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InquiryScreen

Description

The Inquiry screen enables users to access information via a rules defined format. The rule can be created at the Main Menu or Policy level. The level determines which screen this Inquiry screen can be accessed from. It also determines which GUID is passed to the Inquiry screen rule: PrimaryCompanyGUID for Main Menu or PolicyGUID for Policy.  

Specific values from the database can be retrieved without writing SQL statements, by using the available defined prefixes and fields. Please see the Available Prefixes and Fields for Configuration for a listing. 

InquiryScreen Element and Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<InquiryScreen>

The opening and closing elements of the rule.

DISPLAYONLOAD

Controls the display of the Output section.

 

Yes: When the screen is loaded the output section will display immediately. 

No: The output section will only display when the OK button is clicked. 

<Input>     

Defines the Input section of the Inquiry screen.

 

 

<Fields>          

Defines the Input fields.

 

 

<Output>     

Defines the Output section of the Inquiry screen. Configured differently for field display and table display.

 

 

<Result>                

 

DISPLAY

String: Name of the result set. 

<Table>                   

Used with Query TYPE="SQL" to indicate that results will be returned in a table format. See Table for more details. 

 

 

<Query>                   

 

TYPE

 

 

 

 

 

 

 

 

 

 

 

VALUATION

Math: Indicates a field display with a MathVariables section. The Query element is a descendent of the Result XML element.  

 

SQL: Indicates a table display supported by a SQL statement that may return multiple columns and multiple rows. The Query element is a descendent of a Results XML element.  

 

 

Yes: Allows valuation to execute and make valuation fields available to the MathVariables section. 

 

No: No valuation is executed. The valuation fields are not available to the MathVariables section.  

<Fields>               

Used when Query TYPE="SQL" to define the table. Standard column attributes are available.

 

 

<MathVariables>               

Used when Query TYPE="MATH" Standard math variables functionality is available.

 

 

 

XML Example

<InquiryScreen>

<Input>    

<Fields>       

<Field>          

<Name>EffectiveDate</Name>   

<Display>Valuation Date</Display>   

<DataType>Date</DataType>   

</Field>          

</Fields>       

</Input>   

<Output>   

<Result DISPLAY="Policy Values">       

<Query TYPE="MATH" VALUATION="No">           

<MathVariables>               

<MathVariable VARIABLENAME="PaidToDate" TYPE="POLICYFIELD">PaidToDate</MathVariable>            

<MathVariable VARIABLENAME="PolicyYear" TYPE="POLICYFIELD">PolicyYear</MathVariable>            

<MathVariable VARIABLENAME="Mode" TYPE="POLICYFIELD">PaymentMode</MathVariable>            

<MathVariable VARIABLENAME="ModeValue" TYPE="SQL">SELECT ShortDescription FROM AsCode WHERE CodeName='AsCodeMode' AND CodeValue='[Mode]'</MathVariable>            

<MathVariable VARIABLENAME="MonthsInMode" TYPE="EXPRESSION">12 / Mode</MathVariable>  

<MathVariable VARIABLENAME="ModalPremium" TYPE="POLICYFIELD">ModalPremiumAmt</MathVariable>  

</MathVariables>               

</Query>           

<Fields>        

<Field>           

<Display>Policy Year</Display>   

<Name>PolicyYear</Name>   

<DataType>Integer</DataType>   

</Field>           

<Field>           

<Display>Paid To Date</Display>  

<Name>PaidToDate</Name>  

<DataType>Date</DataType>  

</Field>

<Field>

<Display>Modal Premium</Display>   

<Name>ModalPremium</Name>   

<DataType>Money</DataType>   

</Field>  

<Field>

<Display>Mode</Display>   

<Name>ModeValue</Name>   

<DataType>Text</DataType>   

</Field>  

</Fields>       

</Result>    

<Result DISPLAY="Paid To Date"> 

<Table>        

<Results>            

<Query TYPE="SQL">SELECT DATEVALUE PAIDTO FROM AsPolicyField WHEREPolicyGUID='[PolicyGUID]' AND FieldName='PaidToDate'</Query>

</Results>            

<Column WIDTH="30" ALIGN="RIGHT">            

<Display>Paid To Date</Display>   

<Name>PAIDTO</Name>   

<DataType>Date</DataType>   

</Column>           

</Table>        

</Result>     

</Output>  

</InquiryScreen>

 

 

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