Configuring Lines Of Business
The FTOS_IP_LineOfBusiness functionality allows the Insurance Product Factory users to configure Lines of Business specific for their insurance activity, with the following levels of granularity:
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Class of Business;
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Category of Business;
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Line of Business;
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Line of Business Subtype.
Read below about the form driven flows, scripts and endpoints used for implementing this functionality.
Form Driven Flows
General description: The FTOS_IP_LineOfBusiness custom flow is available in Innovation Studio to support the line of businesses configuration logic. This custom flow has sections dedicated to each configurable type - providing a view for each level that can be defined.
View Custom From the view, the user can add a new record for the corresponding level (see below), edit a record, or export the existing records.
General description: The FTOS_IP_ClassOfBusiness form driven flow is based on the FTOS_IP_ClassOfBusiness entity. The flow is used for inserting or editing a business class. The fields Name and Display Name are mandatory to be completed.
View Default This view is used to see the list of all the defined business classes. From this view, the user can:
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go to FTOS_IP_ClassOfBusiness form to edit the record - by double clicking a record;
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go to FTOS_IP_ClassOfBusiness form to insert a new record - by clicking the Insert button;
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export the list of business classes - by clicking the Export button.
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delete a record - by clicking the Delete button.
General description: The FTOS_IP_CategoryOfBusiness form driven flow is based on the FTOS_IP_CategoryOfBusiness entity. This flow it is used for inserting or editing a business category . The fields Name, Display Name and Class of business are mandatory to be completed.
View Default This view is used to see the list of all the defined business categories. From this view, the user can:
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go to FTOS_IP_CategoryOfBusiness form to edit the record - by double clicking a record;
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go to FTOS_IP_CategoryOfBusiness form to insert a new record - by clicking the Insert button;
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export the list of business classes- by clicking the Export button.
General description: The FTOS_IP_LineOfBusiness form driven flow is based on the FTOS_IP_LineOfBusiness entity. This flow it is used for inserting or editing a business line. The fields Name, Display Name and Category of business are mandatory to be completed.
View Default_v1 This view is used to see the list of all the defined business lines. From this view, the user can:
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go to FTOS_IP_LineOfBusines form to edit the record - by double clicking a record;
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go to FTOS_IP_LineOfBusiness form to insert a new record - by clicking the Insert button;
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export the list of business classes- by clicking the Export button.
General description: The FTOS_IP_LineOfBusinessSubtype form driven flow is based on the FTOS_IP_LineOfBusinessSubtype entity. This flow it is used for inserting or editing a subtype of a business line. The fields Name, Display Name and Line of business are mandatory to be completed.
View Default This view is used to see the list of all the defined business lines subtypes. From this view, the user can:
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go to FTOS_IP_LineOfBusinessSubtype form to edit the record - by double clicking a record;
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go to FTOS_IP_LineOfBusinessSubtype form to insert a new record - by clicking the Insert button;
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export the list of business classes- by clicking the Export button.
On Demand Script
On demand script that is triggered when a line of business is selected on FTOS_IP_LineOfBusinessSubtype form or a class of business is selected on FTOS_IP_LineOfBusiness form in order to complete the category of business and class of business in FTOS_IP_LineOfBusinessSubtype form or class of business in FTOS_IP_LineOfBusiness form.
Input parameters: An object containing the lineOfBusinessId and categoryOfBusinessId.
Output parameters: An object containing categoryOfBusinessId and classOfBusinessId.
Endpoint
This endpoint calls the FTOS_IP_GetLineOfBusinessVA on demand script to retrieve the class of business, or class of business and category of business. It is used on FTOS_IP_LineOfBusiness form and FTOS_IP_LineOfBusinessSubtype form.