30BClientGroupScreen

170Description

This Business Rule defines the table that is displayed on the ClientGroup screen (Group/Activity). This business rule can be a global rule or overridden at the activity level.  The columns in the table include a Group tag that indicates from where the column's value is derived.  Valid Group values are ClientGroup, ClientGroupField, Client, ClientField, Policy and PolicyField.

171BClientGroupScreen Element and Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<ClientGroupScreen>

 

 

The opening and closing elements of the screen rule

 

 

    <Client>

 

TYPECODE

Code - AsCodeClientType (AsCode). Must be the client type that represents the group parent client.

        <Table>

See Table Element

 

Controls formatting of Role display.

 

173B=ClientGroupScreen Database Table

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.

AsClientActivityGroupField

Stores field names and values of activities related to group clients. 

AsClientGroup

Stores client group activities

AsClientActivityGroup

Stores GUIDs for client group policy activities

174BXML Data

<ClientGroupScreen>

    <Client TYPECODE="05">

        <Table>

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

                    <Display>Insured Name</Display>

                    <Name>InsuredLastName</Name>

                    <DataType>Text</DataType>

                    <Group>PolicyField</Group>

             </Column>

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

                     <Display>Policy Number</Display>

                     <Name>PolicyNumber</Name>

                      <DataType>Text</DataType>

                      <Group>Policy</Group>

              </Column>

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

                      <Display>Billing Frequency</Display>

                      <DataType>Text</DataType>

                      <Name>PaymentModeAlpha</Name>

                      <Group>PolicyField</Group>

              </Column>

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

                      <Display>Billing Amount</Display>

                      <DataType>Money</DataType>

                      <Name>GroupBillPremiumDueAmount</Name>

                      <Group>PolicyField</Group>

              </Column>

              <Column WIDTH="100" ALIGN="RIGHT" TOTAL="Yes" EDITABLE="Yes">

                      <Display>Billing Adjustment Amount</Display>

                      <Name>PremiumAmount</Name>

                      <DataType>Money</DataType>

                      <Group>ClientGroupField</Group>

              </Column>

           </Table>

      </Client>

</ClientGroupScreen>