Inquiry Screen Overrides
Inquiry screens can be configured to display on the Main menu, the Client screen and Policy screens. Main menu and Client screen inquiries can be overridden at the Primary company level. The Primary company’s GUID is stored in the AsInquiryScreen table’s CompanyGUID column. Both of these types of inquiries do not have global versions.
Policy inquiry overrides have much more flexibility. Like Main menu and Client inquiries, there are no global versions. There are; however, six override levels. These levels are listed below from least specific to most specific.
- Subsidiary Company
- Product
- Plan
- Subsidiary Company and State
- Product and State
- Plan and State
Subsidiary Company Overrides
While on policy-type screens, users will be able to access all inquires overridden by the policy’s subsidiary company. If a more specific override exists with the same name, which also belongs to the same subsidiary company, then that override will display instead. No inquiries overridden by other subsidiary companies will be accessible.
Product Overrides: While on policy-type screens, users will be able to access all inquires overridden by the policy’s Product. If a more specific override exists with the same name, which also belongs to the same Product, then that override will display instead. No inquiries overridden by other Products will be accessible.
Plan Overrides: While on policy-type screens, users will be able to access all inquires overridden by the policy’s plan. If a more specific override exists with the same name, which also belongs to the same plan, then that override will display instead. No inquiries overridden by other plans will be accessible.
Subsidiary Company and State Overrides: these are overrides at the subsidiary company level that are available in one specific state only. If the state designated in the policy’s “Issue State” fixed field is the same as the inquiry’s overriding state, then this version of the inquiry will be available. All other “non-same-name” subsidiary company overridden inquiries will also be available.
Product and State Overrides: these are overrides at the Product level that are available in one specific state only. If the state designated in the policy’s “Issue State” fixed field is the same as inquiry’s overriding state, then this version of the inquiry will be available. All other “non-same-name” Product overridden inquiries will also be available.
Plan and State Overrides: these are overrides at the plan level that are available in one specific state only. So if the state designated in policy’s “Issue State” fixed field is the same as the inquiry’s overriding state, then this version of the inquiry will be available. All other “non-same-name” plan overridden inquiries will also be available.
Policy Level Navigation Hierarchy
The following new override sub-nodes are available under the Policy level node: Company, Product, Plan and State. Each of the override sub-nodes will contain their own set of sub-nodes (similar to those for business rules): XML file, CopyBooks, Functions and Version History (for those environments that have IVS).
Sub-Nodes for Policy Level Inquiry in Main Explorer