Add Fixed-field Support for GroupCustomer and Plan Screens

This enhancement provides the ability to add fixed-field support to the GroupCustomer and Plan Screens.

GroupCustomer Screen Enhancements:

  • The user can use fixed field tags on PrimaryEnrollmentRelationship and EnrollmentClassGroup
  • Can reorder the display to be CompanyName and then CustomerNumber.
  • All Group Customer fixed fields are supported to allow the <Data Type>, < Display>, <Expanded>, <Query>, <Hidden>, <Disabled>, and <Required> tags.
  • The fixed field processing order is changed as below:
    • COMPANYNAME
    • CUSTOMERNUMBER
    • TAXID
    • LEGALRESIDENCECOUNTRYCODE
    • PRIMARYENROLLMENTRELATIONSHIP
    • ENROLLMENTCLASSGROUP

Plan Screen Enhancements:

  • All fixed fields of Plan Screen are supported to allow the <Data Type>, < Display>, <Expanded>, <Query>, <Hidden>, <Disabled>, and <Required> tags.
  • Fixed field order is remained the same and the processing is allowed on:
    • PLANNAME
    • EFFECTIVEFROM
    • EFFECTIVETO
    • DEFAULTCURRENCYCODE
    • MARKETMAKERGUID
    • POINTINTIMEVALUATION
    • MIXEDVALUATION
    • PLANALLOCATIONMETHODCODE

Note: The Add Plan functionality uses the PlanScreen BR rather than the hardcoded.

Prerequisites

The GroupCustomer and Plan Screen rules are required.

New Items

N/A

Changes to Existing Items

Group Customer Screen

Example is located in GroupCustomerScreen at Prototype company level.

<GroupCustomerScreen>
<FixedFields>
<Field>
<Name>AllocationMethod</Name>
<Hidden>Yes</Hidden>
</Field>
</FixedFields>
<Fields>
<Field>
<Name>PlanNumber</Name>
<Display>Plan Number</Display>
<DataType>Text</DataType>
</Field>
</Fields>
</GroupCustomerScreen>

Plan Screen

Example is located in Plan Screen under Group Prototype Product - PrototypeGroup Child company.

<PlanScreen>
<FixedFields>
<Field>
<Name>PrimaryRelationshipType</Name>
<Hidden>Yes</Hidden>
</Field>
</FixedFields>
<Fields>
<Field>
<Name>EnrollmentRelationshipType</Name>
<Display>Enrollment Relationship</Display>
<DataType>Text</DataType>
</Field>
</Fields>
</PlanScreen>

Configuration Details

GroupCustomer Screen

  • The label of Primary Enrollment Relationship on the GroupCustomer Screen is changed to Enrollment Relationship.
  • The label of the Enrollment Class Group Type on the GroupCustomer Screen is changed to Enrollment Class.

Plan Screen

The Currency, Allocation Method, PIT Valuation, Mixed Valuation and Market Maker on the Plan Screen are not hidden.