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AddressScreen

Description

The Address screen allows for multiple addresses to be saved for a client. There are several different address role types that will capture various pieces of information important to that address type.     

AddressScreen Element/Attribute Table
Element/Tag Definition Attribute Element/Attribute Value and Description

<AddressScreen>

Start and end tag.

 

 

<AllowExpiration>   

This tag indicates the ability to provide the customer with automated functionality to expire mailing addresses based on date criteria and a contingent value established to introduce an active or inactive status.

 

Indicates the ability to add another column named ""Status", and will be displayed beside the Address. Depending on the value of AllowExpiration and Status, the trash-can will be conditionally displayed beside the Address.

Example:

<AllowExpiration>"Yes"</AllowExpiration

 

Yes:  Indicates the ability to Expire the Address when the expiration date of the address is set to a date before or equal to the system date. The Address is not deleted but the 'Status' column displays as 'Expired', no trash can icon is displayed and the address fields are disabled (except the Expiration Date field)

No:  The "Status" column is not displayed beside the Address(es). Should be able to delete the address associated with a Client, if it is not a default address.

<Address>

Required and Repeatable Element;
Indicates the start of address definition for fields and validations applying to a client. Used to specify the particular Address Role.

ROLE

Required Attribute;
Code:Indicates the Code value from the AsCodeAddressRole table to specify the AddressRole.

<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.

<Events>

See Action/Events section.

 

 

 

AddressScreen Image

OIPA Address Screen

78B

XML Example

<AddressScreen>

<Address ROLE="01">

           <Fields>

              <Field>

                  <Name>AccountNumber</Name>

                  <Display>Account No.</Display>

                  <DataType>Text</DataType>

                  <Length>15</Length>

              </Field>

                    <Field>  

                  <Name>RoutingNumber</Name>

                  <Display>Routing No.</Display>

                  <DataType>Text</DataType>

                  <Length>9</Length>

        </Field>

              <Field>

                  <Name>BankName</Name>

                     <Display>Bank Name</Display>

                  <DataType>Text</DataType>

                  <Length>50</Length>

               </Field>

               <Field>

                   <Name>AccountType</Name>

                   <Display>Account Type</Display>

                   <DataType>Radio</DataType>

                   <Query TYPE="FIXED">

                      <Options>

                          <Option>

                                <OptionValue>C</OptionValue> 

                              <OptionText>Checking</OptionText>  

                          </Option>

                          <Option>

                                   <OptionValue>S</OptionValue> 

                              <OptionText>Savings</OptionText>

                          </Option> 

                      </Options>

                  </Query>

              </Field> 

        </Fields>

    </Address>

</AddressScreen>

 

Schema Example

<AddressScreen>

    <Address ROLE="AddressRoleCode" DEFAULT="Yes/No">

        <Fields>

            <Field>

                <Name>[NameOfTheField]</Name>

                <Display>[DisplayOfTheField]</Display>

                <DataType>[DataTypeOfTheField]</DataType>

            </Field>

        </Fields>

        <FixedFields>

            <Fields>

                <Field>

                    <Name>[NameOfTheField]</Name>

                    <Display>[DisplayOfTheField]</Display>

                    <DataType>[DataTypeOfTheField]</DataType>

                </Field>

            </Fields>

        </FixedFields>

    <Address ROLE="[AddressRoleCode]">

        <Fields>

            <Field>

                <Name> </Name>

                <Display> </Display>

                <DataType> </DataType>

            </Field>

        </Fields>

   </Address>

    <Address ROLE="[AddressRoleCode]">

    </Address>

</AddressScreen>

 

 

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