SuspenseBatchScreen

Description

The Suspense batch process starts with any insurance company's Document Service area receiving the Check/EFT. 10 or 20 or 30 Checks that are related to each other in some form like same bank, client etc can be combined to form a batch, depending on the insurance company's preference.

One Suspense record is created for each Check of a Suspense Batch through the SuspenseBatchScreen. Each newly added Suspense record through this screen shall be displayed in the Table present above the details section of the Suspense Batch screen and they will be in Pending Status until the batch is completed. A unique Batch number is issued to the batch when it is created. Also, a unique Suspense number is generated when each Suspense record of a batch is created.

Note: This is a Code-driven Screen. If there are no Configuration in the BusinessRule, then the Screen will still be usable with the Fixed Fields that are in place.

SuspenseBatchScreen Element/Attribute Table

Element/Tag	Definition	Attribute	Element/Attribute Value and Description
<SuspenseBatchScreen>	The opening and closing tag of the SuspenseBatch Screen Business Rule.
<FixedFields>	Optional element; This element allows the fixed fields to have the same configuration capabilities as dynamic ( below the line ) fields, the only exception being the ability to change the fixed field data types. These fields are stored in AsSuspense table. Press <FixedFields> link for additional information on the <FixedFields> Element configuration.
<Fields>	Required element; Allows configuration of dynamic fields that are stored in AsSuspenseField table. These fields are displayed in the Suspense details portion of the SuspenseBatchScreen Press <Fields> link for additional information on the <Fields> Element configuration.
<MultiFields>	Optional element; Allows configuration of MultiFields in the SuspenseBatch Screen Press <MultiFields> link for additional information on the <MultiFields> Element configuration.		*Required element value;* *Yes/No* MultiFields enables and allows SuspenseBatchScreen with multiple sets of dynamic field values. The Yes/No element values can be used to turn On/Off the multifields section on SuspenseBatchScreen.
			Yes - Enables the MultiField Business Rule (turns on) and if set to "Yes" Multi Fields should be generated on the SuspenseBatchScreen
			No - Defaults and disables the Multifield Business Rule (turns off) and if set to "No" Multi Fields should not be generated on the SuspenseBatchScreen. Note: If this element is not present default is "No".
		RULE	*Required attribute;* *Rule= "MultiFieldBusinessRule"* For e.g.: <MultiFields RULE="MultiFields-TestSuspenseFields">Yes</MultiFields
<Validation>	Optional element; Allows configuration of editsand validations. Provides online page error message via Java Script. Limited to the variables available on the page. Press <Validation> link for additional information on the <Validation> Element configuration.
<OnLoad>	Optional element; Indicates the start of field definition and values applying to math calculation to enable this functionality. Refer to the OnLoad and OnChange sections of the Transaction Element document. This contains further information about the available options for these elements. Note: This element is applicable when OnChange element is present. It contains a list of field name(s) that triggers the Onchange when the page is loaded.
<OnChange>	Optional element; Container for OnChange configuration. Indicates the start of field element values to facilitate processing when the field change affects the content of another field. This allows change to one or more fields based on the value of a trigger field. OnChange is only stated and applied within a defined multifield section. Refer to Appendix 2 - Transaction Element document for the <OnChange> details and available options.
<SearchFields>	Required element; This element is used to specify the Fields using which specific Suspense records/batch can be searched. These Fields act as the Filter criteria in SuspenseSearchScreen.
<Field>	Required / Repeatable element; This element is used to specify the Field Name that needs to be available in the SuspenseSearchScreen as a Search Field		*Required element value;* *Field Name* Note: Both Dynamic and Fixed fields can be used as the Search Fields.
<Table>	Required element; This element is used to configure the portion of the Screen that displays the summary information in columnar form for the newly added suspense items of a batch.
<Column>	Required element; This element is used to configure the required Columns with which the selected Suspense records details should be displayed. Some of the Elements that can be displayed are Suspense Number, Policy Number, Statutory Company, Amount, Last Name, Effective Date ,Attached Amount, Status.	WIDTH ALIGN FORMAT	*Optional attribute;* *="Integer"* To define the Column Width. *Optional attribute;* *="LEFT / CENTER / RIGHT"* To define the alignment with which the values should be displayed in the Columns. *Optional attribute;* *="TEXT / DATE / CURRENCY"* To define the format with which the values should be displayed in the Columns.
<Display>	Required element; Label or display Name of the Column on the SuspenseBatchScreen, indicates how the field name will be displayed on the screen.
<Name>	Required element; Exact name of the Column that will be displayed on the SuspenseBatchScreen.
<Group>	Required element; This element identifies the table where the specified Field (Field is indicated by the <Name> element) is stored. Note: The name of the table in which a particular Field is stored should be mentioned without the prefix As. For e.g.: for the Fixed field, SuspenseNumber, <Group> tag is defined as below. <Group>Suspense</Group>

XML Sample

<SuspenseBatchScreen>

<FixedFields>

<Fields>

<Name>CompanyName</Name>

<Display>NewCompany</Display>

</Fields>

</FixedFields>

<Fields>

</Field>

<Field>

<Name>MyRunningTotal</Name>

<Display>My Running Total</Display>

<DataType>Text</DataType>

<Calculated TYPE="SQL" METHOD="FORCE">SELECT SUM(AsSuspense.Amount) FROM AsSuspense WHERE AsSuspense.BatchNumber = '[BatchNumber]' AND AsSuspense.StatusCode != '12'</Calculated>

</Field>

<Field>

<Name>SuspenseFromCompany</Name>

<Display>Suspense From Company</Display>

<ToolTip>Suspense Company</ToolTip>

<DataType>Combo</DataType>

<!--<Disabled>Yes</Disabled>-->

<Query TYPE="FIXED">

<Options>

<Option>

<OptionValue>0</OptionValue>

<OptionText>N/A</OptionText>

</Option>

<Option>

<OptionValue>2</OptionValue>

<OptionText>MONY</OptionText>

</Option>

<Option>

<OptionValue>3</OptionValue>

<OptionText>MLOA</OptionText>

</Option>

<Option>

<OptionValue>4</OptionValue>

<OptionText>LGY</OptionText>

</Option>

<Option>

<OptionValue>5</OptionValue>

<OptionText>CB</OptionText>

</Option>

<Option>

<OptionValue>6</OptionValue>

<OptionText>AS</OptionText>

</Option>

</Options>

</Query>

</Field>

<Field>

<Name>FromPolicyNumber</Name>

<Display>From Contract No</Display>

<DataType>Text</DataType>

<!--<Disabled>Yes</Disabled>-->

<InPutFocus>Yes</InPutFocus>

</Field>

</Fields>

<OnChange>

<Change>

<Name>cmbTypeCode</Name>

<Type>Combo</Type>

<Items>

<Item INDEX="0" NAME="Check">

<TypeCode TYPE="EVAL">document.frmSuspense.cmbSuspenseFromCompany.disabled=true;document.frmSuspense.cmbSuspenseFromCompany.style.backgroundColor='E4E4E4';document.frmSuspense.cmbSuspenseFromCompany.value='0';document.frmSuspense.txtFromPolicyNumber.disabled=true;document.frmSuspense.txtFromPolicyNumber.style.backgroundColor='E4E4E4';document.frmSuspense.txtFromPolicyNumber.value='';</TypeCode>

</Item>

<Item INDEX="1" NAME="EFT">

<TypeCode TYPE="EVAL">document.frmSuspense.cmbSuspenseFromCompany.disabled=true;document.frmSuspense.cmbSuspenseFromCompany.style.backgroundColor='E4E4E4';document.frmSuspense.cmbSuspenseFromCompany.value='0';document.frmSuspense.txtFromPolicyNumber.disabled=true;document.frmSuspense.txtFromPolicyNumber.style.backgroundColor='E4E4E4';document.frmSuspense.txtFromPolicyNumber.value='';</TypeCode>

</Item>

<Item INDEX="2" NAME="InterCompany">

<TypeCode TYPE="EVAL">document.frmSuspense.cmbSuspenseFromCompany.disabled=false;document.frmSuspense.cmbSuspenseFromCompany.style.backgroundColor='FFFFFF';document.frmSuspense.cmbSuspenseFromCompany.value='0';document.frmSuspense.txtFromPolicyNumber.disabled=false;document.frmSuspense.txtFromPolicyNumber.style.backgroundColor='FFFFFF';document.frmSuspense.txtFromPolicyNumber.value='';</TypeCode>

</Item>

</Items>

</Change>

</OnChange>

<Validation ONSAVE="Yes">

<Required>

<Field>Amount</Field>

</Required>

<Expressions>

<Expression MESSAGE="You must enter a Suspense amount"></Expression>

<Expression MESSAGE="You must enter a From Contract Number.">(!((document.frmSuspense.cmbTypeCode.selectedIndex == '2') &amp;&amp; !(document.frmSuspense.cmbSuspenseFromCompany.value == '') &amp;&amp; (document.frmSuspense.txtFromPolicyNumber.value == '')))</Expression>

<Expression MESSAGE="You must enter a From Contract Number.">(!(document.frmSuspense.txtFromPolicyNumber.value == ''))</Expression>

</Expressions>

</Validation>

<SearchFields>

<Field>SuspenseNumber</Field>

<Field>PolicyNumber</Field>

<Field>EffectiveDate</Field>

<Field>LastName</Field>

<Field>Amount</Field>

</SearchFields>

<Table>

<Column WIDTH="100" ALIGN="LEFT">

<Display>Suspense Number</Display>

<Name>SuspenseNumber</Name>

<Group>Suspense</Group>

</Column>

<Column WIDTH="90" ALIGN="LEFT">

<Display>Policy Number</Display>

<Name>PolicyNumber</Name>

<Group>Suspense</Group>

</Column>

<Column WIDTH="90" ALIGN="LEFT">

<Display>Statutory Company</Display>

<Name>StatutoryCompany</Name>

<Group>SuspenseField</Group>

</Column>

<Column WIDTH="80" ALIGN="LEFT">

<Display>Amount</Display>

<DataType>Money</DataType>

<Name>Amount</Name>

<Group>Suspense</Group>

</Column>

<Column WIDTH="90" ALIGN="LEFT">

<Display>Last Name</Display>

<Name>LastName</Name>

<Group>Suspense</Group>

</Column>

<Column WIDTH="90" ALIGN="LEFT">

<Display>First Name</Display>

<Name>FirstName</Name>

<Group>Suspense</Group>

</Column>

<Column WIDTH="80" ALIGN="LEFT">

<Display>Effective Date</Display>

<Name>EffectiveDate</Name>

<Group>Suspense</Group>

</Column>

<Column WIDTH="80" ALIGN="LEFT">

<Display>Attached Amount</Display>

<Name>AttachedAmount</Name>

<Group>Suspense</Group>

</Column>

<Column WIDTH="50" ALIGN="LEFT">

<Display>Status</Display>

<Name>DisplayStatusCode</Name>

<Group>Suspense</Group>

</Column>

</Table>

</SuspenseBatchScreen>

Schema Sample

<SuspenseBatchScreen>

<FixedFields></FixedFields>

<Fields></Fields>

<MultiFields RULE="[MultiFieldBusinessRule]">[Yes|No]</MultiFields>

<Validation></Validation>

<OnLoad></OnLoad>

<OnChange></OnChange>

<SearchFields>

<Field>[Field Name]</Field>

</SearchFields>

<Table>

<Column WIDTH="[Integer]" ALIGN="[LEFT | CENTER | RIGHT]" FORMAT="[TEXT | DATE | CURRENCY]"></Column>

<Display></Display>

<Name></Name>

<Group></Group>

</Table>

</SuspenseBatchScreen>