Activity Screen in OIPA

The Activity screen is located in the Oracle Insurance Policy Administration (OIPA) system.
The Activity screen provides a list of activities and their associated data. Filter options display activities based on their type and/or status. Filter options can be displayed using the Filter icon. To view all the filter options, click the Filter icon. Once, all the filter options are displayed, activities can be filtered on the Activities screen by selecting appropriate filter options. After selecting the filters, the user needs to click the Refresh button to apply the filters. Activities appear only if the filter options corresponding to them are selected. This screen also contains the processing options that are available for processing activities. Activities can be processed at the company, client, plan, or policy level.

Activities can be manually added on the screen by clicking the Add Activity icon. A window will open with an Activity drop-down box and an Activity Details section. Select the activity to process from the drop-down box and then enter the relevant activity details. Select the OK button to add the activity to the Activity screen. To process an activity, on the Activity screen, click the Process icon.

The EligibleTransactionsByPolicyStatus rule defines the activities that are applicable to the policy based on policy status. The Add Activity drop down list will present only those activities defined for that status.

The Activities screen displays activities added to the policy. The view of the activities can be modified by activity status and date filters. If the ActivityShading feature is enabled at the company level, then the activity list will display each activity with colored text that matches the activity's status.

Activity Screen in OIPA

Activity Levels

Activities can occur at different levels in the OIPA system. Company, client, plan, and policy level activities are supported.

Company Level Activity

To access company level activities, navigate to Admin Menu > Misc > Company Activity. The Company Activity screen appears. Select the required company and plan, then the corresponding activities appear.

Company Level Activities in OIPA

 

Client Level Activity

To access client level activities, follow these steps:

  1. Open a client record, the Client screen appears.

  2. In the Left Navigation list, click Activities. The Activity screen appears. In order for an activity to be added, it must first be configured in the Rules Palette as a transaction. Ensure that you have sufficient security to access Activities in the Left Navigation list.

Client Level Activities in OIPA

 

Plan Level Activity

To access plan level activities, navigate to Admin Menu > Plan > Plan Activity. The Plan Activity screen appears. Select the required company and plan, then the corresponding activities appear.

Plan Level Activities in OIPA

 

Policy Level Activities

To access policy level activities, follow these steps:

  1. Open a policy record. The Policy screen appears.

  2. In the Left Navigation list, click Activities. The Activities screen appears. In order for an activity to be added, it must first be configured in the Rules Palette as a transaction. Ensure that you have sufficient security to access Activities in the Left Navigation list.

Policy Level Activities in OIPA