Data type IDENTIFIER prototype with Group related screens

OIPA now supports the ability to use DATATYPE="IDENTIFIER" fields in the following Group related screen Business Rules: AgreementRelationship, AgreementRoleScreen, AgreementScreen, AlternateNameScreen, ClassDetailScreen, ClassGroupScreen, ClassPlanScreen, ClassSegmentNameScreen, EnrollmentScreen, ClientRelationshipScreen, GroupCustomerScreen, IntakeProfileScreen, PhoneScreen. At a transaction level, the group related transactions at group customer level will also provide support to DATATYPE="IDENTIFIER".

Prototype Explanation

The following business rules will be used to demonstrate this new functionality.

Business Rules

View Prototype in OIPA

  1. To view the Identifier configuration in the ClientRelationshipScreen BR:
    1. Log in to OIPA with credentials for a user belonging to the ‘Prototype Super’ security group.
    2. From the top menu, select Customer -> Search. Search and select one Group Customer record.
    3. Click on the Relationship navigation option on the left navigation menu.
    4. Select the 'CONTACT’ primary relationship. Click Add Relationship. Select 'ACCTMGR’ as the Secondary Relationship.
    5. Select an applicable for the ‘Identifier Number Generation Based On’ combo field. The ‘IdentifierNumber’ field will get populated with the appropriate identifier value. The same will get recorded along with the relationship.
  2. To view the Identifier configuration in the AgreementRoleScreen BR:
    1. Log in to OIPA with credentials for a user belonging to the ‘Prototype Super’ security group.
    2. From the top menu, select Customer -> Search. Search and select one Group Customer record.
    3. Click on the Agreement navigation option on the left navigation menu. Select any one Agreement record.
    4. Navigate to the ‘Roles’ tab of ‘Agreement’ screen.

    5. Add or access the agreement role record details and then click on ‘Save’ button.
    6. The ‘Identifier Number’ field is filled with the unique number which is a concatenation of static value ‘ARN’ and 8 digit sequence number (Ex: ARN00000001).
  3. To view the Identifier configuration in the AddAgreementRoletransaction:
    1. Log in to OIPA with credentials for a user belonging to the ‘Prototype Super’ security group.

    2. From the top menu, select Customer -> Search. Search and select one Group Customer record.
    3. Click on the Activities navigation option on the left navigation menu.
    4. Add and process an ‘AddAgreementRole’ activity.

    5. For the newly created agreement role, ‘Identifier Number’ field data is filled with the ‘IdentifierNumber’ math variable data from the transaction.
    6. Recycle the activity. The originally generated Identifier number will be fetched and override the newly generated identifier number.
     
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