InquiryScreen

Description

The Inquiry screen enables users to access information via a rules defined format. The rule can be created at the Main Menu or Policy level.  The level determines which screen this Inquiry screen can be accessed from. It also determines which GUID is passed to the Inquiry screen rule: PrimaryCompanyGUID for Main Menu or PolicyGUID for Policy.

 

Specific values from the database can be retrieved without writing SQL statements, by using the available defined prefixes and fields for configuration.  Please see the Available Prefixes and Fields for Configuration for a listing.

InquiryScreen Element and Attribute Table

 

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<InquiryScreen>

Defines the Input section of the Inquiry screen.

DISPLAYONLOAD

Yes/No

     <Input>

The opening and closing elements of the rule.

 

 

          <Fields>

Defines the Input fields.

 

 

               <Field>

See Fields for more details.

 

 

     <Output>

Defines the Output section of the Inquiry screen. Configured differently for MATH vs SQL types.

 

 

           <Fields>

Defines the Output fields.  See Fields for more details.

 

 

                <Result>

 

DISPLAY

String:  Name of the result set.

                   <Table>

Used with Query TYPE="SQL" to indicate that results will be returned in a table format.  See Table for more details.

 

 

                   <Query>

 

TYPE

 

 

VALUATION

Math

SQL

 

Yes

No

        <Column>

Used when Query TYPE="SQL" to define the table. Standard column attributes are available.

 

 

            <MathVariables>

Used when Query TYPE="MATH" Standard MathVariables functionality TYPES and Attributes are available.

 

 

 

XML Example

<InquiryScreen>

    <Input>

       <Fields>

          <Field>

  <Name>EffectiveDate</Name>

  <Display>Valuation Date</Display>

  <DataType>Date</DataType>

          </Field>

       </Fields>

   </Input>

   <Output>

       <Result DISPLAY="Policy Values">

           <Query TYPE="MATH" VALUATION="No">

               <MathVariables>

           <MathVariable VARIABLENAME="PaidToDate" TYPE="POLICYFIELD">PaidToDate</MathVariable>

           <MathVariable VARIABLENAME="PolicyYear" TYPE="POLICYFIELD">PolicyYear</MathVariable>

           <MathVariable VARIABLENAME="Mode" TYPE="POLICYFIELD">PaymentMode</MathVariable>

           <MathVariable VARIABLENAME="ModeValue" TYPE="SQL">SELECT ShortDescription FROM AsCode WHERE CodeName='AsCodeMode' AND CodeValue='[Mode]'</MathVariable>

 <MathVariable VARIABLENAME="MonthsInMode" TYPE="EXPRESSION">12 / Mode</MathVariable>

 <MathVariable VARIABLENAME="ModalPremium" TYPE="POLICYFIELD">ModalPremiumAmt</MathVariable>

               </MathVariables>

           </Query>

        <Fields>

           <Field>

  <Display>Policy Year</Display>

  <Name>PolicyYear</Name>

  <DataType>Integer</DataType>

           </Field>

           <Field>

 <Display>Paid To Date</Display>

 <Name>PaidToDate</Name>

 <DataType>Date</DataType>

</Field>

<Field>

  <Display>Modal Premium</Display>

  <Name>ModalPremium</Name>

  <DataType>Money</DataType>

  </Field>

<Field>

  <Display>Mode</Display>

  <Name>ModeValue</Name>

  <DataType>Text</DataType>

  </Field>

       </Fields>

    </Result>

 <Result DISPLAY="Paid To Date">

        <Table>

            <Results>

<Query TYPE="SQL">SELECT DATEVALUE PAIDTO FROM AsPolicyField WHEREPolicyGUID='[PolicyGUID]' AND FieldName='PaidToDate'</Query>

            </Results>

            <Column WIDTH="30" ALIGN="RIGHT">

  <Display>Paid To Date</Display>

  <Name>PAIDTO</Name>

  <DataType>Date</DataType>

           </Column>

        </Table>

     </Result>

  </Output>

</InquiryScreen>