FinalActionScreen
Final Action screen is added for underwriters to assess risk factors of an application and make a decision based on those risk factors. The underwriter decisions will be represented on the screen in the form of configurable activities. These activities will allow the underwriter to define applicable fields and make necessary changes to the Application if required based on the risk factors. This screen will house a history of the underwriter’s final action decisions as well.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
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<FinalActionScreen> |
The opening and closing tag of the business rule. |
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<Activities> |
Required element: This tag defines the activities that will be processed from the Final Action |
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<Activity> |
Required repeatable element: section that defines each individual activity that will be processed from the Final Action screen . |
The name of the Final Action Activity | |
</Activities> |
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<FinalActionViews> |
Optional Element Opening tag for final action activity view configuration |
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<View> |
Required element: (if views are defined) and Repeatable; Configuration defines the display of final action activity grid |
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NAME |
Required attribute: (if view element is configured) Each view created will be named and the name used as an attribute of the View element Value : Name of the View |
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<Table></Table> |
Required element: Common column definition to define the columns for the view |
Available Groups are: Activity | |
</View> |
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</FinalActionViews> |
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</FinalActionScreen> |
XML Example
<FinalActionScreen>
<Activities>
<Activity>FinalAction</Activity>
<Activity>MakeOffer</Activity>
<Activity>Close</Activity>
</Activities>
<FinalActionViews>
<View NAME="Case Manager View">
<Table/>
</View>
<View NAME="Supervisor View">
<Table>
<Column WIDTH="30" ALIGN="LEFT">
<Name>StatusCode</Name>
<Display>FinalAction.ActivityStatus</Display>
<DataType>Text</DataType>
<Group>Activity</Group>
</Column>
<Column WIDTH="30" ALIGN="LEFT">
<Name>EffectiveDate</Name>
<Display>FinalAction.ActivityDate</Display>
<DataType>Date</DataType>
<Group>Activity</Group>
</Column>
<Column WIDTH="20" ALIGN="LEFT">
<Name>ClientNumber</Name>
<Display>User</Display>
<DataType>Text</DataType>
<Group>Activity</Group>
</Column>
</Table>
</View>
</FinalActionViews>
</FinalActionScreen>
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