29BClientGroupAddScreen

7Description

The ClientGroupAddScreen Business Rule provides a method to add or remove policies to/from a group. Specific policy-level activities can be generated based on an action performed on the policy on the group.

168B ClientGroupAddScreen Element and Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<ClientGroupAddScreen>

 

The opening and closing elements of the screen rule

 

 

    <Client>

.

 

 

ROLECODE

The role of the Group on the added policy. Value is from the AsCodeRole table.

        <Fields>

See Fields

 

 

        <Events>

See Events

 

 

<GenerateActivities>

Spawns policy level activities upon adding, editing, or deleting policies in a group.

 

 

          <Activity>

 

ON

Add - Adds activities when policy is added to group.

Update - Updates policy level activity.

Delete - Deletes policy level activity on group policies.

   <Transaction>

Name of transaction to be generated on each policy.

 

 

      <Fields>

Allows configuration of field values to pass to generated policy and activity

 

 

         <Field>

The opening and closing tag for each Field being configured.

 

 

            <From>

Name of ClientGroup or ClientGroupField data is being copied from.

 

 

            <To>

Name of Policy level Activity field being copied to.

 

 

 

169BXML Data

<ClientGroupAddScreen>

    <Client TYPECODE="03" ROLECODE="22">

          <Fields>

              <Field>

                <Name>PremiumAmount</Name>

                <Display>Premium Amount</Display>

                <DataType>Money</DataType>

              </Field>

              <Field>

                <Name>OwnerName</Name>

                <Display></Display>

                <DataType>Text</DataType>

                <Calculated TYPE="SQL">SELECT &ldots;'</Calculated>

                <Hidden>Yes</Hidden>

              </Field>

              <Field>

                <Name>PolicyBillingMethod</Name>

                <Display>Policy Billing Method</Display>

                <DataType>Text</DataType>

              </Field>

          </Fields>

                            

  <GenerateActivities>

         <Activity ON="Delete">

              <Transaction>TestBonus</Transaction>

                 <Fields>

                     <Field>

                        <From>PaymentAmount</From>

                        <To>BonusAmount</To>

                        <DataType>Money</DataType>

                     </Field>

                 </Fields>

        </Activity>

   </GenerateActivities>

  </Client>

</ClientGroupAddScreen>


16Schema Data

 <ClientGroupAddScreen>

<Client>

<Fields>

<Field>

<Name></Name>

<Display></Display>

<DataType></DataType>

</Field>

</Fields>

<Events></Events>

<GenerateActivities>

<Activity>

<Transaction></Transaction>

<Fields>

<Field>

<From></From>

<To></To>

<DataType></DataType>

</Field>

</Fields>

<Activity>

</GenerateActivities>

</Client>

</ClientGroupAddScreen>