1. Open your FintechOS portal and click the main menu at the top left corner. The main drop-down opens. From the drop-down choose Settings.

2. Inside the Settings menu, click on Insurance Parameters. The Insurance Parameters List page is displayed.

   

3. An insurance parameter is identified by Parameter Name and Code. Double click on the parameter record and use the Insurance Parameter form to change the desired values. Click Save and Close, at the top right corner of the page.

Based on it’s type, the value of the parameter can be filled in as follows:

Integer and String parameters - the value attribute must be filled in with an Integer Value or a String Value. Since no validations are in place to check if the input on the value field is an integer or a string, you must make this choice before opening the editing form, when you use the option set (presented in the pic above).

Collection parameter - use the [+] button to add new lines in the Key/Value grid. Press Save Values after adding all the lines.

JSON parameter - fill in a valid JSON into the ValueJson field.

Option Set parameter - pick an Option Set and then pick an Option Set Value.

Below are the form driven flow and the endpoint used for changing the values of insurance parameters.

Form driven flow: FTOS_PA_InsuranceParameter - This is a form driven flow used as default for Insert and Edit on FTOS_PA_InsuranceParameter entity.

In order to change the values of the insurance parameters, the following functions are used:

Function	Input parameters	Output parameters
formScope.getCollectionDataSource() Returns an array of objects containing 2 keys: key and value, based on the data from valueJson.	N/A.	Object - An object containing the 2 keys: key and value.
formScope.showValueByType() Based on the parameter type, it shows or hides fields, to fill in the values of the parameter.	dataSource - Object loaded using the formScope.getCollectionDataSource() function, and used to generate the grid of values for collection parameters.	N/A.
formScope.showCollectionOptions() For Collection parameters, it shows or hides buttons based on form mode: Insert or Edit, with different options, based on the status of the record.	dataSource - Object loaded using the formScope.getCollectionDataSource() function, and used to generate the grid of data with different options, using the formScope.showBillingParametersDataGrid() function.	N/A.
formScope.showBillingParametersDataGrid() For Collection parameters, it generates the grid with values of the parameter.	allowAdding - Use allowAdding option as a parameter for generating the grid, allowDeleting- Use allowDeleting option as a parameter for generating the grid, allowUpdating - Use allowUpdating option as a parameter for generating the grid, dataSource - An object loaded using the formScope.getCollectionDataSource() function, to generate the grid of data.	N/A.

The endpoint FTOS_PA_SaveBillingParametersJson is used for updating the Collection parameter.

All Parameters are stored by the FTOS_PA_InsuranceParameter entity. The FintechOS versioning mechanism is attached to this entity, so all the changes on the Parameters are logged. You can manage an Insurance Parameter setting's life cycle by changing its status from the top right corner of the screen.

The status transitions are as follows:

• Draft to Approved

• Draft to Unapproved

• Approved to Closed.

Note that:

• Once an Insurance Parameter is live, its settings can no longer be modified.
• If you want to update a live Insurance Parameter, you must create a new version of the Insurance Parameter.
• When you create a new Insurance Parameter version, the current version is retired.
• Every Insurance Parameter version starts in a Draft state and must be Approved before going live.
• Only one version of the same Insurance Parameter can be live at one time.