Requirement Detail

Contains XMLData that may be used to configure the field instructions for use on AsRequirementField and the details view of the Activity Requirement screen.

Note: A requirement details can be configured partially or entirely through CopyBooks.


The context information for definition of Requirement are expanded as in Available Prefix and fields for Requirement Definition. It includes:

  • Activity and Transaction information, if the requirement is generated by an activity.
  • Policy information, if the requirement is generated for a policy.
  • Client information, if the requirement is generated for a client.
  • The data elements of the copybook, defined in the three sections of Requirement rule.

The context can be used for field population, or execution of logic in ScreenMath or Action of the Requirement Rule. Requirement Rule has following three parts:

  • Requirement Source
  • Requirement Definition
  • Requirement Result

Requirement Detail Attributes/Elements
Element/Tag Parent Element Definition Attribute Element/Attribute Value and Description

<RequirementDefinition>

  Optional Element    
<CopyBook> <RequirementDefinition> See CopyBook Elements    

<Fields>

<RequirementDefinition> See Fields Element for details.    
<Field> <Fields> See Fields Element for details.    
<Name> <Name> See Fields Element for details.    
<Display> <Name> See Fields Element for details.    
<DataType> <Name> See Fields Element for details.    
<DefaultValue> <Name> See Fields Element for details.    
<Query> <Name> See Fields Element for details. TYPE FIXED
Query type for RequirementDefinition element
<Options> <Query> See Fields Element for details.    
<Option> <Options> See Fields Element for details.    
<OptionValue> <Option> See Fields Element for details.    
<OptionText> <Option> See ActionEvents for details.    
<Events> <RequirementDefinition> See ActionEvents for details.    
<ScreenMath> <RequirementDefinition> See ActionEvents for details.    
<Actions> <RequirementDefinition>      

XML Example

<RequirementDefinition>
<CopyBook>CopyBook-Requirements</CopyBook>
<Fields>
<Field>
<Name>MailingDate</Name>
<Display>Mailing Date</Display>
<DataType>Date</DataType>
</Field>
<Field>
<Name>AlternateIndicator</Name>
<Display>Alternate Indicator</Display>
<DataType>Combo</DataType>
<DefaultValue>01</DefaultValue>
<Query TYPE="FIXED">
<Options>
<Option>
<OptionValue>01</OptionValue>
<OptionText>Indicator 1</OptionText>
</Option>
<Option>
<OptionValue>02</OptionValue>
<OptionText>Indicator 2</OptionText>
</Option>
</Options>
</Query>
</Field>
<Field>
<Name>FormNumber</Name>
<Display>Form Number</Display>
<DataType>Text</DataType>
<DefaultValue>PR-72 (3/10)</DefaultValue>
</Field>
<Field>
<Name>Comments</Name>
<Display>Comments</Display>
<DataType>Text</DataType>
</Field>
</Fields>
</RequirementDefinition>