Transaction General Pane

You can update required and optional transaction processing features from this pane.  There are two required sections: Transaction and Effective Date, which are automatically added.  You may also add the following optional sections:

• Values Block

• Withholding

• Valuation

• Suspense

The optional sections can be configured via the wizard when a new transaction is created or edited via Edit Transaction General from the right-click menu.

Transaction Section

There are two fields that can be updated in the Transaction section on the General Pane.  

• Processing order:  Update the processing order by entering a new value in the processing order field.  The Time Line button will open a window, which will display a list of all transactions and their processing order.

• Allow quote:  If set to Yes, then AllowQuote=Yes will appear in the XML source and OIPA will display a preview of the activity.  If set to No, then AllowQuote=No will appear in the XML source and OIPA will not display a preview of the activity.  If blank, no AllowQuote XML tags will appear in the XML source and OIPA will not display a preview of the activity.

Effective Date Section

All of the effective date attribute values can be updated from the Effective Date section on the General Pane.  

• Status:  Select Enabled or Disabled.  If blank, no status attribute will appear in the XML source.

• Type:  Select SQL, System or blank.  

• If SQL, then a box will appear to the right of the Properties information with a space for the user to enter a SQL query.  

• If System, then Value field should be disabled.  Effective date should default to system date.

• If blank, use the Value attribute field to enter the value for the effective date.

• Title:  Enter a title for the Effective Date.

• Value:  Only used when Type=blank.  This field allows user to enter a specific effective date.

Optional Sections

The optional sections will have a green plus sign next to the name if the section contains information.  You can click the plus sign to open the section and update information.  If the plus signs are greyed out, then that indicates that the sections are empty.  Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration.  

• Values Block:  Creates a section on the Activity Detail screen that displays the current policy fund values. The section is display only.  

• Withholding:  Allows for the configuration of the Withholding functionality.

• Valuation:  Calls the valuation engine to run valuation processing.

• Suspense:  Displays and controls the suspense field inside the activity.

• MultiSuspense:  Not currently supported in V9.1.0.0.0.

Steps to Add or Remove Sections in the General Pane

1. Check-out the transaction’s XML file.

2. Right-click on the transaction's XML file.

3. Select Edit Transaction General.

4. Check or uncheck XML section checkboxes.

5. Save and check-in the transaction.