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Oracle® Insurance Rules Palette Release 9.3.1.0 E21044_01

# ClientScreen

## 79Description

This business rule allows the configuration of fixed and dynamic fields on the Client screen. This rule holds an indicator that displays fields appropriate for a corporate or individual entity. A repeatable section defines each Client Type, which is identified by its typecode. This rule is also used to control the address table display.

## ClientScreen Element and Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
--- | --- | --- | ---
<ClientScreen> | The opening and closing elements of the screen rule. |  |
<ShowRoles> | Optional element; This element controls the display of the Policy Roles section on the Client screen. |  |
<Client> | Required and repeatable element; This element defines the Client Type, Group and ActivityPlan for each Client Type. | TYPECODE | Required attribute; Code: As defined in AsCodeClientType table.
GROUP | Yes: Displays Group button on the Client screen for the client type.
ACTIVITYPLAN | String:Any plan name.
<DisplayIndividualFields> | Controls the display of individual fields FirstName, MiddleInitial, LastName, Sex, and TaxID fields on the Client screen for the client type. |  | Yes: Displays FirstName, MiddleInitial, LastName, Sex, and TaxID fields for the Client Type on the Client screen. No: Displays CompanyName and TaxID fields for the Client Type. If this element is not present default is "No".
PREFIX | Yes: Displays Prefix combo box. Short descriptions of the selected codes (as defined in code names AsCodeClientPrefix and AsCodeClientSuffix) will be saved in Prefix and Suffix columns of AsClient.
SUFFIX | Yes: Displays Suffix combo box.
<ProcessFutureActivities> | Optional element; Controls the display of the Process button for future activities on the Client Activity Screen. This is used with Activity Processing. |  | Yes:Displays Process button for future activities on Client Activity screen. No:Process button will not be displayed for future activities on Client Activity screen.
<MultiFields> | Optional element; Allows for the configuration of MultiFields. Displays MultiFields on the Client Screen. | RULE | Yes: Displays MultiFields on the Client Screen as per the specified MultiFields Business Rule. No: MultFields will not be displayed. String: MultiFields Rule name. This MultiFields rule is used to display MultiFields.
<Fields> | See Fields. |  |
<Events> | See Events. |  |

## Database Tables for ClientScreen

Table Name | Description
AsClient | Stores individuals and corporate entities that can fill various roles related to policies.
AsClientField | Stores field names and values related to clients.
AsClientGroup | Stores client group activities.
AsClientGroupField | Stores the data that is populated from the defined group fields on the policy.

## XML Example

<ClientScreen>

<Client>

<DisplayIndividualFields TYPE="Internal" PREFIX="Yes"

</DisplayIndividualFields>

<Fields>

<Field>

<Name>NonResidentAlien</Name>

<Display>Non-resident Alien</Display>

<DataType>Radio</DataType>

<DefaultValue>02</DefaultValue>

<Query TYPE="FIXED">

<Options>

<Option>

<OptionValue>01</OptionValue>

<OptionText>Yes</OptionText>

</Option>

</Options>

</Query>

</Field>

</Fields>

</Client>

</ClientScreen>

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