Before you Begin

In this business scenario, the Prototype company utilizes the Data Intake feature to enroll clients into a group policy. The OIPA application is hosted on a TomEE server, and the necessary parameters are input into Apache JMeter. Apache JMeter is utilized to execute a task of inserting records into an Enrollment Prototype profile in OIPA. The records are inserted into the data intake profile based on an XML schema. These records correspond to the newly enrolled clients who are added as members to a child class based on the membership rules.

Note:

This use case may differ from your actual requirements. This is written to help understand the steps to implement a group customer in OIPA. To follow steps in this use case, it is recommended that the default Prototype company is available in your environment.

Scenario

In this business scenario, we are using the Prototype company and we are using the Prototype company default configuration.

The following is the flowchart for enrolling group policy members using Data Intake:

flowchart for enrolling clients
Flowchart

Prerequisites

The below set up is required before you start:

  • XML schema to add records in Apache JMeter
  • Apache JMeter should be up and running

Step 1: Create a Group Customer

To create a Group Customer, follow these steps:

  1. From the Central Add drop-down, select Customer, and click the Create icon. The Customer screen appears with Customer detail fields and History tab.
  2. On the Customer tab, from the Type drop-down, select Group Customer.
  3. Enter the applicable customer information in the appropriate fields. If required information is left blank, then an error message will appear. In this use case:
    • Enrollment Relationship: Employment
    • Enrollment Class: Eligibility
    • Hierarchy Relationship: Employment
  4. Click Save.
    Group Customer Screen
    Group Customer

Step 2: Add an Agreement to the Group Customer

In this use case we are adding a Contract agreement to the above group customer.

To add a contract agreement, follow these steps:

  1. On the Group Customer screen, in the Left Navigation list, click Agreements. The Agreements tab appears.
  2. Hover over the Contract node, the + New icon appears.
  3. Click the + New icon, the Details tab appears.
  4. Enter the fields and update the Status to Active.

    In this use case:

    • Type: Master Agreement – Insured
    • Agreement Name: Master Agreement – Insured
    Agreement Screen
    Agreement

Step 3: Add a Product

Before adding a plan, you must add a product to the group customer.

To add a product, follow these steps:

  1. On the Agreement screen, expand Contract, click the required agreement, and then click the Products tab.
  2. Click the Add Product button. The (Agreement Name) page appears.
  3. From the ,b>Company drop-down, select the required company. In this use case, we select Prototype Group Child Company.
  4. Select the required product and click OK. The Details page appears. In this use case, we select Group Prototype Product.
  5. On the Details page, enter the Effective Date and update Status to Active.
  6. Click Save. The product is added under the Products tab in a tabular format.
    Group Product
    Product

Step 4: Add a Plan

Once, you have added a product, you can add a plan and plan segments.

To add a plan, follow these steps:

  1. On the Agreement screen, expand Contract, click the required agreement, and then click the Plans tab.
  2. In the Add option, select New from the drop-down list, and then click the Create icon. The (Agreement Name)- New Plan window appears.
  3. Enter the applicable information for the new plan.
    • Company: Prototype Group Child Company
    • Product Name: Group Prototype Product
    • Status: Approved
    • Effective Date: 6/21/2020
    • Currency: US Dollar
    • Expiration Date: blank
    • Allocation Method: Default
    • PIT Valuation: Yes
    • Mixed Valuation: No
    • Market Maker: USA
  4. Click Add Plan Segment. The Add Plan Segment page appears.
  5. Enter the segment information. In this use case, Segment Name is BaseCoverageBasic and Plan Segment Type is Type1.
  6. Click Save. The (Agreement Name)-New Plan window appears.
  7. Click Save. The Details page appears.
  8. Update the Status to Active and click Save. A new plan is added and displayed in the tabular view under the Plans tab.

    The above plan is in Draft status.

    Group Plan
    Plan

Step 5: Activate the Plan

To activate the plan, follow these steps:

  1. On the Group Customer screen, in the Left Navigation list, click Plans. The Plans screen appears.
  2. Use > to expand the required plan.
  3. Under the Action column, click the Submit Icon Submit icon.
  4. Under the Action column, click the Submit Icon Process icon. The plan Record Status is updated to Active.
    5. Plan in Active State
    Active Plan

Step 6: Add a Class Group

The class group represents the entire tree node structure for a collection or arrangement of classes in the Class Group screen. The Group client must arrange classes into a class group. The arrangement may be constructed for any number of reasons, based on the client's business needs, including billing, reporting, and eligibility.

To add a Class Group, follow these steps:

  1. On the Agreement screen, expand Contract, click the required agreement, and then click the Class Groups tab.
  2. In the Add option, select New from the drop-down list, and then click the Create icon, the Add Class Group page appears.
  3. Enter the applicable class group Information on the Details tab.

    In this use case:

    • Type: Eligibility
    • Status: Approved
    • Effective Date: 6/21/2020
    • Expiration Date: blank
  4. Click Add Class tab to add a class within the newly created class group.
  5. Select the Class Type to match the class group type and enter the applicable class information in the fields provided according to the class type. In this use case, Class Type is Eligibility.
  6. Click Save. The Add Class Group window appears.
  7. Update the Status to Active and then, click Save. The class group is added under the Class Groups tab in a tabular format.
    New Class Group
    Class Group

Step 7: Add Child Classes

Group policy members are added to a child class depending on the membership rules.

To add child classes, follow these steps:

  1. On the Left Entity Navigation list, click Class Groups. The Class Groups screen appears.
  2. On the Class Groups screen, expand a (Class Group Name).
  3. Click the (hyperlink). The Class Group window appears.
  4. Click the Classes tab. It displays the classes that are added to a class group in a tree-like structure. In each structure, there is one root node (which has no parent node) and one default orphan class node.
  5. Hover over a class. The New icon appears.
  6. Click the New icon. The Definition page appears.
  7. Select the Class Type to match the class group type and enter the applicable class information in the fields provided according to the class type.
  8. Click OK to add the class.
    New Child Class
    Child Class

Step 8: Create Class Rule Variables

You can use Class Rule Variables as membership rules for a class.

To add a class rule variable, follow these steps:

  1. On the Classes tab, select the required class.
  2. Click the Class Rule Variables tab.
  3. Click the Add Variable button. A row is added with fields. Enter the fields with appropriate data.

    In this use case:

    • Type: Expression
    • Data Type: Boolean
    • Text: 1==1
  4. Click Save. The class rule variable is added for the class.

    Note:

    Ensure that you add class rule variables for both parent and child classes.
    New Child Class
    Child Class

Step 9: Use Class Rule Variables as Membership Rules

You need to assign class rule variables as membership rules to parent and child classes.

To assign membership rules, follow these steps:

  1. On the Classes tab, select the required class.
  2. Click the Membership Rules tab.
  3. Move the required Class Rule Variables from the Variables box to the Conditions box.
  4. Click Save.
    New Membership Rules
    Membership Rules

Step 10: Associate Plan Coverages with Classes

Ensure that plan containing the required segments or coverages are in Active Status.

To associate plan coverages, follow these steps:

  1. On the Classes tab, select the required class.
  2. Navigate to Plan Coverages > Associate.
  3. Move the required segments from Plan Coverages box to Associate box.
  4. Enter the Effective Date and click OK.
    Plan Coverages Attached
    Associated Plan Coverages

    When you have completed all the class details, click the Submit Icon Submit icon to update the Record Status of the Class Group to Active.

Step 11: Create Data Intake Profile

For the Prototype company, you can add intake profiles under:

  • Enrollment Prototype: These intake profiles enroll group policy members in bulk.
  • Payment Prototype: These intake profiles are used for the premium payment from group policy members using suspense records.

In this use case, we will create an Enrollment Prototype profile.

To add an intake profile, follow these steps:

  1. On the Group Customer screen, in Left Navigation list, click Data Intake, the Data Intake screen appears.
  2. In the Add Intake Profiles drop-down, select Enrollment Prototype and click the Create icon. The Enrollment Prototype window appears.
  3. Enter TaxId in the Record Member ID Field.
  4. Select Client Field in the Record Member ID Field Type drop-down box.
  5. Click Save. The Data Intake profile is created.

Before you run the Data Intake job from Apache JMeter, please activate the data intake profile.

To activate a data intake profile, follow these steps:

  1. On the Data Intake screen, click the (hyperlink) for the required data intake profile. The profile detail appears.
  2. Click the Activate button. The profile is updated to the Active status.
    Intake Profile
    Data Intake Profile
    Intake Profile Details
    Data Intake Profile Details

Step 12: Configure User Parameters in Apache JMeter

To configure user parameters, follow these steps:

  1. Double-click ApacheJMeter.jar file. The Apache JMeter opens.
  2. Navigate to File > Open, select the required .jmx file and then click Open.
  3. In the left pane, expand the nodes and click User Parameters. The User Parameters page appears.
  4. On the User Parameters page, enter the parameters. The following table describes the parameters.
    Parameters Description
    myuuid Specifies the universally unique identifier. It is generated by the system. Please enter ${__UUID} for this parameter.
    GroupCustomer Specifies the Group Customer Number. For example, GC2003.
    expectedRecordCount Specifies the number of records to be entered in the Data Intake profile. For example, 10.
    Maxprocessorder Enter any integer which is atleast one less than expectedRecordCount. For example, 9.
    ProviderURL Specifies the URL of the machine where the application is hosted. For example, tcp://fsgbu-mum-748.snbomprshared1.gbucdsint02bom.oraclevcn.com:61616
    ChildClassGroup Specifies the child class name. For example, PolyChildClassCorp.
    ProfileName Specifies the data intake profile name. For example, DataIntakeCorp.
    TaxID Specifies the Tax ID of the first record. For example, 294851898.
  5. In the Left Pane, under the Loop Controller node, click Counter-taxid. The Counter screen appears.
  6. Enter the Starting Value. Ensure that this value is same as TaxID above.
    7. User Parameters
    ApacheJMeter User Parameters
    Counter Tax ID
    ApacheJMeter Counter Tax ID

Step 13: Add the required XML under addRecord

In the Left Pane, click addRecord and then paste the XML in available space.

Add Record
ApacheJMeter Add Record

Ensure that this XML record is based on the Plans, Plan Segments and Class Groups that you create. For example, in this use case:

  • Customer Enrollment Relationship: Employment
  • Customer Enrollment Class: Eligibility
  • Customer Hierarchy Relationship: Employment
  • Segment Name: BaseCoverageBasic
  • Class Group Type: Eligibility
  • Class Type: Eligibility

Step 14: Run the Job

To run the job, on the Apache JMeter, click icon run the job

Running Job
View Results Tree

Observations

Records are added in the Data Intake Profile

To view records under the data intake profile, follow these steps:

  1. On the Group Customer screen, in the Left Navigation list, click the Data Intake. By default, the Profiles tab appears.
  2. Click the Files tab. The Intake File Search Criteria appears.
  3. Select the required filters and click Find. The Intake File Search Results appear.
  4. Hover over the Ellipsis icon under the Action column of the required row.
  5. Click Show Records. The records added under the data profile are displayed.

Clients are created and added under the Relationships for the Group Customer

Relationships
Relationships Added

For each client EvaluateMembership and EnrollmentPrototype activities are processed.

Client Level Activities
Client Activities

Members are added under the child class

Members of the Child Class
Members

Clients are enrolled in a group policy

New Policy
Policy in Pending State