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Welcome to Rules Palette
Environments
Getting Started
Security
Admin Explorer Folders
Main Explorer Folders
Global Explorer Folders
Business Rules
Plans
Transactions
Suspense
Segments
Withholding
Funds
Valuation
Valuation Database Diagrams
Valuation Database Definitions
OIPA Valuation Mechanisms
Fund Types and OIPA Valuation
OIPA Transaction Valuation from the End Users Perspective
Configuring Valuation
High Level Steps to Configure for Valuation
Step 1: Configure the Plan Funds
Step 2: Configure the ValuationDetails Rule
Step 3: Configure the PolicyValues Rule
Step 4: Configure the GainLossCalculation Rule
Step 5: Configure the Transaction that Runs Valuation
Step 6: Configure the ValuesScreen Business Rule
ReassignAllocations rule
Release Management
Data Dictionary
Internationalization
References
V9 XML Configuration
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