CaseSearchScreen

This business rule is used to configure the Case Search screen, which allows an underwriter or CSR to search for cases or applications as part of the New Business Underwriting process. The CaseSearchScreen's configuration defines the fields that are used to search for case records.

Important: Both the search criteria (Fields & FixedFields) and results (Columns) will accept mask attributes in the DataType elements. Refer to the Fields and Tables sections to see mask attribute configuration.

The <Filter> configuration is used in the CaseSearch business rule. In order to support this, the <Filter> configuration should be added to the CaseSearchScreen business rule. The underlying code can then use the filtering to return the correct results from the search.

When the Quick search is used, the search results should take into account the “Exclusion” condition configured in the <Filter> tags. The search results should not display any data which matches the filter condition. The exclusion conditions should enable a SQL statement to be built that will exclude those matches from the returned results. The condition should enable access to related dynamic data.

The User can use the following tables to filter CaseSearchScreen:

  • ASCASE
  • ASCASEFIELD
  • ASCASEPOLICY
  • ASPOLICY
CaseSearchScreen: Elements and Attributes
Element/Tag Attributes Parent Element Description Element/Attribute Values

<CaseSearchScreen>

 

  

Required element:

The opening and closing tags of the CaseSearchScreen business rule.

  

<Filter>

        

<Conditions>

    

SecurityGroup Exclusion condition definition:

  • Type
  • Operator

Comma separated security group names:

  • Exclusion
  • And
  • Or
  

<Condition>

ENTITY

RELATIONSHIPKEY

  

Repeatable

Specifies the table to be used for the filter. Only required when ENITITY is, CLIENTRELATIONSHIP OR CLIENTRELATIONSHIPFIELD. Should be set to either Primary or Secondary

  
     

Repeatable

Specifies the field name to be used. For the main tables, this would be the column name.

For Field tables this would be the field name.
     

Specifies the value to search on the attribute should correspond to the datatype of the field:

TextValue/ IntValue/ FloatValue/ DateValue

  

<Search>

 

 <CaseSearchScreen>

Required and Repeatable element:
Indicates and defines search criteria and the fields to be included as part of the Case Search screen activity.

  

<FixedFields>

 

 <Search>

Optional element:

Changes the labels on the "above the line" fixed fields.

 

<Fields>

 

 <Search>

Optional element:

Dynamically changes labels on the "below the line" fields. See Fields Elements.

 

<Results>

   <CaseSearchScreen>

Required element:
Defines the results.

This element provides the return of the search and the data in the Results override the fixed fields.

  

INITIALRESULTS

  

Used to see the initial results when the screen first loads.

 User: Indicates that search results displayed are tied to the user's security entitlements based on their login profile.

None: This is the default behavior. Indicates that search results will not be displayed on load.

<Table>

 

 <Results>

Required element:
The element that defines the screen as a table format and controls the display of results, formats results in a table. See Table Element.

  

 

XML Schema

<CaseSearchScreen>
	<Search>
		<FixedFields>
			<Field>
			. . .
			</Field>
			<Field>
			. . .
			</Field>
		</FixedFields>
			<Fields>
			<Field>
			. . .
			</Field>
			</Fields>
		</Search>
		<Results INITIALRESULTS="None|User">
			<Table>
				<Column WIDTH="[Column width]" ALIGN="[Left|Right|Center]">
				<Name>[Column name]</Name>
				<Display>[Column display name]</Display>
				<Group>[Group name]</Group>
				<DataType>[Column data type]</DataType>
				</Column>
				<Column WIDTH="[Column width]" ALIGN="[Left|Right|Center]">
				. . .
				</Column>
			</Table>
		</Results>
</CaseSearchScreen>

XML Example

<CaseSearchScreen>
<Filter>
<Conditions SecurityGroup = "AlamereGroupSuper,AlamereTest" type ="Exclusion">
<Condition Entity = "ASCASEFIELD">Fieldname = 'Employee' and TextValue = 'Oracle'</Condition>
</Conditions>
</Filter>
<Search>
<FixedFields>
<Field>
<Name>UpdatedDateRangeFrom</Name>
<Display>Updated Date Range From</Display>
</Field>
<Field>
<Name>UpdatedDateRangeTo</Name>
<Display>Updated Date Range To</Display>
</Field>
<Field>
<Name>CreatedDateRangeFrom</Name>
<Display>Created Date Range From</Display>
</Field>
<Field>
<Name>CreatedDateRangeTo</Name>
<Display>Created Date Range To</Display>
</Field>
</FixedFields>
<Fields>
<Field>
<Name>StatusCode</Name>
<Display>Case Status</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT '', '', 1 FROM DUAL UNION SELECT AsCode.CodeValue, AsCode.LongDescription, 2 FROM AsCode WHERE AsCode.CodeName='AsCodeCaseStatus' AND AsCode.CodeValue IN ('01', '02', '03') ORDER BY 3, 1</Query>
<Group>Case</Group>
</Field>
</Fields>
</Search>
<Results INITIALRESULTS="User">
<Table>
<Column WIDTH="150" ALIGN="LEFT">
<Name>CaseNumber</Name>
<Display>Case Number</Display>
<Group>Case</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>CaseName</Name>
<Display>Case Name</Display>
<Group>Case</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>PolicyNumber</Name>
<Display>Application Number</Display>
<Group>Policy</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="CENTER">
<Name>StatusCode</Name>
<Display>Case Status</Display>
<Group>Case</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>FirstName</Name>
<Display>Insured First Name</Display>
<Group ROLECODE="37">Client</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="CENTER">
<Name>LastName</Name>
<Display>Insured Last Name</Display>
<Group ROLECODE="37">Client</Group>
<DataType>Text</DataType>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>UPDATEDGMT</Name>
<Display>Last Updated</Display>
<Group>Case</Group>
<DataType>Date</DataType>
</Column>
</Table>
</Results>
</CaseSearchScreen>