You are here: Allocations > Activity Allocations

Activity Allocations

Allocations are identified at the policy level initially. This is done through the Allocation link on the Left Navigation menu. They can also be set for a specific activity.

Allocations in Activities

Activities that move money in or out of a policy have allocation options that can be set when adding the activity. The funds used for allocation can be selected, along with the number of funds used and the breakdown for each fund. The allocation method can also be selected.

Steps to Set Up Allocations on an Activity

Open an active policy.
Click the Add Activity link on the Secondary Window.
Select the activity that will use allocations from the Activity drop down list. Examples of these types of activities are premium or withdrawal.
Enter the activity details.
Click the Allocations link at the top of the Activity window. This will open the allocation settings.
Select the number of funds the allocations will be directed to from the drop down box.
Select the Allocation Method. The method chosen will determine the fields that display in the bottom portion of the window for the fund information.
Select the funds that will be used.
Select the portion to assign to each fund.
Click OK. The activity will be added to the Activity screen.
Navigate to the Activity screen and click the lightning bolt icon to process the activity.

Activity allocations

Add Activity Window Showing Activity with Allocations

View an Activity's Allocation Information

Activity allocation information can be viewed after an activity processes. Click the activity detail icon to the left of the activity on the Activity screen. This opens the Activity Detail window. Click the Allocation link to display the allocation information.

Processed activity allocations in activity detail window

Activity Details Icon Highlighted with Open Activity Details Window