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Oracle® Insurance XML Configuration Guide Release 9.4.1.0 E23637_01

# GenerateDocument

## Description

The GenerateDocument business rule describes the document that needs creation upon execution of a transaction. Multiple output file formats are supported and can be created with a single rule. This is an attached rule that should not be listed in TransactionBusinessRulePacket.

GenerateDocument Element/Attribute Table
Element/Tag | Definition | Attribute | Element/Attribute Values
--- | --- | --- | ---
<GenerateDocument> | The opening and closing elements of the business rule. |  |
<DocumentName> | Required: Identifies the document template’s file name. |  | A literal value.
<GeneratorType> | Required: Identifies the document engine used to generate the specific document. |  | A literal value naming the document engine.
<FileFormats> | Required: The opening and closing elements defining a section listing the available output file formats. |  |
<FileFormat> | Required, Repeatable: Identifies an output file format. |  | Acrobat – a PDF format. Word.
<Query> | Optional: Provides the template with the variable data it is defined to accept in order to complete the document generation. |  | A valid SQL statement that returns the data needed by the specific document template.

## XML Sample

    <GenerateDocument>

    <DocumentName>5E1A5ABE-4946-7BFB-237B-D80F5A2707E3-DeathBenefitLetter.rpt</DocumentName>

    <GeneratorType>Crystal</GeneratorType>

    <FileFormats>

    <FileFormat>Acrobat</FileFormat>

    <FileFormat>Word</FileFormat>

    <FileFormat>Excel</FileFormat>

    </FileFormats>

    <Query>SELECT TOP 1 C.CompanyName, B.ClientName Annuitant, A.Name BeneficiaryName, A.AddressLine1, A.AddressLine2, A.City, A.State, A.ZipCode,[PolicyValue] CommutedValue , [TotalDeathBenefit] DeathBenefit FROM (SELECT COALESCE(AsClient.FirstName,'') + ' ' +COALESCE(AsClient.LastName,'') Name, AsAddress.AddressLine1 AddressLine1, AsAddress.AddressLine2 AddressLine2, AsAddress.City , AsCodeState.ShortDescription State, AsAddress.PostalID ZipCode, AsClient.DateOfDeath DateOfDeath, AsRole.RoleCode , AsAddressRole.AddressRoleCode AddressRoleCode, AsAddress.EffectiveDate  FROM AsPolicy JOIN AsRole ON AsPolicy.PolicyGUID = AsRole.PolicyGUID JOIN AsClient ON AsClient.ClientGUID = AsRole.ClientGUID JOIN AsAddressRole ON AsClient.ClientGUID = AsAddressRole.ClientGUID JOIN AsAddress ON AsAddress.AddressGUID = AsAddressRole.AddressGUID JOIN AsCode AsCodeState ON (AsAddress.StateCode = AsCodeState.CodeValue AND AsCodeState.CodeName = 'AsCodeState') WHERE AsRole.RoleCode = '23' AND AsPolicy.PolicyGUID = '[Policy:PolicyGUID]' AND AsClient.DateOfDeath IS NULL UNION ALL SELECT COALESCE(AsClient.FirstName,'') + ' ' +COALESCE(AsClient.LastName,'') Name, AsAddress.AddressLine1 AddressLine1,AsAddress.AddressLine2 AddressLine2,AsAddress.City City, AsCodeState.ShortDescription State, AsAddress.PostalID ZipCode, AsClient.DateOfDeath DateOfDeath, AsRole.RoleCode RoleCode, AsAddressRole.AddressRoleCode AddressRoleCode, AsAddress.EffectiveDate EffectiveDate FROM AsPolicy JOIN AsRole ON AsPolicy.PolicyGUID = AsRole.PolicyGUID JOIN AsClient ON AsClient.ClientGUID = AsRole.ClientGUID JOIN AsAddressRole ON AsClient.ClientGUID = AsAddressRole.ClientGUID JOIN AsAddress ON AsAddress.AddressGUID = AsAddressRole.AddressGUID JOIN AsCode AsCodeState ON (AsAddress.StateCode = AsCodeState.CodeValue AND AsCodeState.CodeName = 'AsCodeState') WHERE AsRole.RoleCode = '24' AND AsPolicy.PolicyGUID = '[Policy:PolicyGUID]' AND AsClient.DateOfDeath IS NULL UNION ALL SELECT COALESCE(AsClient.FirstName,'') + ' ' +COALESCE(AsClient.LastName,'') Name, AsAddress.AddressLine1 AddressLine1, AsAddress.AddressLine2 AddressLine2, AsAddress.City City, AsCodeState.ShortDescription State, AsAddress.PostalID ZipCode, AsClient.DateOfDeath DateOfDeath, AsRole.RoleCode RoleCode, AsAddressRole.AddressRoleCode AddressRoleCode, AsAddress.EffectiveDate EffectiveDate FROM AsPolicy JOIN AsRole ON AsPolicy.PolicyGUID = AsRole.PolicyGUID JOIN AsClient ON AsClient.ClientGUID = AsRole.ClientGUID JOIN AsAddressRole ON AsClient.ClientGUID = AsAddressRole.ClientGUID JOIN AsAddress ON AsAddress.AddressGUID = AsAddressRole.AddressGUID JOIN AsCode AsCodeState ON (AsAddress.STATECODE = AsCodeState.CodeValue AND AsCodeState.CodeName = 'AsCodeState') WHERE AsRole.RoleCode = '67' AND AsPolicy.PolicyGUID = '[Policy:PolicyGUID]' AND AsClient.DateOfDeath IS NULL ) AS A, ( SELECT COALESCE(AsClient.FirstName,'') + ' ' +COALESCE(AsClient.LastName,'') ClientName FROM AsRole JOIN AsClient ON AsRole.ClientGUID = AsClient.ClientGUID AND AsRole.PolicyGUID = '[Policy:PolicyGUID]' AND AsRole.RoleCode = '27' ) AS B, (SELECT CompanyName FROM AsCompany JOIN AsPlan ON AsPlan.CompanyGUID = AsCompany.CompanyGUID JOIN AsPolicy ON AsPolicy.PlanGUID = AsPlan.PlanGUID WHERE AsPolicy.PolicyGUID = '[Policy:PolicyGUID]') C ORDER BY A.RoleCode Asc, A.EffectiveDate Desc</Query>

    </GenerateDocument>

## XML Schema

    <GenerateDocument>

    <DocumentName>[template's file name]</DocumentName>

    <GeneratorType>[document engine name]</GeneratorType>

    <FileFormats>

    <FileFormat>Acrobat|Word</FileFormat>

    <FileFormat>. . .</FileFormat>

    . . .

    </FileFormats>

    <Query>[SQL statement]</Query>

    </GenerateDocument>

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