Collapse All Expand All

Temenos Infinity's Screen Designer allows institutions to create Interactions, which allows institutions to configure the conditions in which a screen's fields and panels are hidden in an application.

This How To Guide contains the following topics to help administrators configure the conditions in which a screen's fields and panels are hidden from an application:

• Interactions Tab Overview
• Business Example
  • Calculate Field Interactions
  • Hide Panel Interactions
  • Hide Field Interactions
  • Hide Lookup Value Interactions
  • Hide Row Interactions
  • Validate Field Interactions

Overview

To create field and panel hide conditions, navigate to System Management > Origination > Screens.

While creating or editing a screen, select the Interactions tab.

Screen interactions are created and maintained using the following action buttons:

Button	Description
	Allows the administrator to create a new Interaction. Clicking  displays a drop-down list, which allows the administrator choose from the following Interaction Types: Interaction Type Description Allows the administrator to determine the factors used to calculate the values that populate in a field. Condition Logic Each Calculate Field interaction must contain the following components: A field to be calculated Calculation logic Conditions are optional. Calculated fields are read-only, and only the interaction is able to update their values. Hide Field Allows the administrator to determine the conditions in which a field is hidden on a panel. Condition Logic Each Hide Field interaction must contain the following components: A field to be hidden At least one group of conditions At least one condition in each group Hide Lookup Value Allows the administrator to determine the conditions in which a value is hidden for a lookup field on a panel assigned to a Virtual Capture screen. This interaction type is only available for Virtual Capture screens. Condition Logic Each Hide Lookup Value interaction must contain the following components: One or more lookup values to be hidden. At least one group of conditions. At least one condition in each group. Reference the list below for an overview of the behavior that may occur for a lookup field in Virtual Capture when this interaction type is configured for a screen:                                  If a lookup field is configured to appear on a screen more than once, this interaction applies to all instances of the field. When a condition is met, the selected lookup values are hidden for all instances of the lookup field on the screen. Lookup values are not filtered in Temenos Infinity; therefore, it is possible for a field to be changed to a value in Temenos Infinity that is hidden in a Virtual Capture screen. If this occurs, the field updates to a blank value, or the default value for the field, in the Virtual Capture application.  Similar to the above behavior, if a value is selected for a lookup field in a Virtual Capture application, and then criteria on the screen changes that causes an interaction to hide the value, the lookup field is set to a blank value, or the default value for the field. In the above scenario, if the format of the lookup field is set to Radio with None, the system automatically reverts the value of the field to None, and sets the None radio button. If the lookup field is formatted as Radio w/o None, the system clears all values for the field. Use caution when hiding values for a required field as it is possible to hide all lookup values. When this occurs, the label of the field displays in the panel, but no values can be selected for the field, which prevents applicants from saving the screen in Virtual Capture since a field value is required. When the format of a lookup field is set to Radio with None, the None value cannot be hidden with a Hide Lookup Value interaction. This interaction type only hides values configured for the lookup in Field Configurations. When a panel includes a check box control in the header that allows the applicant to enable and disable the panel contents, the fields are automatically updated in the panel if the applicant selects values for the fields, and then disables the panel. When the applicant clears the check box control, the fields revert to the value that existed when the screen first loaded, even if the value was hidden by a Hide Lookup Value interaction. Hide Panel Allows the administrator to determine the conditions in which a panel is hidden on a screen. Condition Logic Each Hide Panel interaction must contain the following components: A panel to be hidden At least one group of conditions At least one condition in each group Hide Row Allows the administrator to determine the conditions in which a row is hidden within a user-defined grid panel. Condition Logic Each Hide Row interaction must contain the following components: A panel to be evaluated for hide conditions. At least one group of conditions At least one condition in each group Every row within the selected panel is evaluated by the Hide Row conditions. When the condition is True, the row is hidden. When a grid row is edited using an edit screen, the grid is refreshed when the user saves the screen. If an end user changes a value that causes the row to be hidden, the grid refreshes and the row is not visible. Additionally, a user may create a new item that does not display within the grid, because a value that causes the row to be hidden may have been set by the user during its creation.  If a panel, such as Liabilities, allows in-line editing, the grid does not refresh after the edits have been completed. If an end user changes a value that causes the row to be hidden, the grid does not refresh and the row remains visible. If a Hide Row interaction exists on an Addresses, Emails, or Phones panel, the interaction takes precedence over the Hide Duplicates filter. Field Validation Allows administrators to determine the conditions in which the value entered in a field is invalid. Condition Logic Each Field Validation interaction must contain the following components: A field to be validated At least one group of conditions At least one condition in each group A validation message is not required; however, it is recommended as the message provides end users useful information, when the field's value is invalid. Validation occurs in real-time and does not require  or  to be clicked.
	Allows the administrator to copy an existing interaction.
	Allows the administrator to edit an existing interaction.
	Allows the administrator to delete an existing interaction.

The following attributes are defined within the grid that displays in the Interactions tab:

Attribute	Description
Type	Identifies whether the interaction Type is Calculate Field, Hide Field, Hide Panel, Hide Row, or Field Validation.
Panel	The value within the Panel attribute is determined by the interaction type: For Calculate Field interactions, the Panel attribute indicates the name of the panel that contains the field being calculated. For Hide Field interactions, the Panel attribute indicates the name of the panel that contains the field to be hidden. For Hide Lookup Value interactions, the Panel attribute indicates the name of the panel that contains the lookup field with the values to be hidden in Virtual Capture. For Hide Panel interactions, the Panel attribute indicates the panel to be hidden. For Hide Row interactions, the Panel attribute indicates the name of the panel to be evaluated for hide conditions. For Validate Field interactions, the Panel attribute indicates the panel where the field being validated is located.
Field	The value within the Field attribute is determined by the interaction type: For Calculate Field interactions, the Field attribute indicates the field being calculated. For Hide Field interactions, the Field attribute indicates the field to be hidden. For Hide Lookup Value interactions, the Field attribute indicates the name of the lookup field for which values are hidden in Virtual Capture. For Hide Panel interactions, the Field attribute is blank. For Hide Row interactions, the Field attribute is blank. For Validate Field interactions, the Field attribute indicates the field being validated.
Description	For Calculate Field Interactions, this column indicates the formula used to calculate the value of the field. For all other Interaction Types, this column, indicates the interaction condition(s).

To access the condition and expression builder, click , , or . Within the condition and expression builder, administrators are able to identify the item to be hidden, as well as the condition(s) that must be met for the interaction to occur. 

Upon clicking , administrators are presented with a selection window.

 This window allows the administrator to:

• Choose the field to be calculated.
• Choose the field or panel to be hidden if the interaction conditions are met.
• Choose the value to be hidden for a lookup field in Virtual Capture if the interaction conditions are met.
• Choose the panel that should have rows hidden if the interaction conditions are met.
• Choose the field to be validated by the interaction conditions.

For example, if Hide Field is selected, the following window appears to determine which field should be hidden when conditions are met in the application:

The criteria defined within the condition and expression builder is comprised of the Calculations, Groups, Conditions, and Validation Messages.

Calculations

A calculation is an expression that calculates the value which populates within any field assigned to the screen. The calculation executes, when the screen loads in the workspace. If any data included in the calculation changes, the calculation executes. For example, if Application > Requested Amount is included in the expression, and the applicant increases the Requested Amount,the calculated field updates accordingly.

Click to remove any calculation logic that currently exists for the interaction.

Groups

A group is a group of conditions. At least one Group must be defined. Each Group contains one or more Condition that is administrators can define one or more groups that may contain multiple conditions. If an interaction contains multiple groups, each group may be linked with an AND/OR relationship.

 

Click  to begin authoring the hide condition(s). Once clicked, a new group is added to the Interactions pop-up window.

Within each group, administrators are able to perform the following actions:

Action	Description
	Allows administrators to add an interaction condition to the group. Upon clicking this button, a new condition is added to the group. When a new condition is added, the first field available in the screen populates in the left expression. Click on the left expression to open the field and function menu.   If a group contains multiple conditions, each condition may be linked with an AND/OR relationship. By default, the relationship is set to an AND relationship. Click on the AND to change it to OR.
	Allows administrators to delete a condition from the group. Upon clicking this button, the condition is removed from the group.

Conditions

A condition is comprised of two expressions (a left and a right) that are linked by a relationship operator.

Expressions

An expression is a calculation that returns a single value. Each expression can be comprised of one or more tokens, which may include a mixture of manually entered data, operators, fields, and functions. The following example contains seven tokens:

• Two manually entered values (1, 5)
• Three operators (plus signs)
• One field (sub product)
• One function (the left 4 characters of Account Number)

When building an expression, the following navigation capabilities are available:

• Click within an expression to select a token.

  The arrow keys cannot be used to navigate through the field/function menu.

• Click on a field or function with the mouse to bring up the menu.       
  • Clicking on a field opens the field and function menu.
  • Clicking on a function opens the function configuration window.
• Clicking the tab or right-arrow key to focus the next token.
• Clicking the shift-tab or left-arrow key to focus the previous token.
• Clicking the home key to highlight the first token.
• Clicking the end key to highlight the last token.
• Clicking an operator key to automatically enter the value and advance to the next token.
• Clicking the equal sign to bring up the field or function menu.
• Clicking the backspace/delete key to clear the field, function, or operator from the current token or remove the last character that was manually entered.
• Clicking the backspace/delete key on an empty token to remove the token and highlight the previous token.

Additionally, the following keys are supported for data entry:

Keys	Description
Letters	All upper and lowercase letters from A to Z
Numbers	All numbers 0-9
Space	The space bar
(	Begin grouping
)	End grouping
+	Add
-	Subtract
*	Multiply
/	Divide
\	Forward slash
.	Period or decimal
=	Equal sign
!	Exclamation
@	At symbol
#	Number sign, pound sign, hashtag
$	Dollar sign
%	Percent
^	Caret
&	And symbol, ampersand
,	Comma
<	Less than
>	Greater than
?	Question mark

Fields

Functions

Relationship Operator

The relationship operators available in a condition are based on the left expression's data type. For example, in the following image, the left expression is a date field and operators available are limited accordingly.

Refer to the following matrix for an overview of the relationship operators available with each data type:

Operator	Data Type
	Booleans	Dates	Strings	Lookups	Numerics
Is equal to
Is not equal to
Is greater than
Is greater than or equal to
Is after
Is on or after
Is less than
Is less than or equal to
Is before
Is on or before
Is blank
Is not blank
Is between

Business Examples

Calculate Field Interactions

Basic Calculate Field Interaction

The following example demonstrates how to create an interaction that calculates the total income for an applicant with multiple sources.

Navigate to the Interactions tab, click , and select Calculate Field. Within the Interactions pop-up window, select Total Monthly Income.

Once the Total Monthly Income field is selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click on the empty token in the Calculation section, and click the Equal sign (=) on the keyboard.

Upon clicking the Equal button, the field and function menu opens. Within this menu, select the Monthly Regular Income field. Once selected, the menu closes, and the Monthly Regular Income field appears in the calculation section.

A new blank token appears to the right of the Monthly Regular Income field. Click the plus (+) symbol on the keyboard. The plus symbol populates in the calculation section. A new blank token appears to the right of the plus symbol.

Click on the empty token in the Calculation section, and click the Equal sign (=) on the keyboard. Upon clicking the Equal button, the field and function menu opens. Within this menu, select the Monthly Retirement Income field. Once selected, the menu closes, and the Monthly Retirement Income field appears in the calculation section. A new blank token appears to the right of the Monthly Retirement Income field. Click the plus (+) symbol on the keyboard. The plus symbol populates in the calculation section. A new blank token appears to the right of the plus symbol.

Repeat this process for the Monthly Social Security Income field.

Advanced Calculate Field Interaction

The following example demonstrates how to create a series interaction that interact with one another, and contain multiple calculations, custom/empty fields, and validations.

Navigate to the Interactions tab, click , and select Calculate Field. Within the Interactions pop-up window, select Total Other FI Balance Not Included.

• Select the empty token in the calculation section, click the Equals sign (=) on the keyboard, and select Other Loan Balances 1.
• Click .
• Select the empty token in the conditions section, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 1.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select NO.
• Click .
• Select the empty token, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 2.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select YES.
• Click .
• Click on the And, so it changes to Or.
• Click .
• Select the empty token in the conditions section, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 1.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select NO.
• Click .
• Select the empty token, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 2.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select is blank.
• Click OK to commit the interaction.

 

Once the final condition is entered, click OK to commit the interaction. The window closes, and the interaction displays in the Interactions grid.

Click , and select Calculate Field. Within the Interactions pop-up window, select Total Other FI Balance Not Included.

• Select the empty token in the calculation section, click the Equals sign (=) on the keyboard, and select Other Loan Balances 2.
• Click .
• Select the empty token in the conditions section, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 1.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select YES.
• Click .
• Select the empty token, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 2.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select NO.
• Click .
• Click on the And, so it changes to Or.
• Click .
• Select the empty token in the conditions section, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 1.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select is blank.
• Click .
• Select the empty token, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 2.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select NO.
• Click OK to commit the interaction.

Click , and select Calculate Field. Within the Interactions pop-up window, select Total Other FI Balance Not Included.

• Select the empty token in the calculation section, click the Equals sign (=) on the keyboard, and select Other Loan Balances 1.
• In the empty token, click the plus (+) symbol on the keyboard.
• In the empty token, click the Equals sign (=) on the keyboard, and select Other Loan Balances 2.
• Click .
• Select the empty token in the conditions section, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 1.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select NO.
• Click .
• Select the empty token, click the Equals sign (=) on the keyboard, and select Are you paying off this Loan Balance 2.
• The next token pre-populates with is equal to, which is the desired operator.
• Click on the empty token to the right of is equal to, and click the Equal sign (=) on the keyboard, and select NO.
• Click OK to commit the interaction.

Click , and select Calculate Field. Within the Interactions pop-up window, select LTV.

• Select the empty token in the calculation section, click the open parenthesis ( symbol on the keyboard.
• In the empty token, click the Equals sign (=) on the keyboard, and select Requested Amount.
• In the empty token, click the plus (+) symbol on the keyboard.
• In the empty token, click the Equals sign (=) on the keyboard, and select Total Other FI Balances Not Included.
• In the empty token, click the closed parenthesis ) symbol on the keyboard.
• In the empty token, click the forward slash (/) symbol on the keyboard.
• In the empty token, click the Equals sign (=) on the keyboard, and select Estimated Value.
• Click OK to commit the interaction.

Click , and select Validate Field. Within the Interactions pop-up window, select Application Amount.

• Click 
• In the empty token, click the Equals sign (=) on the keyboard, and select LTV.
• Click on the relationship operator (is equal to) to open the relationship operator menu. Select is greater than from the menu.
• In the empty token, input the the validation test amount. For the purposes of this example, 0.9 is being used.
• Click within the Validation Message token, and enter the message that displays to an end user, if an invalid entry has been made.
• Click OK to commit the interaction.

Hide Panel Interactions

The following example demonstrates how to create an interaction that hides the References panel from the application, if the applicant has not had an account at the institution for at least a year.

Navigate to the Interactions tab, click , and select Hide Panel. Within the Interactions pop-up window, select References.

Once the References panel is selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click to begin authoring the hide conditions for the References panel. Click on the first token (Applicant > First Name) to open the field and function menu. Within the field menu, select Applicant > Membership Start Date. 

 

The field and function menu closes and the first token displays as Applicant > Membership Start Date. Click on the relationship operator (is equal to) to open the relationship operator menu. For this example, click is on or after within the relationship operator menu.

 

The menu closes and the relationship operator displays is on or after. Click on the empty token to the right of is on or after, and click the Equal sign (=) on the keyboard.

Upon clicking the Equal button, the field and function menu opens. Select Date Modifier from the functions menu to identify the Membership Start Date being tested by the condition. Once clicked, the Date Modifier Input window opens. Update the Choose Date, Operation, Value, and Date Part attributes as displayed in the image below:

Once all function attributes have been set, click Update. The Date Modifier Input window closes, and the function populates to the right of the relationship operator in the condition.

Based on the logic in this condition, the References panel only appears in the Applicant screen if the applicant has been an account holder at the institution for at least a year.

Hide Field Conditions

The following example demonstrates how to create an interaction that hides the TIN field from the application, if the applicant is a current account holder.

Navigate to the Interactions tab, click , and select Hide Field. Within the Interactions pop-up window, select Applicant > TIN.

 

Once the Applicant > TIN field has been selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click to begin authoring the conditions that hide the Applicant > TIN field. Click on the first token (Applicant > First Name) to open the field and function menu. Within the field menu, select Applicant > Membership Start Date.

 

The field and function menu closes, and the first token displays Applicant > Membership Start Date. Click on the relationship operator (is equal to) to open the relationship operator menu. Click is before within the menu.

The menu closes, and the relationship operator displays as is before. Click on the empty token to the right of is before and click the Equal sign (=) on the keyboard.

Upon clicking the Equal sign, the field and function menu opens. Select Today from the function menu. The field and function menu closes, and Today populates to the right of the relationship operator in the condition.

Based on the logic in this condition, the TIN field does not appear in the Applicants panel, if the applicant is an existing account holder at the institution.

Hide Lookup Value Conditions

The following example demonstrates how to create an interaction that limits the options available for an applicant to select for his or her Additional Income Frequency in Virtual Capture based on the Income Type.

While creating a Virtual Capture screen, navigate to the Interactions tab, click , and select Hide Lookup Value. Within the Interactions pop-up window, select the Additional Income Frequency field.

Once the Additional Income Frequency field has been selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click to begin authoring the condition(s) that hide the values for the applicant's Additional Income Frequency. Click on the first token (My Personal Info > First Name) to open the field and function menu. Within the field menu, select the Additional Income Income Type field.

The field and function menu closes, and the first token displays My Personal Info > Additional Income Income Type. The relationship operator automatically updates to display is equal to, and the right expression displays the lookup options for the Additional Income Income Type. From this list, identify the income types that determine when values for the Additional Income Frequency field are hidden in a virtual application.

Once the condition is complete, select the lookup values to be hidden for the Income Frequency if an applicant selects one of the identified income types in Virtual Capture:

Based on the logic in this condition, values for Bi-monthly, Hourly, Quarterly, and Semi-monthly are not available to select for the Additional Income Frequency field in a virtual application, if the applicant selects Alimony, Child Support, Social Security, or Unemployed as the Additional Income Income Type.

Hide Row Conditions

The following example demonstrates how to create an interaction that hides all addresses that are not current within the Applicant Addresses panel.

Navigate to the Interactions tab, click , and select Hide Row. Within the Interactions pop-up window, select Applicant Addresses.

Once the Applicant Addresses panel is selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click to begin authoring the hide conditions for the Applicant Addresses panel. Click on the first token (Applicant Addresses > Address Status) to open the field and function menu. Within the field menu, select Applicant Addresses > Address Type.

 

The field and function menu closes, and the first token displays Applicant Addresses > Address Type. The relationship operator automatically updates to display is equal to, and the right expression displays the lookup options for Address Type.

 

Select Alternate, Mailing, and Previous from the lookup options.

Based on the logic in this condition, the Applicant Addresses panel only displays current addresses.

Validate Field Conditions

The following example demonstrates how to create an interaction that validates the values entered within the Applicant > Birth Date field.

Navigate to the Interactions tab, click , and select Hide Field. Within the Interactions pop-up window, select Applicant > Birth Date.

 

Once the Applicant > Birth Date field has been selected, the Interactions pop-up window closes, and the Condition and Expression Builder appears. Click to begin authoring the conditions in which a value entered in the Birth Date field is invalid. Click on the first token (Applicant > First Name) to open the field and function menu. Within the field menu, select Applicant > Birth Date.

 

The field and function menu closes, and the first token displays Applicant > Birth Date. Click on the relationship operator (is equal to) to open the relationship operator menu. Click is after within the menu.

The menu closes, and the relationship operator displays as is after. Click on the empty token to the right of is after and press the Equal sign (=) on the keyboard.

Upon pressing the Equal sign, the field and function menu opens. Select Today from the function menu. The field and function menu closes, and Today populates to the right of the relationship operator in the condition. Click within the Validation Message token, and enter the message that displays to an end user, if an invalid entry has been made.

Based on the logic in this condition, if the end user enters a future date in the Birth Date field, a validation message instructs the user that an invalid value has been entered.

 

 

---

©2022 Temenos Headquarters SA - all rights reserved.

Send Feedback