Customized Landing Page/Dashboard

This feature provides the ability to define customized dashboard in OIPA . It supports a set of business rules, which allow the configuration of various widget types. These rules can be configured to define the default dashboard view and also allows the configured widgets available to the user to customize their dashboard. Each widget requires a specific widget rule. In addition, system rule is added to enable/disable the dashboard functionality and to configure a default dashboard view.

Prerequisites

N/A

New Items

PolicyWidget

TaggedPolicyWidget

ClientWidget

TaggedClientWidget

CustomerWidget

.

TaggedCustomerWidget

TaggedCaseWidget

ActivityWidget

SearchWidget

WidgetSettings

Existing Items

N/A

Configuration Details

The configuration should create a default dashboard where all the supported widget will be available in below mentioned order with 50:50 layout order:

WidgetSettings

WidgetSettings rules should be configured to include all the configured widget name in the desired order. <PageLayout> should be set as '01' (50:50 Layout).

<WidgetSettings>
<WidgetNames>
<Name>SearchWidget</Name>
<Name>ActivityWidget</Name>
<Name>TaggedPolicyWidget</Name>
<Name>PolicyWidget</Name>
<Name>TaggedClientWidget</Name>
<Name>ClientWidget</Name>
<Name>TaggedCustomerWidget</Name>
<Name>CustomerWidget</Name>
<Name>TaggedCaseWidget</Name>
</WidgetNames>
<PageLayout>01</PageLayout>
</WidgetSettings>

SearchWidget

Search Widget should be configured to include all the supported search on search widget.

<SearchWidget>

<Name>POLSEARCH</Name>

<Name>CASESEARCH</Name>

<Name>CLNTSEARCH</Name>

<Name>CUSTSEARCH</Name>

</SearchWidget>

ActivityWidget

Activity should be configured to set the title and comment for this widget and to set the available columns on Activity Widget.

<ActivityWidget TITLE="Recently Created Activities" COMMENT="Recently Created Activities">
<Results>
<Table>
<Column ALIGN="LEFT">
<Name>$$$ActivitySource$$$</Name>
<Display>Activity Level</Display>
<DataType>Text</DataType>
<Group>Activity</Group>
</Column>
<Column ALIGN="LEFT">
<Name>TransactionName</Name>
<Display>Transaction Name</Display>
<DataType>Text</DataType>
<Group>Transaction</Group>
</Column>
<Column ALIGN="RIGHT">
<Name>EffectiveDate</Name>
<Display>Effective Date</Display>
<DataType>Date</DataType>
<Group>Activity</Group>
</Column>
<Column ALIGN="CENTER">
<Name>StatusCode</Name>
<Display>Status</Display>
<DataType>Text</DataType>
<Group>Activity</Group>
</Column>
<Column ALIGN="LEFT">
<Name>AmountField</Name>
<Display>Detail</Display>
<DataType>Decimal</DataType>
<Group>Activity</Group>
</Column>
</Table>
</Results>
</ActivityWidget>

TaggedPolicyWidget

TaggedPolicyWidget should be configured to set the title and comment for this widget and to set the available columns on Tagged Policy Widget.

<TaggedPolicyWidget TITLE="Policy Watch List" COMMENT="User policy watch list">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>PolicyNumber</Name>
<Display>Policy Number</Display>
<DataType>Text</DataType>
<Group></Group>
</Column>
<Column ALIGN="CENTER">
<Name>PolicyName</Name>
<Display>Policy Name</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Owner Name</Display>
<Name>Name</Name>
<Group ROLECODE="01">Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>TaxID</Display>
<Name>TaxID</Name>
<Group ROLECODE="01">Client</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Results>
</TaggedPolicyWidget>

PolicyWidget

<PolicyWidget TITLE="Recently Created Policies" COMMENT="Recently Created Policies by User">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>PolicyNumber</Name>
<Display>Policy Number</Display>
<DataType>Text</DataType>
<Group></Group>
</Column>
<Column ALIGN="CENTER">
<Name>PolicyName</Name>
<Display>Policy Name</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="CENTER">
<Name>StatusCode</Name>
<Display>Status</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Owner Name</Display>
<Name>Name</Name>
<Group ROLECODE="01">Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>TaxID</Display>
<Name>TaxID</Name>
<Group ROLECODE="01">Client</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Results>
</PolicyWidget>

TaggedClientWidget

TaggedClientWidget should be configured to set the title and comment for this widget and to set the available columns on Tagged Client Widget.

<TaggedClientWidget TITLE="Client Watch List" COMMENT="Client Watch List">
<Results>
<Table>
<Column ALIGN="LEFT">
<Display>Client Name</Display>
<Name>Name</Name>
<Group>Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="CENTER">
<Display>Tax ID</Display>
<Name>TaxID</Name>
<Group>Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Address</Display>
<Name>Address</Name>
<Group>Address</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Phone Number</Display>
<Name>PhoneNumber</Name>
<Group>Address</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Results>
</TaggedClientWidget>

ClientWidget

ClientWidget should be configured to set the title and comment for this widget and to set the available columns on Client Widget.

<ClientWidget TITLE="Recently Updated Client" COMMENT="List of recently updated and created client">
<Results>
<Table>
<Column ALIGN="LEFT">
<Display>Client Name</Display>
<Name>Name</Name>
<Group>Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="CENTER">
<Display>Tax ID</Display>
<Name>TaxID</Name>
<Group>Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Address</Display>
<Name>Address</Name>
<Group>Address</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Phone Number</Display>
<Name>PhoneNumber</Name>
<Group>Address</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Results>
</ClientWidget>

TaggedCustomerWidget

TaggedCustomerWidget should be configured to set the title and comment for this widget and to set the available columns on Tagged Customer Widget.

<TaggedCustomerWidget TITLE="Group Customer Watch List" COMMENT="Group Customer Watch List">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>CompanyName</Name>
<Display>Customer Name</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="CENTER">
<Name>CustomerNumber</Name>
<Display>Customer Number</Display>
<DataType>Text</DataType>
<Group>GroupCustomer</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Tax ID</Display>
<Name>TaxID</Name>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column WIDTH="600" ALIGN="LEFT">
<Name>CustomerStatus</Name>
<Display>Customer Status</Display>
<DataType>Text</DataType>
<Group>ClientField</Group>
</Column>
</Table>
</Results>
</TaggedCustomerWidget>

CustomerWidget

CustomerWidget should be configured to set the title and comment for this widget and to set the available columns on Customer Widget.

<CustomerWidget TITLE="Recently Updated Group Customer" COMMENT="List of recently updated and created Group Customer">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>CompanyName</Name>
<Display>Customer Name</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="CENTER">
<Name>CustomerNumber</Name>
<Display>Customer Number</Display>
<DataType>Text</DataType>
<Group>GroupCustomer</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Tax ID</Display>
<Name>TaxID</Name>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="CENTER">
<Name>Address</Name>
<Display>Address</Display>
<DataType>Text</DataType>
<Group>Address</Group>
</Column>
</Table>
</Results>
</CustomerWidget>

TaggedCaseWidget

TaggedCaseWidget should be configured to set the title and comment for this widget and to set the available columns on Tagged Case Widget.

<TaggedCaseWidget TITLE="Case Watch List" COMMENT="Case Watch List">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>CaseName</Name>
<Display>Case Name</Display>
<DataType>Text</DataType>
<Group>Case</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Case Number</Display>
<Name>CaseNumber</Name>
<Group>Case</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="CENTER">
<Name>PolicyNumber</Name>
<Display>Application Number</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
</Table>
</Results>
</TaggedCaseWidget>
     
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