MaintainRelationship

MaintainRelationship is a new attached Business Rule and will be available under the Rules Palette Global Rules Explorer -> Business Rules -> Attached Rules. This Business rule has been added to the TransactionBusinessRulePacket when configured in a transaction.

MaintainRelationship Element/Attribute Table
Element/Tag Attribute Definition Element/Attribute Value and Description

<MaintainRelationships>

 

The opening and closing elements of the MaintainRelationships Business Rule.

  

<Relationships> <Relationship>

 

 

Repeatable element:   

Defines the section holding the Relationship to create on the new client

 

.

Required attribute:

MathVariable or field containing the PrimaryClientGUID.

PRIMARYGUID

Repeatable element:   

Defines the section holding the Relationship to create on the new client

Identifies the primary client for the relationship time slice.

MathVariable or field containing the PrimaryClientGUID

 

SECONDARYGUID

Optional element:

Defines the section holding the tests that will determine if the Client record is to be created.

  Identifies the secondary client for the relationship time slice.

MathVariable or field containing the SecondaryClientGUID

 

Repeatable element:

Standard expressions comparing fields or math variables.

 

 

  PRIMARYTYPE

Defines the section holding the Client and Person fields to populate.

Identifies the Primary client for the relationship time slice.

MathVariable or literal code value from AsCode.CodeName: AsCodePrimaryRelationshipType

 

SECONDARYTYPE 

Required, repeatable element:

Identifies the secondary client for the relationship time slice.

 

Required element:

Defines the source value, field or math variable.

MathVariable or literal code value from AsCode.CodeName: AsCodeSecondaryRelationshipType

<To>

 

Required element:

Defines the target field name to which the source value is copied.

 

<Addresses>

 

Defines the section holding the Addresses to create for the new client.

 

<Address>

 

Repeatable element:

Defines the section holding the detail for a specific address.

 

ROLECODE

Required attribute:

Defines the address role to be created.

MathVariable or literal code value from AsCode.CodeName: AsCodeAddressRole.

 COUNTRYCODE

Required attribute:

Defines the country context for the address role to be created.

MathVariable or literal code value from AsCountry

<Tests>

 

Optional element:

Defines the section holding the tests to determine if the Address record is to be created.

 

<Test>

 

Repeatable element:

Standard expression comparing fields or math variables.

 

<Fields>

 

Defines the section holding the Address fields to populate.

 

<Field>

 

Required, repeatable element:

 

<From>

 

Required element:

Defines the source value, field or math variable.

 

<To>

 

Required element:

Defines the target field name to which the source value is copied.

 

<Relationships>

  

  

  

<Relationship>

 

Optional element:

Defines the section holding the Relationship to create on the new client.

 

 PRIMARYGUID

Required attribute:

Identifies the Group Customer with whom the relationship is to be created.

MathVariable or field containing a Group Customer GUID.

 PRIMARYTYPE

Required attribute:

Defines the primary relationship type with the Group Customer.

MathVariable or literal code value from AsCode.CodeName: AsCodePrimaryRelationshipType.

 SECONDARYTYPE

Required attribute:

Defines the secondary relationship type with the Group Customer.

MathVariable or literal code value from AsCode.CodeName: AsCodeSecondaryRelationshipType.

 EFFECTIVEFROM

Required attribute:

Defines the start date for the relationship with the Group Customer.

MathVariable or field containing a date.

 

RECORDSTATUSCODE

Required attribute:

Defines the record status code for the relationship time slice

MathVariable or field containing a status code. Code Name: AsCodeChangeStatus.

Allowed Value are DRAFT/ACTIVE

Default Value is "ACTIVE"

BUSINESSSTATUSCODE

Optional attribute:

Defines the BUSINESSSTATUSCODE for relationship time slice

MathVariable or field containing a status code. Code Name: AsCodeClientRelationshipBusinessStatus.

<Tests>

 

Optional element:

Defines the section holding the tests to determine if the Relationship record is to be created.

 

<Test>

 

Repeatable element:

Standard expression comparing fields or math variables.

 

<Fields>

 

Optional element:

Defines the section holding the Client Relationship fields to populate.

 

<Field>

 

Required, repeatable element:

 

<From>

 

Required element:

Defines the source value, field or math variable.

 

<To>

 

Required element:

Defines the target field name to which the source value is copied.

 

<ClassMemberships>

 

Optional element:

Defines the section holding the class memberships to create on the new client

 

<ClassMembership>

 

Optional, repeatable element:

Defines the section holding the class membership attributes and tests.

 

 CLASSGUID

Required attribute:

Identifies the ClassGUID for the client.

MathVariable or field containing a Group Customer GUID

 EFFECTIVEFROM

Required attribute:

Defines the start date for the class membership.

MathVariable or field containing a date.

 EFFECTIVETO

Optional attribute:

Defines the end date of the class membership.

MathVariable or field containing a date.

<Tests>

 

Optional element:

Defines the section holding the tests to determine if the class membership is to be created.

 

<Test>

 

Repeatable element:

Standard expression comparing fields or math variables.

 

<Activities>

 

Optional element:

Defines the section holding the Activities to create on the new client.

 

<Activity>

 

Repeatable element:

Defines the section holding the detail for a specific activity.

 

 TRANSACTIONNAME

Required attribute:

Defines the transaction to be created on the new client.

MathVariable or literal transaction name from AsTransaction

 SEQUENCE

Required attribute:

Defines the sequence array the activity will be inserted into.

 ActivityArray MathVariable.

<Tests>

 

Optional element:

Defines the section holding the tests to determine if the Activity record is to be created.

 

<Test>

 

Repeatable element:

Standard expression comparing fields or math variables.

 

<Fields>

 

Required element:

Defines the section holding the Activity fields to populate.

 

<Field>

 

Required, repeatable element:

 

<From>

 

Required element:

Defines the source value, field or math variable.

 

<To>

 

Required element:

Defines the target field name to which the source value is copied.

"EffectiveDate" is the minimum required input.

<Organization>

 

Required when creating Organization records. Repeatable.

 

 TYPECODE

Required attribute:

Defines the Organization type to be created.

MathVariable or literal code value from AsCode.CodeName: AsCodeOrganizationType.

INTAKERECORD

Optional attribute:

Defines the record in AsIntakeRecord with which the new client will be associated.

Note: Only one client may be associated with an INTAKERECORDGUID. Once created, this association cannot be changed.

MathVariable, Intake field or activity field containing an INTAKERECORDGUID, or an empty string.

<Tests>

 

Optional element:

Defines the section holding the tests to determine if the Client record is to be created.

 

<Test>

 

Repeatable element:

Standard expression comparing fields or math variables.

 

<Fields>

 

Required element:

Defines the section holding the Client and Organization fields to populate.

 

<Field>

 

Required, repeatable element:

 

<From>

 

Required element:

Defines the source value, field or math variable.

 

<To>

 

Required element:

Defines the target field name to which the source value is copied.

 

<Relationship>

 

Optional element:

Defines the section holding the Relationship to create on the new client.

 

 PRIMARYGUID

Required attribute:

Identifies the Group Customer with whom the relationship is to be created.

MathVariable or field containing a Group Customer GUID

 PRIMARYTYPE

Required attribute:

Defines the primary relationship type with the Group Customer.

MathVariable or literal code value from AsCode.CodeName: AsCodePrimaryRelationshipType.

 SECONDARYTYPE

Required attribute:

Defines the secondary relationship type with the Group Customer.

MathVariable or literal code value from AsCode.CodeName: AsCodeSecondaryRelationshipType.

 EFFECTIVEFROM

Required attribute:

Defines the start date for the relationship with the Group Customer.

MathVariable or field containing a date.

<Tests>

 

Optional element:

Defines the section holding the tests to determine if the Relationship record is to be created.

 

<Test>

 

Repeatable element:

Standard expression comparing fields or math variables.

 

<Fields>

 

Optional element:

Defines the section holding the Client Relationship fields to populate.

 

<Field>

 

Required, repeatable element:

 

<From>

 

Required element:

Defines the source value, field or math variable.

 

<To>

 

Required element:

Defines the target field name to which the source value is copied.

 

<Addresses>

 

Optional element:

Defines the section holding the Addresses to create for the new client.

 

<Address>

 

Required, repeatable element:

Defines the section holding the detail for a specific address.

 

ROLECODE

Required attribute:

Defines the address role to be created.

MathVariable or literal code value from AsCode.CodeName: AsCodeAddressRole.

 COUNTRYCODE

Required attribute:

Defines the country context for the address role to be created.

MathVariable or literal code value from AsCountry

<Tests>

 

Optional element:

Defines the section holding the tests to determine if the Address record is to be created.

 

<Test>

 

Repeatable element:

Standard expression comparing fields or math variables.

 

<Fields>

 

Defines the section holding the Address fields to populate.

 

<Field>

 

Required, repeatable element:

 

<From>

 

Required element:

Defines the source value, field or math variable.

 

<To>

 

Required element:

Defines the target field name to which the source value is copied.

 

<Activities>

 

Optional element:

Defines the section holding the Activities to create on the new client.

 

<Activity>

 

Repeatable element:

Defines the section holding the detail for a specific activity.

 

 TRANSACTIONNAME

Required attribute:

Defines the transaction to be created on the new client.

MathVariable or literal transaction name from AsTransaction

 SEQUENCE

Required attribute:

Defines the sequence array the activity will be inserted into.

 ActivityArray MathVariable.

<Tests>

 

Optional element:

Defines the section holding the tests to determine if the Activity record is to be created.

 

<Test>

 

Repeatable element:

Standard expression comparing fields or math variables.

 

<Fields>

 

Defines the section holding the Activity fields to populate.

 

<Field>

 

Required, repeatable element:

 

<From>

 

Required element:

Defines the source value, field or math variable.

 

<To>

 

Required element:

Defines the target field name to which the source value is copied.

 

XML Example

<MaintainRelationships>
<Relationships>
<Relationship PRIMARYGUID="PrimaryRelationshipClientGUIDMV" SECONDARYGUID="SecondaryRelationshipClientGUIDMV" PRIMARYTYPE="PrimaryRelationshipTypeMV" SECONDARYTYPE="SecondaryRelationshipTypeMV" EFFECTIVEFROM="EffectiveDateMV" RECORDSTATUSCODE="RecordStatusMV" BUSINESSSTATUSCODE="BusinessStatusMV">
<Fields>
<Field>
<From>EmployeeSalaryMV</From>
<To>EmployeeSalary</To>
</Field>
</Fields>
</Relationship>
<Relationships>
<MaintainRelationships>

 

 

 

 

 

 

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