Names in PolicyCenter
In PolicyCenter, a name is part of contact information, such as a policy or account owner. PolicyCenter provides modal PCF files that support name formats that vary by region.
See also
Read-only and editable name information
PolicyCenter can display name information as read-only text or as editable text entry fields:
- PolicyCenter displays a read-only name as a display name on a single line. PolicyCenter uses the localization_localeCode.xml file for the current region and the NameFormatter class to determine which name fields to use.
- PolicyCenter displays editable names as a set of editable text fields in which you can add, modify, or delete information. PolicyCenter uses the localization_localeCode.xml file and the current region to determine the name fields to show.
See also
Name owners
PolicyCenter uses a NameOwner object to control the
display and editing of names. The NameOwner
object identifies the object that contains a particular name. The NameOwner determines how read-only
values are formatted. For editable names, the NameOwner determines which PCF
mode to use and which fields to show. You can define different name owners
depending on your requirements.
See also
Modal name PCF files
The current region determines
which name fields in the database are visible in the PolicyCenter user interface for a
name. The PCF files GlobalContactNameInputSet
and GlobalPersonNameInputSet
have modal versions that make different sets of name fields visible based
on the current region. These PCF files also control the order in which
PolicyCenter displays name fields.
A single mode of these PCF files can be shared between multiple regions. You can add new fields to the existing PCF files. If you need a different set or order of name fields to display for a region, you can add a new modal PCF file for the region. You can use a copy of one of the existing modal PCF files as a starting point for the new file.
To determine which modal PCF file is used
for a region, you set the PCFMode
attribute in the localization_localeCode.xml file for that region.
See also
- PCFMode attribute of the NameFormat element.
- For more information on
GlobalContactNameInputSetandGlobalPersonNameInputSet, see Modal PCF files and name configuration. - For general information on modal PCF files, see Working with shared or included files.