Suspense Refund Prototype

A transaction was configured to demonstrate the refund of monies to a client. When the transaction is processed as an activity in OIPA, a suspense refund number is automatically generated. This refund number can be used to track the refund in OIPA.

Suspense Refund Number

The suspense refund number is fully configurable and is generated via a dynamic field with “Identifier” <DataType>. Through the use of its <Parts><Part> sub-elements (with “SEQUENCE”, or “VALUE” attributes) the suspense refund number has the capability to contain Prefix, Sequential Value and Suffix components.

Once generated, the suspense refund number may be passed to a variety of locations in OIPA, such as screens, spawned activities, field tables, etc., through the use of available CopyTo rules, Spawn, MaintainSuspense, GenerateSuspense, and other such rules or elements.

Suspense refund number fields may be used as search criteria in various search screens (Policy Search, Suspense Search, Disbursement Search, Client Search, etc.).

Scenario

A CSR processes a suspense refund activity. After entering all necessary information and clicking Save, a suspense refund number is automatically generated by the system and passed to the Suspense screen.

Configuration Requirements

• The SuspenseRefundDisbursement transaction is a client level transaction in the Prototype company. It contains the <Suspense> and <Disbursement> elements needed to disburse a suspense refund. It also contains a Suspense Refund Number field and the <Parts> element that defines the format of the refund number. Navigate to Global Explorer | Transactions | SuspenseRefundDisbursement (Client Plan) to view the XML for this transaction.
• The MaintainSuspense business rule is attached to the SuspenseRefundDisbursement transaction and copies the SuspenseRefundNumber to the Suspense Refund Number field on the Suspense screen.

SuspenseRefundDisbursement and Attached Rules in Main Explorer