User Manual CaseViewerApp

A Source type is a collection of questions. They usually correspond to the application form that an insurance customer must complete.
Certain Source types are intended for capturing technical data (such as benefits, duration, sum, etc. - here: ‘Tech Demo’). These technical Source types are required for the creation of (test) cases. In production technical Source types play only a secondary role.
Further Source types are defined for capturing risk data. These should be easy to answer, as they are used in production to answer questions.
These risk Source types always fulfil the SB1 protocol. In addition, some Source types fulfil the SB2 protocol. Such SB2 Source types are colour-coded (blue instead of orange) as well as marked by the small SB2 in front of the application type name.

The Source types column shows all Source types that have been run through for the current application.

When an application is processed/captured with an additional Source type (see Risk data entry), this application type is also listed in the Source types column.

When a new application is created, a set of parameters (CSP) for capturing and assessment has to be defined. Once the application has been created, this parameter set can no longer be changed.

When creating a new application, each application receives the information as to whether it is intended for use in the head office (standard mode) or at the point of sale (POS mode). Once the application has been created, this mode can no longer be changed.

This value indicates how often the application has been captured/modified.

The 3 icons represent the most important COMPASS operations

If the option Show Assess button has been activated in the Settings, a fourth operation is displayed.

These operations are described in detail in the chapter Application-related functionality.

After completing the capture of a Source type, the view switches back to the application overview. The last processed application is then briefly highlighted in blue and the table page with the application is automatically displayed.

An existing Source type of an application can be opened directly from the application overview by clicking on the Source type. The capturing can also be started via the Capture dialogue by clicking on the ‘Capture’ icon next to the desired Source type.

Another Source type can be selected via the Capture dialogue.

This option is only available if the ‘Show assess button’ has been activated in the settings. Otherwise the application is automatically assessed whenever the result is requested.
The button is only displayed/activated when all current Source types have been completed correctly.
Once the application has been assessed, and afterwards modified, a new assessment should be triggered manually - otherwise the old assessment result will be shown.

Case 1: Standard case
The show result button is only visible/active if all specified Source types have been filled in correctly. The application is implicitly assessed before the result is displayed.

Case 2: ‘Show Assess button’ is activated
The show result button is only visible/active if the case has been assessed at least once by clicking on the assess button. The assess button can only be used once all specified Source types have been completed correctly.

Click on the results button to display the Result overview.

This dialogue allows the printing of a Source type in various formats. For SB1, the formats PDF, XML and HTML are available, for SB2 only PDF and XML. After clicking on the button, a new window opens with the desired information in the requested format.

The two text fields can be used to filter the applications by their ID or their Sub ID. If both filters are filled, only applications that fulfil both filters are listed.
If a filter field is filled, an X appears to the right, which can be used to reset the field.

By clicking on a column header, the applications can be sorted according to this column.

The Case ID, Sub ID and CSP columns are sorted alphabetically, the Source type column is sorted by the number of shown Source types, Rev. by number and Actions by the number of available actions for this application (the section View result explains why certain actions are not displayed).

The arrows below the table can be used to move between the pages. The number of available pages and the current page-number are displayed between the arrows. The dropdown on the right-hand side can be used to determine how many cases should be displayed per page (minimum 5 and maximum 100). The number of all applications is displayed on the far right.

The cogwheel opens a list with 3 options.

The name/user-ID of the person currently logged in is displayed here. When no authorization is used, nothing is displayed here.

Enter numbers in a text input field:

Only the input of numbers and decimal separators is permitted. A decimal separator is only permitted if this is permitted for this particular question (COMPASS model).

Error messages appear if the value is too large or too small:

The unit is specified in the frame. When several units are possible, a combo box at the end of the field allows the selection:

When entering blood pressure values a numerical pair of integers is expected:

The unit is currently displayed in the second field.

Most text fields are single-line and have a maximum length:

Texts is entered as usual. When the maximum length is exceeded, an error message appears:

Fields that allow multi-line input are displayed in a different height:

There are 2 main options for selection lists: single selections and multiple selections.
A single selection is always displayed as vertical radio buttons - regardless of the widget defined in the RuleManager:

A multiple selection is displayed as a list with checkboxes:

A date can be defined by declaring a day, month and year
or a month and year (see screenshot below)
or just a year.

Special feature: you can also leave the day, or the day and month empty.
This is often used if, for example, a customer needs to state the start of an illness. They can usually remember the year and possibly the month, but it is unlikely that they know the exact date.

In SB1 mode time period is displayed by a hard-coded widget consisting of a start date, an end date and a duration:

This representation is neither attractive nor consistent. In SB2, the capturing of a time period is displayed in a user-friendly way.

A relation occurs when you can select zero, one or more objects. For example, in the case of smoking:

You can add another object (in this case another smoking type) via the text input field and clicking on NEW. If you want to remove one, activate the corresponding radio button and click on DELETE.

For some relations, 2 or more selections must be made before clicking on NEW:

Then there are relations where sub-screens are added for each object:

In such a case, an EDIT button appears, which takes you directly to the detail screen of the object (selected via the radio button).

If a help text for a question has been defined, it is displayed as a tooltip in the blue ⓘ. Help texts that have been defined for a label are displayed to the right of the label. Texts that have been defined for the input field are displayed to the right of the field.

Error messages are displayed in red:

In some cases also the frame of the field is highlighted in red:

Error description texts are displayed either below the field or can be accessed via the blue ⓘ as a tooltip.

Questions that must be answered are preceded by an orange asterisk:

On the left-hand side a navigation between contexts and persons is possible:

Click on a context to navigate to it. The currently displayed context is shown in bold.
Contexts that have been answered satisfactorily (for COMPASS) are marked with a green ✓.
In the example above the health and pursuit areas of Max Mustermann have not yet been answered sufficiently.

In addition to the navigation on the left, you can also navigate using the two icons in the footer

By clicking on them you navigate through the contexts/screens in the intended order.

Once all contexts have been answered satisfactorily, a further button appears in the footer, which triggers a final check and, if there are no inconsistencies, exits the capturing dialogue:

Numeric input is made using numbers in a text input field:

Only the input of numbers and decimal separators is permitted. The decimal separator is only permitted when the questions allows it - defined in the COMPASS model.

Error messages appear if the value is too large or too small:

The unit is specified in the frame. If several units are permitted, a combo box at the end of the field enables selection:

For blood pressure values a pair of number is to be entered:

Most text fields are single-line and have a maximum permitted length:

Input takes place as usual. If the maximum length is exceeded, an error message appears:

Fields that allow multi-line input are displayed in a different height:

Selection lists can allow the selection of several values (multiple selection) or just one (single selection).

Single selections are displayed as radio buttons or drop-down lists, depending on the number of possible values:

3 or fewer values:

More than 3 values:

Multiple selections are also initially displayed as drop-down lists. In contrast to the single selection, the selected terms are displayed as follows:

Clicking on the x of a term deselects the value.

A date can be defined using the following blue button:

Some date fields allow you to enter a complete date (day, month, year). Others are defined in such a way that they only allow the year, or the entry of year and month.

Accordingly, the dialogues look different:

Year only:

Complete date:

Important: you can also leave the day (see above) or the day and month empty for a date in COMPASS.
This is often used if, for example, a customer needs to specify the start of an illness. They can usually remember the year and possibly the month. It is unlikely that they know the exact date.
As a date in the format day + month makes little sense, the year is a mandatory field and is marked as such by an asterisk.

A period of time is displayed in SB2 via a hard-coded widget consisting of a start date and a duration:

Certain text fields start a search dialogue. These are fields asking for

By clicking in the text field (here disoders)

the search dialogue opens:

Initially only already used disorders are displayed. You could add these to the current question by clicking on the entry (here inflammation of the ear).

If you want to add a new disorder, enter the term in the Search database field.

The term, as entered, appears with a + and can be added by clicking on it.

After the third letter is entered, a search is carried out and possible search candidates are offered:

Here, too, you can click on the respective term to add it.

When a help text has been defined for a question, a blue ⓘ is displayed, and the help text will be shown when hovering over it:

Input errors are displayed in red in or below the field:

Mandatory questions are marked as such by an orange * (asterisk) in front of them:

Within a context, the entry of sports, diseases, countries of travel and some more will lead to a recursive indentation:

In the image above, the sports are listed individually and their details are listed in an indented way.
Such an object (here: sport) can be deleted/removed by clicking on the x on the right-hand side.
The ⏵ and ⏷ in front of the term (here: sport) can be used to expand and collapse the details.

For terms with a point-of-sale query, you can omit the details, by clicking on the blue button Don’t answer. However, COMPASS does not reach a final assessment when a query was cancelled in this way.

A cancelled request can be reactivated by clicking on the Answer button that appears for cancelled POS-dialogues: