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Issue With Transaction Allocation Screen And Allocations Disappearing (Universal) (Doc ID 2793315.1)

Last updated on JULY 22, 2021

Applies to:

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


On : version, MICC Transfer to TSC

Issue with Transaction Allocation Screen and allocations disappearing. When a transaction uses the TransactionAllocationScreen, when you are adding an activity and you modify the allocations in the from section, save the activity and go back to the allocations, the from section is cleared out. After modifying the Allocations and processing the activity immediately, the issue does not happen; this only occurs after you save it and would like to change or verify the allocations. This is happening for all transactions that implement the TransactionAllocationScreen and requires the user to re-select the “From” funds again.

"From" Allocations do not disappear when a user navigates back to them prior to activity processing.

The issue can be reproduced at will with the following steps:
1) Have an activity use the TransactionAllocationScreen rule, such as a fund exchange
2) Add this activity in OIPA
3) Go to the Allocations screen on the Activity Modify the “From” and “To” sections to move funds around
4) Save the activity but do not process it
5) Open the activity back up and go to the Allocations Screen on it
  a. Notice the “From” will have lost the funds you selected
  b. Notice the “To” section is showing as expected


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