OPPSA Policy and Product Inheritance / Organization Hierarchy

OPPSA organizations need to be created to establish a structure to address different departments, loan types, branches, or jurisdiction requirements. The OPPSA organizations is a different structure and setup separately from the Knowledge Base Content Organizations. Although they are separate, both should be considered when defining the setup of the OPPSA organization hierarchy as the data collected in OPPSA is used in conjunction with the knowledge base content when processing transactions to generate documents.

The organization at the top of the hierarchy is the Root Organization and financial institutions and child organizations are below, as illustrated below.

The OPPSA organization structure is hierarchical and provides inheritance functionality to ease the burden of needing to create many policies and products for each organization. A policy or product created at a given organization automatically inherits down to any child node organization. For example, in the above illustration, if a Policy or Product was created at Branch A, any child node organization of Branch A would inherit them; therefore, those policies and products create at Branch A would be available to use with Branch B and Branch C child nodes.

The POLICES and PRODUCTS pages in OPPSA show a list of available policies/product and includes the organization name in parenthesis after the policy/product name to provide visibility to where it was originally created. As illustrated in the example below, Branch A is the organization being viewed/maintained, and the POLICES page displays two polices, one created at (Branch A) and the other inherited from (Financial Organization). When viewing an inherited policy/product, it is read-only and any change must be made by accessing the organization it was originally created.

See Organizations for more information on Organization Structures.