TaggedPolicyWidget
This rule can be configured to add the Watch/UnWatch button on Policy Screen. If the rule is not configured, the system displays the following default columns defined by the <Result> element for the widget.
- PolicyNumber
- PolicyName
- Status
- Owner
- TaxID
| Element/Tag | Attributes | Parent Element | Description | Element/Attribute Values |
|---|---|---|---|---|
| <TaggedPolicyWidget> | This is the start and end tag of the element. | |||
| TITLE |
Optional: Defines the display name that will appear at the top of the widget. |
String | ||
| COMMENT |
Optional: Defines the description of Widget. |
String | ||
| <Results> | <TaggedPolicyWidget> | Optional: This is the start and end tag of the Results element. | ||
| <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. Mask attribute will not be supported. | ||
| <Column> | <Table> | The container element for column configuration. | ||
| <Display> | <Table> | Defines the header for the search result table column. | ||
| <Name> | <Table> | Specifies the database column in which the field values are stored. | ||
| <Group> | <Table> |
Indicates the table/screen that stores the field being referenced. Note: All the groups supported for PolicySearchScreen result set is supported for TaggedPolicyWidget. |
||
| <DataType> | <Table> | Defines the data type of the field. |
XML Schema
<TaggedPolicyWidget TITLE="[String]" COMMENT"[String]">
<Results>
<Table NAME="">
<Column ALIGN="" FORMAT="">
<Display></Display>
<Name></Name>
<Group></Group>
<DataType></DataType>
</Column>
</Table>
</Results>
</TaggedPolicyWidget>
XML Example
<PolicyWidget TYPE="Policy" TITLE="Watch List - Policy">
<Results>
<Table>
<Column ALIGN="LEFT">
<Name BOLD=”Yes”>PolicyNumber</Name>
<Display BOLD=”Yes”>Policy Number</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Name>PolicyName</Name>
<Display>Policy Name</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="CENTER">
<Name>StatusCode</Name>
<Display>Policy Status</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="RIGHT">
<Name>IssueStateCode</Name>
<Display>Policy Issue State</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="RIGHT">
<Name>LastName</Name>
<Display>Payee Social Security Number</Display>
<Datatype MASK="SSN">Text</Datatype>
<Group>Client</Group>
</Column>
<Column ALIGN="LEFT">
<Name>PlanDate</Name>
<Display>Policy Start Date</Display>
<DataType>Date</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Name>LastName</Name>
<Display>Insured Client Last Name</Display>
<DataType>Text</DataType>
<Group ROLECODE="37">Client</Group>
</Column>
</Table>
</Results>
</PolicyWidget>
