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CreateSegments

Description

This business rule creates one or more new segments on a policy when attached to a transaction. If <Test> configuration is present, the segment creation will be conditional; specifically, when test conditions are satisfied. This rule must be listed in TransactionBusinessRulePacket.

CreateSegments Element/Attribute Table
Element/Tab Definition Attribute Element/Attribute Value and Description

<CreateSegments>

The opening and closing tag of the CreateSegments business rule.

   

<Tests>

Optional

This element denotes a section containing one or more conditional expressions that when all are true will allow the rest of the rule to execute.

 

 

<Test>

Required/Repeatable Element

This element allows the expression of a test condition.

 

A string representing an expression that can evaluate to true or false. MathVariables and activity fields may be used within the condition.

<CreateSegment>

Required, Repeatable:

This element identifies a segment and the fields that are created and populated.

   
 

SEGMENTNAME

Required: A literal value that matches the name of the segment exactly.

This attribute identifies the segment to create using the segment’s segment name.

 

STATUSCODE

Optional: A literal code value. “24”, the default value, means the default segment and allows the segment to be visible in OIPA.

This element provides a value for the status code column on the new segment.

<Tests>

Optional:

This element denotes a section containing one or more conditional expressions that when all are true will allow the segment to be created.

   

<Test>

Required, Repeatable:

This element allows the expression of a test condition.

 

A string representing an expression that can evaluate to true or false. MathVariables and activity fields may be used within the condition.

<Fields>

Required, Repeatable:

Opening and closing elements to associate segment fields and their values. These values will apply to the specific segment being created.

   

<Field>

Required, Repeatable:

The opening and closing elements for a segment field definition block.

 

 

<Name>

Required:

Indicates the segment field that will be created with a value from the <Value> element.

   

<Value>

Required:

Defines a source for the value being applied to the field indicated by <Name>.

 

A MathVariable or activity field from the transaction the rule is attached to.

<Roles>

Optional element

   

<Role>

 

 

Required and repeatable

   
  ROLECODE

Required attribute;

MathVariable to populate role code; a singular role code.

  CLIENTGUID

Required attribute;

MathVariable to populate ClientGUID.

A singular ClientGUID.

<Fields>

Required:

Opening and closing elements to associate role fields and their values. These values will apply to the specific segment role being created.

   

<Field>

Repeatable

The opening and closing elements for a Role field definition block.

   

<From>

Required:

Configuration within tags identifies the MathVariable or Field where a value is being obtained.

   

<To>

Required:

Configuration within tags identifies the Field that is updated.

   

XML Example

<CreateSegments>
<Tests>
<Test>AddBaseCoverageSegment = 1</Test>
</Tests>
<CreateSegment SEGMENTNAME="Base Coverage" STATUSCODE="24">
<Tests>
<Test>AddBaseCoverageSegment = 1</Test>
</Tests>
<Fields>
<Field>
<Name>SegmentAmount</Name>
<Value>SegmentAmountMV</Value>
<Currency>USD</Currency>
</Field>
</Fields>
<Roles>
<Role ROLECODE="InsuredRoleCode" CLIENTGUID="Activity:InsuredClient">
<Fields>
<Field>
<From>Activity:InsuredIntegerData</From>
<To>CommonRoleField</To>
</Field>
<Field>
<From>Activity:InsuredDateData</From>
<To>RoleTestDate</To>
</Field>
<Field>
<From>Activity:InsuredCheckBoxData</From>
<To>UniqueInsuredField</To>
</Field>
</Fields>
</Role>
<Role ROLECODE="OwnerRoleCode" CLIENTGUID="Activity:OwnerClient">
<Fields>
<Field>
<From>Activity:OwnerIntegerData</From>
<To>CommonRoleField</To>
</Field>
<Field>
<From>Activity:OwnerDateData</From>
<To>RoleTestDate</To>
</Field>
</Fields>
</Role>
</Roles>
</CreateSegment>
</CreateSegments>

Schema Example

<CreateSegments>
<Tests>
<Test>[conditional expression]</Test>
. . .
</Tests>
<CreateSegment SEGMENTNAME="[literal segment name]" STATUSCODE="[code value]">
<Tests>
<Test>[conditional expression]</Test>
. . .
</Tests>
<Fields>
<Field>
<Name>[segment field name]</Name>
<Value>[math variable|activity field]</Value>
</Field>
<Field>
. . .
</Field>
. . .
</Fields>
<Roles>
<Role ROLECODE="[singular role code]" CLIENTGIUD="[singular ClientGUID]"</Role>
<Fields>
<Field>
<From></From>
<To></To>
</Field>
</Fields>
</Role>
</Roles>
</CreateSegment>
<CreateSegment>
. . .
</CreateSegment>
. . .
</CreateSegments>

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