Add Multi-field Support for GroupCustomer, Agreement and PlanSegment Screens
This prototype demonstrates to add multifield support for the following business rules:
- GroupCustomerScreen
- PlanSegment (via SegmentName)
- Agreements (via AgreementDefinition)
Prerequisites
To test the new configuration, the following business rules will need to be configured:
- GroupCustomerScreen
- PlanSegment within a Segment Name rule
- Agreement Definition rule
New Items
None
Changes to Existing Items
Add a new tag to configuration for the rules as below:
GroupCustomerScreeen
<MultiFields RULE="[business rule name]">Yes</MultiFields>
Agreement (Agreement Definition Rule)
<MultiFields RULE="[business rule name]">Yes</MultiFields>
PlanSegment configuration with Segment Name Rule
<MultiFields RULE="[business rule name]">Yes</MultiFields>
CopyToAgreementFields
<CopyToAgreementFields>
<MultiFields NAME="[Literal MultiField Section Name]" END="[Integer]">
<Field>
<FromIndexCollection>[MathvariableCollection]</FromIndexCollection>
<To>[Literal Target Fieldname]</To>
</Field>
</MultiFields>
</CopyToAgreementFields>
Configuration Details
Group Customer Screen
Configure a GroupCustomer screen to allow the collection of correspondence types, the GroupCustomer preferred method and the Employee preferred method.
Example is located in screen rule at Prototype company level.
Agreement
Configure Agreement rule to have multiple bank account types, routing numbers and account numbers. Example is located in Master-Agreement Insured at Global Level.
Plan Segment
Configure a PlanSegment configuration within Segment Name rule to have multiple benefit types and corresponding copays.
Example <MultiFields RULE="MultiField-Correspondence">Yes</MultiFields> is located in Base Coverage Basic Segment at Group Prototype Product level.
Agreement Update Transaction
Update Agreement multifield using a CopyToAgreementFields rule. New Transaction AddAgreementAccount with CopyToAgreementField BR attached. At Customer Plan - Prototype company level