CaseSearchScreen

This business rule is used to configure the Case Search screen, which allows an underwriter or CSR to search for cases or applications as part of the New Business Underwriting process. The CaseSearchScreen's configuration defines the fields that are used to search for case records.

Both the search criteria (Fields & FixedFields) and results (Columns) will accept mask attributes in the DataType elements. Refer to the Fields and Tables sections to see mask attribute configuration.

CaseSearchScreen Elements/Attributes

Element/Tag Attribute Definition Element/Attribute Value and Description

<CaseSearchScreen>

 

Required element:

The opening and closing tags of the CaseSearchScreen business rule.

 

<Search>

 

Required and Repeatable element:
Indicates and defines search criteria and the fields to be included as part of the Case Search screen activity.

 

<FixedFields>

 

Optional element:

Changes the labels on the "above the line" fixed fields.

 

<Fields>

 

Optional element:

Dynamically changes labels on the "below the line" fields. See Fields Elements.

 

<Results>

 

Required element:
Defines the results.

This element provides the return of the search and the data in the Results override the fixed fields.

INITIALRESULTS

 

Used to see the initial results when the screen first loads.
All: All of the case search results will display.
User: Case search results tied to the client login will display.
None: No case search results will display.

<Table>

 

Required element:
The element that defines the screen as a table format and controls the display of results, formats results in a table. See Table Element.

 

 

XML Example

<CaseSearchScreen>
<Search>
<FixedFields>
<Field>
<Name>UpdatedDateRangeFrom</Name>
<Display>Updated Date Range From</Display>
</Field>
<Field>
<Name>UpdatedDateRangeTo</Name>
<Display>Updated Date Range To</Display>
</Field>
<Field>
<Name>CreatedDateRangeFrom</Name>
<Display>Created Date Range From</Display>
</Field>
<Field>
<Name>CreatedDateRangeTo</Name>
<Display>Created Date Range To</Display>
</Field>
</FixedFields>
<Fields>
<Field>
<Name>StatusCode</Name>
<Display>Case Status</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT '', '', 1 FROM DUAL UNION SELECT AsCode.CodeValue, AsCode.LongDescription, 2 FROM AsCode WHERE AsCode.CodeName='AsCodeCaseStatus' AND AsCode.CodeValue IN ('01', '02', '03') ORDER BY 3, 1</Query>
<Group>Case</Group>
</Field>
</Fields>
</Search>
<Results INITIALRESULTS="User">
<Table>
<Column WIDTH="150" ALIGN="LEFT">
<Name>CaseNumber</Name>
<Display>Case Number</Display>
<Group>Case</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>CaseName</Name>
<Display>Case Name</Display>
<Group>Case</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>PolicyNumber</Name>
<Display>Application Number</Display>
<Group>Policy</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="CENTER">
<Name>StatusCode</Name>
<Display>Case Status</Display>
<Group>Case</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>FirstName</Name>
<Display>Insured First Name</Display>
<Group ROLECODE="37">Client</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="CENTER">
<Name>LastName</Name>
<Display>Insured Last Name</Display>
<Group ROLECODE="37">Client</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>UPDATEDGMT</Name>
<Display>Last Updated</Display>
<Group>Case</Group>
<DataType>Date</DataType>
</Column>
</Table>
</Results>
</CaseSearchScreen>

XML Schema

<CaseSearchScreen>
<Search>
<FixedFields>
<Field>
. . . 
</Field>
<Field>
. . .
</Field>
</FixedFields>
<Fields>
<Field>
. . . 
</Field>
</Fields>
</Search>
<Results INITIALRESULTS="[All|User|None]">
<Table>
<Column WIDTH="[Column width]" ALIGN="[Left|Right|Center]">
<Name>[Column name]</Name>
<Display>[Column display name]</Display>
<Group>[Group name]</Group>
<DataType>[Column data type]</DataType>
</Column>
<Column WIDTH="[Column width]" ALIGN="[Left|Right|Center]">
. . .
</Column>
</Table>
</Results>
</CaseSearchScreen>

 

 

 

 

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