ClientGroupAddScreen

The ClientGroupAddScreen Business Rule provides a method to add or remove policies to/from a group. Specific policy-level activities can be generated based on an action performed on the policy on the group.

ClientGroupAddScreen Elements/Attributes
Element/Tag Definition Attribute Element/Attribute Value and Description

<ClientGroupAddScreen>

The opening and closing elements of the screen rule

 

 

<Client>

 

.

 

TYPECODE

The client type of the group. (Must match TYPECODE from ClientGroupScreen Business Rule).

ROLECODE

The role of the Group on the added policy. Value is from the AsCodeRole table.

<Fields>

See Fields.

 

 

<Events>

See Events.

 

 

<ScreenMath>

See ScreenMath Element.

 

 

<Actions>

See Events.

 

 

<GenerateActivities>

Spawns policy level activities upon adding, editing, or deleting policies in a group.

 

 

<Activity>

 

IF

Use to configure a conditional test.
 

 

 

ON

 

 

Add - Adds activities when policy is added to group.

Update - Updates policy level activity.

Delete - Deletes policy level activity on group policies.

<Transaction>

Name of transaction to be generated on each policy.

 

 

<Fields>

Allows configuration of field values to pass to generated policy and activity.

 

 

 <Field>

The opening and closing tag for each Field being configured.

 

 

<From>

Name of ClientGroup or ClientGroupField data is being copied from.

 

 

<To>

Name of Policy level Activity field being copied to.

 

 

<DataType>

Data type of field being copied.    

XML Example

<ClientGroupAddScreen>
<Client TYPECODE="03" ROLECODE="22">
<Fields>
<Field>
<Name>PremiumAmount</Name>
<Display>Premium Amount</Display>
<DataType>Money</DataType>
</Field>
<Field>
<Name>OwnerName</Name>
<Display />
<DataType>Text</DataType>
<Calculated TYPE="SQL">SELECT …'</Calculated>
<Hidden>Yes</Hidden>
</Field>
<Field>
<Name>PolicyBillingMethod</Name>
<Display>Policy Billing Method</Display>
<DataType>Text</DataType>
</Field>
</Fields>
<OnLoad />
<OnChange />
<GenerateActivities>
<Activity IF="1=1" ON="Delete">
<Transaction>TestBonus</Transaction>
<Fields>
<Field>
<From>PaymentAmount</From>
<To>BonusAmount</To>
<DataType>Money</DataType>
</Field>
</Fields>
</Activity>
</GenerateActivities>
</Client>
</ClientGroupAddScreen>

XML Schema

<ClientGroupAddScreen>
<Client>
<Fields>
<Field>
<Name></Name>
<Display></Display>
<DataType></DataType>
</Field>
</Fields>
<OnLoad>
<Field></Field>
</OnLoad>
<OnChange>
<Change>
</Change>
</OnChange>
<GenerateActivities>
<Activity>
<Transaction></Transaction>
<Fields>
<Field>
<From></From>
<To></To>
<DataType></DataType>
</Field>
</Fields>
<Activity>
</GenerateActivities>
</Client>
</ClientGroupAddScreen>

 

 

 

 

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