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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

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

</DisplayIndividualFields>

<Field>

<Name>NonResidentAlien</Name>

<Display>Non-resident Alien</Display>

<DataType>Radio</DataType>

</Option>

</Options>

</Query>

</Field>

</Fields>

</Client>

</ClientScreen>