Values Screen

The Values screen displays a summary of the financial information for a policy and can be used to determine the value of a policy on a given date.  The Values screen is configured in the Rules Palette.  Below is an explanation of the various sections of the Values screen.

• Valuation Date:  The disabled Valuation Date field shows the date the valuation was run for the values that currently display on the screen.  The second Valuation Date field is used to change the date when a new value of the policy is needed.

• Policy Values:  Displays the cash value of the policy.  This is pulled from the Policy Values business rule.

• Fund Details:  Allows for the excluding of funds, and the addition of columns to display additional financial information such as principal and gain as shown in the image below.

• Current Assets:  Allows for the display of graphs for visual representation of assets and allocations.  You can choose to show both assets and allocations or only one.