ValuesScreen

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<ValuesScreen>

The opening and closing tag of the business rule.

   <PolicyDetails>

    <PolicyValues>

Required element;

This tag is used to control the display of policy values in the PolicyValue section of the Values screen.

     <Fields>

Required element;

This tag is used to configure the properties of the fields that should be displayed in the Policy Values section.

         <Field>

Defines the description and display of the fields in the Policy Values section of the screen.

Required Element Value;

MathVariable / Policy_FieldName / Blank

MathVariable: To retrieve the mathvariable values defined in the PolicyValues business rule.

Policy_FieldName: To retrieve the values from the PolicyScreen fields. (i.e.,  Policy_PolicyNumber).

Blank: To display blank space.

      <FundDetails>

Required element;

Fund details are displayed within a table in the fund section of the Values screen. This tag is used to configure the properties with which these fund details should be displayed in various columns.

Note:  By default, Fund Name and Cash Value columns are always displayed in the Fund Details section.

BREAKOUTFORCHILD

Optional attribute;

This attribute is used to indicate whether or not the Fund Details table should have an option to expand a parent fund to show the cash value distributions in each of the children, as of the specified effective date

Yes / No

Yes: To display the Parent fund with an Expand ( '+') sign, clicking which expands and displays the Child funds with the respective Cash Values

No: To display the CashValue distributions for each of the Children funds participating in the Policy

Note:  When the money is invested on a active Child fund they will use their Unit Values to calculate the value of that piece of money for their lifetime.

     <Exclude>

Optional element;

To exclude the funds (in which the policy has invested money) from being displayed in the Fund Details section of the Values screen.

         <Fund>

Required/Repeatable element;

Name of fund to be excluded from displaying in the Fund Details table.

Required Element value;

FundName

Name of the fund that needs to be excluded.

     <Columns>

Optional element;

Defines the columns that will be displayed within the table in the Fund Details section.

         <Units>

Optional element;

Defines the description of the column "Units" for a particular fund.  Units is defined as the number of Units owned for an investment on the fund.

TITLE

Optional attribute;

To define the display name of the Columns within the Fund details table.

        <UnitValue>

Optional element;

Defines the description of the column "UnitValue" for a particular fund.  Displays the unit value price of each unit.

TITLE

FORMAT

Optional attribute;

="String"

To define the display name of the Columns within the Fund details table

Optional attribute;

="CURRENCY"

To define the formatting of the UnitValue column values in the ValuesScreen

CURRENCY: Formats the policy value to CURRENCY.

     <Graphs>

Optional element;

To configure the display of pie charts for assets and allocations.

ASSETS

Optional attribute;

Yes / No

Yes: Displays the pie chart for Assets.

No: When set to "No" pie chart for Assets will not be displayed.

If this attribute is not present pie chart for Assets will not be displayed.

ALLOCATIONS

Optional attribute;

Yes / No

Yes: Displays the pie chart for Allocations

No: Pie chart for allocations will not be displayed.  If this attribute is not present pie chart for allocations will not be displayed.