Activity Statuses

Activity Statuses

The activity status indicates what level of activity processing the record is in.  The activity status with the date stamp (activity date) in current and historical records identifies the significant point of processing and provides internal control for activities.  

• Active - current data that has completed activity processing and math calculation.  

• Pending - information that has been entered but not processed.  Pending data requires an action before it can be applied to current processing and math calculation. All required data must be entered and the lighting bolt selected to change the status from pending to active.

• Shadowed - used for an activity that has been reversed.  In OIPA, the term reverse refers to an activity that has been changed to shadowed status by a reversal activity.  All updated data is set back to the original state before the activity was processed. A reversal activity could be performed either by recycling or deleting an activity record.

• Pending Shadowed - an activity whose data was entered, but never processed and then deleted.  

• Pending NUV - indicates there is no unit value for the system date but there is a unit value for effective date of transaction. Processes all activity values except for the gain amount.  Active - NUVs needed to calculate units and gain/loss

• Pending Gain/Loss - net unit values are needed to calculate gain/loss.

Status Examples

Active Status

An activity will be in an active status because the calculations have processed and any resulting data is saved.  The activity also displays an active status on the Activity screen in OIPA. Activities can be manually processed by the end user with the lightning bolt.  They can also be put in an active status by using the process button or having Auto Process checked. The system will automatically process any pending activity by date through cycle or batch processing.

Example

The lightning bolt was selected for the CoverageCalcuation activity.  The activity processed and values are displayed for the activity on the Activity Details screen.  The screen shot below shows an activity in OIPA that is in active status because the lightning bolt was selected.

Pending Status

An activity is in pending status when information for an activity is entered but not processed.  No calculations have run for this activity yet. An activity will be in a pending status because it was manually added or system generated but not processed.  Either way the activity record will remain in pending status until it is processed.  

Example

The CoverageCalculation activity was entered manually by selecting it from the activity drop-down box and then selecting the Add button.  The screen shot below shows an activity in OIPA that is in pending status.

Shadowed

An activity that has been recycled will be in a shadowed status.  Selecting the Recycle button associated with an activity creates two additional activities to be processed.  The first is a reversal activity, which has green reversal arrows .  The second activity replaces the original activity.  The reversal activity must be processed prior to the new activity that will replace the original.

Note: If shadows and reversals are not checked in your filter display, you will not see these activities.

Step 1: Select the recycle button for an activity.

Two pending activities are generated in OIPA for the reversal and new activity.

Step 2: Select the process button for the reversal activity.

The status of the original activity is updated to a shadow status and the reversal activity status is updated to active.

Step 3: Process the pending activity that has the correct information.

Click the lightning bolt icon next to the pending activity.  The updated activity’s status changes from pending to active.