Transaction_Membership_Section

Membership configuration tells the system to execute the Class Membership logic rules that apply to the Classes within the Class Groups. Executing the Class Membership logic rules means to apply the details relevant to the Class Membership calculation entered within the Membership table for use in the New Transaction Wizard to create a Client or Policy level Transaction.

Membership configuration allows for multiple validations to support the elements and attributes invoked when the Membership box is checked/selected and the configuration is present.

Example of <Membership> configuration

<Membership>

<ClassGroup TYPE="Eligibility" DISPLAYMEMBERSHIPCLASS = "All">

<WriteMembership>Yes</WriteMembership>

<EffectiveFromDate>Activity:EffectiveDate</EffectiveFromDate>

<EffectiveToDate>Activity:MathVariableName</EffectiveToDate>

</ClassGroup>

</Membership>

In the Rules Palette, the Membership Table is configured in the General pane.

Membership Element Transaction General Pane

Membership Element of a Transaction's General Pane

Membership Table entries

Membership Table of a Transaction's General Pane

Membership Check Box and Field Descriptions

Membership element checked

  • The Membership checkbox should be checked if the transaction will need the Membership table validations to run.

  • This MUST be a minimum of one entry in the Membership table if the Membership element is selected/checked.

  • There can be limitless Membership entries added to the Membership Table.

Note: All of the fields will be defaulted to blank and Type is the only required attribute that must be entered.

Class Group Type Membership Table

  • The Class Group Type is specified using a required Type attribute from AsCodeClassGroupType - set equal to the Code Value from the AsCode name ClassGroupType.

Display Membership Class

  • The Display Membership Class drop down box allows the system to either leave blank, retrieve "All" available Membership Classes or "Lowest Only" which will display only those lowest leaf nodes.

  • When blank is selected no DISPLAYMEMBERSHIPCLASS element will be added.

  • The default behavior will be "LowestOnly" when the attribute is not defined.

Write Membership

  • The Write Membership field is an enterable text field used to specify if Membership records should be written to the data base.

  • Users can optional enter the following string literals: Yes, No. Users also have the option to enter Field or Math Variable names equal to Yes or No in this field.

  • When a value is entered a WriteMembership element will be added to the Transaction XML. When the field is left blank no element will be added.

  • If an activity that has committed Membership records to the database is reversed or recycled, the Membership records will be rolled back consistent with existing system processing conventions.

EffectiveFrom Date Membership Table

  • The Effective From Date is an enterable field to define the first date where a Client will be a Member of the Class.
  • The Effective From Date can be set to the string literal of SystemDate or the name of a Field or Math Variable (Date data type), including the Activity EffectiveDate.
  • When the Field is not set at all, the default date used is the Activity's Effective Date.

EffectiveTo Date Membership Table

  • The EffectiveTo Date field is an enterable field to define the last day to which a Client may become a Member of the Class, the Effective Date of the Membership calculation.

  • Users may enter a Field or Math Variable name equal to a valid date.

  • When the EffectiveTo Date is not defined, the default used is 12/31/9999.
  • The EffectiveTo Date must be on or after the EffectiveFromDate. Otherwise, a validation error will occur.

Delete Membership Table

  • The Delete check box works in conjunction with the Delete button on the Membership table template.
  • First, the Delete check box will be selected or checked for the table entry.
  • Second, the Delete button will be selected to remove the entry from the table along with the configuration of the line item from the Transaction XML.

Delete from Membership Table

The Class Membership tab will be part of the Activity Results once the Activity is Active. The Membership Detail contains a table structure to house the following results: Class Name, Class Group Name, EffectiveFromDate, and EffectiveToDate. If the Membership configuration element has not been selected, no Membership Details will be presented on the Activity Results other than the an informational message of "No Class Membership Performed" ..

Note:The activity will generate an error and fail if the client cannot be resolved to any Class Membership so there are no activity results to display.

Example of Membership Details screen for an activity

Class Membership Details

Activity Membership Details in Activity Results Window in OIGPA