Restrict Role by Status in the PolicyOverview Screen
This prototype shows the role display statuses in the Policy Overview screen business rule for the role views for both policy and segments via configuration.
Prerequisites
- New policy with respective roles should be created in OIPA.
- The Policy Overview Screen BR should be configured with role display statuses at both policy and segment levels in Functional Prototype Plan.
New Items
- Add new tag for <DisplayStatus> to display status for Roles specified in the policy which is an optional attribute.
- Add <Status> tag under <DisplayStatus> which is a Required and Repeatable if <DisplayStatus> is used. Specify the Role statuses to include in the display such as 01.98.99. In this example only " active status" is to be displayed and the code is "01"
- Add <Roles> tag under <PolicyRoles> which is an optional, non-repeatable element which indicates that there will be configuration to filter Roles by type.
- Add <Role> tag under <Roles> which is a Repeatable Element, this tag would contain RoleCodes for which this specific DisplayStatus condition needs to be applied.
Changes to Existing Items
The Existing Rule name "PolicyOverviewScreen" under Functional Prototype Plan under Policy and Segment Level.
Configuration in Detail
The following configuration is added to the existing "PolicyOverviewScreen" business rule at Plan overrides level in Functional Prototype Plan for Role display and status.
This configuration displays the "Active", "Inactive", "Deleted" statuses for the specified Role code "37" (Insured) in Policy and "01" (Owner) for Segment level in Policy Overview Screen.
<PolicyOverviewScreen>
<PolicyDetails>
<Fields>...</Fields>
<PolicyRoles SHOW="Yes">
<Message></Message>
<DisplayStatus>
<Status>01</Status>
<Status>98</Status>
<Status>99</Status>
</DisplayStatus>
<Roles>
<Role>37</Role>
</Roles>
</PolicyRoles>
</PolicyDetails>
<Segments SHOW="Yes">
<SegmentRoles SHOW="Yes">
<Message></Message>
<DisplayStatus>
<Status>01</Status>
<Status>98</Status>
<Status>99</Status>
</DisplayStatus>
<Roles>
<Role>01</Role>
</Roles>
</SegmentRoles>
</Segments>
</PolicyOverviewScreen>