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Oracle® Insurance XML Configuration Guide Release 9.4.0.0 E18894_01

# DuplicateClient

## Description

This business rule defines the criteria that indicates a duplicate client. If it does not exist the system will not perform a check for duplicated clients. The rule exists as a primary company override. The rule supports the resolution of copybooks.

## DuplicateClient Element and Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
--- | --- | --- | ---
<DuplicateClient> | The opening and closing tag of the DuplicateClient Business Rule. |  |
<Client> | Required, Repeatable: Defines the field(s) that identiry a duplicate client. The error message and response from the system are defined within the <Client> element. |  |
Required: Indicates the response from the system if the specified field data exactly matches the same field(s) in one or more client data records. | RESTRICTION | Warning - Allows the client data to be added after the user accepts possible client duplication. The user may cancel the update. Denied - Does not allow the client data to be added.
Required, Unique: Indicates the client type to which this <Client> definition will apply. | TYPE | A valid client type code from AsCodeClientType.
<Message> | Optional: Specifies a message to be displayed when a duplicate client is found. If this is omitted, the system displays a default message based on the setting of the RESTRICTION attribute. |  | Text string containing the message.
<Fields> | Required: Element to hold one or more <Field> elements. A duplicate client condition exists when all data in the <Field> elements match the same fields in an existing database record. |  |
<Field> | Required, Repeatable: The name of a client screen field; the value entered here is compared with the value of the same field for other clients. |  |

## XML Example

    <DuplicateClient>

    <Client RESTRICTION=”Warning” TYPE=”02”>

    <Message>Based on entered first, last name, ssn and sex, a matching client

    was found in the AS database. Continue?</Message>

    <Fields>

    <Field>FirstName</Field>

    <Field>LastName</Field>

    <Field>Sex</Field>

    <Field>TaxId</Field>

    </Fields>

    </Client>

    </DuplicateClient>

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