ExternalClientDetailScreen

The ExternalClientDetailScreen rule is called from the Edit Client Detail section of the Policy or Segment Role Screen, after selecting ‘Edit Client Details’ for a specific policy or segment role. Details for external clients are read-only, and can be displayed on this screen, but not edited.

External clients are displayed in one of two ways:

• Using the existing Client Search Screen on the Policy and Segment Role screens in OIPA (Option 1)
• Using a customized type of external client search screen’ (Option 2)

ExternalClientDetailScreen: Elements and Attributes

Element	Attributes	Parent Element	Description	Element/Attribute Value
<ExternalClientDetailScreen>
<Client>		<ExternalClientDetailScreen>	Required, repeatable:    Defines an external client associated with a given role code.
	ROLECODE		Required:    Refers to the external client’s role setup. A role code of an external role as defined in the PolicyScreen or SegmentName.
<Fields>		<Client>	Required: May contain common Fields Elements, with an additional ExternalSource element defined below.
<ExternalSource>		<Field>	Required: This element indicates whether this field is populated from an external database or saved in OIPA.	Yes | No Yes: This field is populated from an external database. No: This field is saved in OIPA.
<Events>			Optional:    See Actions/Events.
<ScreenMath>			Optional: See ScreenMath.
<Actions>			Optional: See Actions/Events.

XML Example

<ExternalClientDetailScreen>

<Client ROLECODE="01">

<Fields>

<Field>

<Name>ExternalClientKey</Name>

<Display>ExternalClientKey</Display>

<DataType>Text</DataType>

<ExternalSource KEY=”Yes”>No</ExternalSource>

</Field>

<Field>

<Name>ExternalClientName</Name>

<Display>ExternalClientName</Display>

<DataType>Text</DataType>

<ExternalSource>No</ExternalSource>

</Field>

<Field>

<Name>AgentCode</Name>

<Display>AgentCode</Display>

<DataType>Text</DataType>

<ExternalSource>No</ExternalSource>

</Field>

</Fields>

<Actions/>

<Events/>

<ScreenMath/>

</Client>

</ExternalClientDetailScreen>