# Addition of Application Roles Tab on Client Roles Screen

OIPA customers who utilize the system’s New Business Underwriting functionality Client records may have different policy roles and application roles that display on the Client Role screen. Currently both the Application roles and Policy roles are displayed on the Client’s Roles node under the Policy Roles tab which makes it difficult to differentiate between policy roles and application roles. With this enhancement a new tab Application Roles is added on the Client Role screen to display Application roles separately. This can be enabled or disabled by configuration.

For this, a new element <ApplicationRole> with an attribute SHOW is introduced in the ClientRoleScreen business rule.

If the value of this attribute is set to YES then application roles gets displayed in Application Role tab. If the value is set to NO application roles will not get displayed anywhere on the Client Role screen.

    <ClientRoleScreen>

    <ApplicationRole SHOW="Yes">

    <Table>

    <Column>

    <Name>PolicyNumber</Name>

    <Display>Policy Number</Display>

    <Group>Policy</Group>

    <DataType MASK="DemoPolicyNumberMask">Text</DataType>

    </Column>

    <Column>

    <Name>PolicyName</Name>

    <Display>Policy Name</Display>

    <Group>Policy</Group>

    <DataType>Text</DataType>

    </Column>

    <Column>

    <Name>SegmentName</Name>

    <Display>Segment Name</Display>

    <Group>Segment</Group>

    <DataType>Text</DataType>

    </Column>

    <Column>

    <Name>RoleCode</Name>

    <Display>Role Name</Display>

    <Group>Role</Group>

    <DataType>Text</DataType>

    </Column>

    </Table>

    </ApplicationRole>

    </ClientRoleScreen>

In addition, a new button ApplicationRole, is added to ClientRole company page. If the button is present then the SecurityGroup has access to view Application Roles on the Application Roles tab. If the button is not present then the tab will not be present.

## Custom Module Creation

If your organization utilizes OIPA’s New Business Underwriting functionality (System Code '02'/NBU) and the ClientRole screen contains <PolicyRole SHOW='Yes', then an updatescript will be run that create new configuration in the ClientRole screen to add <ApplicationRole SHOW="Yes"> with the ApplicationRole table configuration having the same xml as the existing PolicyRole table configuration. Also, security setting for ApplicationRole under Company Security/ Company Pages/ Client Role will be set to ‘Yes’.

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