ValuesScreen Rule

The ValuesScreen rule allows for the formatting of the non-fixed fields on the Values screen. This business rule defines how information is going to be displayed on the Values screen.  This rule can pull values from the PolicyValues business rule using the math variable name.  The layout of the PolicyValues math variables' values can be configured and is viewed at the policy level’s Values screen. This rule also controls what appears in the funds section at the bottom of the screen.  When displaying fund detail, the fund name and cash value always appear and the rule can specify other columns.   When using funds, you may also display a pie chart graph.

The ValueScreen is located under the Plan Rules folder.  You can access it from the Global Rules Explorer under Business Rules | Plan Rules or you can access the ValueScreen overrides from the Main Explorer under the Plans | Name of Plan | Plan Rules folder.

Note:  The PolicyValues business rule must be configured prior to configuring the ValuesScreen business rule.

General Pane

The General pane displays the name of the rule, its version, type and several other properties fields that allow you to enter specific information about the business rule.  

ValuesScreen Pane

The ValuesScreen pane allows for the visual configuration of the Values screen.  

• PolicyValues

• FundDetails

XML Source Pane

Configuration can also be done in XML via the XML Source pane.  The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section of this document.

Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration.  View Business Rules | Plan Rules | Values Screen.