ProgramScreen

The ProgramScreen rule contains the configuration for Program views to be displayed on the Programs screen. Views are listed in the Views drop-down in the same order as they are specified in the configuration. The Programs screen provides support for Programs (product or service features that have associated recurring activity processing needs, such as asset rebalancing, automatic investment plans, cost of living adjustments, etc.).

ProgramScreen Elements and Attributes

Element	Attribute	Definition	Value and Description
<ProgramScreen>		Opening tag for the screen rule.
<ProgramViews>		Required element:   This is the opening tag for program view configuration. It is available for CopyBooks.
<View>		Required, repeatable element:    This configuration defines the display of program data.
	NAME	Required attribute:    Each view created must be named.	The name of the view
<ProgramTypes>		Optional element:    Identifies programs of the same type to be included in the view.
	ALLTYPES	Optional attribute:    If ALLTYPES="Yes" is specified, all program instances are available to the view. If ALLTYPES is not specified, identification of specific program types is expected using the <ProgramType> element.	Yes | No    The default value is No.
<ProgramType>		Optional, repeatable element:    Defines the programs that are included in the view. Note: If ProgramType elements specify one or more code values, the ALLTYPES="Yes" attribute is ignored.	Code value from AsCode ProgramType. A single code value. A comma delimited list is not allowed.
<Table>		See Table Element.	Available Groups for Column elements are: Segment SegmentField Program ProgramField Policy PolicyField

XML Example

<ProgramScreen>

<ProgramViews>

<View NAME="All Programs View">

<ProgramTypes ALLTYPES="Yes"/>

<Table>

<Column WIDTH="100" ALIGN="Left">

<Display>Client Name</Display>

<Name>ClientName</Name>

<Group>ProgramField</Group>

<DataType>Client</DataType>

</Column>

<Column WIDTH="100" ALIGN="Left">

<Display>Segment Name</Display>

<Name>SegmentName</Name>

<Group>Segment</Group>

<DataType>Text</DataType>

</Column>

<CopyBook>CopyBook-ProgramDateFields</CopyBook>

<Column WIDTH="100" ALIGN="Left">

<Display>Program Status</Display>

<Name>StatusCode</Name>

<Group>Program</Group>

<DataType>Text</DataType>

</Column>

<Column WIDTH="100" ALIGN="Left">

<Display>Program Frequency</Display>

<Name>ProgramFrequency</Name>

<Group>ProgramField</Group>

<DataType>Text</DataType>

</Column>

</Table>

</View>

<View NAME="Program C View">

<ProgramTypes>

<ProgramType>03</ProgramType>

</ProgramTypes>

<Table>

<Column WIDTH="100" ALIGN="Left">

<Display>Segment Name</Display>

<Name>SegmentName</Name>

<Group>Segment</Group>

<DataType>Text</DataType>

</Column>

<Column WIDTH="100" ALIGN="Left">

<Display>Client Name</Display>

<Name>ClientName</Name>

<Group>ProgramField</Group>

<DataType>Client</DataType>

</Column>

<Column WIDTH="100" ALIGN="Left">

<Display>Table Rating</Display>

<Name>SegmentTableRating</Name>

<Group>SegmentField</Group>

<DataType>Text</DataType>

</Column>

<Column WIDTH="100" ALIGN="Left">

<Display>Start Date</Display>

<Name>StartDate</Name>

<Group>Program</Group>

<DataType>Date</DataType>

</Column>

<Column WIDTH="100" ALIGN="Left">

<Display>End Date</Display>

<Name>EndDate</Name>

<Group>Program</Group>

<DataType>Date</DataType>

</Column>

<Column WIDTH="100" ALIGN="Left">

<Display>Program Status</Display>

<Name>StatusCode</Name>

<Group>Program</Group>

<DataType>Text</DataType>

</Column>

<Column WIDTH="100" ALIGN="Left">

<Display>Program Frequency</Display>

<Name>ProgramFrequency</Name>

<Group>ProgramField</Group>

<DataType>Text</DataType>

</Column>

</Table>

</View>

</ProgramViews>

</ProgramScreen>

XML Schema

<ProgramScreen>

<ProgramViews>

<View NAME="[name of the view]">

<ProgramTypes ALLTYPES=”Yes||No”>

<ProgramType> [program type code] </ProgramType>

</ProgramTypes>

<Table>[common column definitions]</Table>

</View>

</ProgramViews>

</ProgramScreen>