ClientScreen

This business rule allows you to configure fixed and dynamic fields on the Client screen. This rule holds the indicator required to determine if a Client Type is an Individual or Corporation. A separate section is configured for each Client Type, which is identified by its typecode. This rule is also used to control the display of policy roles, individual fields, address table, the TaxID field on Client screen, and the process button for future activities on the Client Activity screen.

Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Screen Rules | ClientScreen.

General Pane

The Client screen General pane displays the name of the rule, the properties of the Client screen and their associated values.

XML Source Pane

Configuration for this rule is done in XML via the XML Source pane. The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section.