Oracle Insurance Policy Administration Configuration v11 - Fudgelearn

Oracle Insurance Policy Administration Configuration v11

Date
Time
Price
Date
Time
Price
Location
Date
Start time
Price
Location
Version title
Price
Oracle Insurance Policy Administration Configuration v11
£ 2132

The Oracle Insurance Policy Administration and Configuration course covers the basics of rule configuration using the revised navigation for version 11 of the Oracle Insurance Policy Administration and the Rules Palette. You will learn how to use the system, what the building blocks for configuration are and how to use predefined XML and Java elements to configure.

This course covers the basic fundamentals of rule configuration using version 11 of the Oracle Insurance Policy Administration and the Rules Palette. You will learn how to use the system, what the building blocks of configuration are and how to use predefined XML elements for configuration. Anyone in a job role associated with implementing a Policy Administration System should attend this course.

Participants will learn how to use the front-end of the system for policy administration. The class reviews the lifecycle of a policy to provide a foundation for configuration tasks. Then you learn how to configure business rules, system screens, fields, transactions, security and math elements. You will perform hands on configuration tasks for each topic, and at the end of class perform an individual configuration project.

This course will also provide an overview of typical responsibilities and phases of an implementation project.

Learn to:

  • Create and edit a Policy
  • Configure field validation
  • Configure simple transactions
  • Configure fields on screens and in transactions
  • Write simple math using XML, Java Functions, and SQL
  • Navigate OIPA v11 and its Rules Palette.

Benefits To You:

>The Oracle Insurance Policy Administration and Configuration course provides an overview of what OIPA can do, how to use the rule palette, and the impact of configurations on the OIPA system (the practices here will focus on Level 1 configuration). In OIPA, students learn to configure all the screens and fields to suit their business needs.

Suggested Prerequisite

  • Be familiar with insurance industry processes
  • Familiarity with XML and SQL
  • Insurance Administration
  • Analyst
  • Developer
  • Implementer
  • Manager
  • System Integrator
  • Systems Administrator<
  • Write simple math configuration that performs calculations and/or system processes
  • Use predefined xml elements to perform configuration tasks
  • Describe OIPA Roles and Responsibilities
  • Identify the Product Templates for term life, universal life, annuity, life insurance, etc.
  • Explain the basic building blocks of the Policy Administration system
  • Create clients, policies, and roles, and perform activities on a policy
  • Understand the system navigation, entry and processing
  • Use the Rules Palette to perform configuration tasks
  • Understand the phases of an OIPA implementation project
  • Configure screens and transactions
  • Attach business rules to transactions and configure them
  • Override global business rules
  • Understand the OIPA configuration tasks
  • Use OIPA Interface Elements user interface
  • Access and navigate OIPA
  • Recognize OIPA architecture: a high level data model, integration with other insurance system (documents, check writing), and extensions (code additional functions)
  • Navigating Oracle Insurance Policy Administration (OIPA)
    • OIPA and Oracle’s Insurance Footprint
    • Product Templates
    • Roles and Responsibilities
    • Configuration Tasks
    • OIPA Interface Elements
  • Creating a Policy
    • Creating a Client
    • Creating a Policy
    • Assigning Roles
    • Attaching Segments
    • Processing Activities
    • Creating a Suspense Record
  • The Rules Palette
    • Understanding OIPA Rules and the Rules Palette
    • Evaluating Business Needs and Rule Building Blocks
    • Rules Development
    • Creating a New Rules Environment
    • The Rules Palette Interface
    • XML and the Rules Palet
  • Implementing Security
    • Understand security
    • Adding OIPA users
    • Maintain OIPA security groups
    • Administering Rules Palette users
  • Configuring Screens
    • Configuring Screens
    • Locating Screen Business Rules
    • Reading Screen Field Tables in the Database
    • Configuring the Policy Screen
    • Editing Screen Business Rules and Fields
  • OIPA Architecture Overview
    • Design Evolution
    • General Architecture
    • Understanding the Data Model
    • Interconnecting with Product Integration
    • Knowing When and How to Use Extensions
    • Understanding Scalability and Deployment Options
  • Configuring Transactions
    • Understanding Transactions
    • Creating and Configuring Transactions for a Policy
    • Adding Status Eligibility
    • Adding Security Permissions
    • Adding Math: Java Functions, SQL, XML
    • Combining Business Rules and Transactions
  • Managing Events
    • Using Events and Actions
    • Handling and Configuring Events and Actions
    • Populating Combo Boxes
    • Implementing Required Validation
    • Configuring Screen Load Functionality
    • Understanding Combo Boxes and Dependencies
    • Defining and Using ScreenMath
  • Spawns
    • Understanding System-Generated Activity
    • Enabling Transactions to Execute Transactions
    • Parents and Children
    • Understanding Spawn Codes and Fields
  • Managing Roles
    • OIPA Roles and Responsibilities
    • Creating New Role Codes
    • Adding a Role to the Policy Screen
    • Viewing, Updating and Deleting Role Codes
    • Working with a Role Detail Scree
    • Using Business Rules and Segment Validation Processing for Security
  • Segments
    • Creating and Using Segments
    • Common and Custom Segments
    • Configuring Segment Fields and Buttons
    • Calculating Business Rules
    • Configuring the Segment Screen
    • Database Segment Tables
    • Interconnecting with Product Integration
  • Implementation
    • Key roles on an OIPA Implementation project
    • Project Timelines
    • Implementation Project Phases
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£ 2132
4 Days
Train online via an Internet connection, 24/7
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Oracle Insurance Policy Administration Configuration v11

Course Overview

The Oracle Insurance Policy Administration and Configuration course covers the basics of rule configuration using the revised navigation for version 11 of the Oracle Insurance Policy Administration and the Rules Palette. You will learn how to use the system, what the building blocks for configuration are and how to use predefined XML and Java elements to configure.

This course covers the basic fundamentals of rule configuration using version 11 of the Oracle Insurance Policy Administration and the Rules Palette. You will learn how to use the system, what the building blocks of configuration are and how to use predefined XML elements for configuration. Anyone in a job role associated with implementing a Policy Administration System should attend this course.

Participants will learn how to use the front-end of the system for policy administration. The class reviews the lifecycle of a policy to provide a foundation for configuration tasks. Then you learn how to configure business rules, system screens, fields, transactions, security and math elements. You will perform hands on configuration tasks for each topic, and at the end of class perform an individual configuration project.

This course will also provide an overview of typical responsibilities and phases of an implementation project.

Learn to:

  • Create and edit a Policy
  • Configure field validation
  • Configure simple transactions
  • Configure fields on screens and in transactions
  • Write simple math using XML, Java Functions, and SQL
  • Navigate OIPA v11 and its Rules Palette.

Benefits To You:

>The Oracle Insurance Policy Administration and Configuration course provides an overview of what OIPA can do, how to use the rule palette, and the impact of configurations on the OIPA system (the practices here will focus on Level 1 configuration). In OIPA, students learn to configure all the screens and fields to suit their business needs.

Training on Demand
Date
Start time
Price
Location
Available On Demand
£ 2132
Prerequisites

Suggested Prerequisite

  • Be familiar with insurance industry processes
  • Familiarity with XML and SQL
  • Insurance Administration
Audience
  • Analyst
  • Developer
  • Implementer
  • Manager
  • System Integrator
  • Systems Administrator<
Objectives
  • Write simple math configuration that performs calculations and/or system processes
  • Use predefined xml elements to perform configuration tasks
  • Describe OIPA Roles and Responsibilities
  • Identify the Product Templates for term life, universal life, annuity, life insurance, etc.
  • Explain the basic building blocks of the Policy Administration system
  • Create clients, policies, and roles, and perform activities on a policy
  • Understand the system navigation, entry and processing
  • Use the Rules Palette to perform configuration tasks
  • Understand the phases of an OIPA implementation project
  • Configure screens and transactions
  • Attach business rules to transactions and configure them
  • Override global business rules
  • Understand the OIPA configuration tasks
  • Use OIPA Interface Elements user interface
  • Access and navigate OIPA
  • Recognize OIPA architecture: a high level data model, integration with other insurance system (documents, check writing), and extensions (code additional functions)
Topics
  • Navigating Oracle Insurance Policy Administration (OIPA)
    • OIPA and Oracle’s Insurance Footprint
    • Product Templates
    • Roles and Responsibilities
    • Configuration Tasks
    • OIPA Interface Elements
  • Creating a Policy
    • Creating a Client
    • Creating a Policy
    • Assigning Roles
    • Attaching Segments
    • Processing Activities
    • Creating a Suspense Record
  • The Rules Palette
    • Understanding OIPA Rules and the Rules Palette
    • Evaluating Business Needs and Rule Building Blocks
    • Rules Development
    • Creating a New Rules Environment
    • The Rules Palette Interface
    • XML and the Rules Palet
  • Implementing Security
    • Understand security
    • Adding OIPA users
    • Maintain OIPA security groups
    • Administering Rules Palette users
  • Configuring Screens
    • Configuring Screens
    • Locating Screen Business Rules
    • Reading Screen Field Tables in the Database
    • Configuring the Policy Screen
    • Editing Screen Business Rules and Fields
  • OIPA Architecture Overview
    • Design Evolution
    • General Architecture
    • Understanding the Data Model
    • Interconnecting with Product Integration
    • Knowing When and How to Use Extensions
    • Understanding Scalability and Deployment Options
  • Configuring Transactions
    • Understanding Transactions
    • Creating and Configuring Transactions for a Policy
    • Adding Status Eligibility
    • Adding Security Permissions
    • Adding Math: Java Functions, SQL, XML
    • Combining Business Rules and Transactions
  • Managing Events
    • Using Events and Actions
    • Handling and Configuring Events and Actions
    • Populating Combo Boxes
    • Implementing Required Validation
    • Configuring Screen Load Functionality
    • Understanding Combo Boxes and Dependencies
    • Defining and Using ScreenMath
  • Spawns
    • Understanding System-Generated Activity
    • Enabling Transactions to Execute Transactions
    • Parents and Children
    • Understanding Spawn Codes and Fields
  • Managing Roles
    • OIPA Roles and Responsibilities
    • Creating New Role Codes
    • Adding a Role to the Policy Screen
    • Viewing, Updating and Deleting Role Codes
    • Working with a Role Detail Scree
    • Using Business Rules and Segment Validation Processing for Security
  • Segments
    • Creating and Using Segments
    • Common and Custom Segments
    • Configuring Segment Fields and Buttons
    • Calculating Business Rules
    • Configuring the Segment Screen
    • Database Segment Tables
    • Interconnecting with Product Integration
  • Implementation
    • Key roles on an OIPA Implementation project
    • Project Timelines
    • Implementation Project Phases