Future Allocations Are Not Being Copied Over to Shell Policies Correctly

(Doc ID 2282471.1)

Last updated on JUNE 30, 2017

Applies to:

Oracle Insurance Policy Administration J2EE - Version and later
Information in this document applies to any platform.


On : version, CreatePolicy, Fund Allocation

Actual Behavior
Users need the default/future allocation funds on the shell policy to be different than the default/future allocation funds on the parent policy.
Based on the CreatePolicy documentation, you can copy over the allocation records specified on the activity onto the shell policy as the default/future allocations.

When an activity is processed and the shell policy is created, user goes into the AsAllocation Table to view the future allocations assigned to the shell policy.
In AsAllocation, the allocations are correct based on what user specified on the activity.
However, AsAllocationSetFund has the incorrect allocations; it is assigning the future allocations based on the future allocations of the parent policy.
The Allocations Tab in OIPA front-end is displaying the funds based on what is in AsAllocationSetFund, so it is incorrectly displaying the wrong future allocations on the shell policy.

Expected Behavior
Future allocations needs to be populated with the allocations specified in the Reassign Allocations business rule

Steps to Reproduce
The issue can be reproduced at will with the following steps:
1. In the Reassign Allocations business rules configure a SQL query which retrieves at least two funds.
2. In OIPA application, take a policy and add an activity for which the above BR is attached such that it will create a new policy.
3. In the created new policy upon navigating to the Allocations section, the funds which are configured in the Reassign Allocations
should be displayed with the selected assigned percentages.


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