EligibleSegmentNamesByPolicyStatus

12BDescription

This business rule is used to make the segments selectively available to policies based on the policy status.  If a particular policy status is included in the rule then only the segment names referenced will be available for entry for that policy status.  If a policy status is not included in this business rule then all of the plan's segments will be available.

EligibleSegmentNamesByPolicyStatus Element\Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<EligibleSegmentNamesByPolicyStatus>

The opening and closing tag.

 

 

         <PolicyStatus>

Required, repeatable element;

To indicate the policy's status where the list of segments should be available in the policy's Segment screen.

CODE

 

 

NAME

Integer; Required attribute

Policy status code from AsCodeStatus.

  

Integer; Required attribute

Name of the policy status from AsCode => AsCodeStatus table.

              <SegmentName>

Required, repeatable element;

To indicate the name of the segment that can be added to a policy based on the status of the policy.

 

Required element value;

SegmentName - Name of the segment

 

XML Example

<EligibleSegmentNamesByPolicyStatus>

     <PolicyStatus CODE="08" NAME="Pending">

         <SegmentName>Deferred Annuity</SegmentName>

     </PolicyStatus>

     <PolicyStatus CODE="38" NAME="Ready To Annuitize">

         <SegmentName>Joint and Survivor Life Annuity</SegmentName>

         <SegmentName>Life Annuity</SegmentName>

         <SegmentName>Joint and Survivor Life Annuity with Payments Guaranteed</SegmentName>

         <SegmentName>Life Annuity with Payments Guaranteed</SegmentName>

     </PolicyStatus>

</EligibleSegmentNamesByPolicyStatus>