Policy Application Specific Custom Properties

Custom properties are suppored within the region or table component only.

Agent’s Formatted Name

In the context of the 'agent' resource, use the floor plan property "formattedName" to display the formatted name for an agent.

The system property ohi.jsui.formatted.name.agents stores the construct logic for the formatted name.

For example: ^[1]

ohi.jsui.formatted.name.agents = initials.name.agentDynamicField1

The construct logic can use following properties from the context of the 'individual provider' resource:

• name (Last Name)

• firstName

• middleName

• initials

• prefix (Display Code is used)

• suffix

• single value non-time valid character field usage name

If the system is not able to construct the formattedName or if the properties are not defined, the name (Last name) property is displayed as a default value.

The formattedName is a read-only string. It cannot be used in quick search, advanced search, filter or sort components. It can be used at any other place like a generic property for the above resource. For example, in a region, a tab or a table.

Example

To display an agent’s formatted name in the context of the agent resource, add the formattedName property on a recursive floor plan.

 "name": "agents",
 “sequence": 1,
 "properties": [
    {
        "name": "formattedName",
        "sequence": 1
    }
]

Recent Policyholder

Recent Policyholder property is used to display the most recent policyholder in context of the selected policy. This property is only configurable within Policies Search and Policy View or Edit floor-plans.

• Property usage name: recentPolicyHolder

• Returns the reference to the person resource which the system has identified as the most recent policyholder

• Can be configured to display any attribute from the returned person resource

Sample configuration:

"name": " recentPolicyHolder",
"sequence": 1,
"properties": [
    {
        "name": "person",
        "sequence": 1,
        "properties": [
            {
                "name": "formattedName"
            }
        ]
    }
]

Recent Group Account

Recent Group Account property is used to display the most recent group account in context of the selected policy. This property is only configurable within Policies Search and Policy View or Edit floor-plans.

• Property usage name: recentGroupAccount

• Returns the reference to the group account resource which the system has identified as the most recent group account

• Can be configured to display any attribute from the returned groupaccount resource

Sample configuration:

"name": " recentGroupAccount",
"sequence": 1,
"properties": [
    {
        "name": "groupaccounts",
        "sequence": 1,
        "properties": [
            {
                "name": "displayName"
            }
        ]
    }
]

This property is resolved only for Group policies.

Policy Product (enrollmentproductJET)

This custom property can be used for connecting of Policy enrollment product.

This Jet property triggers a custom component, that displays enrollment product list or group account product list based on the context. Sample configuration:

{
"name": " enrollmentproductJET",
"sequence": 1
}

Policy Add-on (addonsJET)

This custom property can be used for connecting of Policy enrollment product add-on.

This Jet property triggers a custom component, that displays the applicable add-ons list based on the context. For an enrollment product it displays the list of available add-ons defined at the product level. For a group policy it displays the add-ons based on insurance class availability.

Sample configuration:

{
"name": " addonsJET",
"sequence": 1
}

Policy Parameters Alias

This custom property can be used for in connect of Policy enrollment product parameterAlias.

This Jet property triggers a custom component, that displays the applicable parameter alias list based on the context. In context of individual policy it displays the parameters defined at Enrollment product level. When in context of group policy it displays Parameters configured both at Group Account Product Parameters and Enrollment Product Parameters. If the same Parameter is defined at both Group and Enrollment Product Level, it is displayed only once in the drop-down.

Sample configuration:

{
"name": " parameterAliasJET",
"sequence": 1
}

Parameter Value

Four custom JET properties are defined to display and store the Parameter Values that is, one for each parameter type

• parametersAmountJet

  • The drop-down list contains the available parameters of type Amount based on selected product

• parametersPercentageJet

  • The drop-down list contains the available parameters of type percentage based on selected product

• parametersDaysJet

  • The drop-down list contains the available parameters of type service days based on selected product

• parametersUnitsJet

  • The drop-down list contains the available parameters of type number of units based on selected product

Parameter Values depend on the parameter configuration that is, discrete or not.

• When the parameter domain is a discrete domain

  • Display the values as a drop-down with the list of configured values (including currency for Amount)

  • When the parameter alias on the parameter value is no longer included in a parameter domain on the enrollment product or group account product in context, it is still included in the list of values

  • For new parameters select the default value from the drop-down as configured

  • Parameter domain may specify time validity, in that case, only the value valid on the policy enrollment product start date are displayed

• Else displays the value as a text box (including currency for Amount)

  • For new parameters the default value is auto selected based on the configuration

Business Event Rules (PO0187)

1. Custom Property: entityJET

   • Resource: businesseventrules

   • Description:

     • This property shows the entity fields and MVTV

2. Custom Property: attributeJET

   • Resource: businesseventrules

   • Description:

     • This property shows the attribute values depending on entityJET selection SVNTV

View Commissions (PO0056)

1. Custom Property: productJET

   • Resource: commissionresultlines

   • Description:

     • This property displays the group account product if available, else it displays enrollment product

Policy Accounts (PO0060)

1. Custom Property: policyCodeJET

   • Resource: policyaccounts

   • Description:

     • This property shows Policy Code of the latest policy version given by the GID

2. Custom Property: policyGidJET

   • Resource: policyaccounts

   • Description:

     • This property shows Policy code and recent policy holders formatted name and returns gid of selected policy

Policy Enrollment Events (PO0001)

1. Custom Property: descriptionJET

   • Resource: policyenrollmentevents

   • Description:

     • This property displays 'displayText' substituted with the modified values when event type is Business ('B'). In other event types the description is displayed.

Policy Update Request (PO0198)

1. Custom Property: matchedPolicyIdentifiedJET

   • Resource: policyupdaterequests

   • Description:

     • This property displays matched policy code if available on the policy update request else displays 'No Matched Policy Identified'.

Enrollment Event Notification (PO0190)

1. Custom Property: policyUpdateRequestJET

   • Resource: enrollmenteventnotifications

   • Description:

     • This property displays matched policy code as a link on Enrollment Event Notification page. When clicked on the link, a drawer opens to show linked policy code, enrollment file and status.

Processing Status (Macros)

1. Custom Property: processingStatusJET

   • Resource: macrohistory

   • Description:

     • This property displays the status of task/activty linked to the macro

2. Custom Property: processingInfoJET

   • Resource: macrohistory

   • Description:

     • This property displays the processing errors related to task processing

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1. Each attribute within the configuration is separated by a '.'