Built-In Client Management Components

The system includes a set of built-in components that can be used to collect and manage client information from within a submission workflow. These can be used in place of the standard select/create client pages, or as an additional method of handling the client data.

These components include sets of fields and panels, a screen, an option list, and a data source configuration. The screen can be added to a workflow for a quick solution, or individual components can be used as necessary.

To configure a master cover to manage clients within the workflow instead of on creating a submission, see the Client Configuration Settings panel in the Master Cover - General Information page.

Client Content Fields

The built-in client content fields are designed to match the information found in the standard client creation and management pages.

There are two groups of fields. The standard content fields which store the client data, and the helper fields which are used to manage and process the data.

Note: Although the built-in fields are editable, they should only be used in their default state and should not be modified. Modifying these fields can result in unpredictable behavior.

Standard Client Content Fields

The standard client content fields are intended to be exposed to end users in order to receive simple text and option selections that describe the client. Each field’s Name, Code, Label Text, and Control Type are listed below. The Client Type column displays whether each field is designed to be used for a Company, Individual, or All client types.

	Note: Depending on whether information is being collected for an individual client or client company, specific fields will be required in order to bind a submission.
	• The InsuredIndividualFirstName and InsuredIndividualLastName fields are required for individual clients.
	• The InsuredCompanyName field is required for client companies.

Name	Code	Label Text	Control Type	Client Type
InsuredAddress	InsuredAddress	Address	Textbox	All
InsuredCity	InsuredCity	City	Textbox	All
InsuredCode	InsuredCode	Code	Textbox	Company
InsuredCompanyName	InsuredCompanyName	Company Name	Textbox	Company
InsuredContactEmployeeNumber	InsuredContactEmployeeNumber	Employee Number	Textbox	Company
InsuredContactPhone	InsuredContactPhone	Phone	Textbox (Integer)	Company
InsuredCountry	InsuredCountry	Country	Dropdown	All
InsuredFax	InsuredFax	Fax	Textbox (Integer)	Company
InsuredIndividualEmail	InsuredIndividualEmail	E-mail	Textbox (Email)	Individual
InsuredIndividualFirstName	InsuredIndividualFirstName	First Name	Textbox	Individual
InsuredIndividualLastName	InsuredIndividualLastName	Last Name	Textbox	Individual
InsuredPhone	InsuredPhone	Phone	Textbox (Integer)	All
InsuredPrimaryContactEmail	InsuredPrimaryContactEmail	E-mail	Textbox (Email)	Company
InsuredPrimaryContactFirstName	InsuredPrimaryContactFirstName	First Name	Textbox	Company
InsuredPrimaryContactLastName	InsuredPrimaryContactLastName	Last Name	Textbox	Company
InsuredState	InsuredState	State/Province	Dropdown	All
InsuredWebsite	InsuredWebsite	Website	Textbox	Company
InsuredZip	InsuredZip	Zip/Postal Code	Textbox (Integer)	All

Client Content Helper Fields

The client content helper fields exist to support the standard client content fields. They consist of calculated fields, fields that drive responsive disclosure, and fields that use pre-configured Data Source Configurations. They also consist of hidden fields that hold workflow information or the associated master cover settings, which can be used to provide that information to other system elements such as Triggers and Calculated Field formulas.

Name	Code	Control Type	Function
Assured Search	AssuredSearchComboBox	Combo Box	This field is designed for users to search for and select the client. This field uses the Client Content Data Source as the Data Source. This field is intended to drive the client selection process, since the Client Content Data Source is configured to output data from the user’s selection to the various client content fields in the workflow.
AssuredUserId	AssuredUserId	Textbox	This field is set to hidden by default. It will receive the Assured User Id of the individual client selected from the AssuredSearchComboBox field.
InsuredCompanyId	InsuredCompanyId	Textbox	This field is set to hidden by default. It will receive the Insured Company Id of the client company selected from the AssuredSearchComboBox field.
InsuredContactFirstName	InsuredContactFirstName	Textbox	This calculated field is set to hidden by default. It is not meant to be added to workflows and is designed for backwards compatibility purposes only.
			It uses the following formula to hold the first name of the client individual or primary contact of the client company:
			If [[InsuredType]] = “Individual” then [[InsuredIndividualFirstName]] else [[InsuredPrimaryContactFirstName]]
InsuredContactLastName	InsuredContactLastName	Textbox	This Calculated Field is set to hidden by default. It is not meant to be added to workflows and is designed for backwards compatibility purposes only.
			It uses the following formula to hold the last name of the assured individual or primary contact:
			If [[InsuredType]] = “Individual” then [[InsuredIndividualLastName]] Else [[InsuredPrimaryContactLastName]]
InsuredEmail	InsuredEmail	Textbox(Email)	This Calculated Field is set to hidden by default. It is not meant to be added to workflows and is designed for backwards compatibility purposes only.
			It uses the following formula to hold the last name of the assured individual or primary contact:
			If [[InsuredType]] = “Individual” then [[InsuredIndividualEmail]] Else [[InsuredPrimaryContactEmail]]
InsuredType	InsuredType	Radio Buttons	This field is designed for users to specify if the client is an individual client or client company. Based on the user’s selection, this field will drive the responsive disclosure of the appropriate Assured Content Panels.
			Note: This field becomes read-only once the user saves the screen. The user will only be able to change the client type by using the Client Information widget.
			This field uses the InsuredTypeOptionList option list.
			The option selected for this field drives the following Responsive Disclosure:
			• If Company is selected, the following panels designed for collecting client company information will be displayed: o AssuredSearch o AssuredMainInfo o AssuredAddress o AssuredContactInfoPhone o AssuredContactInfoCompany o AssuredCompanyEmployeeContactInfo
			• If Individual is selected, the following panels designed for collecting individual client information will be displayed: o AssuredSearch o AssuredMainInfo o AssuredAddress o AssuredContactInfoPhone o AssuredContactInfoIndividual
MasterCoverAssuredType	MasterCoverAssuredType	Textbox	This field is set to hidden by default. It retrieves the option selected for the Supported Client Type field in the Client Configuration Settings panel of the associated master cover’s General Information page. Its values can be either “All”, “Individual”, or “Company”. This field is used as a Filter by the Client Content Data Source.
MasterCoverCountryOptionListCode	MasterCoverCountryOptionListCode	Textbox	This field is set to hidden by default. It retrieves the Code of the option list specified in the Supported Client Countries field of the Client Configuration Settings panel of the associated master cover’s General Information page. This field is used as a Filter by the Client Content Data Source.

Client Content Option List

The built-in option list is used to identify the client type. This is used by the InsuredType field.

Name	Code	Function
InsuredTypeOptionList	InsuredTypeOptionList	Provides the list of options for the InsuredType field. The options are Company and Individual.

Client Content Panels

The built-in client content panels contain the client content fields. Each panel’s Name, Code, and Label Text are listed below. The Fields column lists all client content fields that are included in the panel. The Client Type column displays whether each field is designed to be used for a Company, Individual, or All client types.

	Notes:
	All panels use a default Layout of Horizontal and a default Column Layout of Single.
	The AssuredMainInfo panel includes Responsive Display of Fields settings to control fields that are specific to company or individual clients.
	The AssuredContactInfoCompany and AssuredContactInfoIndividual panels have no Label Text. This is done so that when they are responsively disclosed, they will appear as part of the AssuredContactInfoPhone panel.
	By default, the InsuredCode field is hidden in the AssuredIndividualMainInfo panel using a Field Behavior Override.

Name	Code	Label Text	Fields	Client Type
Address	AssuredAddress	Address	InsuredAddress	All
			InsuredCity
			InsuredCountry
			InsuredState
			InsuredZip

Primary Contact	AssuredCompanyEmployeeContactInfo	Primary Contact	InsuredPrimaryContactFirstName	Company
			InsuredPrimaryContactLastName
			InsuredPrimaryContactEmail
			InsuredContactPhone
			InsuredContactEmployeeNumber

Contact Information	AssuredContactInfoCompany	(no label)	InsuredFax	Company
			InsuredWebsite

Contact Information	AssuredContactInfoIndividual	(no label)	InsuredIndividualEmail	Individual

AssuredContactInfoPhone	AssuredContactInfoPhone	Contact Information	InsuredPhone	All

General Information	AssuredMainInfo	General Information	InsuredType	All
			InsuredCompanyName
			InsuredCode
			InsuredIndividualFirstName
			InsuredIndividualFirstName
			InsuredContactFirstName
			InsuredContactLastName
			InsuredEmail
			InsuredCompanyId
			AssuredUserId

Assured Search	AssuredSearch	Assured Search	MasterCoverAssuredType	All
			MasterCoverCountryOptionListCode
			AssuredSearchComboBox

Client Content Screen

The built-in client content screen contains all the client content panels. It includes Responsive Display of Panels settings to control panels that are specific to company or individual clients. The screen’s Name, Code, Label Text, and Panels are listed below.

Name	Code	Label Text	Panels
OWClientScreen	OWClientScreen	Client Information	AssuredAddress
			AssuredCompanyEmployeeContactInfo
			AssuredContactInfoCompany
			AssuredContactInfoIndividual
			AssuredContactInfoPhone
			AssuredMainInfo
			AssuredSearch

Client Content Data Source

The built-in client content data source uses the Assured Lookup web service as its Data Source. It is used with the AssuredSearchComboBox field, which allows users to select the client.

The data source is within the client content product, OWClient. The data source Name is Assured Lookup and the Code is AssuredLookupDS.

The data source includes Filters, Display Columns, and Output to Field configurations. The Output to Field configurations are set to output the user’s selection from the AssuredSearchComboBox field to all of the appropriate client content fields in the screen.

Client Content Data Source Filters

The following Filters are included in the data source configuration.

Column	Filter By	Field or Constant Value
Assured Type	Field	MasterCoverAssuredType
Country	Field	MasterCoverCountryOptionListCode

Client Content Data Source Display Columns

The following Display Columns are included in the data source configuration.

Column	Code	Label	Sequence	Searchable
Assured Name	AssuredName	Assured Name	10	True
Assured Type	AssuredType	Assured Type	20	False
Code	Code	Code	30	False
Address	Address	Address	40	False
City	City	City	50	False
Country	Country	Country	60	False
State/Province	State/Province	State/Province	70	False
Zip/Postal Code	Zip	Zip	80	False
Phone	Phone	Phone	90	False

Client Content Data Source Output To Fields

The following Output To Fields configurations are included in the data source configuration.

Column	Output Field
Address	InsuredAddress
City	InsuredCity
Country	InsuredCountry
State/Province	InsuredState
Zip/Postal Code	InsuredZip
Company Contact Email	InsuredPrimaryContactEmail
Company Contact Employee Number	InsuredContactEmployeeNumber
Company Contact First Name	InsuredPrimaryContactFirstName
Company Contact Phone	InsuredContactPhone
Company Contact Last Name	InsuredPrimaryContactLastName
Company Name	InsuredCompanyName
Code	InsuredCode
First Name	InsuredIndividualFirstName
Last Name	InsuredIndividualLastName
Email	InsuredIndividualEmail
Phone	InsuredPhone
Fax	InsuredFax
Website	InsuredWebsite
Assured Type	InsuredType
InsuredCompanyId	InsuredCompanyId
AssuredUserId	AssuredUserId