High Level Steps to Configure for Valuation

The following steps represent the major milestones of valuation configuration.

1. Make sure the plan’s funds are set-up correctly.

2. Configure the ValuationDetails rule.

3. Configure the PolicyValues rule.

4. Configure the Plan level rule called GainLossCaluculation (for variable only).

5. Configure the transaction that runs valuation.

• Valuation tags

• Allocations (Or you may want to use the ReassignAllocations rule)

• Assignments

6. Configure the ValuesScreen rule.

There are other rules that may be configured depending on the type of funds you are using.  There are separate sections that outline other configuration requirements according to fund type.