Prior to 6.1, NexJ Contact supported
separate repositories for Finance and Insurance clients. Now the single NexJ Contact
repository supports both types of clients.
If you were using the Insurance repository prior to 6.1, you must
merge your version 5.1 Insurance
repository with version 6.1 NexJ Contact
repository.
Note: You do not need to perform these steps if you were
previously using the Finance repository.
To merge the Insurance repository into the latest NexJ Contact
repository:
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Include new and customized Insurance artifacts in the latest NexJ Contact
repository.
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Using NexJ Studio, open
your current repository.
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In the Model view, select the Hide Base
Elements option.
Only customized and Insurance-only artifacts are now
visible.
-
To determine which artifacts are customized or
Insurance-only, review all layers and tabs, such as the Classes
tab in the Business Model layer.
Note: Ensure that you review the Data Sources tab and
Upgrade tabs in the Persistence layer.
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For artifacts that were newly created for your current
repository, move them to the version 6.1
NexJ Contact
repository.
-
For artifacts that were customized from the base repository,
use the NexJ Studio
Compare With functionality to merge the
current model with the target model.
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Using NexJ Studio, remove
the Portfolio tab from the Contacts workspace.
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In the Presentation layer, on the
Screens tab, open the Person screen.
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In the screen editor, remove the Portfolio tab from the
screen.
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Save the changes and update the model.
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Publish the updated model.
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In the NexJ Admin Console,
disable Finance-specific options.
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In the Personalization screen, click
User Options.
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In the Users area, select
System.
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Click the Select button.
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In the Select Options dialog, select
and add Enable Financial Model and
Enable Financial Accounts.
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In the Enabled column, clear the check
boxes for Enable Financial Model and
Enable Financial Accounts.
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Click OK to save the changes and close
the Select Options dialog.
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In the NexJ Admin Console,
disable Finance-specific fields.
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In the Filters screen, click
Fields.
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In the Fields tab, find the
Total Assets field in the Name
column.
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In the Details area, click the
Edit button.
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Clear the Active check box.
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Repeat the steps above for the Total
AUM field.
Information about total assets and total assets under
management will no longer appear on the contact record.
-
Restart NexJ Contact.
Your Insurance repository is now merged with Finance and upgraded
to version 6.1.