Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# 2BClientScreen

## 79Description

This business rule allows you to configure fixed and dynamic fields on the Client screen. This rule holds the indicator required to determine if a Client Type is an Individual or Corporation. A separate section is configured for each Client Type, which is identified by its typecode. This rule is also used to control the display of policy roles, individual fields, address table, the TaxID field on Client screen, and the process button for future activities on the Client Activity screen.

## ClientScreen Element and Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
<ClientScreen> | The opening and closing elements of the screen rule. |  |
<ShowRoles> | Optional element; This element controls the display of the Policy Roles section on the Client screen. |  |
<Client> | Required and repeatable element; This element defines the Client Type, Group and ActivityPlan for each Client Type. | TYPECODE | Required attribute; Code: As defined in AsCodeClientType table.
GROUP | Yes: Displays Group button on the Client screen for the client type.
ACTIVITYPLAN | String: Any plan name.
<DisplayIndividualFields> | Controls the display of individual fields FirstName, MiddleInitial, LastName, Sex, and TaxID fields on the Client screen for the client type. |  | Yes: Displays FirstName, MiddleInitial, LastName, Sex, and TaxID fields for the Client Type on the Client screen. No: Displays CompanyName and TaxID fields for the Client Type. If this element is not present default is "No".
PREFIX | Yes: Displays Prefix combo box. Short descriptions of the selected codes (as defined in code names AsCodeClientPrefix and AsCodeClientSuffix) will be saved in Prefix and Suffix columns of AsClient.
SUFFIX | Yes: Displays Suffix combo box.
<ProcessFutureActivities> | Optional element; Controls the display of the Process button for future activities on the Client Activity Screen. This is used with Activity Processing. |  | Yes: Displays Process button for future activities on Client Activity screen. No: Process button will not be displayed for future activities on Client Activity screen.
<MultiFields> | Optional element; Allows for the configuration of MultiFields. Displays MultiFields on the Client Screen. | RULE | Yes: Displays MultiFields on the Client Screen as per the specified MultiFields Business Rule. No: MultFields will not be displayed. String: MultiFields Rule name. This MultiFields rule is used to display MultiFields.
<Fields> | See Fields. |  |
<Events> | See Events. |  |

## Database Tables for ClientScreen

Table Name | Description
AsClient | Stores individuals and corporate entities that can fill various roles related to policies.
AsClientField | Stores field names and values related to clients.
AsClientGroup | Stores client group activities.
AsClientGroupField | Stores the data that is populated from the defined group fields on the policy.

## XML Example

<ClientScreen>

<Client>

<DisplayIndividualFields TYPE="Internal" PREFIX="Yes"</DisplayIndividualFields>

<Fields>

<Field>

<Name>NonResidentAlien</Name>

<Display>Non-resident Alien</Display>

<DataType>Radio</DataType>

<DefaultValue>02</DefaultValue>

<Query TYPE="FIXED">

<Options>

<Option>

<OptionValue>01</OptionValue>

<OptionText>Yes</OptionText>

</Option>

</Options>

</Query>

</Field>

</Fields>

</Client>

</ClientScreen>