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Oracle® Insurance XML Configuration Guide Release 9.4.0.0 E18894_01

# FundScreen

## Description

The FundScreen business rule can be configured to update fixed fields and to add any dynamic fields used for fund processing. This business rule is generally overridden at the plan level.

FundScreen writes to the following tables:

- AsFund

- AsFundField

- AsFundStatus

## FundScreen Element/Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
<FundScreen> | The required opening and closing elements of this business rule. |  |
<Fields> | Repeatable element; Dynamically changes labels on the 'below the line' fields. See Fields Element. |  | String: The dynamic fields must correspond to a column in the AsAddressField database table.
<FixedFields> | Repeatable element; Allows configuration of 'above the line' fields. See Fields Element. |  | String: The fields must correspond to a column in the AsAddressField database table.
<MultiFields> | Repeatable element; Dynamically changes labels on the 'below the line' fields. See MultiFields Element. |  |
<FundStatus> | Stores the status of all Funds in the system. |  | Required element value;"MathVariable/Value" To represent the FundStatusCode in which Fund should be set up.
| APPLYTOCHILDREN | Optional attribute * = "Yes/No" To indicate whether the parent's status can be applied to all of its children when it is changed. Yes-To indicate whether the parent's status can be applied to all of its children when it is changed . No - Parent's status can not be applied to all of its children when it is changed.
<AutoChildFundNameUpdate> | Optional element; This tag is used to indicate whether the updates to the Parent Fund Name should be automatically applied to all the associated Child Funds or not. Note: Disabled: The enabling of the child fund name field will be based on the value of the <Disabled> tag for the field designated in the rule. When <Disabled> is set to 'No' and the automatic child fund updates tag value is set to 'No' or does not exist in the rule the child fund name field will be enabled . When the <Disabled> tag value is set to 'Yes' the child fund name field will be disabled preventing any manual updating regardless of the automatic child fund name updates tag value. |  | Yes - Indicates that the Child Fund Names of the given Parent Fund whose name is being updated will also be updated. No - Indicates that the Child Fund Names of the given Parent Fund whose name is being updated will not update the Child Fund.
<FundByState> | Optional element; Defines whether the fund approval is by state or not. |  | Yes - Defines the fund approval by state. No - Screen operates as if this field does not exist.
<CompanyTitle> | Optional Element |  | String

## XML Example

    <FundScreen>

          <Fields>

               <Field>

                  <Name>Code</Name>

                  <Display>Fund Code</Display>

                  <DataType>Text</DataType>

               </Field>

               <Field>

                  <Name>IULFund</Name>

                  <Display>IUL Indexed Fund?</Display>

                  <DataType>Check</DataType>

                  <DefaultValue>UNCHECKED</DefaultValue>

                </Field>

                <Field>

                  <Name>IULIndex</Name>

                  <Display>Index</Display>

                  <DataType>Combo</DataType>

                  <Query TYPE="FIXED">

                        <Options>

                        </Options>

                   </Query>

                 /Field>

          </Fields>

          <CompanyTitle>Company</CompanyTitle>

    </FundScreen>

## Schema Example

    <FundScreen>

    <Fields>

    <Field>

    <Name>Code</Name>

    <Display>Fund Code</Display>

    <DataType>Text</DataType>

    </Field>

    </Fields>

    </FundScreen>

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