EligibleSegmentNamesByPolicyStatus

This business rule is used to make the segments selectively available to policies based on the policy status. If a particular policy status is included in the rule then only the segment names referenced will be available for entry for that policy status. If a policy status is not included in this business rule then all of the plan's segments will be available.   

EligibleSegmentNamesByPolicyStatus Element\Attribute Table

Element/Tag Definition Attribute Element/Attribute Value and Description

<EligibleSegmentNamesByPolicyStatus>

The opening and closing tag.

 

 

<PolicyStatus>         

Required, repeatable element;

To indicate the policy's status where the list of segments should be available in the policy's Segment screen.

 

 

  

 

CODE

Integer; Required attribute

Policy status code from AsCodeStatus.

 

NAME

Integer; Required attribute

Name of the policy status from AsCode => AsCodeStatus table.

<SegmentName>              

Required, repeatable element;

To indicate the name of the segment that can be added to a policy based on the status of the policy.

 

Required element value;

SegmentName - Name of the segment

<Tests>

Optional Element: Indicates the start and end tag of the Test elements and definition.

<Tests> tag is used to limit the available segments on the segment screen based on Plan or Policy fields.

   
<Test> Required, Repeatable Element: Defines the Expression to compare a PolicyField and PlanField to validate the Segment Value. If more than one <Test> tags are used, all the Test conditions should be satisfied in order for the segments to be listed when the policy is in the indicated status.  

String: Test criteria expression.

Note: Literal date format to use in the test condition is mm/dd/yyyy. For example, '07/31/2014'.

<SegmentNames> The start tag and end tag for segmentname controlled by test elements.  

String: Policy:POLICYFIELD

String: Plan:PLANFIELD

<SegmentName> Indicates the segment name that will be available in the specified policy status, if all test conditions are true.    

XML Schema

<EligibleSegmentNamesByPolicyStatus>
<PolicyStatus CODE="[Code]" NAME="[String]">
<SegmentName>[String]</SegmentName>
<Tests>
<Test>[Expression]</Test>
<SegmentNames>
<SegmentName>[String]</SegmentName>
</SegmentNames>
</Tests>
</PolicyStatus>
</EligibleSegmentNamesByPolicyStatus>

 

XML Example

<EligibleSegmentNamesByPolicyStatus>
<PolicyStatus CODE="08" NAME="Pending">     
<SegmentName>Deferred Annuity</SegmentName>          
</PolicyStatus>     
<PolicyStatus CODE="38" NAME="Ready To Annuitize">     
<SegmentName>Joint and Survivor Life Annuity</SegmentName>          
<SegmentName>Life Annuity</SegmentName>          
<SegmentName>Joint and Survivor Life Annuity with Payments Guaranteed</SegmentName> 
<SegmentName>Life Annuity with Payments Guaranteed</SegmentName>          
</PolicyStatus>     
</EligibleSegmentNamesByPolicyStatus>  
 

 

 

 

 

 

 

 

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