|
Welcome to Rules Palette
Getting Started
Security
Admin Explorer Folders
Main Explorer Folders
Global Explorer Folders
Configuration
Configuration Panes
Business Rules
Segments
Transactions
Funds
Suspense
Withholding
Valuation
Valuation Overview
OIPA Valuation Mechanisms
OIPA Transaction Valuation from the End Users Perspective
Fund Types and OIPA Valuation
Valuation Database Diagrams
Valuation Database Definitions
AsValuation XML Example
Valuation Configuration
High Level Steps to Configure for Valuation
Configure the Plan’s Funds
Transaction Valuation Configuration
Transaction Allocation Configuration
Transaction Assignment Configuration
Transaction Math Configuration
Configure the Transaction that Runs Valuation
Valuation Business Rules
Scheduled Valuation
Point in Time Valuation
Release Management
Data Dictionary
Internationalization
References
|