Oracle® Insurance Rules Palette Release 9.3.1.0 E21044_01

# Available Prefixes and Fields for Configuration

Some commonly used values are available from the system in the form of the prefix and element structure outlined below. They are available within certain types of rules. These values eliminate the need to write SQL statements, which makes configuration quick and simple. The system also gains performance.

The rules and the available prefixes and elements are outlined below.

Rule(s) | Prefix | Element
--- | --- | ---
Transaction (Policy level transactions only) | No prefix needed | PolicyGUID
IssueStateCode
PlanGUID
SystemDate
CalculateGeneral | No prefix needed | PolicyGUID
PlanGUID
SystemDate
PolicyValues Transaction (using Valuation) | No prefix needed | EffectiveDate
ValulationPolicyValues
InquiryScreen | No prefix needed | PolicyGUID
SystemDate
ClientGUID
ClientNumber
CompanyGUID
Transaction | Activity: | ActivityGUID
TransactionGUID
TypeCode
StatusCode
EffectiveDate
ActiveFromDate
ActiveToDate
ClientNumber
PolicyGUID
RelatedGUID
XMLData
ProcessingOrder
ErrorStatusCode
SuspenseStatusCode
ActivityGMT
EntryGMT
CreationGMT
<field>
Transaction | Transaction: | TransactionGUID
PlanGUID
TransactionName
StatusCode
TypeCode
XMLData
ProcessingOrder
Transaction | Policy: | PolicyGUID
CalculateGeneral | PolicyNumber
ExposedComputation | PolicyName
InterestRateCalculation | CreationDate
PolicyValues | IssueStateCode
InquiryScreen | PlanDate
| StatusCode
CompanyGUID
PlanGUID
XMLData
UpdatedGMT
<field>
Transaction | Plan: | PlanGUID
CalculateGeneral | CompanyGUID
ExposedComputation | PlanName
InterestRateCalculation | EffectiveDate
PolicyValues | DefaultCurrencyCode
| PointInTimeValuation
<field>
Transaction | Client: | ClientGUID
TypeCode
CompanyName
LastName
FirstName
MiddleInitial
Prefix
Suffix
Sex
DateOfBirth
DateOfDeath
TaxID
EMail
XMLData
UpdatedGMT
LegalResidenceCountryCode
<field>
Transaction | ClientActivity: | ClientGUID
ActivityGUID
CalculateGeneral | Segment: | SegmentGUID
ParentSegmentGUID
PolicyGUID
SegmentNameGUID
StatusCode
EffectiveDate
XMLData
<field>
CalculateGeneral | SegmentName: | PlanGuid
SegmentName
SegmentNameGUID
TypeCode
XmlData
Transaction (using fixed fund valuation) | Valuation: | Fund:<fund guid>:CashValue
InterestRateCalculation | Fund:<fund guid>:Gain
| Fund:<fund guid>:GuaranteedAmount
Fund:<fund guid>:NetGain
Fund:<fund guid>:FreeAmount
Fund:<fund guid>:MVAAmount
Fund:<fund guid>:Principal
Fund:<fund guid>:RedemptionAmount
Fund:<fund guid>:ShortTermRedemptionUnits
Fund:<fund guid>:SurrenderValue
Fund:<fund guid>:Units
Fund:<fund guid>:UnitValue
Fund:<fund guid>:CashValue
Deposit:<fund guid>
Deposit:<deposit guid>:CashValue
Deposit:<deposit guid>:EffectiveDate
Deposit:<deposit guid>:Gain
Deposit:<deposit guid>:GuaranteedAmount
Deposit:<deposit guid>:InterestBonus
Deposit:<deposit guid>:NetGain
Deposit:<deposit guid>:RateLockDate
Deposit:<deposit guid>:SeedDepositGUID
Deposit:<deposit guid>:Principal
Deposit:<deposit guid>:RedemptionAmount
Deposit:<deposit guid>:SurrenderRate
Deposit:<deposit guid>:SurrenderValue
Deposit:<deposit guid>:Units
Deposit:<deposit guid>:MVAAmount
Transaction (performing policy valuation) | Valuation: | CashValue
PolicyValues | EffectiveDate
| FreeAmount
Gain
GuaranteedAmount
MVAAmount
NetGain
Principal
RedemptionAmount
Units
PolicyValues | Valuation: | FundLien:<activity guid>:TotalLienAmount
ExposedComputation | FundLien:<activity guid>:LienOffSetAmount
| FundLien:<activity guid>:RemainingLienAmount
FundLien:<activity guid>:CashValue
FundLien:<activity guid>:MaxFoundNuvEffectiveDate
FundLien:<activity guid>:Fund:<fund guid>:LienAmount
FundLien:<activity guid> Fund:<fund guid>:LienOffSetAmount
FundLien:<activity guid> Fund:<fund guid>:RemainingLienAmount
FundLien:<activity guid> Fund:<fund guid>:CashValue
FundLien:<activity guid>:Fund:<fundguid>:MaxFoundNuvEffectiveDate
Transaction (performing policy valuation) | Valuation: | PolicyValues:<value>
PolicyValues
Transaction | Withholding | WithholdingGUID
TypeCode
RelatedGUID
XMLData
<field>

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