Compatibility Issues

Tech Stack Change

Required Java Version : 11.0.11

Database Schema Changes

Key Changes:

  • A variety of schema updates are required for this release including table, column, index, constraint and data changes.

  • From this version (v12) of Upgrade Utility, tools also takes care of insertion of REST API schema and predefined data into OIPA database. No separate scripts will be provided. Earlier these table scripts were delivered as part of separate migrate scripts.

  • Unused column SubStatusCode column in AsActivity table has been renamed as ArchivalStatusCode. This column will be utilized in future for tracking status of archival process on entities at multiple stages.

MSSQL Specific Change:

  1. Execute the below command to set the compatibility level of the OIPA and IVS databases to 140.

    ALTER DATABASE <<database_name>> SET COMPATIBILITY_LEVEL = 140;

  2. Check the compatibility level to make sure its set to 140.

    SELECT compatibility_level FROM sys.databases WHERE name = '<<database_name>>';

Note: Replace the actual database name in the above SQL.

Oracle Specific Change:

grant CREATE TABLE to <OIPA Username>; (Ignore if already grant was provided)

Note: Replace the actual user name in the above script.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

MultiFieldModule

  • Update the existing MultiValueField tables with the new schema.
  • Update existing MultiField rules to ensure a Name element exists.

BusinessRuleModule

Convert the existing rules and definitions into JSON schema.

SegmentNameJsonSchemaModule

Convert the definitions of all the segments into JSON schema.

RequirementJsonSchemaModule

Convert the definitions of all the requirements into JSON schema

WriteValuationElementsModule

  • Replace NetGain as BeginNetGain and EndNetGain.
  • Remove SurrenderValue and FreeAmount as an "Available Element" under Fund.
  • Remove SurrenderRate and SurrenderValue under Deposit.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

PlanOrderToProductPlanOrderModule

Added to change the existing rule 'PlanOrder' to 'ProductPlanOrder'.

GroupCustomerHistoryUpdateModule

Updates the RelatedGuid to GroupCustomerGuid instead of ClientGuid in AsHistory table for Group Customers.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

MaintainBillDetailReconciliationModule

Removes SuspenseNumber and SuspenseType tags from MaintainBillDetailReconciliationRule.

BillDetailReconciliationSearchScreenModule

Updates BillDetailReconciliationSearchScreen Rule by removing SuspenseNumber and SuspenseType if they are configured in search fields and result columns.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

EnrollmentPlanSegmentModule

Links AsEnrollment rows with appropriate PlanSegmentName.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

ClassGroupScreenModule

Renames the <ClassGroups> to <ClassGroupTable>.Introduces a new tag <ClassGroups> (child of <ClassGroupScreen> element). The data conversion has been taken care of in upgrade Utility.

InquiryScreenSecurityModule

InquiryScreen Security was available by 'Level' (Main, Client, or Policy), it was not restricted by Inquiry Name. After this implementation security can be differentiated by InquiryScreen Name/Rule.The data conversion has been taken care of in upgrade Utility.

MaintainRelationshipModule

Adds a new global business rule MaintainRelationship

CreateClientsBusinessStatusCodeModule

STATUSCODE Attribute in CreateClients BR has been updated to BUSINESSSTATUSCODE.The data conversion has been taken care of in upgrade Utility.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

AgreementRoleClientType:

AgreementRoleScreen business rule is modified. The existing ClientType attribute of <AgreementRole> element will be removed. New optional <ClientTypes> tag with repeatable child elements <ClientType> will be added to the configuration. Each <ClientType> element will hold the client type code value .

AllowPercent

AllowNoPercent attribute has been deprecated. We will introduced AllowPercent attribute

ClientStatus

New column StatusCode is added to AsClient table. By defaualt all the clients are Active

PlanSegment

New Business rule is added for configuring Plan Segment Screen

Product

The concept of plan Groups is deprecated and is replaced by the concept of product. The data conversion has been taken care of in upgrade Utility.

ProgramHistoryTypeCodeUpdate

AsHistory table is updated for historytypecode 16 for program enteries

RequirementScreen

The RequirementScreen rule has been deprecated and replaced with the ActivityRequirementScreen rule.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

There are no configuration compatibility issues between these two versions.

Comment Enhancements

A variety of buttons will be removed from AsAuthTransactionButton table. The <AllowComments> element will be removed from existing configuration. The global version of the <CommentScreen> rule will be updated to include a <DefaultComment> element.

Unitized Funds

The FundListForAllocation business rule will be modified. The existing transaction XML will be updated to add <FundLevels> parent element to all <FundLevel> elements.

Note: For complete details on backward compatibility support, refer to the Backward Compatibility guide in the Policy Administration Libraries of Oracle Help Center (OHC) for release 9.6.0.0. Navigate to https://docs.oracle.com/en/industries/insurance/policy-administration/index.html and select the library for the release you are using.

QuoteScreen Rule

  • The ALLOWQUOTE attribute in transaction rules has been deprecated.
  • An attached business rule, QuoteScreen, now provides quoting functionality.

Utility Solution

The utility will automatically create an attached QuoteScreen rule for any transaction with the ALLOWQUOTE attribute that does not already have an attached QuoteScreen rule. It will also remove the attribute regardless of its value from the transaction rule where applicable.

Fund Enhancements

The AsFundGroup table has been deprecated and replaced with AsFundRelation and AsFundRelationField tables.

Utility Solution

The utility will create the new table structure and migrate data from the old table to the new tables before deleting the old table structure.

PolicyScreen Rule

The AllowNoPercent tag has been deprecated and the AllowPercent tag is used in its place.

Utility Solution

The utility will update all PolicyScreen rules, changing the AllowNoPercent tag to the AllowPercent tag and inverting the value of the tag. Functional behavior will remain the same as this is a syntax change only.

CopyToPendingActivityFields Rule

The CopyToPendingActivityFields rule has been enhanced. The Fields element is now a child element of the ActivityFields element within the rule.

Utility Solution

The utility will update all CopyToPendingActivityFields rules to make them compliant with the new syntax.

PrecisionValues Rule

The UnitValuePrecision rule has been deprecated and replaced with the PrecisionValues rule.

Utility Solution

The utility will implement the PrecisionValues rule to match the functionality of any existing UnitValuePrecision rules and then delete the UnitValuePrecision rules.

Database Schema Changes

A variety of schema updates are required for this release including table, column, index, constraint and data changes.

Utility Solution

Schema changes are automatically applied. Instructions for tracking these changes are provided in the Reviewing Results section.

Note: For complete details on backward compatibility support, refer to the Backward Compatibility guide in the Policy Administration Libraries of Oracle Help Center (OHC) for release 9.5.0.0. Navigate to https://docs.oracle.com/en/industries/insurance/policy-administration/index.html and select the library for the release you are using.