Quote Definition
The QuoteDefinition rule allows the user to define the data required for a certain quote type; for example, New Business or Renewal. It works in a similar way to the agreement definition rule. There is always a unique rule for each rule type.
| Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
|---|---|---|---|
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<Quote> |
The opening and closing tag of the Quote configuration. |
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Optional attribute: Specifies if a particular quote will associate Members. |
MEMBER |
Yes: The quote can be used to link Members to a quote. The "Member" tab will be available on the Quote screen. This is the default value if this attribute is omitted from configuration. No: The quote cannot be used to link Members to a quote, and the "Member" tab will not display on the quote screen. |
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Optional attribute: Specifies if a particular quote will associate Claims. |
CLAIM |
Yes: The quote can be used to link claims to a quote. The "Claim" tab will be available on the Quote screen. This is the default value, if this attribute is omitted from configuration. No: The quote cannot be used to link claims to a quote, and the "Claim" tab will not display on the Group Customer quote screen. |
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<AutomaticQuoteNumber> |
Optional element: Allows generating automatic quote number when a new quote is created as per the format specified in AutomaticQuoteNumber business rule. |
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Yes: Allows generating automatic quote number when new quote is created. Optional: If a number is entered, then the value will be considered and recorded. If it is not entered, then the system will automatically generate a Quote number. No:Automatic Quote number will not be generated when new Quote is created and allows the user to enter the Quote number in the QuoteNumber field. If this element is not present default is "No". |
| <Subsections> | Optional element:
The fields configured inside subsections will be grouped together and the display can be collapsed or expanded. |
SECTIONNODES |
Expanded/Collapsed Collapsed is the default value. |
| <Subsection> |
Repeatable element: Required if the <Subsections> element is configured. |
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Optional attribute: The title to be displayed on the subsection header. |
TITLE | String | |
| Optional attribute | SECTIONNODES | Expanded/Collapsed
Collapsed is the default value. |
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<FixedFields> |
Use Fixed Fields elements |
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<Field> |
Use Fields elements |
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The Fields section can be used within the Subsection element or outside of it. Currently if a subsection tag is used, all fields should stay within a subsection. Else, all fields should be used without any subsection elements. |
| <Events> | Use Event Elements | ||
| <ScreenMath> | Use ScreenMath Elements | ||
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<Actions> |
Use Action Elements |
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<MultiFields> |
Optional: The opening and closing tag of the MultiFields element. This element is used to turn on/off the multifields section. The statement can occur in any part of the Transaction/Screen XML. |
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Required element value: No |
| RULE |
A literal value referencing the exact rule name of a MultiFields business rule (AsBusinessRules.RuleName). |
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<Spawn> |
Required: Opening element containing a transaction to spawn based an entity action. Note: The IF attribute which is available as part of the Spawn tag will not be available in this BR and will be ignored if used. Asides from that the typical spawn section with one Transaction element can be configured here. Please refer Spawns_ Element Section for more details |
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<Transaction>
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Required element: Identifies the transaction that should be spawned. The transaction must be available from the entity’s context. A transaction’s name. |
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Required element: The date in which the activity should execute. For instance, a future dated entity may have a current execution date so the entity becomes active before it is effective. |
EXECUTIONDATE | Field or screen math variable containing a date value or IMMEDIATE | |
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Optional element: A literal value or math variable that resolves to “Yes” or “No”. |
PROCESSIMMEDIATE |
If the value is “Yes”, the Activity object is inserted and executed immediately. If the value is “No”, the Activity object is inserted and but not executed. The default value is “No”. |
XML Example
<Quote MEMBER="Yes" CLAIM="Yes">
<AutomaticQuoteNumber>Yes</AutomaticQuoteNumber>
<FixedFields>
<Field>
<Name>QuoteType</Name>
<Display>Quote Type</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT CodeValue, Longdescription From AsCode WHERE CodeName = 'AsCodeQuoteType'</Query>
</Field>
<Field>
<Name>Description</Name>
<Display>Description</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>EffectiveDate</Name>
<Display>Effective Date</Display>
<DataType>Date</DataType>
</Field>
<Field>
<Name>ExpirationDateDate</Name>
<Display>Expiration Date</Display>
<DataType>Date</DataType>
</Field>
</FixedFields>
<Subsections>
<Subsection TITLE="Quote Details" SECTIONNODES="Expanded">
<Fields>
<Field>
<Name>AdvisorName</Name>
<Display>Advisor Name</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>QuoteBasis</Name>
<Display>QuoteBasis</Display>
<DataType>Combo</DataType>
<Query TYPE="FIXED">
<Options>
<Option>
<OptionValue>01</OptionValue>
<OptionText>Binding</OptionText>
</Option>
<Option>
<OptionValue>02</OptionValue>
<OptionText>Indicative</OptionText>
</Option>
</Options>
</Query>
</Field>
<Field>
<Name>MemberCount</Name>
<Display>Member Count</Display>
<DataType>Integer</DataType>
<DefaultValue>0</DefaultValue>
</Field>
</Fields>
</Subsection>
</Subsections>
<Fields>
<Field>
<Name>QuoteResult1</Name>
<Display>QuoteResult1</Display>
<DataType>Decimal</DataType>
<Hidden>Yes</Hidden>
</Field>
<Field>
<Name>QuoteResult2</Name>
<Display>QuoteResult2</Display>
<DataType>Decimal</DataType>
<Hidden>Yes</Hidden>
</Field>
</Fields>
<Spawns>
<Spawn>
<Transaction SPAWNCODE="03" FIELD="EffectiveFrom" EXECUTIONDATE="IMMEDIATE" PROCESSIMMEDIATE="Yes">QuoteCalculation</Transaction>
<SpawnFields>
<SpawnField>
<From>QuoteVersionGUID</From>
<To>QuoteVersionGUID</To>
<DataType>Text</DataType>
</SpawnField>
</SpawnFields>
</Spawn>
</Spawns>
</Quote>
