Clients
The client type a person like you or I would have.
What is Individual Client?
These are 12 numeric characters in OIPA.
What are policy numbers?
A Client's association to a policy.
What is a role.
This is the wildcard symbol for searching.
What is %?
Genesis is a Policy Based System and OIPA is this type of system?
Who is Client based?
This should never be marked as the default address for a client.
What is EFT or Bank address?
The screen/page that shows the actions that have occurred on a policy.
What is Activities?
The new term for Direct Bill.
What is Check?
Where you place the wild card if you want to find all last names that begin with "cha".
What is after the a? (cha%)
This is who receives most auto generated correspondence in OIPA.
Who is the Policy Owner?
Changing these fields on a client could cause a conversion?
What is gender and date of birth?
The screen/page where you can find the Policy Beneficiary?
What is Roles?
The new term for a policy termination in the first 30 days.
What is FreeLook?
Click on this to do a search in OIPA.
What is "Advanced".
The two status fields that indicate the current state of the policy.
What is Policy Status and Segment Status?
This is where you find bank information for the payor client.
What is address screen/page?
The screen/page that provides the coverage information such as face amount.
What is Segments?
This term means an event caused something else to occur.
What is Spawn
This type of search will allow you to see if there is unattached money for a policy.
What is Suspense?
This is where you go to see if a policy is irrevocably assigned.
What is the Assignee (Funeral Home) Client?
Client Type that provides the funeral contract information.
What is Goods & Services Client?
This is the screen/page where you can find the maximum loan available.
What is Inquiry / Conservation?
This is what OIPA stands for.
What is Oracle Insurance Policy Administration?
The 5 categories you can search in OIPA.
What are Policy, Suspense, Client, Disbursement and Application.
The 7 mandatory roles on a Preneed Policy.
What are insured, owner, payor, primary beneficiary, agent, assignee and Goods & Services?