Client Screen Supports Foreign Markets

The Client screen was enhanced to support the varying needs of foreign markets. The LegalResidenceCountryCode field is required and determines the display of the screen for the user. Client name display and address formats are driven by this field.

There are many configuration pieces that support this functionality. The blue boxes in the image below represent rules, transactions or administration tools that interact with the Client screen. The orange boxes represent the configuration examples provided in this release.

Client Screen Configuration Pieces

Components of Client Screen Configuration

Configuration Requirements

  • ClientScreen business rule: There are two overrides for this business rule. The International Holding Company override demonstrates the foreign enhancements. Navigate to Global Explorer | Business Rules | Screen | ClientScreen | Company Overrides | ClientScreen (International Holding Company).
    • DateofBirth and DateofDeath fields:These fields use the new CALENDAR and FORMAT attributes.
    • Japanese Date: This field uses the new CALENDAR attribute to display a Japanese Emperor date.
    • <DisplayFormat>: This element assembles a client's name by its various parts for display on various system screens.
  • ClientSearchScreen: This rule is also overridden at the International Holding Company level. Navigate to Global Explorer | Business Rules | Screen | ClientSearchScreen | Company Overrides | ClientSearchScreen (International Holding Company)