CopyToPolicyFields
This business rule is attached to a transaction or requirement to allow one or more MathVariables to be copied from the activity/requirement to one or more policy fields. If the fields are displayed on the Policy screen, the values will be viewable.
In addition to field values, CopyToPolicyFields will automatically update the OptionText of combo box and radio button fields.
Note: CopyToPolicyFields can be configured partially or entirely through CopyBooks.
| Element/Tag | Attributes | Parent Element | Description | Element/Attribute Values |
|---|---|---|---|---|
|
<CopyToPolicyFields> |
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The required opening and closing elements of this business rule. |
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<Fields> |
|
<CopyToPolicyFields> |
Required element: |
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| <MultiFields> |
Optional, repeatable element: Defines the multifields to be updated/inserted Note: The system will validate named "To" fields against the field name in the MultiField rule for the PolicyScreen rule for the current Policy (This rule does not explicitly define the PolicyGUID). |
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| NAME |
Required: Specifies the named section of the related entity's Multifield rule.
|
Literal name |
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| END |
Required: Specifies the total number of instances of multifields for the named section of the related entity's Multifield rule. If NAME is omitted or does not exist in the MultiField rule, all the fields in the MultiField rule will be repeated for "END" number of times.
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Literal Integer or Integer Math Variable |
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| <Field> | <Fields> | Optional, repeatable element: Contains the instructions for the specified "To" field. This element (and sub elements) may be omitted if the default field values are desired. | ||
| <FromIndexCollection> |
Required: A collection of index/value pairs for the target fields. Indices must be unique integers.
|
Math variable collection of index/values. |
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| <To> | <Field> |
Required: The target named field in the entity multifield rule.
|
Literal field name |
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|
<Field> |
|
<Field> |
Repeatable element:
|
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<From> |
|
<Field> |
This element is used to specify the MathVariable or field from which the data should be copied.
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The name of the activity field or MathVariable that data is being copied from. |
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<OptionTextCollection> |
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Optional element: Specifies a collection of key-value pairs, where the key is an Entity GUID and the value is a supported value for the OPTIONTEXT for field defined in the <To> element. This element can only be paired with the <FromCollection> element. Note: This element and the <OptionText> element are mutually exclusive. This element is also mutually exclusive with the <From> element.
|
Math Variable |
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| <OptionText> | <Field> |
Optional element: Identifies the source of the data that will update the OptionText for the field defined in the <To> element. Note: This element and the <OptionTextCollection> element are mutually exclusive. |
XML Schema
<CopyToPolicyFields TYPE="IFEMPTY">
<Fields>
<Field>
<From>[String]</From>
<To>[String]</To>
<OptionText>[MathVariable]</OptionText>
</Field>
</Fields>
</CopyToPolicyFields>
XML Example
<CopyToPolicyFields>
<Fields>
<Field>
<From>Activity:ReinsuranceIndicator</From>
<To>ReinsuranceIndicator</To>
<OptionText>ReinsuranceIndicatorOptionText</OptionText>
</Field>
</Fields>
</CopyToPolicyFields>