EnrollmentScreen

The EnrollmentScreen screen rule is configured using the rules palette. It provides a way for a user to manually enter enrollment data for a group customer.

EnrollmentScreen Elements/Attributes
Element/Tag Definition Attribute Element/Attribute Value and Description
<EnrollmentScreen>      

<FixedFields>

Fixed Fields define the appearance of the standard "above the line" fields.

  The display names for these fields can be edited and the fields can also be disabled or hidden.

<Field>

Repeatable element:

Allows configuration of 'above the line' fields. See Fields Element.

 

The fixed fields section of the screen supports the following fields (and associated groups):

ClientTypeCode (Client)
TaxID (Client)
Legal Residency Country Code (Client)
Last Name (Person)
First Name (Person)
Middle Initial (Person)
Prefix (Person)
Suffix (Person)
Sex (Person)
Date of Birth (Person)
Date of Death (Person)
Email (Person)
PrimaryRelationshipType (ClientRelationship)
SecondaryRelationshipType (ClientRelationship)

<Name>

Required:

Exact name of the field. This is the name that is found in the configuration whenever a reference is being made to this field.  

 

 

<DisplayName>

Required:

Defines the display name of the field.

 

String

<DataType>

Required:

Defines the datatype of the field.

 

See the Fields element.

<Group>

Required:

This is the name of the group (table) that should be used to obtain the value.

 

Organization, Person, or Client

<Table>

Optional element:   

See Table Element.

 

If this element is omitted, the default values are used. The default columns (and associated group) are:

Class Name (AsClass)
Product Name (AsSegmentName)
EligibillityDate (AsClassMembership)
Enrollment Date (AsEnrollment)

XML Example

<EnrollmentScreen>
<FixedFields>
<Field>
<Name>LastName</Name>
<DisplayName>Last Name</DisplayName>
<DataType>Text</DataType>
<Group>Person</Group>
<Disabled>Yes</Disabled>
</Field>
<Field>
<Name>FirstName</Name>
<DisplayName>First Name</DisplayName>
<DataType>Text</DataType>
<Group>Person</Group>
<Disabled>Yes</Disabled>
</Field>
</FixedFields>
<Table>
<Column>
<Display>Class Name</Display>
<Name>ClassName</Name>
<Group>Class</Group>
<DataType>Text</DataType>
</Column>
<Column>
<Display>Product Name</Display>
<Name>ProductName</Name>
<Group>SegmentName</Group>
<DataType>Text</DataType>
</Column>
<Column>
<Display>Effective Date</Display>
<Name>EffectiveDate</Name>
<Group>Product</Group>
<DataType>Date</DataType>
</Column>
<Column>
<Display>Enrollment Date</Display>
<Name>EnrollmentDate</Name>
<Group>Enrollment</Group>
<DataType>Date</DataType>
</Column>
</Table>
</EnrollmentScreen>

 

 

 

 

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