ExternalClientDetailScreen

The ExternalClientDetailScreen rule is called from the Edit Client Detail section of the Policy or Segment Role Screen, after selecting ‘Edit Client Details’ for a specific policy or segment role. Details for external clients are read-only, and can be displayed on this screen, but not edited.

External clients are displayed in one of two ways:

ExternalClientDetailScreen Elements and Attributes
Element Attribute Definition Value and Description

<ExternalClientDetailScreen>

 

.

 

<Client>

 

Required, repeatable:   

Defines an external client associated with a given role code.

 

ROLECODE

Required:   

Refers to the external client’s role setup.

A role code of an external role as defined in the PolicyScreen or SegmentName.

<Fields>

 

Required:

May contain common Fields Elements, with an additional ExternalSource element defined below.

 

<ExternalSource>

 

Required:

This element indicates whether this field is populated from an external database or saved in OIPA.

Yes | No

Yes: This field is populated from an external database.

No: This field is saved in OIPA.

<Events>

 

Optional:   

See Actions/Events.

 

<ScreenMath>

 

Optional:

See Screen Math.

 

<Actions>

 

Optional:

See Actions/Events.

 

XML Example

<ExternalClientDetailScreen>
<Client ROLECODE="01">
<Fields>
<Field>
<Name>ExternalClientKey</Name>
<Display>ExternalClientKey</Display>
<DataType>Text</DataType>
<ExternalSource KEY=”Yes”>No</ExternalSource>
</Field>
<Field>
<Name>ExternalClientName</Name>
<Display>ExternalClientName</Display>
<DataType>Text</DataType>
<ExternalSource>No</ExternalSource>
</Field>
<Field>
<Name>AgentCode</Name>
<Display>AgentCode</Display>
<DataType>Text</DataType>
<ExternalSource>No</ExternalSource>
</Field>
</Fields>
<Actions/>
<Events/>
<ScreenMath/>
</Client>
</ExternalClientDetailScreen>

 

 

 

 

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