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Overview of Screen Rules

Screen rules are used to control the display of screens in OIPA. Screen rules exist as global rules but can be overridden to meet the needs of individual plans. Global Screen rules are located in the Global Explorer tab in the Business Rules folder. Any overrides (except company level overrides) created will be stored in the Main Explorer tab under the Company | Plan | Business Rules | Screen node.

Most screen rules are configured using the XML Source pane. Visual editing is not available for these rules at this time. An explanation of each rule is provided below. There are two exceptions: RoleScreen and CompanyScreen. These two rules can be configured using visual editing tools.

Please see the XML Configuration Guide topic in this help system for a list of all elements, attributes and values needed for Screen rule configuration. View Business Rules | Screen Rules.

Screen Rules

AddressScreen: This business rule allows the user to configure the non-fixed fields and validations for the address roles on the Address screen. Fixed field values can also be controlled through configuration of this rule. Mailing addresses can be set to expire based on date criteria and a contingent value established to introduce an active or inactive status. Configuration supports foreign addresses and dates.

ChartOfAccountsScreen: This rule determines the set-up of the dynamic fields for the ChartofAccounts screen (only for the criteria section) and determines how validation can be performed.

ChildFundScreen: The Child Fund screen is used to establish parent/child relationships by creating the

Generate Child Fund right-click option from Fund Group on the Fund screen.

ClientScreen: This business rule allows the user to configure fixed and dynamic fields on the Client screen. This rule holds the indicator required to determine if a Client Type is an Individual or Corporation. A separate section is configured for each Client Type, which is identified by its typecode. This rule is also used to control the display of policy roles, individual fields, address table, the TaxID field on Client screen, and the process button for future activities on the Client Activity screen.

Configuration supports the display of foreign calendars and dates as well as numerous formats of the client name. The LegalResidenceCode field and the TypeCode are the only required fields and they determine the display of all information on the screen.

ClientSearchScreen: This business rule defines the configuration for search criteria and fields for the Client Search screen. The screen allows the user to search on various client types such as Individual, Corporate or Producer. When the user enters this screen, the default search criterion is Individual.

CompanyScreen: The CompanyScreen business rule must be configured before accessing the Company Data node in the Main Explorer. This business rule defines the fields that hold constant values related to a company. It should only be overridden at the company level. The XML Source pane can be used to configure the screen using XML.

DisbursementApprovalScreen: This business rule allows for the configuration of dynamic fields on this screen. These fields will be used to search for specific disbursements. Use this business rule to total the currency for the columns on the Disbursement Approval screen.

DisbursementSearchScreen: This business rule is used to configure the dynamic fields in the DisbursementSearchScreen to allow the user to search for disbursement records that match the specified criteria. If the DisbursementSearchScreen business rule is not used the fixed fields will be displayed by default and used for searches. For example Company, Plan, Start Date and End Date will be displayed.

Note: DisbursementScreen and DisbursementSearchScreen business rules together constitute the Disbursement screen. Configuration for the Disbursement Search section is done in the DisbursementSearchScreen business rule; whereas the configuration for the Disbursement details section is done in the DisbursementScreen business rule.

FundScreen: The FundScreen business rule can be configured to update fixed fields and to add any dynamic fields used for fund processing. This business rule is generally overridden at the plan level. The FundScreen writes to the following tables: AsFund, AsFundField, AsFundStatus.

PlanActivityScreen: This business rule controls the Plan-Level Activity screen. The configuration will determine the number of activities that will be shown on the Plan-Level Activity screen, set the date from which to display activities and provide warnings when using activity icons. This rule may be defined at the Global level or as a Plan level override.

PolicySearchScreen: This business rule is used to configure the PolicySearchScreen. It defines the fields that are used to store the results of a search.

RequirementScreen: The RequirementScreen business rule must be configured in order for OIPA to handle requirements properly. This rule will need to be configured as a screen rule. The global rule should only have an empty opening and closing tag. The actual rule is configured as a company level override.

RoleScreen: The Role screen rule allows the user to configure the fields specified on the Role Details screen in OIPA. Each role, such as beneficiary, insured, owner and payer, can have configured fields for capturing relevant data required by the business.

SegmentRoleScreen: This business rule defines the dynamic fields that can be displayed and updated on the specified Role Detail(s) windows. The segment selected during the policy entry process dictates which role options are visible and available on the Segment Role screen. This rule exists at Global and Plan levels. Configuration should only create company level overrides of this rule at the primary company level.

SuspenseScreen: This business rule is used to create and control suspense records. Suspense records are used to track money. This business rule identifies where the money came from and allows for the money to be used as payment to various polices. A suspense record is used as a holding account until the money is applied or refunded. A unique suspense number is generated with the suspense record for identification purposes.

WithholdingScreen: This business rule defines the layout of the Withholding screen, which signifies the amount or percentage of federal and state taxes to be withheld from taxable disbursements defined by the Policy Owner.