Batch Processing

The BatchScreen business rule allows the creation of multiple screen rules, which handle different business requirement activities that need to be performed.  You can set-up a BatchScreen business rule to automatically process a series of activities that would otherwise prove time consuming and tedious.  

 

Any number of rules can be included in the BatchScreen business rule.  You simply need to name one in the TRANSACTION attribute at the beginning of the BatchScreen business rule XML data.  The XML data identifies the name of the batch and tells the batch three things:  

  1. the batch of policies to compile

  2. the transaction to process

  3. the activity fields to override  

 

To use the BatchScreen business rule, you must first create a new Batch screen from the Main Explorer.  Then you can check out the Batch screen business rule and configure the XML data.

 

Batch Screen node in Main Explorer tab

 

Steps to Create a New Batch Screen Business Rule

  1. Go to the Main Explorer tab and open the Company folder where you want to create the new Batch screen.

  2. Right-click on the Batch screen folder and select Add Batch Screen.

  3. Enter the name of the Batch screen business rule.

  4. Select Finish.  The new Batch screen will be listed in blue because it has not been checked-in and saved to the database.

 

Once you have created a new Batch screen, check it in and then out again.  You are then ready to enter the Batch screen details using the XML source tab in the Configuration Pane.

 

Steps to Configure the Batch Screen Business Rule

  1. From the Main Explorer tab, open the Batch screen folder.  

  2. Double-click on the Batch screen business rule you want to configure and then right-click the XML file.

  3. Select Check-out to open the file in the Configuration Pane.

  4. Select the XML Source tab at the top of the Configuration Pane.  You will see the XML for the business rule.

 

 

  1. Configure your Batch screen business rule.  There are four main sections in the configuration.

    1. Transaction:  In the BatchActivityScreen opening tag, you must name the transaction you want the batch to process.

 

Note:  Make sure your transaction already exists in the system before you name it in your Batch.

 

    1. Batch:  The Batch tag contains fields that give general information about the batch.  In this example, the effective date and issue state are included.

    2. Batch Details:  This tag contains the query information that tells the batch where to go in the database to find the information you want to process in the batch.

    3. Batch Activity:  This tag tells the batch how to display the information once it has been processed.

 

  1. Right-click on the XML file from the Main Explorer tab and select Check-in.  This will transfer your changes to the AsBatchScreen table in the database.

 

Refer to the XML Configuration Guide for additional details on Batch screen elements and attributes.