Available Prefixes and Fields for Configuration

Some commonly used values are available from the system in the form of the prefix and element structure outlined below. They are available within certain types of rules. These values eliminate the need to write SQL statements, which makes configuration quick and simple. The system also gains performance.

The rules and the available prefixes and elements are outlined below.

Rule(s)	Prefix	Element
Transaction (Policy level transactions only)	No prefix needed	PolicyGUID
		IssueStateCode
		PlanGUID
		SystemDate
CalculateGeneral	No prefix needed	PolicyGUID
		PlanGUID
		SystemDate

PolicyValues Transaction (using Valuation)	No prefix needed	EffectiveDate
		ValulationPolicyValues

InquiryScreen	No prefix needed	PolicyGUID
		SystemDate
		ClientGUID
		ClientNumber
		CompanyGUID
Transaction	Activity:	ActivityGUID
		TransactionGUID
		TypeCode
		StatusCode
		EffectiveDate
		ActiveFromDate
		ActiveToDate
		ClientNumber
		PolicyGUID
		RelatedGUID
		XMLData
		ProcessingOrder
		ErrorStatusCode
		SuspenseStatusCode
		ActivityGMT
		EntryGMT
		CreationGMT
		<field>
Transaction	Transaction:	TransactionGUID
		PlanGUID
		TransactionName
		StatusCode
		TypeCode
		XMLData
		ProcessingOrder
Transaction	Policy:	PolicyGUID
CalculateGeneral		PolicyNumber
ExposedComputation		PolicyName
InterestRateCalculation		CreationDate
PolicyValues		IssueStateCode
InquiryScreen		PlanDate
		StatusCode
		CompanyGUID
		PlanGUID
		XMLData
		UpdatedGMT
		<field>
Transaction	Plan:	PlanGUID
CalculateGeneral		CompanyGUID
ExposedComputation		PlanName
InterestRateCalculation		EffectiveDate
PolicyValues		DefaultCurrencyCode
		PointInTimeValuation
		<field>
Transaction	Client:	ClientGUID
		TypeCode
		CompanyName
		LastName
		FirstName
		MiddleInitial
		Prefix
		Suffix
		Sex
		DateOfBirth
		DateOfDeath
		TaxID
		EMail
		XMLData
		UpdatedGMT
		LegalResidenceCountryCode
		<field>
Transaction	ClientActivity:	ClientGUID
Transaction	ClientActivity:	ActivityGUID
CalculateGeneral	Segment:	SegmentGUID
		ParentSegmentGUID
		PolicyGUID
		SegmentNameGUID
		StatusCode
		EffectiveDate
		XMLData
		<field>
CalculateGeneral	SegmentName:	PlanGuid
		SegmentName
		SegmentNameGUID
		TypeCode
		XmlData
Transaction (using fixed fund valuation)	Valuation:	Fund:<fund guid>:CashValue
InterestRateCalculation		Fund:<fund guid>:Gain
		Fund:<fund guid>:GuaranteedAmount
		Fund:<fund guid>:NetGain
		Fund:<fund guid>:FreeAmount
		Fund:<fund guid>:MVAAmount
		Fund:<fund guid>:Principal
		Fund:<fund guid>:RedemptionAmount
		Fund:<fund guid>:ShortTermRedemptionUnits
		Fund:<fund guid>:SurrenderValue
		Fund:<fund guid>:Units
		Fund:<fund guid>:UnitValue
		Fund:<fund guid>:CashValue
		Deposit:<fund guid>
		Deposit:<deposit guid>:CashValue
		Deposit:<deposit guid>:EffectiveDate
		Deposit:<deposit guid>:Gain
		Deposit:<deposit guid>:GuaranteedAmount
		Deposit:<deposit guid>:InterestBonus
		Deposit:<deposit guid>:NetGain
		Deposit:<deposit guid>:RateLockDate
		Deposit:<deposit guid>:SeedDepositGUID
		Deposit:<deposit guid>:Principal
		Deposit:<deposit guid>:RedemptionAmount
		Deposit:<deposit guid>:SurrenderRate
		Deposit:<deposit guid>:SurrenderValue
		Deposit:<deposit guid>:Units
		Deposit:<deposit guid>:MVAAmount

Transaction (performing policy valuation)	Valuation:	CashValue
PolicyValues		EffectiveDate
		FreeAmount
		Gain
		GuaranteedAmount
		MVAAmount
		NetGain
		Principal
		RedemptionAmount
		Units
PolicyValues	Valuation:	FundLien:<activity guid>:TotalLienAmount
ExposedComputation		FundLien:<activity guid>:LienOffSetAmount
		FundLien:<activity guid>:RemainingLienAmount
		FundLien:<activity guid>:CashValue
		FundLien:<activity guid>:MaxFoundNuvEffectiveDate
		FundLien:<activity guid>:Fund:<fund guid>:LienAmount
		FundLien:<activity guid> Fund:<fund guid>:LienOffSetAmount
		FundLien:<activity guid> Fund:<fund guid>:RemainingLienAmount
		FundLien:<activity guid> Fund:<fund guid>:CashValue
		FundLien:<activity guid>:Fund:<fundguid>:MaxFoundNuvEffectiveDate
Transaction (performing policy valuation)	Valuation:	PolicyValues:<value>
PolicyValues	Valuation:	PolicyValues:<value>
Transaction	Withholding	WithholdingGUID
		TypeCode
		RelatedGUID
		XMLData
		<field>