CaseScreen

Definition

This business rule allows a user to create and edit case records, part of the New Business Underwriting process. In OIPA, the Case screen is accessed by selecting Case from the Main Menu and clicking on New Case, or by selecting Search Case from the Main Menu, then searching for and selecting an existing case.

Information displayed on this screen includes the case name, case number, case status, creation date and date last updated, all of which correspond to columns within the AsCase database table. Additionally, dynamic fields can be configured to display other information on the screen. A case's status is represented by a two digit role code, and these role codes are defined in the AsCodeCaseStatus code name.

The screen has three sections:

Masking and field-level security is supported on the Case screen.

CaseScreen Element/Attribute Table

Element/Tag

Attribute

Definition

Element/Attribute Value and Description

<CaseScreen>

 

Required element:

The opening and closing tags of the CaseScreen business rule.

 

<FixedFields>  

Optional element:

Standard <FixedFields> screen rule section. See Fixed Fields page.

 
<Fields>  

Optional element:

Standard <Fields> screen rule section. See Fields element page.

 
<Events>  

Optional element:

Standard <Events> screen rule section. See ActionEvents page.

 
<Actions>  

Optional element:

Standard <Actions> screen rule section. See ActionEvents page.

 
<Roles>   Required element:

The container element for the sub-elements that define the roles on the application/policy.

 
<CM>  

Required element:

Defines the Case Manager role on the application/policy

Two digit role code for Case Manager role
<UW>  

Required element:

Defines the Underwriter role on the application/policy

Two digit role code for Underwriter role
<Policies>   Required element:

 

 
<Table>  

Required element:

Standard <Table> configuration. See Table Element page.

 

XML Example

<CaseScreen>
<Fields>
<Field>
<Name>CaseDetails</Name>
<Display>Case Description</Display>
<DataType>Text</DataType>
<Disabled>Yes</Disabled>
</Field>
<Field>
<Name>CreationDate</Name>
<Display>Creation Date</Display>
<DataType>Date</DataType>
<Disabled>Yes</Disabled>
</Field>
</Fields>
<Events>
<Event TYPE="ONSUBMIT">
<ActionSet ID="FinalValidation"></ActionSet>
</Event>
</Events>
<Roles>
<CM>11</CM>
<UW>14</UW>
</Roles>
<Actions>
<ActionSet ID="FinalValidation">
<Condition IF="IsEmpty(CaseText)">
<Action ACTIONTYPE="ERROR">Case Description can not be empty.</Action>
</Condition>
</ActionSet>
</Actions>
<Policies>
<Table>
<Column WIDTH="100" ALIGN="LEFT">
<Name>PolicyNumber</Name>
<Display>Application Number</Display>
<Group>Policy</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="75" ALIGN="LEFT">
<Name>IssueStateCode</Name>
<Display>Issue State</Display>
<Group>Policy</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="75" ALIGN="LEFT">
<Name>StatusCode</Name>
<Display>Status</Display>
<Group>Policy</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="75" ALIGN="LEFT">
<Name>FirstName</Name>
<Display>Insured First Name</Display>
<Group ROLECODE="37">Client</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="75" ALIGN="LEFT">
<Name>LastName</Name>
<Display>Insured Last Name</Display>
<Group ROLECODE="37">Client</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Policies>
<AutomaticCaseNumber>No</AutomaticCaseNumber>
</CaseScreen>

XML Schema

<CaseScreen>
<Fields>
<Field>
<Name></Name>
<Display></Display>
<DataType></DataType>
<Disabled>[Yes|No]</Disabled>
</Field>
</Fields>
   <Events>
<Event TYPE="">
<ActionSet ID=""></ActionSet>
</Event>
</Events>
<Roles>
<CM></CM>
<UW></UW>
</Roles>
<Actions>
<ActionSet ID="">
<Condition IF="">
<Action ACTIONTYPE="">String</Action>
</Condition>
</ActionSet>
</Actions>
<Policies>
<Table>
<Column WIDTH="" ALIGN="[Left|Center|Right]">
<Name></Name>
<Display></Display>
<Group></Group>
<DataType></DataType>
</Column>
</Table>
</Policies>
<AutomaticCaseNumber>[Yes|No]</AutomaticCaseNumber>
</CaseScreen>