Available Prefixes and Fields for Configuration
Some commonly used values are available from the system in the form of the prefix and element structure outlined below. They are available within certain types of rules. These values eliminate the need to write SQL statements, which makes configuration quick and simple. The system also gains performance.
The rules and the available prefixes and elements are outlined below.
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| AddressScreen | None | AddressGUID |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Calculate General | Policy | Policy:PolicyGUID |
| Policy:PolicyNumber | ||
| Policy:PolicyName | ||
| Policy:CreationDate | ||
| Policy:IssueStateCode | ||
| Policy:PlanDate | ||
| Policy:StatusCode | ||
| Policy:CompanyGUID | ||
| Policy:PlanGUID | ||
| Policy:XMLData | ||
| Policy:UpdatedGMT | ||
| Policy:{dynamic field name} | ||
| Plan | Plan:PlanGUID | |
| Plan:CompanyGUID | ||
| Plan:PlanName | ||
| Plan:EffectiveDate | ||
| Plan:DefaultCurrencyCode | ||
| Plan:{dynamic field name} | ||
| Segment | Segment:SegmentGUID | |
Segment:ParentSegmentGUID | ||
Segment:PolicyGUID | ||
Segment:SegmentNameGUID | ||
Segment:StatusCode | ||
Segment:EffectiveDate | ||
Segment:XMLData | ||
| Segment:{dynamic field name} | ||
| SegmentName | SegmentName:PlanGUID | |
| SegmentName:SegmentName | ||
| SegmentName:SegmentNameGUID | ||
| SegmentName:TypeCode | ||
| SegmentName:XMLData | ||
| PlanSegmentName | PlanSegmentName:PlanSegmentNameGUID | |
| PlanSegmentName:PlanSegmentName | ||
| PlanSegmentName:TypeCode |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
RelationshipScreen (Includes both Client & Group Customer Screens) | None | PrimaryCompanyGUID |
| SystemDate | ||
| ClientRelationshipGUID | ||
| ClientRelationshipParentGUID | ||
| PrimaryClientGUID | ||
| SecondaryClientGUID | ||
| PrimaryRelationshipType | ||
| SecondaryRelationshipType |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Exposed Computation | Policy | Policy:PolicyGUID |
| Policy:PolicyNumber | ||
| Policy:PolicyName | ||
| Policy:CreationDate | ||
| Policy:IssueStateCode | ||
| Policy:PlanDate | ||
| Policy:StatusCode | ||
| Policy:CompanyGUID | ||
| Policy:PlanGUID | ||
| Policy:XMLData | ||
| Policy:UpdatedGMT | ||
| Policy:{dynamic field name} | ||
| Policy:{dynamic field name}:CurrencyCode | ||
| Plan | Plan:PlanGUID | |
| Plan:CompanyGUID | ||
| Plan:PlanName | ||
| Plan:EffectiveDate | ||
| Plan:DefaultCurrencyCode | ||
| Plan:PointInTimeValuation | ||
| Plan:MarketMakerGUID | ||
| Plan:PlanAllocationMethodCode | ||
| Plan:{dynamic field name} | ||
| Plan:{dynamic field name}:CurrencyCode | ||
| Valuation:Fund | Valuation:Fund | |
| Valuation:Policy | Valuation:Policy:ActiveDate | |
| Valuation:Policy:CashValue | ||
| Valuation:Policy:EffectiveDate | ||
| Valuation:Policy:FreeAmount | ||
| Valuation:Policy:Gain | ||
| Valuation:Policy:GuaranteedAmount | ||
| Valuation:Policy:MVAAmount | ||
| Valuation:Policy:NetGain | ||
| Valuation:Policy:Principal | ||
| Valuation:Policy:RedemptionAmount | ||
| Valuation:Policy:SurrenderValue | ||
| Valuation:PolicyValues:{value} |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Interest Rate Calculation | Policy | Policy:PolicyGUID |
| Policy:PolicyNumber | ||
| Policy:PolicyName | ||
| Policy:CreationDate | ||
| Policy:IssueStateCode | ||
| Policy:PlanDate | ||
| Policy:StatusCode | ||
| Policy:CompanyGUID | ||
| Policy:PlanGUID | ||
| Policy:XMLData | ||
| Policy:UpdatedGMT | ||
| Policy:{dynamic field name} | ||
| Policy:{dynamic field name}:CurrencyCode | ||
| Plan | Plan:PlanGUID | |
| Plan:CompanyGUID | ||
| Plan:PlanName | ||
| Plan:EffectiveDate | ||
| Plan:DefaultCurrencyCode | ||
| Plan:PointInTimeValuation | ||
| Plan:MarketMakerGUID | ||
| Plan:PlanAllocationMethodCode | ||
| Plan:{dynamic field name} | ||
| Plan:{dynamic field name}:CurrencyCode | ||
| Valuation:Deposit | Valuation:Deposit:{fund guid} | |
| Valuation:Deposit:{deposit guid}:CashValue | ||
| Valuation:Deposit:{deposit guid}:EffectiveDate | ||
| Valuation:Deposit:{deposit guid}:LastValuationDate | ||
| Valuation:Deposit:{deposit guid}:Gain | ||
| Valuation:Deposit:{deposit guid}:GuaranteedAmount | ||
| Valuation:Deposit:{deposit guid}:InterestBonus | ||
| Valuation:Deposit:{deposit guid}:NetGain | ||
| Valuation:Deposit:{deposit guid}:RateLockDate | ||
| Valuation:Deposit:{deposit guid}:SeedDepositGUID | ||
| Valuation:Deposit:{deposit guid}:Principal | ||
| Valuation:Deposit:{deposit guid}:RedemptionAmount | ||
| Valuation:Deposit:{deposit guid}:ShortTermRedemptionUnits | ||
| Valuation:Deposit:{deposit guid}:SurrenderRate | ||
| Valuation:Deposit:{deposit guid}:SurrenderValue | ||
| Valuation:Deposit:{deposit guid}:Units | ||
| Valuation:Deposit:{deposit guid}:MVAAmount | ||
| Valuation:Deposit:{deposit guid}:ActivityGUID | ||
| Valuation:Deposit:{deposit guid}:TransactionName | ||
| Valuation:Deposit:{deposit guid}:InitialUnits | ||
| Valuation:Deposit:{deposit guid}:InitialCashValue | ||
| Valuation:Fund | Valuation:Fund:{fund guid}:CashValue | |
| Valuation:Fund:{fund guid}:Gain | ||
| Valuation:Fund:{fund guid}:GuaranteedAmount | ||
| Valuation:Fund:{fund guid}:NetGain | ||
| Valuation:Fund:{fund guid}:FreeAmount | ||
| Valuation:Fund:{fund guid}:MVAAmount | ||
| Valuation:Fund:{fund guid}:Principal | ||
| Valuation:Fund:{fund guid}:RedemptionAmount | ||
| Valuation:Fund:{fund guid}:ShortTermRedemptionUnits | ||
| Valuation:Fund:{fund guid}:SurrenderValue | ||
| Valuation:Fund:{fund guid}:Units | ||
| Valuation:Fund:{fund guid}:UnitValue | ||
| Valuation:Fund:{fund guid}:FundName | ||
| Valuation:Fund:{fund guid}:TypeCode | ||
| Valuation:Removal | Valuation:Removal:{deposit guid} | |
| Valuation:Removal:{removal guid}:ActivityGUID | ||
| Valuation:Removal:{removal guid}:RemovedFromDepositGUID | ||
| Valuation:Removal:{removal guid}:EffectiveDate | ||
| Valuation:Removal:{removal guid}:MoneyTypeCode | ||
| Valuation:Removal:{removal guid}:TransactionName | ||
| Valuation:Removal:{removal guid}:Amount | ||
| Valuation:Removal:{removal guid}:CashValue | ||
| Valuation:Removal:{removal guid}:UnitValue | ||
| Valuation:Removal:{removal guid}:Principal | ||
| Valuation:Removal:{removal guid}:Units | ||
| Valuation:Removal:{removal guid}:InterestRate | ||
| Valuation:Removal:{removal guid}:GuaranteedAmount | ||
| Valuation:Removal:{removal guid}:GuaranteedInterestRate | ||
| Valuation:Removal:{removal guid}:CurrentInterestRate | ||
| Valuation:Removal:{removal guid}:Days | ||
| Valuation:Removal:{removal guid}:InterestAmount |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Inquiry Screen | None Note: With the exception of dynamic inquiry field names, this syntax is supported for configuration of both the Inquiry Screen user interface and the Results section of the Inquiry Screen. | PolicyGUID (Policy level only) |
| SystemDate | ||
| ClientGUID(Client level only) | ||
| ClientNumber | ||
| CompanyGUID (Policy level only) | ||
| PlanGUID(Policy level only) | ||
| PrimaryCompanyGUID | ||
{dynamic inquiry field name} Note: This syntax is only supported for configuration of the Results section of the Inquiry Screen. | ||
Policy Note: This syntax is only supported for configuration of the Results section of the Inquiry Screen. | Policy:PolicyGUID | |
| Policy:PolicyNumber | ||
| Policy:PolicyName | ||
| Policy:CreationDate | ||
| Policy:IssueStateCode | ||
| Policy:PlanDate | ||
| Policy:StatusCode | ||
| Policy:CompanyGUID | ||
| Policy:PlanGUID | ||
| Policy:XMLData | ||
| Policy:UpdatedGMT | ||
| Policy:{dynamic field name} | ||
Client Note: This syntax is only supported for configuration of the Results section of the Inquiry Screen. | Client:ClientGUID | |
| Client:CompanyName | ||
| Client:DateOfBirth | ||
| Client:DateOfDeath | ||
| Client:Email | ||
| Client:FirstName | ||
| Client:LastName | ||
| Client:LegalResidenceCountryCode | ||
| Client:MiddleInitial | ||
| Client:Prefix | ||
| Client:Sex | ||
| Client:Suffix | ||
| Client:TaxID | ||
| Client:TypeCode | ||
| Client:UpdatedGMT | ||
| Client:XMLData | ||
| Client:AlternateName1 | ||
| Client:AlternateName2 | ||
| Client:AlternateName3 | ||
| Client:AlternateName4 | ||
| Client:AlternateName5 | ||
| Client:AdditionalPrefix | ||
| Client:AdditionalSuffix | ||
| Client:TaxIDType | ||
| Client:Title | ||
| Client:MaritalStatus | ||
| Client:BirthCountryCode | ||
| Client:CitizenshipCountryCode | ||
| Client:BirthRegionCode | ||
| Client:PrimaryPhone | ||
| Client:TextField1 | ||
| Client:TextField2 | ||
| Client:CheckBox1 | ||
| Client:CheckBox2 | ||
| Client:Radio1 | ||
| Client:Radio2 | ||
| Client:Combo1 | ||
| Client:Combo2 | ||
| Client:Date1 | ||
| Client:Date2 | ||
| Client:{dynamic field name} | ||
| Valuation:Fund | Valuation:Fund | |
Valuation:Policy Note: This syntax is only supported if valuation is configured. | Valuation:Policy:ActivityDate | |
| Valuation:Policy:CashValue | ||
| Valuation:Policy:EffectiveDate | ||
| Valuation:Policy:FreeAmount | ||
| Valuation:Policy:Gain | ||
| Valuation:Policy:GuaranteedAmount | ||
| Valuation:Policy:NetGain | ||
| Valuation:Policy:Principal | ||
| Valuation:Policy:RedemptionAmount | ||
| Valuation:Policy:SurrenderValue | ||
| Valuation:Policy:MVAAmount | ||
| Valuation:PolicyValues | Valuation:PolicyValues:{name of value} |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Math/ScreenMath/PostAssignmentValidateExpressions | Valuation:Policy |
Valuation:Policy:NegativeCashValue Valuation:Policy:PositiveCashValue |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| PolicyValues | None | EffectiveDate |
| Policy | Policy:PolicyGUID | |
| Policy:PolicyNumber | ||
| Policy:PolicyName | ||
| Policy:CreationDate | ||
| Policy:IssueStateCode | ||
| Policy:PlanDate | ||
| Policy:StatusCode | ||
| Policy:CompanyGUID | ||
| Policy:PlanGUID | ||
| Policy:XMLData | ||
| Policy:UpdatedGMT | ||
| Policy:{dynamic field name} | ||
| Policy:{dynamic field name}:CurrencyCode | ||
| Plan | Plan:PlanGUID | |
| Plan:CompanyGUID b | ||
| Plan:PlanName | ||
| Plan:EffectiveDate | ||
| Plan:DefaultCurrencyCode | ||
| Plan:PointInTimeValuation | ||
| Plan:MarketMakerGUID | ||
| Plan:PlanAllocationMethodCode | ||
| Plan:{dynamic field name} | ||
| Plan:{dynamic field name}:CurrencyCode | ||
| Valuation:Fund | Valuation:Fund | |
| Valuation:Policy | Valuation:Policy:ActiveDate | |
| Valuation:Policy:CashValue | ||
| Valuation:Policy:EffectiveDate | ||
| Valuation:Policy:FreeAmount | ||
| Valuation:Policy:Gain | ||
| Valuation:Policy:GuaranteedAmount | ||
| Valuation:Policy:MVAAmount | ||
| Valuation:Policy:NetGain | ||
| Valuation:Policy:Principal | ||
| Valuation:Policy:RedemptionAmount | ||
| Valuation:Policy:SurrenderValue | ||
| Valuation:PolicyValues:{value} | ||
| PolicyValues/ValuesScreen | Valuation:Policy | Valuation:Policy:NegativeCashValue Valuation:Policy:PositiveCashValue |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| RoleScreen | None | PolicyGUID |
| LoginClientGUID | ||
| RoleGUID | ||
| SelectedRoleClientGUID | ||
| RoleCode | ||
| SystemDate | ||
| RolePercent | ||
| {dynamic field name} |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| SegmentScreen | None | ClientGUID (Login Client) |
| ClientNumber (Login Client) |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| SegmentRoleScreen | None | ClientGUID (Login Client) |
| ClientNumber (Login Client) | ||
| SegmentGUID | ||
| PolicyGUID | ||
| RoleGUID |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| PolicyScreen | None | PolicyGUID |
| ClientGUID (Login Client) | ||
| ClientNumber (Login Client) |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Policy Transaction |
None Note: This configuration is only supported when using |
Reinstate |
| Run | ||
| Start | ||
| Terminate | ||
|
Activity Note:
|
Activity:ActivityGUID | |
| Activity:TransactionGUID | ||
| Activity:TypeCode | ||
| Activity:StatusCode | ||
| Activity:EffectiveDate | ||
| Activity:ActiveFromDate | ||
| Activity:ActiveToDate | ||
| Activity:ClientNumber (Login Client) | ||
| Activity:ClientGUID (Login Client) | ||
| Client:ClientNumber | ||
| Client:ClientGUID | ||
| Activity:PolicyGUID | ||
| Activity:RelatedGUID | ||
| Activity:ISPROGRAM | ||
| Activity:XMLData | ||
| Activity:ProcessingOrder | ||
| Activity:ErrorStatusCode | ||
| Activity:SuspenseStatusCode | ||
| Activity:ActivityGMT | ||
| Activity:EntryGMT | ||
| Activity:CreationGMT | ||
| Activity:{dynamic field name} | ||
| Activity:MultiValueField:{multi field name} | ||
| Activity:ActivitySuspenseNumber | ||
| Activity:SuspenseStatusCode | ||
|
Company |
Company:CompanyGUID | |
| Company:ClientGUID | ||
| Company:CompanyName | ||
| Company:DeafultCurrencyCode | ||
| Company:EffectiveDate | ||
| Company:MarketMakerGUID | ||
| Company:{dynamic field name} | ||
| Company:{dynamic field name}:CurrencyCode | ||
| Plan | Plan:PlanGUID | |
| Plan:CompanyGUID | ||
| Plan:PlanName | ||
| Plan:EffectiveDate | ||
| Plan:DefaultCurrencyCode | ||
| Plan:PointInTimeValuation | ||
| Plan:MarketMakerGUID | ||
| Plan:PlanAllocationMethodCode | ||
| Plan:{dynamic field name} | ||
| Plan:{dynamic field name}:CurrencyCode | ||
| Policy | Policy:PolicyGUID | |
| Policy:PolicyNumber | ||
| Policy:PolicyName | ||
| Policy:CreationDate | ||
| Policy:IssueStateCode | ||
| Policy:PlanDate | ||
| Policy:StatusCode | ||
| Policy:CompanyGUID | ||
| Policy:PlanGUID | ||
| Policy:XMLData | ||
| Policy:UpdatedGMT | ||
| Policy:{dynamic field name} | ||
| Policy:{dynamic field name}:CurrencyCode | ||
| Program | Program:ProgramGUID | |
| Program:PreviousStatusCode | ||
| Program:StatusCode | ||
| Program:EffectiveDate | ||
| Program:ProgramDefinitionGUID | ||
| Program:ProgramGUID | ||
| Program:{dynamic field name} | ||
| Program:{dynamic field name}:CurrencyCode | ||
|
Transaction Note: The Transaction prefix configuration is supported in a Transaction's regular math. Transaction :"TransactionName" |
Transaction:TransactionGUID | |
| Transaction:PlanGUID | ||
| Transaction:TransactionName | ||
| Transaction:StatusCode | ||
| Transaction:TypeCode | ||
| Transaction:XMLData | ||
| Transaction:ProcessingOrder | ||
|
Valuation:Fund Note: This configuration is available when configuring a transaction using fixed fund valuation. |
Valuation:Fund:{fund guid}:CashValue | |
| Valuation:Fund:{fund guid}:Gain | ||
| Valuation:Fund:{fund guid}:GuaranteedAmount | ||
| Valuation:Fund:{fund guid}:NetGain | ||
| Valuation:Fund:{fund guid}:FreeAmount | ||
| Valuation:Fund:{fund guid}:MVAAmount | ||
| Valuation:Fund:{fund guid}:Principal | ||
| Valuation:Fund:{fund guid}:RedemptionAmount | ||
| Valuation:Fund:{fund guid}:ShortTermRedemptionUnits | ||
| Valuation:Fund:{fund guid}:SurrenderValue | ||
| Valuation:Fund:{fund guid}:Units | ||
| Valuation:Fund:{fund guid}:UnitValue | ||
| Valuation:Fund:{fund guid}:FundName | ||
| Valuation:Fund:{fund guid}:TypeCode | ||
|
Valuation:Deposit Note: This configuration is available when configuring a transaction using fixed fund valuation. |
Valuation:Deposit:{fund guid} | |
| Valuation:Deposit:{deposit guid}:CashValue | ||
| Valuation:Deposit:{deposit guid}:EffectiveDate | ||
| Valuation:Deposit:{deposit guid}:LastValuationDate | ||
| Valuation:Deposit:{deposit guid}:Gain | ||
| Valuation:Deposit:{deposit guid}:GuaranteedAmount | ||
| Valuation:Deposit:{deposit guid}:InterestBonus | ||
| Valuation:Deposit:{deposit guid}:NetGain | ||
| Valuation:Deposit:{deposit guid}:RateLockDate | ||
| Valuation:Deposit:{deposit guid}:SeedDepositGUID | ||
| Valuation:Deposit:{deposit guid}:Principal | ||
| Valuation:Deposit:{deposit guid}:RedemptionAmount | ||
| Valuation:Deposit:{deposit guid}:ShortTermRedemptionUnits | ||
| Valuation:Deposit:{deposit guid}:SurrenderRate | ||
| Valuation:Deposit:{deposit guid}:SurrenderValue | ||
| Valuation:Deposit:{deposit guid}:Units | ||
| Valuation:Deposit:{deposit guid}:MVAAmount | ||
| Valuation:Deposit:{deposit guid}:ActivityGUID | ||
| Valuation:Deposit:{deposit guid}:TransactionName | ||
| Valuation:Deposit:{deposit guid}:InitialUnits | ||
| Valuation:Deposit:{deposit guid}:InitialCashValue | ||
|
Valuation:Removal Note: This configuration is available when configuring a transaction using fixed fund valuation. |
Valuation:Removal:{deposit guid} | |
| Valuation:Removal:{removal guid}:ActivityGUID | ||
| Valuation:Removal:{removal guid}:RemovedFromDepositGUID | ||
| Valuation:Removal:{removal guid}:EffectiveDate | ||
| Valuation:Removal:{removal guid}:MoneyTypeCode | ||
| Valuation:Removal:{removal guid}:TransactionName | ||
| Valuation:Removal:{removal guid}:Amount | ||
| Valuation:Removal:{removal guid}:CashValue | ||
| Valuation:Removal:{removal guid}:UnitValue | ||
| Valuation:Removal:{removal guid}:Principal | ||
| Valuation:Removal:{removal guid}:Units | ||
| Valuation:Removal:{removal guid}:InterestRate | ||
| Valuation:Removal:{removal guid}:GuaranteedAmount | ||
| Valuation:Removal:{removal guid}:GuaranteedInterestRate | ||
| Valuation:Removal:{removal guid}:CurrentInterestRate | ||
| Valuation:Removal:{removal guid}:Days | ||
| Valuation:Removal:{removal guid}:InterestAmount | ||
|
Valuation:Policy Note: This configuration is available when configuring a transaction performing policy valuation. |
Valuation:Policy:ActiveDate | |
| Valuation:Policy:CashValue | ||
| Valuation:Policy:EffectiveDate | ||
| Valuation:Policy:FreeAmount | ||
| Valuation:Policy:Gain | ||
| Valuation:Policy:GuaranteedAmount | ||
| Valuation:Policy:MVAAmount | ||
| Valuation:Policy:NetGain | ||
| Valuation:Policy:Principal | ||
| Valuation:Policy:RedemptionAmount | ||
| Valuation:Policy:SurrenderValue | ||
| Valuation:PolicyValues | Valuation:PolicyValues:{value} | |
| Withholding | Withholding:WithholdingGUID | |
| Withholding:TypeCode | ||
| Withholding:RelatedGUID | ||
| Withholding:XMLData | ||
| Withholding:{dynamic field name} | ||
| Withholding:{dynamic field name}:CurrencyCode | ||
| Suspense | Suspense: StatusCode | |
| Suspense:BatchNumber | ||
| Suspense:SuspenseNumber | ||
| Suspense:SuspenseGUID | ||
| Suspense:TypeCode | ||
| Suspense:Amount | ||
| Suspense:AttachedAmount | ||
| Suspense:CompanyGUID | ||
| Suspense:PolicyNumber | ||
| Suspense:EffectiveDate | ||
| Suspense:EffectiveFromDate | ||
| Suspense:EffectiveToDate | ||
| Suspense:ClientNumber | ||
| Suspense:FirstName | ||
| Suspense:LastName | ||
| Suspense:AccountNumber | ||
| Suspense:BankName | ||
| Suspense:BankNumber | ||
| Suspense:CheckNumber | ||
| Suspense:XMLData | ||
| Suspense:CurrencyCode |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Policy Transaction | None | PolicyGUID |
| PlanGUID | ||
| SystemDate | ||
| PrimaryCompanyGUID | ||
| ClientGUID (Login Client) | ||
| ClientNumber (Login Client) | ||
| CompanyGUID | ||
| ActivityGUID | ||
| RelatedGUID | ||
| TypeCode (the activity's TypeCode value) | ||
| TransactionGUID | ||
| ProcessingOrder | ||
| ScheduleGUID | ||
| ISPROGRAM | ||
{activity fixed field name} Note: This syntax is not supported for field configuration. | ||
{activity dynamic field name} Note: This syntax is not supported for field configuration prior to the activity's initial save. | ||
| Plan | Plan:{dynamic field name} | |
| Policy | Policy:{dynamic field name} |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Client Transaction | Activity | Activity:ActivityGUID |
| Activity:TransactionGUID | ||
| Activity:TypeCode | ||
| Activity:StatusCode | ||
| Activity:EffectiveDate | ||
| Activity:ActiveFromDate | ||
| Activity:ActiveToDate | ||
| Activity:ClientNumber (Login Client) | ||
| Activity:ClientGUID (Login Client) | ||
| Activity:PolicyGUID | ||
| Activity:RelatedGUID | ||
| Activity:ISPROGRAM | ||
| Activity:XMLData | ||
| Activity:ProcessingOrder | ||
| Activity:ErrorStatusCode | ||
| Activity:SuspenseStatusCode | ||
| Activity:ActivityGMT | ||
| Activity:EntryGMT | ||
| Activity:CreationGMT | ||
| Activity:{dynamic field name} | ||
| Activity:MultiValueField:{multi field name} | ||
| Client | Client:ClientGUID | |
| Client:{DynamicFields or Fixed Field} | ||
| Client:TypeCode | ||
| Client:CompanyName | ||
| Client:LastName | ||
| Client:FirstName | ||
| Client:MiddleInitial | ||
| Client:Prefix | ||
| Client:Suffix | ||
| Client:Sex | ||
| Client:DateOfBirth | ||
| Client:DateOfDeath | ||
| Client:TaxID | ||
| Client:EMail | ||
| Client:XMLData | ||
| Client:UpdatedGMT | ||
| Client:LegalResidenceCountryCode | ||
| Client:AlternateName1 | ||
| Client:AlternateName2 | ||
| Client:AlternateName3 | ||
| Client:AlternateName4 | ||
| Client:AlternateName5 | ||
| Client:AdditionalPrefix | ||
| Client:AdditionalSuffix | ||
| Client:TaxIDType | ||
| Client:Title | ||
| Client:MaritalStatus | ||
| Client:BirthCountryCode | ||
| Client:CitizenshipCountryCode | ||
| Client:BirthRegionCode | ||
| Client:PrimaryPhone | ||
| Client:TextField1 | ||
| Client:TextField2 | ||
| Client:CheckBox1 | ||
| Client:CheckBox2 | ||
| Client:Radio1 | ||
| Client:Radio2 | ||
| Client:Combo1 | ||
| Client:Combo2 | ||
| Client:Date1 | ||
| Client:Date2 | ||
| Client:{dynamic field name} | ||
| Company | Company:MarketMakerGUID | |
| Company:{dynamic field name} | ||
| Company:{dynamic field name}:CurrencyCode | ||
| Plan | Plan:PlanGUID | |
| Plan:CompanyGUID | ||
| Plan:PlanName | ||
| Plan:EffectiveDate | ||
| Plan:DefaultCurrencyCOde | ||
| Plan:PointInTimeValuation | ||
| Plan:MarketMakerGUID | ||
| Plan:PlanAllocationMethodCode | ||
| Plan:{dynamic field name} | ||
| Plan:{dynamic field name}:CurrencyCode | ||
| Transaction | Transaction:TransactionGUID | |
| Transaction:PlanGUID | ||
| Transaction:TransactionName | ||
| Transaction:StatusCode | ||
| Transaction:TypeCode | ||
| Transaction:XMLData | ||
| Transaction:ProcessingOrder |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| Client Transaction | None | ClientGUID |
| SystemDate | ||
| PrimaryCompanyGUID | ||
| PlanGUID | ||
| ClientNumber (Login Client) | ||
| CompanyGUID | ||
| ActivityGUID | ||
| RelatedGUID | ||
| TypeCode (the activity's TypeCode value) | ||
| TransactionGUID | ||
| ProcessingOrder | ||
| ScheduleGUID | ||
{activity fixed field name} Note: This syntax is not supported for field configuration. | ||
{activity dynamic field name} Note: This syntax is not supported for field configuration prior to the activity's initial save. | ||
| Client | Client:FirstName | |
| Client:ClientGUID | ||
| Client:{DynamicFields or Fixed Field} | ||
| Plan | Plan:{dynamic field name} | |
| ClientActivityLinkScreen or ClientScreen or ClientSearchScreen | Transaction | Transaction:TransactionGUID |
| ClientActivityLinkScreen or ClientScreen or ClientSearchScreen | Transaction | Transaction:TransactionName Note: This information is available when the Client pop-up opens from an activity field configured with the Client data type. |
| Rule | Entity | Supported Prefix Syntax |
|---|---|---|
| RequirementDefinition (Requirement Screen, Requirement status transitions and Requirement Results) | Policy | PolicyGUID |
| PolicyNumber | ||
| PolicyName | ||
| CreationDate | ||
| IssueStateCode | ||
| PlanDate | ||
| StatusCode | ||
| CompanyGUID | ||
| PlanGUID | ||
| UpdateGMT | ||
| SystemCode | ||
| all dynamic field names | ||
| Client | ClientGUID | |
| TypeCode | ||
| CompanyName | ||
| LastName | ||
| FirstName | ||
| MiddleInitial | ||
| Prefix | ||
| Suffix | ||
| Sex | ||
| DateOfBirth | ||
| DateOfDeath | ||
| TaxID | ||
| UpdatedGMT | ||
| LegalResidenceCountryCode | ||
| AlternateName1 | ||
| AlternateName2 | ||
| AlternateName3 | ||
| AlternateName4 | ||
| AlternateName5 | ||
| AdditionalPrefix | ||
| AdditionalSuffix | ||
| TaxIdType | ||
| Title | ||
| MaritialStatus | ||
| BirthCountryCode | ||
| CitizenshipCountryCode | ||
| BirthRegionCode | ||
| PrimaryPhone | ||
| TextField1 | ||
| TextField2 | ||
| Date1 | ||
| Date2 | ||
| EntityTypeCode | ||
| StatusCode | ||
| CheckBox1 | ||
| CheckBox2 | ||
| Radio1 | ||
| Radio2 | ||
| Combo1 | ||
| Combo2 | ||
| all dynamic field names | ||
| Requirement: (prefix needed for Requirement Result and Requirement status transitions; prefix not needed for Requirement Screen) | RequirementGUID | |
| RequirementDeinitionGUID | ||
| StatusCode | ||
| TypeCode | ||
| OpenDate | ||
| CloseDate | ||
| DueDate | ||
| ExpirationDate | ||
| LastModifiedGMT | ||
| LastModifiedBy | ||
| Message | ||
| PreviousStatusCode | ||
| Comments | ||
| CreateBy | ||
| OverDueGMT | ||
| NextProcessGMT | ||
| LockedGMT | ||
| CreatedGMT | ||
| all dynamic field names | ||
| RequirementDefinition: (prefix needed for Requirement Result and Requirement Screen; prefix not needed for Requirement status transitions) | RequirementDefinitionGUID | |
| CompanyGUID | ||
| RequirementName | ||
| Description | ||
| CategoryCode | ||
| LevelCode | ||
| SeverityCode | ||
| StateCode | ||
| PlanGUID | ||
| TransactionGUID | ||
| Message | ||
| ResultsObsoleteDays | ||
| ManualResuts | ||
| RequirementResult: (prefix needed for Requirement Screen and Requirement status transitions; prefix not needed for Requirement Result) | RequirementResultGUID | |
| StatusCode | ||
| ReceivedGMT | ||
| UpdatedGMT | ||
| ResultText | ||
| DocumentGUID | ||
| FulfilledBy | ||
| LastName | ||
| FirstName | ||
| DateOfBirth | ||
| TaxId | ||
| all dynamic field names | ||
| RequirementDefinition | Client:ClientNumber | |
| Client:ClientGuid |
Note: Client:ClientNumber and Client:ClientGuid provide access to the client number and client GUID associated with the logged-in user. These values are available when the screen is accessed through Activity, Policy, or Client Requirement screens and can be used within screen rules (including ScreenMath).
