EnrollmentScreen

The EnrollmentScreen screen rule is configured using the rules palette. It provides a way for a user to manually enter enrollment data for a group customer.

EnrollmentScreen: Elements and Attributes
Element/Tag Attributes Parent Element Description Element/Attribute Value

<EnrollmentScreen>

        

<FixedFields>

  <EnrollmentScreen>

Fixed Fields define the appearance of the standard "above the line" fields.

The display names for these fields can be edited and the fields can also be disabled or hidden.

  

<Field>

   <FixedFields>

Repeatable element:

Allows configuration of 'above the line' fields. See Fields Element.

The fixed fields section of the screen supports the following fields (and associated groups):

  • ClientTypeCode (Client)

  • TaxID (Client)

  • Legal Residency Country Code (Client)

  • Last Name (Person)

  • First Name (Person)

  • Middle Initial (Person)

  • Prefix (Person)

  • Suffix (Person)

  • Sex (Person)

  • Date of Birth (Person)

  • Date of Death (Person)

  • Email (Person)

  • PrimaryRelationshipType (ClientRelationship)

  • SecondaryRelationshipType (ClientRelationship)

 

<Name>

 

 <Field>

Required:

Exact name of the field. This is the name that is found in the configuration whenever a reference is being made to this field.  

  

<DisplayName>

 

 <Field>

Required:

Defines the display name of the field.

 

 String

<DataType>

 

 <Field>

Required:

Defines the datatype of the field.

See the Fields element.

  

<Group>

 

 <Field>

Required:

This is the name of the group (table) that should be used to obtain the value.

 Organization, Person, or Client

<Table>

   <EnrollmentScreen>

Optional element:   

See Table Element.

If this element is omitted, the default values are used. The default columns (and associated group) are:

Class Name (AsClass)
Product Name (AsSegmentName)
EligibillityDate (AsClassMembership)
Enrollment Date (AsEnrollment)

XML Example

<EnrollmentScreen>
<FixedFields>
<Field>
<Name>LastName</Name>
<DisplayName>Last Name</DisplayName>
<DataType>Text</DataType>
<Group>Person</Group>
<Disabled>Yes</Disabled>
</Field>
<Field>
<Name>FirstName</Name>
<DisplayName>First Name</DisplayName>
<DataType>Text</DataType>
<Group>Person</Group>
<Disabled>Yes</Disabled>
</Field>
</FixedFields>
<Table>
<Column>
<Display>Class Name</Display>
<Name>ClassName</Name>
<Group>Class</Group>
<DataType>Text</DataType>
</Column>
<Column>
<Display>Product Name</Display>
<Name>ProductName</Name>
<Group>SegmentName</Group>
<DataType>Text</DataType>
</Column>
<Column>
<Display>Effective Date</Display>
<Name>EffectiveDate</Name>
<Group>Product</Group>
<DataType>Date</DataType>
</Column>
<Column>
<Display>Enrollment Date</Display>
<Name>EnrollmentDate</Name>
<Group>Enrollment</Group>
<DataType>Date</DataType>
</Column>
</Table>
</EnrollmentScreen>