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