CopyTos

DEPRECATED IN 10.0

This business rule allows one or more MathVariables to be copied from an activity to one or more object fields, as specified in the rule.

CopyTos Elements/Attributes
Element/Tag Definition Attribute Element/Attribute Value and Description

<CopyTos>

The opening and closing tags of this rule.

   

<CopyTo>

Required element: Specifies the destination object for the CopyTo update.

OBJECTNAME

Address
Agreement
Class
ClassGroup
Client
ClientRelationship
GroupCustomer
INTAKEPROFILE
Organization
PendingActivity
Person
Policy
Requirement
Role
Segment   

POLICYROLES

Text:    

Supported when object is Role or Client.

If OBJECTNAME=”Client,” POLICYROLES can be a math variable holding a string containing comma separated RoleCodes.

If OBJECTNAME=”Role,” POLICYROLES can contain a PolicyGUID.

TYPE

 

<Tests>

Optional element:

Allows for additional filtering of MathVariable or activity field triggers that allow role updates by creating conditions outside of the object status. All conditions in this section must evaluate to true before the destination fields may be updated.

   

<Test>

Repeatable element:.

TYPE

Text: =Expression

A conditional statement that tests a MathVariable or Field against another MathVariable or Field or other literal value.

<Fields>

Allows configuration of dynamic fields.

   

<Field>

Repeatable element:
The opening and closing tag that encompasses <From> and <To> elements.
   

<From>

Name of the Math Variable or activity field from which data is copied.

  Required element value:;
MathVariable/ActivityField.
Name of the MathVariable or field from the transaction. Not required if using FromCollection. Applicable only if POLICYROLES attribute is present.

<FromCollection>

Name of the collection from which data is copied.

 

Required element value:: MathVariable of variable type Collection.

<To>

Name of the address field to which data is copied.

  Required element value:
Field

XML Example

<CopyTos>
<CopyTo OBJECTNAME="Policy" TYPE="IFEMPTY">
<Tests>
<Test TYPE="Expression">MVAbortCopyToPolicy = False</Test>
</Tests>
<Fields>
<Field>
<FromCollection>GraceEndDateCollec</FromCollection>
<To>GraceEndDate</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Policy">
<Tests>
<Test TYPE="Expression">1=1</Test>
</Tests>
<Fields>
<Field>
<FromCollection>PolicyNumberCollection</FromCollection>
<To>PolicyNumber</To>
</Field>
<Field>
<FromCollection>StatutoryCompanyCollection</FromCollection>
<To>StatutoryCompany</To>
</Field>
<Field>
<FromCollection>PremiumAmtCollec</FromCollection>
<To>AnnualPremium</To>
</Field>
<Field>
<FromCollection>PolicyYearCollec</FromCollection>
<To>PolicyYear</To>
</Field>
<Field>
<FromCollection>PaymentDraftDateCollec</FromCollection>
<To>PaymentDraftDate</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Address">
<Fields>
<Field>
<FromCollection>AddressLine1Collection</FromCollection>
<To>AddressLine1</To>
</Field>
<Field>
<FromCollection>AddressSourceCollection</FromCollection>&gt;
<To>AddressSource</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Role">
<Fields>
<Field>
<FromCollection>RolePercentCollection</FromCollection>
<To>RolePercent</To>
</Field>
<Field>
<FromCollection>PaymentMethodCollection</FromCollection>
<To>PaymentMethod</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Requirement">
<Fields>
<Field>
<FromCollection>CategoryCodeCollection</FromCollection>
<To>CategoryCode</To>
</Field>
<Field>
<FromCollection>CoSignCollection</FromCollection>
<To>CoSign</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Person">
<Tests>
<Test TYPE="Expression">MVAbortCopyToPerson = True</Test>
</Tests>
<Fields>
<Field>
<FromCollection>FirstNameCollection</FromCollection>
<To>FirstName</To>
</Field>
<Field>
<FromCollection>CheckNameCollection</FromCollection>
<To>CheckName</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="PendingActivity">
<Fields>
<Field>
<FromCollection>EffectiveDateCollection</FromCollection>
<To>EffectiveDate</To>
</Field>
<Field>
<FromCollection>StartDateCollection</FromCollection>
<To>StartDate</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="GroupCustomer">
<Fields>
<Field>
<FromCollection>CustomerNumberCollection</FromCollection>
<To>CustomerNumber</To>
</Field>
<Field>
<FromCollection>DBANameCollection</FromCollection>
<To>DBAName</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Client">
<Fields>
<Field>
<FromCollection>TaxIDCollection</FromCollection>
<To>TaxID</To>
</Field>
<Field>
<FromCollection>MaritalStatusCollection</FromCollection>
<To>MaritalStatus</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Agreement">
<Tests>
<Test TYPE="Expression">Activity:Test1=1</Test>
</Tests>
<Fields>
<Field>
<FromCollection>AgreementNameCollection</FromCollection>
<To>AgreementName</To>
</Field>
<Field>
<FromCollection>SomeAgreementFieldCollection</FromCollection>
<To>SomeAgreementField</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Organization">
<Tests>
<Test TYPE="Expression">Activity:Test1=1</Test>
</Tests>
<Fields>
<Field>
<FromCollection>OrganizationNameCollection</FromCollection>
<To>OrganizationName</To>
</Field>
<Field>
<FromCollection>IncorpDateCollection</FromCollection>
<To>InCorpDatel</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Role" POLICYROLES="MVPolicyGUID">
<Fields>
<Field>
<FromCollection>BeneNotesCollection</FromCollection>
<To>BeneficiaryNotes</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="Segment">
<Fields>
<Field>
<FromCollection>StatusCodeCollection</FromCollection>
<To>StatusCode</To>
</Field>
<Field>
<FromCollection>RemainingBaseCollection</FromCollection>
<To>RemainingBase</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="ClientAltId">
<Fields>
<Field>
<FromCollection>MVCollection</FromCollection>
<To>AlternateId</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="INTAKEPROFILE">
<Tests>
<Test TYPE="Expression">Activity:Test1=1</Test>
</Tests>
<Fields>
<Field>
<FromCollection>EffFromDateCollection</FromCollection>
<To>EffectiveFromDate</To>
</Field>
<Field>
<FromCollection>EffToDateCollection</FromCollection>
<To>EffectiveToDate</To>
</Field>
<Field>
<FromCollection>StatusCodeCollection</FromCollection>
<To>StatusCode</To>
</Field>
</Fields>
</CopyTo>
<CopyTo OBJECTNAME="ClientRelationship">
<Tests>
<Test TYPE="Expression">1=1</Test>
</Tests>
<Fields>
<Field>
<FromCollection>LocationCollection</FromCollection>
<To>Location</To>
</Field>
<Field>
<FromCollection>UnionFlagCollection</FromCollection>
<To>UnionFlag</To>
</Field>
<Field>
<FromCollection>JobClassCollection</FromCollection>
<To>JobClass</To>
</Field>
<Field>
<FromCollection>AnnualSalaryCollection</FromCollection>
<To>AnnualSalary</To>
</Field>
<Field>
<FromCollection>ReHireDateCollection</FromCollection>
<To>ReHireDate</To>
</Field>
<Field>
<FromCollection>MgmtFlagCollection</FromCollection>
<To>MgmtFlag</To>
</Field>
</Fields>
</CopyTo>
</CopyTos>

 

 

 

 

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