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Add Fixed-field Support for GroupCustomer and Plan Screens

This enhancement provides the ability to add fixed-field support to the GroupCustomer and Plan Screens.

 

GroupCustomer Screen Enhancements:

 

Plan Screen Enhancements:

 

Note: The Add Plan functionality uses the PlanScreen BR rather than the hardcoded.

 

 

Prerequisites

The GroupCustomer and Plan Screen rules are required.

 

New Items

N/A

 

Changes to Existing Items

 

Group Customer Screen

Example is located in GroupCustomerScreen at Prototype company level.

 

<GroupCustomerScreen>
<FixedFields>
<Field>
<Name>AllocationMethod</Name>
<Hidden>Yes</Hidden>
</Field>
</FixedFields>
<Fields>
<Field>
<Name>PlanNumber</Name>
<Display>Plan Number</Display>
<DataType>Text</DataType>
</Field>
</Fields>
</GroupCustomerScreen>

 

Plan Screen

Example is located in Plan Screen under Group Prototype Product - PrototypeGroup Child company.

 

<PlanScreen>
<FixedFields>
<Field>
<Name>PrimaryRelationshipType</Name>
<Hidden>Yes</Hidden>
</Field>
</FixedFields>
<Fields>
<Field>
<Name>EnrollmentRelationshipType</Name>
<Display>Enrollment Relationship</Display>
<DataType>Text</DataType>
</Field>
</Fields>
</PlanScreen>

 

Configuration Details

GroupCustomer Screen

 

Plan Screen

The Currency, Allocation Method, PIT Valuation, Mixed Valuation and Market Maker on the Plan Screen are not hidden.

 

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