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 Items

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>
     
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