PolicySearchScreen

This business rule is used to configure the PolicySearchScreen. It defines the fields that are used to store the results of a search. 

Both the search criteria (Fields & FixedFields) and results (Columns) will accept mask attributes in the DataType elements. Refer to the Fields and Tables sections to see mask attribute configuration.

PolicySearchScreen Elements/Attributes

Element/Tag Attribute Definition Element/Attribute Value and Description

<PolicySearchScreen>

 

The opening and closing tags of the PolicySearchScreen business rule.

 

<AutoSelect>   Allows configuration of automatic navigation. Yes: If a search for a policy in OIPA returns a single result, then the Policy screen—or the Policy Overview screen, if configured—for that policy will automatically load.

No: Even if a search for a policy returns a single result, the Policy screen/Policy Overview screen will not automatically load, and the user will have to manually select the policy from the policy search results.

<Filter>      
<Conditions>  

SecurityGroup Exclusion condition definition:

  • Type
  • Operator

Comma separated security group names:

  • Exclusion
  • And
  • Or
<Condition>

ENTITY

RELATIONSHIPKEY

Repeatable

Specifies the table to be used for the filter. Only requied when ENITITY is, CLIENTRELATIONSHIP OR CLIENTRELATIONSHIPFIELD. Should be set to either Primary or Secondary
    Repeatable

Specifies the field name to be used. For the main tables, this would be the column name.

For Field tables this would be the field name.

     

Specifies the value to search on the attribute should correspond to the datatype of the field:

TextValue/ IntValue/ FloatValue/ DateValue

<Search>

 

Required, repeatable element:
Indicates and defines search criteria and the fields to be included as part of the Policy Search screen activity.

 

<FixedFields>

 

Changes the labels on the "above the line" fixed fields.

 

<Fields>

 

Dynamically changes labels on the "below the line" fields. See Fields Elements.

 

<Results>

 

Required element:
Defines the results.

This element provides the return of the search and the data in the Results override the fixed fields.
INITIALRESULTS  

This attribute specifies the initial results that should display on the screen when it initially loads.
User: Indicates Policy search results tied to the client login should be displayed.
None: Indicates no Policy search results should be displayed. This is the default behavior.

<Table>

 

Required element:
The element that defines the screen as a table format and controls the display of results, formats results in a table. See Table Element.

 

<Column>   The container element for column configuration.  
HIDDEN

Optional attribute:

Specifies if the column should be displayed in the results table.

Yes: The column will not be displayed in the results table.

No: The column will be displayed in the results table. This is the default value.

<Display>   Defines the header for the search result table column.

String

<Name>  

Specifies the database column in which the field values are stored.

String
<Group>   Indicates the table/screen that stores the field being referenced. The value used should be appropriate for the screen being configured.

String

Examples:

Activity
ActivityField
Address
AddressField
Client
ClientField
ClientGroupField
DisbursementApproval
Disbursement
DisbursementField
Organization
Person

Policy
PolicyField
Program
ProgramField
Requirement
RequirementDefinition
Role
RoleField
Segment
SegmentName
SegmentField
Transaction

<DataType>

Defines the datatype of the field.

 

String

MASK Optional:

Used to specify the mask that will validate and format the field data for display purposes.

Any mask name that has been defined.
<OrderBy>  

Optional, repeatable element:

Specifies a structure to define the ordering of the data in the table.

Note: This element is repeatable only when the <Name> element has a value of "Name" and the <Group> element has a value of "Client."

 
ORDINAL Required attribute:

Specifies priority of the column among the columns being sorted.

An integer indicating the sort order of the column.
ORDER

Optional attribute:

Specifies the direction of the sort with respect to the value of each column's ORDINAL attribute.

ASCENDING: The columns will sort in ascending order. This is the default value.

DESCENDING: The columns will sort in descending order.

COLUMN

Optional attribute:

This attribute is only valid and processed by the system for "Name=Name" and "Group=Client" and "Name=Address" and "Group=Address".

 

A database column name from AsClient.

PolicySearchScreen Image

OIPA Policy Search Screen

XML Example

<PolicySearchScreen>
<AutoSelect>Yes</AutoSelect>
<Filter>
<Conditions SecurityGroup = "AlamereGroupSuper,AlamereTest" type ="Exclusion" Operator = "AND" >
<Condition Entity = "ASPOLICYFIELD">Fieldname = 'Employee' and TextValue = 'GuideStone'</Condition>
</Conditions>
</Filter>
<Search> 
<FixedFields> 
<Field>
<Name>Company</Name> 
<Display>Company</Display> 
</Field>
<Field>
<Name>Plan</Name>
<Display>Plan</Display>
</Field>
</FixedFields> 
<Fields> 
<Field> 
<Name>PolicyNumber</Name>
<Display>Policy Number</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
<InputFocus>Yes</InputFocus>
</Field> 
<Field> 
<Name>LastName</Name> 
<Display>Annuitant Last Name</Display> 
<DataType>Text</DataType> 
<Group ROLECODE="27">Client</Group> 
</Field> 
<Field> 
<Name>FirstName</Name> 
<Display>Annuitant First Name</Display> 
<Group ROLECODE="27">Client</Group> 
</Field> 
<Field> 
<Name>AppSignDate</Name> 
<Display>Signed Date</Display> 
<DataType>Date</DataType> 
<Group>PolicyField</Group> 
</Field>
</Fields>
</Search> 
<Results> 
<Table>
<Column ALIGN="LEFT"> 
<Display>PolicyNumber</Display>
<Name>Policy Number</Name>
<Group>Policy</Group>
<OrderBy ORDINAL="1" ORDER="DESCENDING" COLUMN="PolicyNumber"></OrderBy>   
</Column> 
<Column ALIGN="LEFT"> 
<Display>Policy Name</Display> 
<Name>PolicyName</Name> 
<Group>Policy</Group> 
<OrderBy ORDINAL="2" ORDER="DESCENDING" COLUMN="PolicyName"></OrderBy>   
</Column> 
<Column ALIGN="LEFT"> 
<Display>Status</Display>
<Name>StatusCode</Name>
<Group>Policy</Group>
</Column> 
<Column ALIGN="LEFT"> 
<Display>Insured</Display>
<Name>Name</Name>
<Group ROLECODE="01">Client</Group>
</Column> 
<Column ALIGN="LEFT"> 
<Display>Tax ID</Display>
<Name>TaxID</Name>
<Group ROLECODE="01">Client</Group>
</Column> 
<Column ALIGN="LEFT"> 
<Display>Issue State</Display>
<Name>StateCode</Name>
<Group>Policy</Group>
</Column> 
<Column ALIGN="LEFT"> 
<Display>PlanDate</Display>
<Name>PlanDate</Name>
<Group>Policy</Group>
</Column> 
</Table>
</Results> 
</PolicySearchScreen>

XML Schema

<PolicySearchScreen>
<AutoSelect>Yes|No</AutoSelect>
<Search> 
<FixedFields>  
<Fields>  
<Field>  
<Name></Name>
<Group ROLECODE=""></Group>
<Display MASK=""></Display>
<DataType></DataType>
<Encrypt ERASE="Yes|No">Yes|No</Encrypt>
<Value></Value>
<Disabled>ReadOnly|Exists|   </Disabled>
<Hidden></Hidden> 
<Length></Length>  
</Field>
</Fields> 
</FixedFields>  
<Fields> 
<Field> 
<Name></Name> 
<Group ROLECODE=""></Group> 
<Display MASK=""></Display> 
<DataType></DataType> 
<Encrypt ERASE="Yes|No">Yes|No</Encrypt> 
<Value></Value> 
<Disabled>ReadOnly|Exists|...</Disabled> 
<Hidden></Hidden> 
<Length></Length> 
<DefaultValue></DefaultValue> 
<Query TYPE="SQL|FIXED|RADIO"></Query>
<Calculated TYPE="" METHOD="" PLAN=""></Calculated> 
</Field> 
</Fields> 
</Search> 
<Results>
<Table NAME="">
<Column ALIGN="" FORMAT="" EDITABLE="" RECONCILE="Yes|No" FIELD="" TOTAL="Yes|No"> 
<Display></Display> 
<Name></Name> 
<Group ROLECODE=""></Group>
<DataType></DataType> 
<OrderBy ORDINAL="[integer]" ORDER="[ASCENDING|DESCENDING]" COLUMN="[database column name]"></OrderBy>   
<Query TYPE="[SQL|FIXED|RADIO]">
<OptionValue></OptionValue> 
<OptionText></OptionText> 
</Query> 
<Calculated TYPE="" METHOD="" PLAN=""></Calculated> 
</Column> 
</Table> 
</Results>
</PolicySearchScreen> 
 

 

 

 

 

 

 

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