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ScheduledValuation

Description

This business rule allows the transaction to which it is attached to execute valuation for all policies returned by a query contained within the rule without adding policy financial activities to those policies. It is best suited for Plan level transactions. The rule also includes “switches” to include the PolicyValues business rule during the valuation process, write deposit information and what “left-over” processes from prior attempts may be deleted.

ScheduledValuation Element/Attribute Table
Element	Description	Element/Attribute Value and Description
<ScheduledValuation>	The opening and closing tags of the business rule.
<Query>	Defines a SQL that returns zero or more policy GUIDs. Each policy guid identifies a policy where valuation will be executed.	A valid SQL statement returning policy GUIDs.
<PolicyValues>	This element indicates if the PolicyValues business rule will execute during the valuation process on each policy. The PolicyValues business rule for the plan under which this transaction is defined would be executed.	Yes: PolicyValues will be executed. No: PolicyValues will not be executed.
<WriteDeposits>	This element indicates if deposit records are written to AsScheduledValuationDeposit table.	Yes: (Default) Deposit records will be written. No: Deposit records will not be written.
<Deletes>	The opening and closing tags for the section. This section defines what entries are deleted out of the AsValuesRequest table before processing starts.
<Delete>	This element defines the records of AsValueRequest table that are deleted based on their status.	Reference to a math variable that contains a valid status code for an AsValuesRequest record.

XML Example

<ScheduledValuation>

<Query>SELECT AsPolicy.PolicyGUID FROM AsPolicy WHERE AsPolicy.StatusCode IN ('01','39','49','57','59')

       AND AsPolicy.PolicyGUID NOT IN(SELECT PolicyGUID FROM AsValuesRequest WHERE AsValuesRequest.ActivityGUID = '[ThisActivityGUID]' AND AsValuesRequest.StatusCode = '01')

</Query>

<PolicyValues>Yes</PolicyValues>

<WriteDeposits>MathVariable</WriteDeposits>

<Deletes>

<Delete>Pending</Delete>

<Delete>SystemError</Delete>

<Delete>Processing</Delete>

</Deletes>

<ScheduledValuation>