GenerateDocument

The GenerateDocument business rule describes the document that needs creation upon execution of a transaction. Multiple output file formats are supported and can be created with a single rule. This is an attached rule that should not be listed in TransactionBusinessRulePacket.

Note: Crystal Reports integration this is no longer part this base functionality and as a result any integration will require help of a partner, or Oracle Consulting.

GenerateDocument Elements/Attributes
Element/Tag Definition Attribute Element/Attribute Values

<GenerateDocument>

The opening and closing elements of the business rule.

   

<DocumentName>

Required:

Identifies the document template’s file name.

 

A literal value.

<GeneratorType>

Required:

Identifies the document engine used to generate the specific document.

 

A literal value naming the document engine.

<FileFormats>

Required:

The opening and closing elements defining a section listing the available output file formats.

   

<FileFormat>

Required, Repeatable:

Identifies an output file format.

 

Acrobat – a PDF format.

Word.

<Query>

Optional:

Provides the template with the variable data it is defined to accept in order to complete the document generation.

 

A valid SQL statement that returns the data needed by the specific document template.

XML Sample

<GenerateDocument>
<DocumentName>5E1A5ABE-4946-7BFB-237B-D80F5A2707E3-DeathBenefitLetter.rpt</DocumentName>
<GeneratorType>Crystal</GeneratorType>
<FileFormats>
<FileFormat>Acrobat</FileFormat>
<FileFormat>Word</FileFormat>
<FileFormat>Csv</FileFormat>
</FileFormats>
<Query>SELECT TOP 1 C.CompanyName, B.ClientName Annuitant, A.Name BeneficiaryName, A.AddressLine1, A.AddressLine2, A.City, A.State, A.ZipCode,[PolicyValue] CommutedValue , [TotalDeathBenefit] DeathBenefit FROM (SELECT COALESCE(AsClient.FirstName,'') + ' ' +COALESCE(AsClient.LastName,'') Name, AsAddress.AddressLine1 AddressLine1, AsAddress.AddressLine2 AddressLine2, AsAddress.City , AsCodeState.ShortDescription State, AsAddress.PostalID ZipCode, AsClient.DateOfDeath DateOfDeath, AsRole.RoleCode , AsAddressRole.AddressRoleCode AddressRoleCode, AsAddress.EffectiveDate  FROM AsPolicy JOIN AsRole ON AsPolicy.PolicyGUID = AsRole.PolicyGUID JOIN AsClient ON AsClient.ClientGUID = AsRole.ClientGUID JOIN AsAddressRole ON AsClient.ClientGUID = AsAddressRole.ClientGUID JOIN AsAddress ON AsAddress.AddressGUID = AsAddressRole.AddressGUID JOIN AsCode AsCodeState ON (AsAddress.StateCode = AsCodeState.CodeValue AND AsCodeState.CodeName = 'AsCodeState') WHERE AsRole.RoleCode = '23' AND AsPolicy.PolicyGUID = '[Policy:PolicyGUID]' AND AsClient.DateOfDeath IS NULL UNION ALL SELECT COALESCE(AsClient.FirstName,'') + ' ' +COALESCE(AsClient.LastName,'') Name, AsAddress.AddressLine1 AddressLine1,AsAddress.AddressLine2 AddressLine2,AsAddress.City City, AsCodeState.ShortDescription State, AsAddress.PostalID ZipCode, AsClient.DateOfDeath DateOfDeath, AsRole.RoleCode RoleCode, AsAddressRole.AddressRoleCode AddressRoleCode, AsAddress.EffectiveDate EffectiveDate FROM AsPolicy JOIN AsRole ON AsPolicy.PolicyGUID = AsRole.PolicyGUID JOIN AsClient ON AsClient.ClientGUID = AsRole.ClientGUID JOIN AsAddressRole ON AsClient.ClientGUID = AsAddressRole.ClientGUID JOIN AsAddress ON AsAddress.AddressGUID = AsAddressRole.AddressGUID JOIN AsCode AsCodeState ON (AsAddress.StateCode = AsCodeState.CodeValue AND AsCodeState.CodeName = 'AsCodeState') WHERE AsRole.RoleCode = '24' AND AsPolicy.PolicyGUID = '[Policy:PolicyGUID]' AND AsClient.DateOfDeath IS NULL UNION ALL SELECT COALESCE(AsClient.FirstName,'') + ' ' +COALESCE(AsClient.LastName,'') Name, AsAddress.AddressLine1 AddressLine1, AsAddress.AddressLine2 AddressLine2, AsAddress.City City, AsCodeState.ShortDescription State, AsAddress.PostalID ZipCode, AsClient.DateOfDeath DateOfDeath, AsRole.RoleCode RoleCode, AsAddressRole.AddressRoleCode AddressRoleCode, AsAddress.EffectiveDate EffectiveDate FROM AsPolicy JOIN AsRole ON AsPolicy.PolicyGUID = AsRole.PolicyGUID JOIN AsClient ON AsClient.ClientGUID = AsRole.ClientGUID JOIN AsAddressRole ON AsClient.ClientGUID = AsAddressRole.ClientGUID JOIN AsAddress ON AsAddress.AddressGUID = AsAddressRole.AddressGUID JOIN AsCode AsCodeState ON (AsAddress.STATECODE = AsCodeState.CodeValue AND AsCodeState.CodeName = 'AsCodeState') WHERE AsRole.RoleCode = '67' AND AsPolicy.PolicyGUID = '[Policy:PolicyGUID]' AND AsClient.DateOfDeath IS NULL ) AS A, ( SELECT COALESCE(AsClient.FirstName,'') + ' ' +COALESCE(AsClient.LastName,'') ClientName FROM AsRole JOIN AsClient ON AsRole.ClientGUID = AsClient.ClientGUID AND AsRole.PolicyGUID = '[Policy:PolicyGUID]' AND AsRole.RoleCode = '27' ) AS B, (SELECT CompanyName FROM AsCompany JOIN AsPlan ON AsPlan.CompanyGUID = AsCompany.CompanyGUID JOIN AsPolicy ON AsPolicy.PlanGUID = AsPlan.PlanGUID WHERE AsPolicy.PolicyGUID = '[Policy:PolicyGUID]') C ORDER BY A.RoleCode Asc, A.EffectiveDate Desc</Query>
</GenerateDocument>

XML Schema

<GenerateDocument>
<DocumentName>[template's file name]</DocumentName>
<GeneratorType>[document engine name]</GeneratorType>
<FileFormats>
<FileFormat>Acrobat|Word</FileFormat>
<FileFormat>. . .</FileFormat>
. . .
</FileFormats>
<Query>[SQL statement]</Query>
</GenerateDocument>

 

 

 

 

Oracle Insurance Logo Copyright © 2017, Oracle and/or its affiliates. All rights reserved. About Oracle Insurance | Contact Us