ClassGroupScreen
OIPA enables certain capabilities within group insurance processing with structures that categorize members into “classes”: groups whose members share common attributes. The ClassGroupScreen allows users to view and edit class groups within a group customer.
The ClassGroupScreen displays basic information about classes, such as class type, name, description, and any dynamic fields configured for the class. Specified Tabs can be switched on and off to view selected details of the class Group, and to view classes under the class group in a tree structure with expandable and collapsable nodes.
Currently, the ClassGroups tag is used to configure the top level Class Group table on the ClassGroupScreen. The individual ClassGroup definitions are not configured within the standard plural <ClassGroups> tag (which indicates that multiple instances of ClassGroup can be defined and configured). In order to adhere to standards the name of the current <ClassGroups> tag is now renamed and the individual <ClassGroup> instances will be wrapped in the plural tag as an add on.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
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<ClassGroupScreen> |
The opening and closing elements of the screen rule |
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<ClassGroupTable> | This replaces the original <ClassGroups> tag. This section is used to configure top level Class Group table on Class Group Screen | ||
<UseBusinessStatus> |
Optional: Show basic information on Group Customer. |
Yes/No Yes is the default value. |
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<FixedFields> |
Optional: Specifies the fixed fields for the customer. See Fixed Fields Elements.
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Fixed fields are Customer Number, Customer Name and FEIN, and LegalResidenceCode. The display of fixed fields is controlled by AsTranslation |
<ClassGroups> |
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The title of ClassGroups table is controlled by AsTranslation | |
<Table> |
Controls formatting of the Class Groups tabular display. See the Table Element page for more information. The supported values for the <Group> element in column configuration are:
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<ClassGroupTable> | |||
<DisplayTab> |
Optional: |
SHOWCLASSGROUPDETAILS |
Optional attribute: Yes/No Displays the tab that displays the selected details of the class Group. Yes is the default value. |
SHOWCLASSES |
Optional attribute: Yes/No If set to Yes, displays the tab which will display classes under the class group in tree structure Yes is the default value. |
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CLASSNODES (Optional) |
Expanded/Collapsed Indicates if the class nodes displayed should be expanded or collapsed Collapsed is the default value. |
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<ClassGroups> | Starting and ending tags for the ClassGroup section | ||
<ClassGroup> |
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TYPECODE |
A TypeCode from the AsCodeClassGroupType code name. |
<Fields> |
The opening and closing tag for the class group dynamic fields. See Fields Elements. |
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May be configured within Subsections or without Subsections. |
<Subsections> |
Optional element: The fields configured inside subsections will be grouped together and the display can be collapsed or expanded. |
SECTIONNODES |
Optional attribute:Expanded/Collapsed Collapsed is the default value. |
<Subsection> |
Repeatable element: Required if <Subsections> element is configured. |
TITLE |
Optional attribute:String The title to be displayed on the subsection header. |
SECTIONNODES |
Optional attribute: Expanded/Collapsed Collapsed is the default value. |
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<Fields> |
See Fields Elements. |
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<Events> |
Optional: See ActionEvents. |
Repeatable:The opening and closing tag for Events section. Note: Events for fixed fields only support ClassGroupGUID |
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<ScreenMath> |
Optional: See Screen Math. Repeatable:The opening and closing tag for ScreenMath section. |
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<Actions> |
Optional: See ActionEvents. Repeatable:The opening and closing tag for Actions section. |
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<Spawns> |
Optional: Opening element that contains all spawns from this business rule. This one is available for ONSUBMIT events. |
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<Spawn> |
Required:Opening element containing a transaction to spawn based an entity action. Note: The IF attribute which is available as part of the Spawn tag will not be available in this BR and will be ignored if used. Asides from that the typical spawn section with one Transaction element can be configured here. Please refer Spawns_ Element Section for more details |
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<Transaction> |
Required element: Identifies the transaction that should be spawned. The transaction must be available from the entity’s context. A transaction’s name. |
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Required element: The date in which the activity should execute. For instance, a future dated entity may have a current execution date so the entity becomes active before it is effective |
EXECUTIONDATE |
Field or screen math variable containing a date value or IMMEDIATE | |
Optional element: A literal value or math variable that resolves to “Yes” or “No”. |
PROCESSIMMEDIATE |
If the value is “Yes”, the Activity object is inserted and executed immediately. If the value is “No”, the Activity object is inserted and but not executed. The default value is “No”. |
XML Example
<ClassGroupScreen>
<FixedFields>
<Field>
<Name>ClassGroupName</Name>
<DataType>Text</DataType>
<Hidden>No</Hidden>
</Field>
</FixedFields>
<ClassGroups>
<ClassGroupTable>
<Table>
<Column >
<Name>ClassGroupName</Name>
<Display>ClassGroup Name</Display>
<DataType>Text</DataType>
<Group>ClassGroup</Group>
</Column>
<Column>
<Name>ClassGroupDescription</Name>
<Display>ClassGroup Description</Display>
<DataType>Text</DataType>
<Group>ClassGroup</Group>
</Column>
<Column>
<Name>TypeCode</Name>
<Display>ClassGroup Type</Display>
<DataType>Text</DataType>
<Group>ClassGroup</Group>
</Column>
</Table>
</ClassGroupTable>
<DisplayTab SHOWCLASSGROUPDETAILS="Yes" SHOWCLASSES="Yes" CLASSSNODES=”Collapsed” />
<ClassGroup TYPECODE="01">
<ClassGroups>
<Subsections>
<Subsection TITLE="Detail Section1" SECTIONNODES="Expanded">
<Fields>
<Field>
<Name>ClassGroupSubType</Name>
<Display>Class Group Sub Type</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>ClassGroupCriteria</Name>
<Display>Class Group Criteria</Display>
<DataType>Text</DataType>
</Field>
</Fields>
</Subsection>
<Subsection TITLE="Detail Section2" SECTIONNODES="Expanded">
<Fields>
<Field>
<Name>Test3</Name>
<Display>Test3</Display>
<DataType>Decimal</DataType>
<Disabled>No</Disabled>
<DefaultValue>99</DefaultValue>
</Field>
<Field>
<Name>Test4</Name>
<Display>Test4</Display>
<DataType>Percent</DataType>
<Hidden>Yes</Hidden>
</Field>
</Fields>
</Subsection>
</Subsections>
<Spawns>
<Spawn>
<Transaction SPAWNCODE="03" FIELD="EffectiveFrom" EXECUTIONDATE="MVDate|DateField|IMMIDIATE" PROCESSIMMEDIATE="Yes|No">ScreenUpdateTransactionName>ClassGroupUpd</Transaction>
<SpawnFields>
<From>ClassGroupName</From>
<To>ClassGroupName</To>
<DataType>TEXT</DataType>
</SpawnFields>
</Spawn>
</Spawns>
</ClassGroup>
<ClassGroup TYPECODE="02">
<Fields>
<Field>
<Name>ClassGroupDynamicField1</Name>
<Display>ClassGroup Dynamic Field1</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>ClassGroupDynamicField2</Name>
<Display>ClassGroup Dynamic Field2</Display>
<DataType>Text</DataType>
</Field>
</Fields>
<Spawns>
<Spawn>
<Transaction SPAWNCODE="03" FIELD="EffectiveFrom" EXECUTIONDATE="IMMEDIATE">ClassGroupUpd</Transaction>
<SpawnFields>
<From>ClassGroupName</From>
<To>ClassGroupName</To>
<DataType>TEXT</DataType>
</SpawnFields>
</Spawn>
</Spawns>
</ClassGroup>
</ClassGroups>
<ClassGroupScreen>