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Common Party User ManualCommon Party V3.5

November, 2009

Common Party User Manual

Part No. A00-7-350-01 Copyright © eBaoTech 2009. All Rights Reserved. Disclaimer No part of this document may be reproduced in any form without the written permission of the copyright owner. The contents of this document are subject to revision without notice due to continued progress in methodology, design and manufacturing. eBaoTech shall have no liability for any error or damage of any kind resulting from the use of this document.

Contents

1 Introduction............................................................................................ 1 1.1 Intended Audiences................................................................................. 1 1.2 Typographical Conventions ..................................................................... 1

2 Overview of Party .................................................................................. 2

3 Maintaining Party................................................................................... 3 3.1 Searching Party ....................................................................................... 3 3.2 Creating a New Party .............................................................................. 4

4 Searching Party ..................................................................................... 8

5 Merging Parties...................................................................................... 9

6 Maintaining User.................................................................................. 11

7 Configuring Party ................................................................................ 12 7.1 Adding a New Role Type....................................................................... 12 7.2 Configuring Role Type........................................................................... 13

8 Configuring Country Template and Organization ............................ 18 8.1 Country Template Management ............................................................ 18 8.1.1 Adding a Country Template................................................................... 18 8.1.2 Setting Name Formats........................................................................... 20 8.1.3 Setting Address Formats ....................................................................... 21 8.2 Organization Settings Management ...................................................... 23 8.2.1 Adding an Organization ......................................................................... 23 8.2.2 Setting Name Formats........................................................................... 25 8.2.3 Setting Address Formats ....................................................................... 25 8.3 Organization Configuration Information................................................. 25

9 Glossary ............................................................................................... 27

10 Reference ............................................................................................. 28

Introduction

1 Introduction This document is intended to provide information on the functionalities of the eBaoTech Common Party.

1.1 Intended Audiences

The intended audiences of this document are: Insurance operators Developers

1.2 Typographical Conventions

This section describes the typographical conventions used in this document.

Table 1 Typographical Conventions

Convention Description Example

User Input A command to enter in a CLI exactly as written.

cd HOME

GUI Objects Menus, fields, buttons, and so on.

Choose Exit in the File menu.

System Elements Command and parameter names, program names, path names, Uniform Resource Locators (URLs), and directory names.

The files are located in c:/HOME/bin.

Code Examples Code examples. grep ’:title. ’ $i | \awk -f.’

1


2 Overview of Party Party module is a necessary part in insurance operation system. It is designed for the users in insurance company to manage the party information in the system. This module provides the following functions:

Maintaining Party

Searching Party

Maintaining User

Configuring Party

Configuring Country Template and Organization

2

Maintaining Party

3 Maintaining Party This function is developed for users to create new parties or maintain parties. User can create new parties or modify party’s contact information, account information, role information, relationship information, amend the account link and address link for the policy, modify basic information, give comments and query change history for each party.

3.1 Searching Party

1. From the main menu, select Party, and then click Maintain Party to display the Party Search page.

Figure 1 Party Search Page (1)

2. Select Individual or Organization from the Party Category drop-down list, and select a party role name from the Party Role drop-down list. Then enter search criteria and click Search.


3. Select the target record and view the related information.

4. The end.

3


3.2 Creating a New Party

To create a new party, do as follows:

1. From the main menu, select Party, and then click Maintain Party.

2. The Party Search page is displayed. Select Individual or Organization from the Party Category drop-down list, and select a party role name from the Party Role drop-down list. Then click Create a New Party.

3. The Party Basic Information page is displayed. Enter party basic information and party role information. The party role information can be configured in Configure Role Type sub-module.

Figure 3 Party Basic Information Page

4. Click Contact Info tab to create or maintain Correspondence Address, Other Address or Contact Person information.

4

Maintaining Party

Figure 4 Contact Information Page

5. Click Account Info tab to create or maintain bank and CPF/SRS accounts. Click the hyperlink of Account Record Number to edit the specified account.

Figure 5 Account Information Page

6. Click Role tab to create or maintain roles.

5


Figure 6 Party Roles Page

7. Click Relationship tab to create or maintain the party’s relationship with other parties.

Figure 7 Relationship Page

8. Click Comments tab to create or maintain comments information.

Figure 8 Comments Page

6

Maintaining Party

9. Click History to view the update history.

Figure 9 History Page

10. The end.

7


4 Searching Party From the main menu, select Party, and then click Search party. The Party Search page will be displayed. User can select the target record to view information about the party role. The UIs are the same as those for creating a new party, but the related information cannot be edited.

Figure 10 Party Search Page (1) Merging Parties

8

Merging Parties

5 Merging Parties To merge parties, do as follows:

1. From the main menu, select Party, and then click Merge Party.

2. The Party Search page is displayed. Set search criteria and click Search.

3. Select two target records and click Merge.


4. The Merge Detail page is displayed. Select the party to be kept in the system for future use by clicking the radio button before the Party ID. Then click Merge.

9


Figure 12 Merge Detail

5. The end.

10

Maintaining User

6 Maintaining User To maintain user information, do as follows:

1. From the main menu, select Party, and then click User Management.

2. The Party Role User Management page is displayed. Enter search criteria and click Search.

Figure 13 Party Role User Management Page

3. Select the target record and click Maintain User.

4. The User Create page is displayed. Maintain the information of the party role user. Then click Save.

Figure 14 User Create Page

5. The end.

11


7 Configuring Party

7.1 Adding a New Role Type

To add a new role party, do as follows:

1. From the main menu, select Party, Configure Party, and then click Add New Role Type.

Figure 15 Add New Role Type Module

2. The Add New Role Type page is displayed. Enter the related information and then click Add.

Figure 16 Add New Role Type Page

3. The EMS Management-Metadata Entity Information page is displayed. In the Property Information area, enter the property information, including property name, business type, and default value. Then click Apply. The property will be displayed in the Property List area. Click Add to add more properties, or select the existing property and click Delete to delete it.

12

Configuring Party

Figure 17 EMS Management-Metadata Entity Information

4. Click Submit. A party role is added.

Figure 18 Operation Result

The added new role type will be display in the Role Type drop-down list.

Figure 19 Role Type Configuration Page

5. The end.

7.2 Configuring Role Type

To configure role type, do as follows:

1. From the main menu, select Party, Configure Party, and then click Configure Role Type.

13


Figure 20 Configure Role Type Page

2. The Role Type Configuration page is displayed. Select Party Category, Role Type, and Applicability. Then click EMS Design.

Figure 21 Role Type Configuration Page

3. The EMS Management-Metadata Entity Information page is displayed. Maintain or add properties for the party role. For example, if you need to record the lawyer certificate number for party role of lawyer, add the lawyer certificate number as the property for the role. Once the property has been added, it can be configured to display on the screen.

14

Configuring Party

Figure 22 EMS Management-Metadata Entity Information Page

4. In the Role Type Configuration page, click UI Configuration.

5. The UI configuration page is displayed. click to edit existing group or click Add Group to create a group.

Figure 23 UI Configuration

15


Figure 24 Group Information

6. You can add an item as defined in EMS module to the group, or select an item in the group and click Edit Item to edit the attributes of this item.

16

Configuring Party

Figure 25 Edit Item Page

7. You can also select an item and click Delete Item to delete it if necessary. To make operator work effectively, you can click Preview to check the result of UI configuration.

Figure 26 Preview

8. The end.

17


8 Configuring Country Template and Organization This chapter describes how to configure country template and organization for a party.

8.1 Country Template Management

8.1.1 Adding a Country Template

To add a country template, do as follows:

1. From the main menu, select System Administration, and then click Country Template Management.

Figure 27 Country Template Management Module

2. The Country Template Management Page is displayed. Select a country and click Add.

18


Figure 28 Country Template Management Page (1)

3. The template is added, and the country template configuration page is displayed.

19


Figure 29 Country Template Management Page(2)

4. The end.

8.1.2 Setting Name Formats

To set name formats of the template, do as follows:

1. In the left pane, click Name Formats Setting under Locale. The party name configuration page is displayed on the right.

Figure 30 Party Name Configuration

Table 2 Description of Fields in the Party Name Rule Detail Area

S/N Field Description

1 Field Name Name of field

2 Label Label of field, displayed on page

3 Search Condition

Whether the field is used as a search condition

4 Display Whether the field will be displayed on page

5 Bound Sign Symbol following the field value in the name string

6 Mandatory Whether the field is mandatory

2. Click Add. The Party Name Rule Detail area is cleared. Configure the party name rules, and then click Save.

3. To modify a rule, select it and modify it in the Party Name Rule Detail area. Then click Save.

4. To delete a rule, select it and click Delete.

20


5. The end.

8.1.3 Setting Address Formats

To set address formats of the template, do as follows:

1. In the left pane, click Address Formats Setting under Locale. The party address configuration page is displayed on the right.

Figure 31 Party Address Configuration

2. Configure party address rules and party address region rules. Then click Save.

Figure 32 Party Address Configuration Details

Figure 33 Description of Fields in the Party Address Rule Detail Area


21



1 Field Name Name of field

2 Bound Sign Symbol following the field value in the address string

3 Display Order Display order

4 Display Whether the field will be displayed on page

5 Label Label of field, displayed on page

6 Mandatory Whether the field is mandatory

7 Type Display type, including text, text area, code table, and united table

8 Parent Name (United Table)

Field for property of Parent Name in United Table Tag

9 Style (United Table)

Display style of United Table (Dropdown List or Two Text Fields)

10 Parent Foreign Name (United Table)

Field for property of Parent Foreign Name in United Table Tag

11 Table Name Field for property of Table Name (both Code Table and United Table)

12 When Clause Field for property of Where Clause (both Code Table and United Table)

22


Figure 34 Party Address Region Configuration Details

Table 3 Description of Fields in the Party Address Region Rule Detail Area


1 Region Address Bound Sign

Symbol following the region address string in full address string

2 Region Address Order

Display order of region and address string, ascend/descend

3 Region Inner Bound Sign

Symbol following the region field in region address string

4 Region Inner Order

Display order of region field(s), ascend/descend

5 Label for Region Level 1

Display label value of Region field 1







9 Mandatory Whether Region field 1 is mandatory

10 Region Level Which level displayed for Regions (Max 4)

3. To modify a rule, select it and modify it in the Party Address Rule Detail area or Party Address Region Rule Detail area. Then click Save.

4. To delete a rule, select it and click Delete.

5. The end.

8.2 Organization Settings Management

8.2.1 Adding an Organization

To add an organization, do as follows:

1. From the main menu, select System Administration, and then click Country Template Management.

23


Figure 35 Organization Settings Management Module

2. The Organization Settings Management page is displayed. Select an organization and then click Add.

Figure 36 Organization Settings Management Page (1)

3. The organization is added, and the organization configuration page is displayed.

24


Figure 37 Organization Settings Management (2)

8.2.2 Setting Name Formats

The procedure for setting name formats of organization is the same as that of Country Template. For details, refer to section 8.1.2 Setting Name Formats on page 20.

8.2.3 Setting Address Formats

The procedure for setting address formats of organization is the same as that of Country Template. For details, refer to section 8.1.3 Setting Address Formats on page 21.

8.3 Organization Configuration Information

The configuration information of organization is copied from country template. Therefore, when creating an independent accounting branch, you need to specify the country (region) of the branch.

25


Figure 38 Independent Accounting Branch Creation

26

Glossary

9 Glossary EMS

Entity Management System

UI

User Interface

27


28

10 Reference None

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