ExternalClientDetailScreen
The ExternalClientDetailScreen rule is called from the Edit Client Detail section of the Policy or Segment Role Screen, after selecting ‘Edit Client Details’ for a specific policy or segment role. Details for external clients are read-only, and can be displayed on this screen, but not edited.
External clients are displayed in one of two ways:
- Using the existing Client Search Screen on the Policy and Segment Role screens in OIPA (Option 1)
- Using a customized type of external client search screen’ (Option 2)
Element | Attribute | Definition | Value and Description |
---|---|---|---|
<ExternalClientDetailScreen> |
|
. |
|
<Client> |
|
Required, repeatable: Defines an external client associated with a given role code. |
|
ROLECODE |
Required: Refers to the external client’s role setup. |
A role code of an external role as defined in the PolicyScreen or SegmentName. |
|
<Fields> |
|
Required: May contain common Fields Elements, with an additional ExternalSource element defined below. |
|
<ExternalSource> |
|
Required: This element indicates whether this field is populated from an external database or saved in OIPA. |
Yes | No Yes: This field is populated from an external database. No: This field is saved in OIPA. |
<Events> |
|
Optional: See Actions/Events. |
|
<ScreenMath> |
|
Optional: See Screen Math. |
|
<Actions> |
|
Optional: See Actions/Events. |
|
XML Example
<ExternalClientDetailScreen>
<Client ROLECODE="01">
<Fields>
<Field>
<Name>ExternalClientKey</Name>
<Display>ExternalClientKey</Display>
<DataType>Text</DataType>
<ExternalSource KEY=”Yes”>No</ExternalSource>
</Field>
<Field>
<Name>ExternalClientName</Name>
<Display>ExternalClientName</Display>
<DataType>Text</DataType>
<ExternalSource>No</ExternalSource>
</Field>
<Field>
<Name>AgentCode</Name>
<Display>AgentCode</Display>
<DataType>Text</DataType>
<ExternalSource>No</ExternalSource>
</Field>
</Fields>
<Actions/>
<Events/>
<ScreenMath/>
</Client>
</ExternalClientDetailScreen>