EligibleSegmentNamesByPolicyStatus
This business rule is used to make the segments selectively available to policies based on the policy status. If a particular policy status is included in the rule then only the segment names referenced will be available for entry for that policy status. If a policy status is not included in this business rule then all of the plan's segments will be available.
EligibleSegmentNamesByPolicyStatus Element\Attribute Table
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
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<EligibleSegmentNamesByPolicyStatus> |
The opening and closing tag. |
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<PolicyStatus> |
Required, repeatable element; To indicate the policy's status where the list of segments should be available in the policy's Segment screen. |
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CODE |
Integer; Required attribute Policy status code from AsCodeStatus. |
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NAME |
Integer; Required attribute Name of the policy status from AsCode => AsCodeStatus table. |
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<SegmentName> |
Required, repeatable element; To indicate the name of the segment that can be added to a policy based on the status of the policy. |
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Required element value; SegmentName - Name of the segment |
<Tests> |
Optional Element: Indicates the start and end tag of the Test elements and definition. <Tests> tag is used to limit the available segments on the segment screen based on Plan or Policy fields. |
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<Test> | Required, Repeatable Element: Defines the Expression to compare a PolicyField and PlanField to validate the Segment Value. If more than one <Test> tags are used, all the Test conditions should be satisfied in order for the segments to be listed when the policy is in the indicated status. |
String: Test criteria expression. Note: Literal date format to use in the test condition is mm/dd/yyyy. For example, '07/31/2014'. |
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<SegmentNames> | The start tag and end tag for segmentname controlled by test elements. |
String: Policy:POLICYFIELD String: Plan:PLANFIELD |
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<SegmentName> | Indicates the segment name that will be available in the specified policy status, if all test conditions are true. |
XML Schema
<EligibleSegmentNamesByPolicyStatus>
<PolicyStatus CODE="[Code]" NAME="[String]">
<SegmentName>[String]</SegmentName>
<Tests>
<Test>[Expression]</Test>
<SegmentNames>
<SegmentName>[String]</SegmentName>
</SegmentNames>
</Tests>
</PolicyStatus>
</EligibleSegmentNamesByPolicyStatus>
XML Example
<EligibleSegmentNamesByPolicyStatus>
<PolicyStatus CODE="08" NAME="Pending">
<SegmentName>Deferred Annuity</SegmentName>
</PolicyStatus>
<PolicyStatus CODE="38" NAME="Ready To Annuitize">
<SegmentName>Joint and Survivor Life Annuity</SegmentName>
<SegmentName>Life Annuity</SegmentName>
<SegmentName>Joint and Survivor Life Annuity with Payments Guaranteed</SegmentName>
<SegmentName>Life Annuity with Payments Guaranteed</SegmentName>
</PolicyStatus>
</EligibleSegmentNamesByPolicyStatus>