Quote Screen
The Quote screen business rule may be attached to Client Financial and Policy Financial transactions – including any lower sub-categories of these transaction types (e.g. Policy-Financial-Reversible-Nonreversing, Policy-Financial-Nonreversible-Nonreversing, Client-Financial-Nonreversible-Nonreversing). This rule allows the transaction to accomplish the following:
- Quote activity results prior to the actual activity processing, by displaying them on the Activity Results screen in Quote mode.
- Add new activities (configured within QuoteScreen business rule).
Access to the Activity Result screen in the Quote mode is granted via a Quote button (available only if the QuoteScreen business rule is attached to the transaction) on the Activity Detail screen. Security must also be applied to the Quote button through the Rules Palette.
The Quote mode functionality is one of several features added to the transaction. Another such feature is the Verification screen. The QuoteScreen and the VerificationScreen business rules are mutually exclusive. If the QuoteScreen rule is attached to a transaction, then the VerificationScreen rule cannot be attached, and vice-versa.
The rule should not be added to the TransactionBusinessRulePacket. If it is added, then the rule will not function properly.
Element/Tag | Attribute | Definition | Element/Attribute Value and Description |
---|---|---|---|
<QuoteScreen>
|
Required element: Opening element for Quote Screen business rule. |
|
|
RESULTSONERROR |
Optional attribute: Designates whether or not user will be able to see Activity Result Screen if the activity encounters errors |
Yes or No. If attribute is not present, default value is No |
|
<Transactions> |
|
Optional element: Opening element for the transaction section. |
|
<Transaction> |
|
Required element, Repeatable: Defines a transaction that can be added from the Add New Activity tab of the Quote Screen. |
|
NAME |
Required attribute: Defines the name of the transaction to be listed in the combo box of the Add New Activity tab. |
Transaction name. |
|
<Fields> |
|
Optional element: Opening tag for the set of fields or math variables passed from the parent transaction to the child transaction. |
|
<Field> |
Required element, Repeatable: Opening tag for each field or math variable passed from the parent transaction to the child transaction. |
|
|
<From> |
Required element: Defines the value passed from the math variable or field element defined in the parent transaction. |
Math variable or field name defined in the original transaction. |
|
<To> |
Required element: Defines the name of the Activity field to which the <From> element value is passed. |
Field name in the target transaction. |
|
<DataType> |
Required element: Data type of the target Activity field. |
XML Example
<QuoteScreen RESULTONERROR="Yes">
<Transactions >
<Transaction NAME="WithdrawalRequestDenied" >
<Fields>
<Field>
<From>DeciencyAmount</From>
<To>DeficiencyAmount</To>
<DataType>Money</DataType>
</Field>
</Fields>
</Transaction>
<Transaction NAME="SendDeficiencyLetter" >
<Fields>
<Field>
<From>DeficiencyAmount</From>
<To>DeficiencyAmount</To>
<DataType>Money</DataType>
</Field>
</Fields>
</Transaction>
</Transactions>
</QuoteScreen>