PolicySearchScreen

Definition

This business rule is used to configure the PolicySearchScreen.  It defines the fields that are used to store the results of a search. 

 

PolicySearchScreen Element/Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<PolicySearchScreen>

The opening and closing tags of the PolicySearchScreen business rule.

 

 

    <Search>

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

 

 

      <FixedFields>

Changes the labels on the "above the line" fixed fields.

 

 

      <Fields>

Dynamically changes labels on the "below the line" fields. See Fields Elements.

 

 

      <Results>

Required
Defines the results. This element provides the return of the search and the data in the Results override the fixed fields.

INITIALRESULTS

Used to see the initial results on the screen when it initially loads.
All - Indicates display of all the policy search results.
User - Indicates Policy search results tied to the client login.
None - Indicates no Policy search results displayed.

      <Table>

Required
The element that defines the screen as a table format and controls the display of results, formats results in a table. See Table Element.

 

 

 

PolicySearchScreen Image

 

OIPA Policy Search Screen

 

 

XMLExample

 

<PolicySearchScreen>

     <Search>

     <FixedFields>

          <Field>

               <Name>Company</Name>

               <Display>Company</Display>

          </Field>

          <Field>

                <Name>Plan</Name>

                <Display>Plan</Display>

          </Field>

     </FixedFields>

     <Fields>

               <Field>

                    <Name>PolicyNumber</Name>

                    <Display>Policy Number</Display>

                    <DataType>Text</DataType>

                    <Group>Policy</Group>

                    <InputFocus>Yes</InputFocus>

               </Field>

               <Field>

                     <Name>LastName</Name>

                     <Display>Annuitant Last Name</Display>

                     <DataType>Text</DataType>

                     <Group ROLECODE="27">Client</Group>

               </Field>

               <Field>

                     <Name>FirstName</Name>

                     <Display>Annuitant First Name</Display>

                     <Group ROLECODE="27">Client</Group>

               </Field>

               <Field>

                     <Name>AppSignDate</Name>

                     <Display>Signed Date</Display>

                     <DataType>Date</DataType>

                     <Group>PolicyField</Group>

                </Field>

          </Fields>

     </Search>

 

     <Results INITIALTRESULTS=”User” MAXRESULTS=”250”>

          <Table>

               <Column WIDTH="98" ALIGN="LEFT">

                    <Display>PolicyNumber</Display>

                    <Name>Policy Number</Name>

                    <Group>Policy</Group>

               </Column>

               <Column WIDTH="200" ALIGN="LEFT">

                     <Display>Policy Name</Display>

                     <Name>PolicyName</Name>

                     <Group>Policy</Group>

               </Column>

               <Column WIDTH="200" ALIGN="LEFT">

                      <Display>Status</Display>

                      <Name>StatusCode</Name>

                      <Group>Policy</Group>

               </Column>

               <Column WIDTH="200" ALIGN="LEFT">

                      <Display>Insured</Display>

                      <Name>Name</Name>

                      <Group ROLECODE="01">Client</Group>

               </Column>

               <Column WIDTH="80" ALIGN="LEFT">

                      <Display>Tax ID</Display>

                      <Name>TaxID</Name>

                      <Group ROLECODE="01">Client</Group>

               </Column>

               <Column WIDTH="100" ALIGN="LEFT">

                      <Display>Issue State</Display>

                      <Name>StateCode</Name>

                      <Group>Policy</Group>

               </Column>

               <Column WIDTH="100" ALIGN="LEFT">

                      <Display>PlanDate</Display>

                      <Name>PlanDate</Name>

                      <Group>Policy</Group>

               </Column>

          </Table>

     </Results>

</PolicySearchScreen>

 

Schema Example

<PolicySearchScreen>

<Search>

<FixedFields>

<Fields>

<Field>

<Name></Name>

<Group ROLECODE=""></Group>

<Display MASK=""></Display>

<DataType></DataType>

<Encrypt ERASE="Yes|No">Yes|No</Encrypt>

<Value></Value>

<Disabled>ReadOnly|Exists|...</Disabled>

<Hidden></Hidden>

<Length></Length>

</Field>

</Fields>

</FixedFields>

     <Fields>

     <Field>

     <Name></Name>

     <Group ROLECODE=""></Group>

     <Display MASK=""></Display>

     <DataType></DataType>

     <Encrypt ERASE="Yes|No">Yes|No</Encrypt>

     <Value></Value>

     <Disabled>ReadOnly|Exists|...</Disabled>

     <Hidden></Hidden>

     <Length></Length>

     <DefaultValue></DefaultValue>

     <Query TYPE="SQL|FIXED|RADIO"></Query>

     <Calculated TYPE="" METHOD="" PLAN=""></Calculated>

     </Field>

     </Fields>

     </Search>

     <Results INITIALRESULTS="">

     <Table NAME="">

     <Column WIDTH="" ALIGN="" FORMAT="" EDITABLE="" RECONILE="Yes|No" FIELD="" TOTAL="Yes|No">

     <Display></Display>

     <Name></Name>

     <Group ROLECODE="">Role|Client|Address</Group>

     <DataType></DataType>

     <Query TYPE="SQL|FIXED|RADIO">

     <OptionValue></OptionValue>

     <OptionText></OptionText>

     </Query>

     <Calculated TYPE="" METHOD="" PLAN=""></Calculated>

     </Column>

          </Table>     

     </Results>

</PolicySearchScreen>