TransactionCosmetics

Description

This rule controls the graphics for the icons and buttons of the activity to which it is associated. As with the TransactionBusinessRulePacket business rule, this rule should be attached (overridden) to all the transactions.

This rule can also be used for the following:

TransactionCosmetics Element/Attribute Table
Element/Tag

Attribute

Definition

Element/Attribute Value and Description

<TransactionCosmetics>

 

Required element:
The opening and closing tag of the TransactionCosmetics business rule.

 

<Icon>

 

Required element:
The icons help users quickly recognize activities.

<Icon>tag is used to mention the icon graphic name (.GIF) the activity should be displayed with in the Activity screen.
 

When moving the mouse over the icon next to the activity, a short description of the activity (Processed By, Active From Date, etc.) will be displayed. Clicking the icon will provide much more detailed information on that activity.

If the <Icon>tag is not configured in TransactionCosmetics business rule, a red "X" mark (unavailability of the icon image) will be displayed Red X icon showing abscence of icon graphicinstead of the icon on the left side of the activity (activity icon) in the Activity screen. The functionality of the icon will remain the same.

String: Required element value:
Defines the icon name (.GIF).
 Example:

<Icon>
    AsIconIssue.GIF
</Icon>

<Button>

 

Required element:
This tag is used to mention the button graphic name (.GIF) that should be displayed in the Activity Details and Activity Results windows.
The button will be displayed on the top left corner of the Activity Details and Activity Results windows.

 

If this tag is not configured in the TransactionCosmetics business rule, a red X mark Red X icon showing absence of icon graphic (indicating the button image is not available) will be displayed instead of the button .GIF image on the top left corner of the Activity Details and Activity Results windows.

Note: Even though it is called a button, it is displayed in the same manner as an icon.

String: Required element value:
Defines the button name (.GIF).
 Example:
<Button>
    AsButtonIssue.GIF
</Button>

<Reverse>

 

Required element:
This tag is used to mention the name of the image the Reversed/Recycled activities (i.e. the activities in pending/reversal status) should be displayed with on the Activity screen.

If this tag is not configured in TransactionCosmetics business rule, a red X mark Red X icon showing absence of icon graphic (indicating the button image is not available) will be displayed in the place of the Reverse image on the left side of the reversed/recycled activities on the Activity screen.

String: Required element value:

Defines the reverse name (.GIF).

Example:
<Reverse>
    AsReverseIssue.GIF
</Reverse>

<AmountField>

 

Optional element: Using the
<AmountField> tag, an amount from the transaction can be displayed on the Activity screen .

Element value:

Pre-defined ActivityField or MathVariable from the transaction or PostAssignmentValidateExpressions rule attached to the transaction.
 Example:

<AmountField>
    GrossAmount

</AmountField>

Note: If the activity is in NUV Pending or Gain/Loss Pending status and math variables from PostAssignmentValidateExpressions are used in this section, these values will be displayed as blank or zero if assignment information is required for those variables to be calculated.

<DetailField>

 

Optional element:

DetailField is used to provide non-numeric (amount) information in the Amount/Detail column of the Activity grid on the Activity screen.

Note: If "AmountField" tab exists along with "DetailField" tag in Transaction Cosmetics, "AmountField" will take precedence over "DetailField."

Element value:

ActivityField or MathVariable from the transaction or PostAssignmentValidateExpressions rule attached to the transaction.

Example:

<DetailField>
    PremiumType
</DetailField>

Note: If the activity is in NUV Pending or Gain/Loss Pending status and math variables from PostAssignmentValidateExpressions are used in this section, these values will be displayed as blank or zero if assignment information is required for those variables to be calculated.

TOOLTIP

Optional attribute;

This attribute is used to provide additional information (default or user-defined configurable tool tip message) on the value that is being displayed. Information is displayed when the user moves the mouse over the value.

String;

<Tooltip>

 

Optional element:

Opening and closing element for the Tooltip section.

 

<Fields>

 

Required if Tooltip element is present:

Opening and closing tag of Fields section within the Tooltip section.

 

<Field>

 

Required if Fields element is present; Repeatable.

<Field> reflects values that come directly from transaction’s fields.

 

<Name>

 

Required if Field element is present:

The Name element may contain the names of fields configured within the main body of the transaction.

String

<Display>

 

Required if Field element is present:

Displays the field label.

String

XML Example

<TransactionCosmetics>
<Icon>AsIconIssue.GIF</Icon>  
<Button>AsButtonIssue.GIF</Button>  
<Reverse>recycleIcon.GIF</Reverse>  
<AmountField>TotalBaseFace</AmountField>  
<Tooltip>
<Fields>
<Field>
<Name>ConfirmationNumber</Name>
<Display>Confirmation Number</Display>
</Field>
</Fields>
</Tooltip>
</TransactionCosmetics>

XML Schema

<TransactionCosmetics>
<Icon>[String]</Icon>
<Button>[String]</Button>
<Reverse>[String]</Reverse>
<AmountField TOOLTIP="[String]">[String]</AmountField>
<DetailField TOOLTIP="[String]">[String]</DetailField>
<Tooltip>
<Fields>
<Field>
<Name>[String]</Name>
<Display>[String]</Display>
</Field>
</Fields>
</Tooltip>
</TransactionCosmetics>

List of available icons

text icon68-text-16x16.gif

Accounting iconaccountingIcon.gif

Detail icondetailIcon.gif

Accounting iconaccountingIcon.gif

Activity iconactivityIcon.gif  

Add Activity iconaddActivityIcon.gif

Pending Activity iconpendingActivityIcon.gif  

Processed Activity iconprocessedActivityIcon.gif

Add Policy Role iconaddPolicyRoleIcon.gif  

Delete Role icondeleteRoleIcon.gif

Edit Segment iconeditSegmentIcon.gif  

Add Child Segment iconaddChildSegmentIcon.gif  

Add Segment iconaddSegmentIcon.gif  

Add Suspense iconaddSuspenseIcon.gif

Allocations iconallocationsIcon.gif  

ABL Stop iconAsIconABLStop.gif  

ABL Transfer iconAsIconABLTransfer.gif

Confirmation doc icon18-ConfirmationDoc-16x16.gif

Confirm iconAsIconConfirm.gif  

Confirm iconAsIconDeath.gif

Delivery iconAsIconDelivery.gif  

Direct Deposit Statement iconAsIconDirectDepositStatement.gif

Prenote iconAsIconPrenote.gif  

Calendar iconAsIconCalendar.gif

Dollar Cost Averging iconAsIconDollarCostAveraging.gif  

Free look iconAsIconFreeLook.gif

Issue iconAsIconIssue.gif

Payment iconAsIconPayment.gif  

Withdrawal iconAsIconWithdrawal.gif  

Configuration iconconfigurationIcon.gif

Administration iconadministrationIcon.gif

Fax icon67-fax-16x16.gif  

Entry fields iconentryFieldsIcon.gif

Print status iconprintStatusIcon.gif  

Audio iconaudioIcon.gif  

Images iconimagesIcon.gif

Calendar iconcalendarIcon.gif  

Client Address iconclientAddressIcon.gif  

Delete Client Address icondeleteClientAddressIcon.gif

Edit Client Address iconeditClientAddressIcon.gif

Add Address iconaddAddressIcon.gif  

comments iconcommentsIcon.gif  

Benefit split iconbenefitSplitIcon.gif

Disbursement icondisbursementIcon.gif

Policy Role iconpolicyRoleIcon.gif

Edit Policy Role iconeditPolicyRoleIcon.gif  

Edit Client iconeditClientIcon.gif  

New Client iconnewClientIcon.gif   

History Title iconhistoryTitleIcon.gif   

Inquiry iconinquiryIcon.gif  

Math iconmathIcon.gif  

ABL Transfer iconAsIconABLTransfer.gif

Edit iconeditIcon.gif

New Policy iconnewPolicyIcon.gif  

Policy iconpolicyIcon.gif  

Search Policy iconsearchPolicyIcon.gif  

Segment iconsegmentIcon.gif   

Calculate Segment iconcalculateSegment.gif  

Folder iconfolderIcon.gif  

Policy Popup Menu iconpolicyPopupMenuImage.gif

Recycle iconrecycleIcon.gif

Rerun document iconrerunDocumentIcon.gif

Restart iconrestartIcon.gif

Save iconsaveIcon.gif

Search Client iconsearchClientIcon.gif

Tree Folder icontreeFolderIcon.gif

Spawn iconspawnIcon.gif  

Suspense Search iconsuspenseSearchIcon.gif  

Error iconsymbolError16.gif  

Warning iconsymbolWarning16.gif  

Information icongridInfoIcon.gif  

Help iconhelpIcon.gif   

Add to List iconaddToListIcon.gif  

Trashcan icontrashCanIcon.gif  

Percent iconpercentIcon.gif   

Valuation iconvaluationIcon.gif

Values iconvaluesIcon.gif  

Close Window iconwindowCloseIcon.gif