Ability to Add Transactions to Multiple/All Plans for a Company (Doc ID 2026045.1)

Last updated on JUNE 16, 2017

Applies to:

Oracle Insurance Rules Palette - Version 10.0.0.0 and later
Information in this document applies to any platform.

Goal

Does the functionality exist to add a new transaction at the Company level rather than adding to each plan individually?
When a new transaction is created it has to be manually added to each plan. With the current set up there is no way to click the company and add a new transaction to all plans.
So it is necessary to right click each plan and click Grant Access to All Transactions.

Ideally, users would like to have the ability to click at the Company level and add the transaction to all plans.
 

Solution

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