ClientSearchScreen

170B Description

This business rule defines the configuration for search criteria and fields for the Client Search screen. The screen allows the ability to search on various client types such as Individual, Corporate or Producer.  Upon entry to the screen, the default search criterion is Individual.

171BClientSearchScreen Element and Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<ClientSearchScreen>

 

The required opening and closing tags.

 

 

    <Client>

Required, Repeatable Element.  Indicates the opening of the Client field descriptions and related values. Used to search for different types of clients specified in the TypeCode attribute.

In addition also allows for the ability to search external clients from within the Client Search screen and perform actions on that external client like any other client type.

TYPECODE

Required Attribute;
Code: Code from AsCodeClientType.

      <Search>

Required and Repeatable Element;
Indicates and defines search criteria and the fields to be included as part of the Client Search screen activity.

 

 

               <Fields>

See Fields.

 

 

 

185B

 

186B ClientSearchScreen Image

Client Search Screen with type highlighted

187B Database Tables for ClientSearchScreen

Table Name

Description

AsClient

Holds people and corporations/companies that can fill various roles related to policies.

AsClientField

Stores field names and values related to clients.

AsClientGroupField

Stores the data that is populated from the defined group fields on the policy.

188B XML Example

<ClientSearchScreen>

     <Client TYPECODE="*">

         <Search>

                <Fields>

                   <Field>

                                             <Name>FirstName</Name>

                       <Display>First Name</Display>

                       <DataType>Text</DataType>

                       <Group>Client</Group>

                                      </Field>

                   <Field>

                       <Name>LastName</Name>

                       <Display>Last Name</Display>

                       <DataType>Text</DataType>

                       <Group>Client</Group>

                   </Field>

                   <Field>

                       <Name>CompanyName</Name>

                       <Display>Company Name</Display>

                       <DataType>Text</DataType>

                       <Group>Client</Group>

                   </Field>

                </Fields>

                  </Search>

       </Client>

</ClientSearchScreen>

 

 

Schema Example

<ClientSearchScreen>

    <Client TYPECODE="" TYPE="">                                                                                                                                                                                                                                                                                                           

                       <Search>

                    <Fields>

                        <Field>

                            <Name></Name>

                            <Display></Display>

                            <Group></Group>

                            <DataType></DataType>

                        </Field>

                        <Field>

                            <Name></Name>

                            <Display></Display>

                            <DataType></DataType>

                            <Group ROLECODE=""></Group>

                        </Field>

                    </Fields>

                               </Search>

       </Client>

</ClientSearchScreen>

 

34B