Create a New Segment

Steps to Create a New Segment

  1. Navigate to the plan.

  2. Right-click on the segment folder.

  3. Select New Segment.

  4. Enter the segment name and select Next.

  5. Select the TypeCode for the segment and then select Next.  (Please see Codes Names for further detail.)

  6. Select Finish.

 

The segment will then appear in the segment folder in blue font.  This indicates that it has been created, but has not yet been saved to the database.  You will need to check-in the segment in order for it to be saved.

New Segment displayed in Configuration Area

 

General Pane

In the General pane you can view the segment properties such as version number and TYPE.

 

Fields Pane

This pane is used to create fields that will display on the Segment’s screen.  The functionality is exactly the same as the Fields pane described in the rules section of this guide.  Please see the Fields pane for more information.

 

Events Pane

This pane is used to create validations that will display on the Segment’s screen. The functionality is exactly the same as described in the configuration section.  Please see the Events Pane for more information.

 

Buttons Pane

The Buttons pane allows for the selection of the type of button you want to be displayed on the Segment screen.  Checking the box next to the button adds the button name to the right in the Order column.  The Up and Down buttons can be used to change the order of the buttons on the screen.  There is a preview of the buttons located in the Preview box at the bottom of the Configuration Area.

 

Calculate Button has a drop-down box where you can select a Calculate business rule for the segment.  When a segment is calculated, the math configured in a Calculate business rule takes into account various aspects of the policy and arrives at the values, which are critical to the policy.  Calculate business rules will all start with CalculateGeneral as a standard.

 

The Calculate rule selected is then stored in the Segments Calculate Rule folder in the Main Explorer window for that plan. The Calculate rule can be edited from this folder by double-clicking on its XML file.

 

Button Tab of Segment

 

XML Source Pane

This pane allows individuals who prefer to configure in XML to do so.  Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration.  View Business Rules | Plan Rules | Segment Screen.