Additional Interests Template - Implementation and User Guide

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Introduction: An introduction to Templates.

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The Additional Interests template provides the common functionalities for managing additional interest information, which can then be leveraged by the product workflow that shares it. Party types applicable to different lines of business are captured in a single data table within the template.

The default structure of the workflow is built into the ADINAdditionalInterests container. For details on the default components of the containers, see the Workflow Components section.

Note: If your environment does not include this workflow container by default, please contact your Insurity Customer Success Representative.

Template Functionality

The Additional Interest template includes the following functionality:

  • A grid to add and update a policy’s additional interest information.
  • Audit trails that show by who, when, and at which transaction an additional interest is added.
  • The list of additional interest party types (ie. Loss Payee, Mortgagee, Named Insured) is customizable per product.

Adding the Additional Interests Template to a Workflow

This section details the process of implementing the Additional Interests template, stepping through the process of adding the necessary configurations.

In order to merge the Additional Interests workflow components into an existing workflow, the ADINAdditionalInterests container needs to be shared.

Add the ADINAdditionalInterests container as a shared container with the product containers it will be used in. See the Managing Shared Containers section for instructions on sharing containers.

Instructions on creating the following entities are outlined in this topic. Repeat this process in each product container, replacing "LOB" with an identifier of the product container.

  • 1 Field to save custom filtering: LOBADINSaveToFilter
  • 1 Field Evaluation Rule to apply custom filtering: LOBADINSaveToFilterFER

Custom configuration adjustments must then be made within the template container. This section provides the step-by-step instructions for preparing all components.

Note: Any configuration adjustments affecting the Additional Interests container will be reflected in all containers it is shared to.

  1. Update the ADINPartyTypeDT data table to customize the list of party types (additional interest types).

    • Use the Party Type Data Table excel spreadsheet to create a custom list of party types. Delete the instruction and example rows once completed. If you do not have the Excel spreadsheet, please contact your Insurity Customer Success Representative.
    • Navigate to the ADINPartyTypeDT data table in the ADINAdditionalInterestsContainer. Upload the table as a data table instance.

    • This spreadsheet can be edited by downloading, editing the spreadsheet, and re-uploading it as a new data table instance.

    • See the Custom Filtering optional configuration below for details on the Filter column.

  2. Add the Additional Interests screen (ADINInformation) to the workflow. Alternatively, add the following Additional Interests component to an existing screen in the workflow:

    • Grid: ADINAdditionalInterestsGrid

Optional or Additional Configuration

The following configuration is not required for the Additional Interests template to be functional in a product but may help with container customization and ease of use.

Custom Filtering

Custom filtering can be applied to the Party Type, using the Filter column of the data table, AdinPartyTypeDT, used in step 1. The field ADINFilterInput is used as the filter value and is defaulted with a value of Null. This means the Filter column of the ADINPartyTypeDT can be left blank (or the value Null can be input as a filter). However, if additional party type filtering is required at the LOB level, the following configuration can be applied:

  1. Configure a field, LOBADINSaveToFilter, within the LOB Container, with the following calculation:

    SaveToField(ADINFilterInput, [[LOBPolicyType]]"|"[[LOBIndustryType]])

    • Any fields, or values, can be inserted where Red. These should be separated by a quoted piped (“|”) value
    • The same results should be included in the ADINPartyTypeDT under the Filter column

  2. Configure a Field Evaluation Rule, LOBADINSaveToFilterFER, within the LOB Container, that runs with the following field and conditions:

    Field : LOBADINSaveToFilter

    Type Policy
    Events Save
    Policy Transaction Types All
    Policy Transaction Statuses All
    Security Roles All
    Screens Any screen where a value for LOBADINSaveToFilter can be edited

Responsively Displaying the Additional Interests Grid

  1. The Additional Interests grid can be made to hide or appear dynamically based on the selection of the field ADINAdditionalInterestsQuestion.

    1. Add this field to an existing panel in the workflow, on the same screen above the Additional Interests grid.
    2. Navigate to the ADINInformation screen, or the screen that the Additional Interests components have been added to the workflow.
    3. Under Responsive Display of Panels, click Add.
    4. Select the Control Field to be ADINAdditionalInterestsQuestion.
    5. When the Control Field Option of ADINAdditionalInterestsQuestion is "Yes", display ADINAdditionalInterestsGrid.

Workflow Components

The ADINAdditionalInterests workflow container contains one screen that holds one grid.

The container is a Policy container with the code ADINAdditionalInterests.

Caution: Unlike the Standard Containers, the Template workflow containers are not reset to their default settings when a new version is deployed. This prevents custom configurations from being lost, but also makes it difficult or impossible to restore default configurations that have been broken. This section provides the default settings and formulas to allow components to be manually changed back the original configuration.

Components

Workflow:

This solution does not include a workflow.

Screens:

  • Name: ADINInformation

    Code: ADINInformation

    Label: Additional Interests

    Notes: Screen containing the additional interests grid.

Panels:

This solution does not include any panels.

Grids:

  • Name: ADINAdditionalInterestsGrid

    Code: ADINAdditionalInterestsGrid

    Label: Included Additional Interests

    Notes: The additional interests of a policy are stored in a grid.

Triggers:

This solution does not include any triggers.

Containers:

This solution does not require any shared containers.

Using the Additional Interests Feature

This section provides a walkthrough of the processes involved in the Additional Interests user interface.

  1. Navigate to the Additional Interests screen (or the screen that has been configured to contain the Additional Interests grid).

  2. To add a new additional interest for unbound transactions, click on the Add button below the grid. That button may be hidden in bound transactions.

  3. A modal window will open, with fields for user input.

  4. Additional Interest Type and Name are mandatory fields and must be filled in. The Additional Interest Type field will show the values populated in the Party Type spreadsheet. By default, the Print on Endorsement checkbox will be checked.

  5. Click Save & Close to finish entering in additional interest information. A new row will appear in the grid. Click Save & New to add additional rows.

  6. The transaction and policy of creation is only shown when the New Business has been Bound.