Activities
   Activities Overview
   Activity Statuses
   Reversal
    client level
    control market time
    plan level
    quote
    requirements
        status
    status
        active
        Pending
        shadowed
    time restraints
    types
Activity processing
Activity Screen
Activity Statuses
allocations
    automatic payment
    dollar cost averaging
    future allocations annuity
    rebalancing program

Client
    address
    menu
    search
    update
    view roles

Data Dictionary
disbursement
    approve
    reverse
    search
documents
    generate

Inquiry
    export results

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menus
    client menu
    disbursement menu
    plan menu
    policy menu
    suspense menu
    table menu

navigate

policy
    allocate funds
    create
    edit
    life cycle
    search
    value
policy basics

quote button

Recycle icon
Reversal Process
Role
    add
    edit
    term roles
    variable annuity roles

Segments
    accidental death and dismemberment
    add
    base coverage for term
    deferred annuity
    delete
    disability waiver of premium
    flat extra
Shadowed
Suspense
    delete
    number
    records
    search

Table Main Menu
    Codes - Code Values
    Error - Lists
    Net Asset Value
    Rates Table
    Rollbacks - Allows
    state approvals

value screen

withholding
    activity level
    policy level