PolicyOverviewScreen

The PolicyOverviewScreen provides the OIPA end user with a snapshot view of policy detail, general segment, policy/segment role data, and values information on one screen. User security access will determine those screen sections available for viewing.

The information displayed on the screen can be varied by Plan. In addition, this Screen Rule can be shared at Global, Subsidiary Company, Product, and Plan levels with state code, based on configuration, thus defining this rule in a Policy context.

PolicyOverviewScreen Elements/Attributes

Element/Tag Attribute Definition Element/Attribute Value and Description

<PolicyOverviewScreen>

 

The opening and closing tag of the business rule.

 

<PolicyDetails>

 

Optional element:

Begins the Policy Details definition.

 

<Fields>

 

See Fields Elements.

 

<Field>

 

A mixture of fixed and dynamic fields from the Policy, as well as new fields, can be configured.

 

<ScreenMath>

 

See Screen Math.

 

<PolicyRoles>

 

Optional element:

Begins the Policy Roles definition.

 

SHOW

Required attribute:

If set to "Yes", the PolicyRole grid (as presented on the Role Screen) will display.

String:   

Yes|No

<DisplayStatus>  

Optional element: Configures the status filter.

If <DisplayStatus> is absent from the configuration and the SHOW attribute of the PolicyRoles element is Yes, then current behavior is maintained. Role display will not be restricted based on status.

 
<Status>   Required and Repeatable: Specifies the role statuses to include in the display. Literal code values 01, 98, 99
<Roles>  

Optional: Configures the Role filter.

If <Roles> is absent from the configuration and the SHOW attribute of the PolicyRoles element is Yes, then current behavior is maintained. Role display will not be restricted based on Role type.

 
<Role>   Repeatable:This tag would contain RoleCodes for which this specific DisplayStatus condition needs to be applied. Literal role codes.One Role Code per <Role> tag
<Table>   Controls formatting of results display. See Table Element section.  
<Column>  

The container element for column configuration.

Optional attribute: Specifies if the column should be displayed in the results table.

Yes: The column will not be displayed in the results table.

No: The column will be displayed in the results table. This is the default value.

<Display>   Defines the header for the search result table column. The name that should display for the column in the search result table.
<Name>   Specifies the database column in which the field values are stored. The name of the database column in which the relevant field values are stored.
<Group>   Indicates the table/screen that stores the field being referenced. The value used should be appropriate for the screen being configured. The name of the database table that holds the relevant records.

<Message>

 

Optional element:

Allows for a configurable message to be displayed on the screen.

 

<Segments>

 

Optional element:

Begins the Segments definition.

 

SHOW

Required attribute:

If set to "Yes", the Segment grid (as defined by the SegmentScreen rule) will display.

String:

Yes|No

<SegmentRoles>

 

Optional element:

Begins the Segment Roles definition.

 

SHOW

Required attribute:

If set to "Yes", the Segment Role grid will display all roles associated with all segments.

String:

Yes|No

<DisplayStatus>  

Optional element: Configures the status filter for the views.

If <DisplayStatus> is absent from the configuration and the SHOW attribute of the PolicyRoles element is Yes, then current behavior is maintained. Role display will not be restricted based on status.

 
<Status>   Required and Repeatable: Specifies the role statuses to include in the display. Literal code values 01, 98, 99
<Roles>  

Optional: Configures the Role filter.

If <Roles> is absent from the configuration and the SHOW attribute of the SegmentRoles element is Yes, then current behavior is maintained. Role display will not be restricted based on status.

 
<Role>   Repeatable:This tag would contain RoleCodes for which this specific DisplayStatus condition needs to be applied. Literal role codes.One Role Code per <Role> tag
<Table>   Controls formatting of results display. See Table Element section.  
<Column>  

The container element for column configuration.

Optional attribute: Specifies if the column should be displayed in the results table.

Yes: The column will not be displayed in the results table.

No: The column will be displayed in the results table. This is the default value.

<Display>   Defines the header for the search result table column. The name that should display for the column in the search result table.
<Name>   Specifies the database column in which the field values are stored. The name of the database column in which the relevant field values are stored.
<Group>   Indicates the table/screen that stores the field being referenced. The value used should be appropriate for the screen being configured. The name of the database table that holds the relevant records.

<Message>

 

Optional element:

Allows for a configurable message to be displayed on the screen.

 

<Values>

 

Optional element:

Opening tag for the Values configuration.

 

SHOW

Required attribute:

If set to "Yes", a pop up of all values fields (as defined in ValuesScreen) will be available to display.

String:

Yes|No

<Message>

 

Optional element:

Allows for configurable message to be displayed on the screen

 

XML Schema

<PolicyOverviewScreen>
<PolicyDetails>
<Fields>
<Field></Field>
</Fields>
<ScreenMath></ScreenMath>
<PolicyRoles SHOW=”Yes|No”>
<Message>[Literal message text]</Message>
<DisplayStatus>
<Status>[01|98|99]</Status>
</DisplayStatus>
<Roles>
<Role>[Role Code]</Role>
</Roles>
<Table>
<Column>
<Display />
<Name />
<Group />
</Column>
</Table>
</PolicyRoles>
</PolicyDetails>
<Segments SHOW=”Yes|No”>
<SegmentRoles SHOW =”Yes|No”>
<Message>[Literal message text]</Message>
<DisplayStatus>
<Status>[01|98|99]</Status>
</DisplayStatus>
<Roles>
<Role>[Role Code]</Role>
</Roles>
<Table>
<Column>
<Display />
<Name />
<Group />
</Column>
</Table>
</SegmentRoles>
</Segments>
<Values SHOW=”Yes|No”>
<Message></Message>
</Values>
</PolicyOverviewScreen>
       
       

 

 

 

 

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