the latest hotfix version (11.3.2.x) available.

For customers upgrading from v11.3.1.x to latest hotfix version (11.3.2.x)

Generate migrate SQL using the MergeSQL tool and execute the scripts on the database. This will upgrade the system from 11.3.1.x to the latest hotfix version.

This is a command line tool that helps in the selection of the current version and target version to generate the required scripts that can be executed manually on the database.

Please follow the instructions provided in the document Migration_Tool_Instruction_Document.pdf available under the distribution.

OIPA Installation Guides Release 11.3.2.0

This section includes the documentation updates related to Tomee9 and Java17 versions.

OIPA System Properties This document describes each property listed in the PAS.properties file.
OIPA and Palette Config Deployment Guide This document includes the instructions to help you with the OIPA deployment on TomEE Application Server.
Rules Palette (OIRP) Setup Guide This guide includes the instructions to help you with the configuration of the Web Application Utility and the Oracle Insurance Rules Palette. The Web Application Utility allows build managers to establish the properties that are used during the Rules Palette environment creation. You can also use this guide to create security groups and users for the Rules Palette.
OIPA Document Generator The OIPA Document Generator provides users with the ability to dynamically generate documents in the PDF format. Transactions that are configured with an attached GenerateDocument business rule can access the OIPA data to generate a dynamic document.
OIPA OSC Installation This guide includes the instructions to help you with the Outbound Services Connector, which leverages Oracle Insurance Policy Administration's extensibility framework to provide a generic and reusable approach to outbound data delivery.
Rules Pallette Installation This guide includes the instructions to help the Rules Palette user with downloading the Rules Palette application and creating an environment.
Service Layer System Properties This document describes each property listed in the Service.properties file.
Service Layer Deployment Guide on TomEE This document includes the instructions to help you with the Service Layer deployment on TomEE Application Server.
Admin Console System Properties This document describes each property listed in the AC.properties file.
Admin Console Deployment Guide on TomEE This guide includes the instructions to help you with the Admin Console deployment on TomEE Application Server.
Cycle Deployment Guide on TomEE This document includes the instructions to help you with the Cycle deployment on TomEE Application Server.

OIPA Docker Installation Guides

This section includes the Docker installation guide documentation updates related to Tomee9 and Java17 versions.

OIPA Docker Deployment Guide for TomEE This guide includes instructions for building a docker container for Oracle Insurance Policy Administrator (OIPA) in the TomEE Application Server.
Cycle Docker Deployment Guide for TomEE This guide includes the instructions for building a docker container for Cycle Client in the TomEE Application Server.
Palette Config Docker Deployment Guide for TomEE This guide includes instructions for building a docker container for Palette Configuration in the TomEE Application Server.
Service Layer Docker Deployment Guide for TomEE This guide includes the instructions for building a docker container of OIPA Service Layer REST API in the TomEE Application Server.
Admin Console Docker Deployment Guide for TomEE This guide includes the instructions for building a docker container for Admin Console application in the TomEE Application Server.

Send Us Your Comments

Oracle welcomes your comments and suggestions on the quality and usefulness of our documentation. Your input is an important part of our journey to improve our documentation, so please let us know the following:

Did you find any errors in our documentation?
Is the information clearly articulated and presented?
Do you need more information? If so, where?
Are the examples provided correct?
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If you find any errors or have any other suggestions for improvement, please indicate the title of the topic and send an email to:
insurance_documentation_grp@oracle.com

Oracle Insurance Policy Administration Release 11.3.1.0 and 11.3.2.0

Introduction

Overview

Benefits

Release Notes 11.3.1.0

Backward Compatibility

OIPA Licensing Information User Manual

Technology Stack

OIPA Installation Instructions

OIPA Database Installation Instructions

WebSphere Deployment Installation Instructions

WebLogic Deployment Installation Instructions

OSC Installation Instructions

Rules Palette Set-Up Instructions

Rules Palette Environment Creation Instructions

OIPA Upgrade Utility

Please follow the instructions provided in the document Migration_Tool_Instruction_Document.pdf available under the distribution.

OIPA Detached Migration Deployment

Oracle Insurance Policy Administration

OIPA System Properties

OIPA Activity Processing

OIPA Architecture

OIPA Coherence

OIPA Cycle

OIPA Document Generator

OIPA Data Intake Client Developer Manual

OIPA Data Intake Guide

OIPA Extensibility

OIPA Release Management

OIPA Security Guide

OIPA Web Services

OIPA / OIRP User Help Systems

OIPA CSR Help Guide

Rules Palette Help System

Rules Palette Security Guide

XML Configuration Guide

OIPA RESTAPI Services

Service Layer System Properties

WebLogic Installation and Security

WebSphere Installation and Security

Service Layer REST API

Cycle REST API

OIPA REST API

TomEE Installation Guides

OIPA Deployment Guide for TomEE

Service Layer Deployment Guide on TomEE

Admin Console Deployment Guide on TomEE

OIPA Admin Console

Admin Console System Properties

Admin Console Database Setup

Admin Console WebLogic Installation and Security

Admin Console WebSphere Installation and Security

Admin Console User Guide

OIPA Deployment Instructions for OCI

Oracle Cloud Infrastructure (OCI) Setup Guide

OIPA and IVS Database Deployment on Autonomous Transaction Processing (ATP) Guide

OIPA and Palette Config Docker Deployment Guide for WebLogic

Cycle Docker Deployment Guide for WebLogic

Service Layer Docker Deployment Guide for WebLogic

Admin Console Docker Deployment Guide for WebLogic

OIPA and Palette Config Docker Deployment Guide for WebSphere

Cycle Docker Deployment Guide for WebSphere

Service Layer Docker Deployment Guide for WebSphere

Admin Console Docker Deployment Guide for WebSphere

OIPA Docker Deployment Guide for TomEE

Palette Config Docker Deployment Guide for TomEE

Cycle Docker Deployment Guide for TomEE

Service Layer Docker Deployment Guide for TomEE

Admin Console Docker Deployment Guide for TomEE

Release 11.3.2.0

Technology Stack 11.3.2.0

Release Notes 11.3.2.0

To upgrade the database to OIPA v11.3.2.x version; follow the below steps:

Please follow the instructions provided in the document Migration_Tool_Instruction_Document.pdf available under the distribution.

OIPA Installation Guides Release 11.3.2.0

OIPA System Properties

OIPA and Palette Config Deployment Guide

Rules Palette (OIRP) Setup Guide

OIPA Document Generator

OIPA OSC Installation