Values Screen

The Values screen displays a summary of the financial information for a policy and can be used to determine the value of a policy on a given date.  The Values screen is configured in the Rules Palette.  Below is an explanation of the various sections of the Values screen.

• Valuation Date:  The disabled Valuation Date field shows the date when the valuation was run for the values that currently display on the screen.  The second Valuation Date field is used to change the date when a new value of the policy is needed.  The Update button must be clicked to display the new valuation information.

• Policy Values:  Displays the cash value of the policy.  

• Fund Details:   The fund details displayed here are configurable.  There is an option in the configuration to set which funds should be excluded or included.  Specific columns can also be set in configuration to display in the Fund Details section.

• Current Assets:   The allocations and assets can be set to be displayed when the configuration for the screen is done.   Choose to show both assets and allocations or only one.

Values Screen in OIPA