Application Screen Prototype

OIPA now supports an Application screen, which allows a user to view an Application's data.

Prototype Explanation

The following business rules will be used to demonstrate this new functionality.

Business Rules

  • PolicyScreen: This business rule will be overridden at the system level to demonstrate the ability to create the Application screen. Navigate to GlobalRules Explorer | Plan Rules | PolicyScreen to see the rule.

View Prototype in OIPA

  1. Log in to the Rules Palette.
  2. In the Global Rules Explorer window, navigate to Business Rules | Plan Rules | PolicyScreen.
  3. Right-click on the PolicyScreen node and select New PolicyScreen Override.
  4. The Create New Rule Override wizard will open. Click Next on the first screen of the wizard.
  5. Select all of the desired override information, making sure to select NBU from the System drop-down box.
  6. Click Finish to close the wizard and create the override.
  7. Log in to OIPA with credentials for a user belonging to the company in which the PolicyScreen override was just created.
  8. From the top menu, select Case > Search Case.
  9. Enter search criteria in the Case Search Criteria section of the screen.
  10. Select a case from the Case Search Results. The Case screen will open.
  11. Select an application record. The Application screen will open, displaying the application's information.