Oracle Insurance Policy Administration Configuration Guide

Version 9 Release 1

E-14640-01

# 29BClientGroupAddScreen

## 7Description

The ClientGroupAddScreen Business Rule provides a method to add or remove policies to/from a group. Specific policy-level activities can be generated based on an action performed on the policy on the group.

## 168B ClientGroupAddScreen Element and Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
<ClientGroupAddScreen> | The opening and closing elements of the screen rule |  |
<Client> | . |  |
ROLECODE | The role of the Group on the added policy. Value is from the AsCodeRole table.
<Fields> | See Fields |  |
<Events> | See Events |  |
<GenerateActivities> | Spawns policy level activities upon adding, editing, or deleting policies in a group. |  |
<Activity> |  | ON | Add - Adds activities when policy is added to group.
Update - Updates policy level activity.
Delete - Deletes policy level activity on group policies.
<Transaction> | Name of transaction to be generated on each policy. |  |
<Fields> | Allows configuration of field values to pass to generated policy and activity |  |
<Field> | The opening and closing tag for each Field being configured. |  |
<From> | Name of ClientGroup or ClientGroupField data is being copied from. |  |
<To> | Name of Policy level Activity field being copied to. |  |

## 169BXML Data

<ClientGroupAddScreen>

<Client TYPECODE="03" ROLECODE="22">

<Fields>

<Field>

<Name>PremiumAmount</Name>

<Display>Premium Amount</Display>

<DataType>Money</DataType>

</Field>

<Field>

<Name>OwnerName</Name>

<Display></Display>

<DataType>Text</DataType>

<Calculated TYPE="SQL">SELECT &ldots;'</Calculated>

<Hidden>Yes</Hidden>

</Field>

<Field>

<Name>PolicyBillingMethod</Name>

<Display>Policy Billing Method</Display>

<DataType>Text</DataType>

</Field>

</Fields>

<GenerateActivities>

<Activity ON="Delete">

<Transaction>TestBonus</Transaction>

<Fields>

<Field>

<From>PaymentAmount</From>

<To>BonusAmount</To>

<DataType>Money</DataType>

</Field>

</Fields>

</Activity>

</GenerateActivities>

</Client>

</ClientGroupAddScreen>

##
1 6 Schema Data

<ClientGroupAddScreen>

<Client>

<Fields>

<Field>

<Name></Name>

<Display></Display>

<DataType></DataType>

</Field>

</Fields>

<Events></Events>

<GenerateActivities>

<Activity>

<Transaction></Transaction>

<Fields>

<Field>

<From></From>

<To></To>

<DataType></DataType>

</Field>

</Fields>

<Activity>

</GenerateActivities>

</Client>

</ClientGroupAddScreen>