Class Screen
OIPA enables certain capabilities within group insurance processing with structures that categorize members into “classes”: groups whose members share common attributes. The ClassScreen allows users to view and edit classes and members of a class. This
The ClassScreen displays basic information about classes, such as class type, name, description, and any dynamic fields configured for the class. It also has links/tabs to view Class Members, ClassPlans and ClassRules.
| Element/Tag | Attribute | Definition |
|---|---|---|
|
<ClassScreen> |
|
|
|
<ShowClassGroup> |
|
Yes/No The default value is No. Optional: Show Basic information on Class Group. |
|
<FixedFields> |
|
The opening and closing tag for the fixed fields section of the screen. |
|
<Field>ClassTypeCode</Field> |
|
Specifies the fixed fields for the customer. The list of fixed fields is: ClassTypeCode, ClassName and Class Description. For fixed fields, the display name is controlled by AsTranslation. |
|
<FixedFields> |
||
|
<Class> |
|
|
|
TYPECODE |
TypeCode from AsClass table. |
|
|
<Fields> |
|
The opening and closing tag for the class group dynamic fields. See Fields Elements. May be configured within Subsections or without Subsections. |
|
<Subsections> |
|
Optional element: The fields configured inside subsections will be grouped together and the display can be collapsed or expanded. |
|
SECTIONNODES |
Optional attribute: Expanded/Collapsed Collapsed is the default value. |
|
|
<Subsection> |
|
Repeatable element: Required if <Subsections> element is configured. |
|
TITLE |
Optional attribute String The title to be displayed on the subsection header. |
|
|
SECTIONNODES |
Optional attribute: Expanded/Collapsed Collapsed is the default value. |
|
|
<Fields> |
|
May be configured within Subsections or without Subsections. The opening and closing tag for the class group dynamic fields. See Fields Elements. |
|
<Events> |
|
See Action/Events. |
|
<ScreenMath> |
See ScreenMath Element. |
|
|
<Actions> |
See Action/Events. |
|
|
<DisplayTabs >
|
|
Optional Attribute If not Present , default is driven by <DisplayTabs>
|
|
CLASSPLANS |
YES/NO
Clicking on the tab displays the class plan belonging to the selected class Yes is the default value |
|
|
CLASSMEMBERS |
YES/NO
Clicking on the tab displays the members belonging to the selected class Yes is the default value. |
|
|
CLASSDETAILS |
YES/NO
Displays by default the details of the selected class Yes is tehe default value. |
|
|
<ClassMembers> |
|
|
|
<Table> |
|
Specifies the table format for displaying class members. |
|
<Column>
|
|
Optional element:Specifies the layout of an individual column in the table. Both individuals and companies can be members. If <Table> is specified and no column is specified, Name and TaxID will always be displayed. If Column is specified, Name, Display, Datatype, and Group are required. |
|
ALIGN |
Text LEFT,RIGHT, CENTER Specifies horizontal column alignment. |
|
|
<Name> |
|
Required if <Column> is specified. Text: Name of the variable to be displayed. |
|
<Display> |
|
Required if <Column> is specified. Text: Column label to display. If omitted, the column label is blank. |
|
<DataType> |
|
Text: Datatype of the column. Required if <Column> is specified. |
|
<Group> |
|
Required if <Column> is specified. Client, Person, Organization, ClientField, ClassMembership |
|
</Column> |
||
|
</Table> |
||
| </ClassMembers> | ||
| </ClassScreen> |
XML Example
<ClassScreen>
<ShowClassGroup>Yes</ShowClassGroup>
<FixedFields>
<Field>
<Name>ClassName</Name>
<Hidden>No</Hidden>
</Field>
<Field>
<Name>TypeCode</Name>
<Hidden>No</Hidden>
</Field>
</FixedFields>
<MultiFields></MultiFields>
<Class TYPECODE="01">
<Subsections SECTIONNODES="EXPANDED">
<Subsection TITLE="Section 1">
<Fields>
<Field>
<Name>ClassDynamicField3</Name>
<Display>Class Dynamic Field 3</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>ClassDynamicField4</Name>
<Display>Class Dynamic Field 4</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>ClassDynamicIntegerField5</Name>
<Display>Class Dynamic Field 5</Display>
<DataType>Integer</DataType>
</Field>
<Field>
<Name>ClassDynamicIntegerField6</Name>
<Display>Class Dynamic Field 6</Display>
<DataType>Integer</DataType>
</Field>
<Field>
<Name>ClassDynamicIntegerField7</Name>
<Display>Class Dynamic Field 7</Display>
<DataType>Integer</DataType>
</Field>
<Field>
<Name>ClassDynamicIntegerField8</Name>
<Display>Class Dynamic Field 8</Display>
<DataType>Integer</DataType>
</Field>
</Fields>
</Subsection>
</Subsections>
</Class>
<Class TYPECODE="02">
<Fields>
<Field>
<Name>ClassDetailDynamicField3</Name>
<Display>Class Plan Dynamic Field 3</Display>
<DataType>Text</DataType>
</Field>
<Field>
<Name>ClassDetailDynamicField4</Name>
<Display>Class Plan Dynamic Field 4</Display>
<DataType>Text</DataType>
</Field>
</Fields>
</Class>
<Events>
<Event TYPE="ONLOAD">
<ActionSet ID="OnChangeFields"></ActionSet>
</Event>
<Event TYPE="ONCHANGE">
<ActionSet ID="OnChangeFields"></ActionSet>
</Event>
</Events>
<ScreenMath>
<Math ID="GlobalScreenMath" GLOBAL="Yes">
<MathVariables>
<MathVariable VARIABLENAME="Zero" TYPE="VALUE" DATATYPE="INTEGER">0</MathVariable>
<!--MathVariable VARIABLENAME="ClassNameMV" TYPE="EXPRESSION" DATATYPE="TEXT">ClassName</MathVariable-->
<MathVariable VARIABLENAME="Eligibility" TYPE="VALUE" DATATYPE="TEXT">01</MathVariable>
<MathVariable VARIABLENAME="Reporting" TYPE="VALUE" DATATYPE="TEXT">02</MathVariable>
<MathVariable VARIABLENAME="Banking" TYPE="VALUE" DATATYPE="TEXT">03</MathVariable>
<MathVariable VARIABLENAME="Billing" TYPE="VALUE" DATATYPE="TEXT">04</MathVariable>
<MathVariable VARIABLENAME="Legacy" TYPE="VALUE" DATATYPE="TEXT">05</MathVariable>
<MathVariable VARIABLENAME="Rate" TYPE="VALUE" DATATYPE="TEXT">06</MathVariable>
<MathVariable VARIABLENAME="Null" TYPE="VALUE" DATATYPE="TEXT"></MathVariable>
<MathVariable VARIABLENAME="Active" TYPE="VALUE" DATATYPE="TEXT">ACTIVE</MathVariable>
<MathVariable VARIABLENAME="ClassType" TYPE="SQL" DATATYPE="TEXT">Select TypeCode From AsClass Where AsClass.ClassGUID ='[ClassGUID]'</MathVariable>
<MathVariable VARIABLENAME="ClassGroupType" TYPE="SQL" DATATYPE="TEXT">Select TypeCode From AsClassGroup Where AsClassGroup.ClassGroupGUID ='[ClassGroupGUID]'</MathVariable>
<MathVariable VARIABLENAME="Routing" TYPE="SQL" DATATYPE="TEXT">select TextValue from asclientfield where FieldName = 'RoutingNumber' and ClientGUID = '[BankName]'</MathVariable>
<!--MathVariable VARIABLENAME="NameCount" TYPE="SQL" DATATYPE="INTEGER">select Count(*) from asclass where classgroupguid = '[ClassGroupGUID]' and classname = '[ClassName]'</MathVariable-->
</MathVariables>
</Math>
</ScreenMath>
<Actions>
<ActionSet ID="OnChangeFields">
<Condition IF="GlobalScreenMath:ClassType=GlobalScreenMath:Eligibility">
<Action ACTIONTYPE="HIDE" FIELD="RelatedClass"></Action>
<Action ACTIONTYPE="SHOW" FIELD="ProductType"></Action>
<Action ACTIONTYPE="SHOW" FIELD="ProductSubType"></Action>
<Action ACTIONTYPE="HIDE" FIELD="Reporting1"></Action>
<Action ACTIONTYPE="HIDE" FIELD="Reporting2"></Action>
<Action ACTIONTYPE="HIDE" FIELD="Billing1"></Action>
<Action ACTIONTYPE="HIDE" FIELD="Billing2"></Action>
<Action ACTIONTYPE="HIDE" FIELD="ReportNumber"></Action>
<Action ACTIONTYPE="HIDE" FIELD="SubCode"></Action>
<Action ACTIONTYPE="HIDE" FIELD="CustomerNumber"></Action>
<Action ACTIONTYPE="HIDE" FIELD="ExperienceNumber"></Action>
<Action ACTIONTYPE="HIDE" FIELD="ReportNumber"></Action>
<Action ACTIONTYPE="HIDE" FIELD="SubCode"></Action>
<Action ACTIONTYPE="HIDE" FIELD="Branch"></Action>
<Action ACTIONTYPE="HIDE" FIELD="KeyNum"></Action>
<Action ACTIONTYPE="HIDE" FIELD="BankName"></Action>
<Action ACTIONTYPE="HIDE" FIELD="BankRoutingNumber"></Action>
<Action ACTIONTYPE="HIDE" FIELD="BankAccountNumber"></Action>
<Action ACTIONTYPE="HIDE" FIELD="RateGroup"></Action>
</Condition>
</ActionSet>
</Actions>
<DisplayTabs CLASSPLANS="[Yes|No]" CLASSDETAILS="[Yes|No]" CLASSMEMBERS ="[Yes|No]"></DisplayTabs>
<ClassMembers TITLE="Class Members">
<Table>
<Column WIDTH="150" ALIGN="LEFT">
<Name>Name</Name>
<Display>Name</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column WIDTH="100" ALIGN="LEFT">
<Name>TaxID</Name>
<Display>Tax Id</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
</Table>
</ClassMembers>
</ClassScreen>
