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ClientSearchScreen

Description

This business rule allows a user-initiated Client search by any data column in AsClient. The search results are also configurable and will display in a table format.

ClientSearchScreen Element/Attribute Table
Element/Tag	Definition	Attribute	Element/Attribute Value and Description
<ClientSearchScreen>	The required opening and closing tags.
<Client>	Required, Repeatable Element. Indicates the opening of the Client field descriptions and related values. Used to search for different types of clients specified in the TypeCode attribute. >In addition also allows for the ability to search external clients from within the Client Search screen and perform actions on that external client like any other client type.	TYPECODE	Required Attribute; Code: Code from AsCodeClientType.
<Search>	Required and Repeatable Element; Indicates and defines search criteria and the fields to be included as part of the Client Search screen activity.
<Fields>

ClientSearchScreen Image

Client Search Screen with type highlighted

Database Tables for ClientSearchScreen

Table Name	Description
AsClient	Holds people and corporations/companies that can fill various roles related to policies.
AsClientField	Stores field names and values related to clients.
AsClientGroupField	Stores the data that is populated from the defined group fields on the policy.

XML Example

<ClientSearchScreen>

<Client TYPECODE="*">

<Search>

<Fields>

<Field>

<Name>FirstName</Name>

<Display>First Name</Display>

<DataType>Text</DataType>

<Group>Client</Group>

</Field>

<Field>

<Name>LastName</Name>

<Display>Last Name</Display>

<DataType>Text</DataType>

<Group>Client</Group>

</Field>

<Field>

<Name>CompanyName</Name>

<Display>Company Name</Display>

<DataType>Text</DataType>

<Group>Client</Group>

</Field>

</Fields>

</Search>

</Client>

</ClientSearchScreen>

Schema Example

<ClientSearchScreen>

<Client TYPECODE="" TYPE="">

<Fields>

<Field>

<Name></Name>

<Display></Display>

<Group></Group>

<DataType></DataType>

</Field>

<Field>

<Name></Name>

<Display></Display>

<DataType></DataType>

<Group ROLECODE=""></Group>

</Field>

</Fields>

</Search>

</Client>

</ClientSearchScreen>