finAccountAppType Class

Represents an Account Application Type.
Implements I_ISDirty, I_ISObjectName, I_finSummaryPages, I_finExtendedAuditInformation

Methods

Name Description
AuditItemsLoad Loads the Audit Items collection.
AuditItemsRefresh Forces the Audit Items collection to be reloaded from the database the next time it is accessed.
Clear Clears this object and sets all of its properties to their defaults.
CodeDecrypt Decrypt the Script Code.
CodeEncrypt Encrypt the Script Code.
CodeExport Export Script Code to a File.
CodeHash Return a hash of the code, useful to compare two scripts.
CodeImport Import Script Code from a File.
CompileForTesting Obsolete Attempt to Compile the Script Code.
CompileScriptForTesting Attempt to Compile the Script Code.
ConstantsAddFromScript Add Constants from remarks defined in the Script.
Delete Deletes the current record.
Duplicate Duplicates the current object.
FromXmlString Populates object from an XML string.
GetObjectName
GetTemplateCode Creates code for all Script function definitions in Visual Basic.
GetTemplateCodeOverrideMethodsList Get a list of Methods available from the Template Code.
GetTemplateCode_CSharp Creates code for all Script function definitions (or the specified function) in C#.
GetTemplateOverrideMethod Get Template code for the specified Override Method.
GetWarnings Get Warnings.
Load Loads a record from the database.
LoadPk Loads a record from the database.
Refresh Refreshes this object from the database.
Save Save this record.
SummaryPagesLoad Loads the Summary Pages collection.
SummaryPagesRefresh Forces the Summary Pages collection to be rebuilt the next time it is accessed.
ToXmlString Persists object to an XML string.

Properties

Name Description
AcceptAllowCreateOpen Indicates whether to allow "Open" Accounts to be created from the Accept/ Decline wizard.
AcceptAllowCreateQuote Indicates whether to allow "Quote" Accounts to be created from the Accept/ Decline wizard.
AcceptDeclineCreateClientsWhenNotAccepted Indicates whether, by default, the Account Accept/ Decline wizard should create Clients from Applicants, even if the Application is not being Accepted.
AcceptDeclineUpdateExistingClientsWhenNotAccepted Indicates whether, by default, the Account Accept/ Decline wizard should update existing Clients from Applicants, even if the Application is not being Accepted.
AcceptDefaultQuote Indicates whether "Quote" Accounts will be created by default in the Accept/ Decline wizard. If True=Quote, False=Open.
AcceptedWorkflowTypeId The Id of the 'Account' Workflow Type to start on the new Account when this Account Application is Accepted.
AcceptedWorkflowTypePk The primary key of the 'Account' Workflow Type to start on the new Account when this Account Application is Accepted.
AccountAppTypeId The Id of this Account Application Type.
Active Indicates whether this record is Active.
AddressPhysicalContactMethodId The Id of the Contact Method used when adding a new Physical Address Contact Method to a Client.
AddressPhysicalContactMethodPk The primary key of the Contact Method used when adding a new Physical Address Contact Method to a Client.
AddressPostalContactMethodId The Id of the Contact Method used when adding a new Postal Address Contact Method to a Client.
AddressPostalContactMethodPk The primary key of the Contact Method used when adding a new Postal Address Contact Method to a Client.
AllowAdditionalApplicants Indicates whether the User Interface should allow Additional Applicants to be added to the Account Application.
AllowAdditionalCollateral Indicates whether the User Interface should allow Additional Collateral to be added to the Account Application.
AllowEditKeyLockedApplicants Indicates whether the User Interface should allow editing of Key Locked (i.e., Script generated) Applicants either via the internal form or the user defined Page Set.
AllowMultipleQuotes Indicates whether the User Interface should allow multiple Quotes to be added to the Account Application.
AuditItems Read-Only A collection of Audit Items.
AuditItemsLoaded Read-Only Indicates whether the Audit Items collection has been loaded.
AutoCalculateFinancial Indicates whether Financial details should be auto-calculated (overriding any Account Type setting) when editing via the Financial Details form.
Bookmarks A comma separated list of line numbers which are Bookmarked in the Script Code.
ClientContactUpdateMethod The Method used to update existing Client Contact Methods.
ClientContactUpdateMethodText The Client Contact Update Method in its String representation.
ClientEmploymentUpdateMethod The Method used to update existing Client Employment Items.
ClientEmploymentUpdateMethodText The Client Employment Update Method in its String representation.
ClientIdentificationUpdateMethod The Method used to update existing Client Identification Items.
ClientIdentificationUpdateMethodText The Client Identification Update Method in its String representation.
Code The Script Code.
CompletedWorkflowTypeId The Id of the 'Account Application' Workflow Type to start when this Account Application's Status moves from 'Reviewing' to 'Complete'.
CompletedWorkflowTypePk The Primary Key of the 'Account Application' Workflow Type to start when this Account Application's Status moves from 'Reviewing' to 'Complete'.
Constants Read-Only Constants that will be available to the Script via the ScriptInfo.Constants Key/Value List.
CreatedDate Read-Only The Local date and time this record was created.
CreatedUserPk Read-Only The primary key of the User that created this record.
CreatedUtcDate Read-Only The UTC date and time this record was created.
CreatedWorkflowTypeId The Id of the 'Account Application' Workflow Type to start when this Account Application is Created (after it has been saved for the first time).
CreatedWorkflowTypePk The primary key of the 'Account' Workflow Type to start when this Account Application is Created (after it has been saved for the first time).
DataCaptureMethod The Method used to capture the initial Application Details.
DataCaptureMethodText The Data Capture Method in its String representation.
DataEntryApplicantHtmlWidgetScriptId The Id of the HTML Widget Script used for "Applicant" Data Entry.
DataEntryApplicantHtmlWidgetScriptPk The Primary Key of the HTML Widget Script used for "Applicant" Data Entry.
DataEntryApplicantPageSetId The Id of the Page Set used for "Applicant" Data Entry.
DataEntryApplicantPageSetPk The Primary Key of the Page Set used for "Applicant" Data Entry.
DataEntryCollateralHtmlWidgetScriptId The Id of the HTML Widget Script used for "Collateral" Data Entry.
DataEntryCollateralHtmlWidgetScriptPk The Primary Key of the HTML Widget Script used for "Collateral" Data Entry.
DataEntryCollateralPageSetId The Id of the Page Set used for "Collateral" Data Entry.
DataEntryCollateralPageSetPk The Primary Key of the Page Set used for "Collateral" Data Entry.
DataEntryCreationHtmlWidgetScriptId The Id of the HTML Widget Script used for "Creation" Data Entry.
DataEntryCreationHtmlWidgetScriptPk The Primary Key of the HTML Widget Script used for "Creation" Data Entry.
DataEntryCreationPageSetId The Id of the Page Set used for "Creation" Data Entry.
DataEntryCreationPageSetPk The Primary Key of the Page Set used for "Creation" Data Entry.
DataEntryGeneralHtmlWidgetScriptId The Id of the HTML Widget Script used for "General" Data Entry.
DataEntryGeneralHtmlWidgetScriptPk The Primary Key of the HTML Widget Script used for "General" Data Entry.
DataEntryGeneralPageSetId The Id of the Page Set used for "General" Data Entry.
DataEntryGeneralPageSetPk The primary key of the Page Set used for "General" Data Entry.
DataEntryQuoteHtmlWidgetScriptId The Id of the HTML Widget Script used for "Quote" Data Entry.
DataEntryQuoteHtmlWidgetScriptPk The Primary Key of the HTML Widget Script used for "Quote" Data Entry.
DataEntryQuotePageSetId The Id of the Page Set used for "Quote" Data Entry.
DataEntryQuotePageSetPk The Primary Key of the Page Set used for "Quote" Data Entry.
DataEntryReviewingAllowEdit Indicates whether editing is allowed (via the specified Page Set or other interface) when the Account Application's Status is 'Reviewing'.
DataEntryReviewingHtmlWidgetScriptId The Id of the HTML Widget Script used for editing after data entry is Reviewing (if allowed).
DataEntryReviewingHtmlWidgetScriptPk The Primary Key of the HTML Widget Script used for editing after data entry is Reviewing (if allowed).
DataEntryReviewingPageSetForceTabbedView Indicates whether Data Entry Page Sets are switched to Tabbed View when the Account Application's Status is 'Reviewing'.
DataEntryReviewingPageSetId The Id of the Page Set used for editing after data entry is Reviewing (if allowed).
DataEntryReviewingPageSetPk The Primary Key of the Page Set used for editing after data entry is Reviewing (if allowed).
DataSchema Read-Only The Data Schema for this Account Application Type.
DefaultAccountRoleId The Id of the Default Account Role used for new Account Clients.
DefaultAccountRolePk The primary key of the Default Account Role used for new Account Clients.
DefaultAccountTypeId The Id of the Default Account Type used for new Account Applications.
DefaultAccountTypePk The primary key of the Default Account Type used for new Account Applications.
DefaultClientGroupId The Id of the Default Client Group used for new Clients.
DefaultClientGroupPk The primary key of the Default Client Group used for new Clients.
DefaultClientTypeId The Id of the Default Client Type used for new Clients.
DefaultClientTypePk The primary key of the Default Client Type used for new Clients.
Description The Description of this Account Application Type.
DetailViewMethod The Method used to view the Application Details.
DetailViewMethodText The Detail View Method in its String representation.
DetailViewSummaryScriptId The Id of the Summary Page (version 2) Script used for viewing captured data if DetailViewMethod is 'Summary Page'.
DetailViewSummaryScriptPk The primary key of the Summary Page (version 2) Script used for viewing captured data if DetailViewMethod is 'Summary Page'.
Documents Read-Only A Collection of Documents flagged to indicate which ones are Available for this Account Application Type.
EmailContactMethodId The Id of the Contact Method used when adding a new Email Contact Method to a Client.
EmailContactMethodPk The primary key of the Contact Method used when adding a new Email Contact Method to a Client.
FacsimileContactMethodId The Id of the Contact Method used when adding a new Facsimile Contact Method to a Client.
FacsimileContactMethodPk The primary key of the Contact Method used when adding a new Facsimile Contact Method to a Client.
HtmlWidgetScriptId System Use Only Obsolete The Id of the HTML Widget Script used for data capture.
HtmlWidgetScriptPk System Use Only Obsolete The Primary Key of the HTML Widget Script used for data capture.
Icon Icon.
IsDirty Read-Only Indicates whether this object has been modified since being created, loaded or refreshed.
IsEncrypted Read-Only Indicates whether the Script Code is Encrypted.
IsNew Read-Only Indicates whether this is a new record.
Language The Programming Language that the Script Code is written in.
LanguageText The Programming Language in its String representation.
MenuCaption The Menu Caption to display if ShowInMenu is True.
MenuCaptionResolved Read-Only The Menu Caption to display if ShowInMenu is True.
MobileContactMethodId The Id of the Contact Method used when adding a new Mobile Contact Method to a Client.
MobileContactMethodPk The primary key of the Contact Method used when adding a new Mobile Contact Method to a Client.
NextAccountAppId The Next Account Application code to use for this Account Application Type.
Notes Notes regarding the Account Application Type.
PageSetId System Use Only Obsolete The Id of the Page Set used for data capture.
PageSetPk System Use Only Obsolete The primary key of the Page Set used for data capture.
PermissionKeyUse The Permission Key required to Use this Account Application.
PhoneContactMethodId The Id of the Contact Method used when adding a new Phone Contact Method to a Client.
PhoneContactMethodPk The primary key of the Contact Method used when adding a new Phone Contact Method to a Client.
PhoneWorkContactMethodId The Id of the Contact Method used when adding a new PhoneWork Contact Method to a Client.
PhoneWorkContactMethodPk The primary key of the Contact Method used when adding a new PhoneWork Contact Method to a Client.
Pk Read-Only This record's primary key.
ReviewingWorkflowTypeId The Id of the 'Account Application' Workflow Type to start when this Account Application's Status moves from 'Incomplete' to 'Reviewing'.
ReviewingWorkflowTypePk The Primary Key of the 'Account Application' Workflow Type to start when this Account Application's Status moves from 'Incomplete' to 'Reviewing'.
RunAsAdministrator Indicates whether this Script should run with special Administrator permission.
ShowFromAddButton Indicates whether this Account Application Type can be created from the 'Add New Record' button on the Account Applications form.
ShowInMenu Indicates whether this Account Application Type is to be Shown in the Accounts Menu.
SummaryPageScriptId The Id of the Script used to produce a Summary Page of an Account Application.
SummaryPageScriptPk The primary key of the Script used to produce a Summary Page of an Account Application.
SummaryPageShowHubEntry Indicates whether the Summary Page should show "Hub" entry options if the data-entry method is "HTML Widget".
SummaryPages Read-Only A collection of Summary Pages.
SummaryPagesLoaded Read-Only Indicates whether the Summary Pages collection has been loaded.
Tag The Tag property can be used to attach another value or object to this object.
TimeoutSeconds Obsolete Script timeout is not supported in versions 6 and above. This will always return zero.
Timestamp Read-Only This record's Timestamp.
UpdatedDate Read-Only The Local date and time this record was last updated.
UpdatedUserPk Read-Only The primary key of the User that last updated this record.
UpdatedUtcDate Read-Only The UTC date and time this record was last updated.
UserData Read-Only System Use Only
UserDataWeb Read-Only System Use Only
ValidateDataSchemaAccess Indicates whether access to the UserData properties of the Account Application, Applicants and Collateral Items will result in a warning being generated if the item does not appear in the Data Schema or the value is too long or the incorrect data type.
Version A Version number that is stored on an Account Application when it is initialised with this Account Application Type.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0