Description
This page allows you to view details about a client.
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Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
LabelTypeDescriptionMandatory
NameCONCERN_ROLE_NAMEClient's name.No
Registration DateCURAM_DATEClient's registration date within the organization.No
Start DateCURAM_DATEThe start date of the record.No
End DateCURAM_DATEThe end date of the record.No
Preferred LanguageLANGUAGE_CODEClient's preferred language.No
Preferred Public OfficePUBLIC_OFFICE_NAMEName of the public office most convenient for the person.No
Preferred CommunicationCOMMUNICATION_METHOD_CODEClient's preferred communication.No
StatusCONCERN_ROLE_STATUS_CODEStatus of the person's record. The status is active until the person's Date of Death. On and after this "death date", the status is closed.No
Communication From DateCURAM_DATEClient's communication from date.No
Communication To DateCURAM_DATEClient's communication to date.No
Email AddressEMAIL_ADDRESSClient's email address.No
Web AddressWEB_ADDRESSClient's web address.No
Contact
LabelTypeDescriptionMandatory
AddressADDRESS_DATAClient's address.No
Phone Number
LabelTypeDescriptionMandatory
Phone NumberPHONE_COUNTRY_CODENo
Phone NumberPHONE_AREA_CODENo
Phone NumberPHONE_NUMBERNo
Phone NumberPHONE_EXTENSIONNo
Bank Account Details
LabelTypeDescriptionMandatory
Account NameBANK_ACCOUNT_NAMEClient bank account name.No
Account NumberBANK_ACCOUNT_NUMBERClient bank account number in relation to the account name and bank branch where the Client account is held.No
Account TypeBANK_ACCOUNT_TYPE_CODEClient bank account type that relates to a coded description of the bank account, e.g. primary.No
Sort CodeBANK_SORT_CODESort code of the bank branch handling the Client bank account.No
Links and Actions
Page Level Actions
LabelDescription
CloseClicking the Close action dismisses the page.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
When page is submitted
None
Related Entities
When page is loaded
BankAccount
EmailAddress
Location
Person
PhoneNumber
WebAddress
When page is submitted
None
Technical Information
Page IDPerson_evidenceViewClient
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Person\Evidence\ClientDetails\Person_evidenceViewClient.uim
Page Load InterfacePerson.readClientEvidence
Page Submit Interface
Linked From Pages