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 12.0.2.0 and 12.0.3.0This document describes the enhancements to the existing functionality and the new features included in OIPA and OIRP for this release. |
Backward CompatibilityThis 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 LicensingThis document includes licensing and copyright information for third-party products included with OIPA and OIRP for this release. |
OIPA Accessibility GuideThis document includes the OIPA accessibility information for this release. |
Technology Stack
Technology Stack 12.0.2.0
OIPA 12.0.2.0 application supports the following technology components.
| Application Servers |
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| Databases |
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| Operating Systems |
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| Java |
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| JDBC Drivers |
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| Desktop Browser |
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OIRP 12.0.2.0 application supports the following technology components.
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Technology Stack 12.0.3.0
OIPA 12.0.3.0 application supports the following technology components.
| Application Servers |
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| Databases |
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| Operating Systems |
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| Java |
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| JDBC Drivers |
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| Desktop Browser |
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OIRP 12.0.3.0 application supports the following technology components.
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OIPA Installation Instructions
Please click here to view OIPA Installation Instructions for V12.0.2.0.
Please click here to view OIPA Installation Instructions for V12.0.3.0.
OIPA Installation Instructions 12.0.2.0
OIPA Upgrade UtilityThis document includes the instructions for using the upgrade utility, which is available for the users upgrading from 9.7.1.0 to 12.0.2.0. The Upgrade Utility provides an automated method for updating the database schema and XML syntax to address backward compatibility issues. |
OIPA Database Installation InstructionsThis 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 21c (21.3.0.0), and SQL Server 2019 on Windows Server 2019 x86_64. This is the first installation that should be completed. This guide is for database administrators. |
WebLogic Deployment Installation InstructionsThis 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. |
Rules Palette Set-Up InstructionsThis 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. |
OIPA OSC InstallationThis 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 Environment Creation InstructionsThis 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 Detached Migration DeploymentThis 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. |
TomEE Installation GuidesPlease click here to view TomEE Installation Guides 12.0.2.0 |
OIPA Installation Instructions 12.0.3.0
OIPA Upgrade UtilityThis document includes the instructions for using the upgrade utility, which is available for the users upgrading from 9.7.1.0 to 12.0.3.0. The Upgrade Utility provides an automated method for updating the database schema and XML syntax to address backward compatibility issues. |
OIPA Database Installation InstructionsThis 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 21c (21.3.0.0), and SQL Server 2019 on Windows Server 2019 x86_64. This is the first installation that should be completed. This guide is for database administrators. |
WebLogic Deployment Installation InstructionsThis 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. |
Rules Palette Set-Up InstructionsThis 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. |
OIPA OSC InstallationThis 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 Environment Creation InstructionsThis 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 Detached Migration DeploymentThis 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. |
TomEE Installation GuidesPlease click here to view TomEE Installation Guides 12.0.3.0. |
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 PropertiesThis document describes each property listed in the PAS.properties file. |
OIPA Requirements Processing EngineThis document lists the properties for the Requirement Processing Engine that is a scheduler application in the base code which uses Spring Thread Pool for execution and processing the pending requirements.. |
OIPA Activity ProcessingThis document explains the life cycle of an activity and the OIPA components involved in activity processing. |
OIPA ArchitectureThis document provides an overview of OIPA, its features and benefits, design principles, and system architecture, along with examples of OIPA-based solutions. |
OIPA CoherenceThis 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 CycleThis 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 Cycle RecommendationsThis document explains Cycle recommendations that allows high-performance. |
OIPA Document GeneratorThe 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 ManualThis document states the methodology and capabilities of the DI Client utility in OIPA. |
OIPA Data Intake GuideThis document explains the Data Intake process in OIPA. |
OIPA ExtensibilityThis document explains the process that OIPA uses to extend the system and hook in new system capabilities without major infrastructure changes. |
OIPA Release ManagementThis 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 GuideThis 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 ServicesThis 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 Performance Summary ReportThis 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.. |
OIPA / OIRP User Help Systems
OIPA Upgrade Utility User GuideThis document provides guidelines for an automated method for updating the database schema and XML syntax to address backward compatibility issues. |
OIPA CSR Help GuideThis document explains how to use the features of OIPA, in general. |
Rules Palette Help SystemThe 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 GuideThis document provides guidelines for securing a Rules Palette installation, which includes the configuration and installation steps needed to meet security goals. |
XML Configuration GuideThis document provides configuration information on all XML rules used to drive OIPA. This document also describes the configuration standards and best practices. |
OIPA Service Layer
Service Layer System PropertiesThis document describes each property listed in the Service.properties file. |
WebLogic Installation and SecurityThis 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. |
TomEE Installation Guides
Please click here to view TomEE Installation Guides for V12.0.2.0.
Please click here to view TomEE Installation Guides for V12.0.3.0.
TomEE Installation Guides 12.0.2.0
OIPA Deployment Guide for TomEEThis document includes the instructions to help you with the OIPA deployment on TomEE Application Server. |
Cycle Deployment Guide on TomEEThis document includes the instructions to help you with the Cycle deployment on TomEE Application Server. |
Service Layer Deployment Guide on TomEEThis document includes the instructions to help you with the Service Layer deployment on TomEE Application Server. |
Admin Console Deployment Guide on TomEEThis guide includes the instructions to help you with the Admin Console deployment on TomEE Application Server. |
TomEE Installation Guides 12.0.3.0
OIPA Deployment Guide for TomEEThis document includes the instructions to help you with the OIPA deployment on TomEE Application Server. |
Cycle Deployment Guide on TomEEThis document includes the instructions to help you with the Cycle deployment on TomEE Application Server. |
Service Layer Deployment Guide on TomEEThis document includes the instructions to help you with the Service Layer deployment on TomEE Application Server. |
Admin Console Deployment Guide on TomEEThis guide includes the instructions to help you with the Admin Console deployment on TomEE Application Server. |
OIPA Admin Console
Admin Console System PropertiesThis document describes each property listed in the AC.properties file. |
Admin Console Database SetupThis 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 SecurityThis 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 User GuideThis guide includes the information on using the features of Admin Console. |
OIPA Deployment Instructions for OCI
Please click here to view OIPA Deployment Instructions for OCI V12.0.2.0.
Please click here to view OIPA Deployment Instructions for OCI V12.0.3.0.
OIPA Deployment Instructions for OCI 12.0.2.0
Oracle Cloud Infrastructure (OCI) Setup GuideThis guide includes the instructions and pre-requisites for Oracle Cloud Infrastructure (OCI) setup. |
OIPA and IVS Database Deployment on Autonomous Transaction Processing (ATP) GuideThis 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 WebLogicThis 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 WebLogicThis guide includes the instructions for building a docker container for Cycle Client in the WebLogic Application Server. |
Service Layer Docker Deployment Guide for WebLogicThis 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 WebLogicThis guide includes the instructions for building a docker container for Admin Console application in the WebLogic Application Server. |
OIPA Docker Deployment Guide for TomEEThis 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 TomEEThis guide includes instructions for building a docker container for Palette Configuration in the TomEE Application Server. |
Cycle Docker Deployment Guide for TomEEThis guide includes the instructions for building a docker container for Cycle Client in the TomEE Application Server. |
Service Layer Docker Deployment Guide for TomEEThis 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 TomEEThis guide includes the instructions for building a docker container for Admin Console application in the TomEE Application Server. |
OIPA Archival Deployment GuideThis guide includes the instructions for building a docker container for Archival Application. |
OIPA Deployment Instructions for OCI 12.0.3.0
Oracle Cloud Infrastructure (OCI) Setup GuideThis guide includes the instructions and pre-requisites for Oracle Cloud Infrastructure (OCI) setup. |
OIPA and IVS Database Deployment on Autonomous Transaction Processing (ATP) GuideThis 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 WebLogicThis 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 WebLogicThis guide includes the instructions for building a docker container for Cycle Client in the WebLogic Application Server. |
Service Layer Docker Deployment Guide for WebLogicThis 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 WebLogicThis guide includes the instructions for building a docker container for Admin Console application in the WebLogic Application Server. |
OIPA Docker Deployment Guide for TomEEThis 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 TomEEThis guide includes instructions for building a docker container for Palette Configuration in the TomEE Application Server. |
Cycle Docker Deployment Guide for TomEEThis guide includes the instructions for building a docker container for Cycle Client in the TomEE Application Server. |
Service Layer Docker Deployment Guide for TomEEThis 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 TomEEThis guide includes the instructions for building a docker container for Admin Console application in the TomEE Application Server. |
OIPA Archival Deployment GuideThis guide includes the instructions for building a docker container for Archival Application. |
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