Action/Events on Plan Screen

Action Event processing is added to the plan screen to enable validations to be performed on the plan data.The enhancement support Action/Events in the plan screen in both:

  1. Details Tab after selecting any plan Slice in plan table (both fixed and dynamics only)
  2. While adding a plan under Agreement Screen (fixed fields only).

Prerequisites

NA

New Items

NA

Changes to Existing Items

Additional configuration is added to Plan Screen Business Rule at Term Products override under Prototype Group child company

Configuration Details

The following additional dynamic fields and action /events configuration is added.

<Fields>
<Field>
<Name>MaximumPremiumAmount</Name>
<Display>Maximum Premium Amount</Display>
<DataType>Money</DataType>
</Field>
<Field>
<Name>MaximumIssueAge</Name>
<Display>Maximum Issue Age</Display>
<DataType>Integer</DataType>
</Field>
<Field>
<Name>Allowed</Name>
<Display>Allowed</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>PlanDuration</Name>
<Display>Plan Duration</Display>
<DataType>Combo</DataType>
<Query TYPE="FIXED">
<Options>
<Option>
<OptionValue>0</OptionValue>
<OptionText>10 Years</OptionText>
</Option>
<Option>
<OptionValue>1</OptionValue>
<OptionText>20 Years</OptionText>
</Option>
</Options>
</Query>
</Field>
</Fields>
<Events>
<Event TYPE="ONCHANGE" FIELD="MaximumIssueAge">
<ActionSet ID="OnChangeIssueAge"></ActionSet>
</Event>
<Event TYPE="ONSUBMIT">
<ActionSet ID="FinalValidation"></ActionSet>
</Event>
</Events>
<ScreenMath>
<Math ID="GlobalScreenMath" GLOBAL="Yes">
<MathVariables>
<MathVariable VARIABLENAME="AgeMV" TYPE="VALUE" DATATYPE="INTEGER">75</MathVariable>
</MathVariables>
</Math>
</ScreenMath>
<Actions>
<ActionSet ID="FinalValidation">
<Condition IF="IsEmpty(MarketMakerGUID)">
<Action ACTIONTYPE="ERROR">Enter Market Maker</Action>
</Condition>
</ActionSet>
<ActionSet ID="OnChangeIssueAge">
<Condition IF="MaximumIssueAge=GlobalScreenMath:AgeMV">
<Action ACTIONTYPE="DISABLE" FIELD="Allowed"></Action>
<Action ACTIONTYPE="DISABLE" FIELD="PlanDuration"></Action>
<Else>
<Action ACTIONTYPE="ENABLE" FIELD="Allowed"></Action>
</Else>
</Condition>
</ActionSet>
</Actions>
     
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