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ScheduledValuation

Description

This business rules identifies policies within a particular plan that should have valuation performed on them. PolicyValues can be included or excluded in the valuation process. The rule also determines if deposit records should be written to the AsScheduledValuationDeposit table. Policies in certain statuses can be deleted from the valuation process before it begins by identifying the statuses with the <Delete> element.   

ScheduledValuation Element/Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<ScheduledValuation>

The opening and closing tags of the business rule.

 

 

<Query>   

Defines the opening and closing of a standard query for combos and radio fields. Contains an SQL that determines which policies within the selected plan are to have valuations performed and defines the parameters and/or variables to be used to query specified databases and/or tables to return specific results to be used to populate the selected screen fields on the ScheduledValuation screen.

 

Mathvariable: Any math variable in the PolicyValues business rule. 

<PolicyValues>    

This element specifies if the PolicyValues rule is to be processed during the valuations and provides plan override capabilities for including or excluding the PolicyValues as part of the valuation process.

 

Yes:  Indicates that PolicyValues are to be processed.

No:  Indicates that PolicyValues are not to be processed.

<WriteDeposits>    

This element indicates if deposit records are written to the AsScheduledValuationDeposit table. By default, this value is set to Yes.

 

Yes: Indicates that deposit information is to be written to the AsScheduledValuationDeposit table.  

No:   Indicates that deposit information should not be written to the AsScheduledValuationDeposit table.

<WriteChild>    

This element indicates if child deposit records are written to the AsScheduledValuationDeposit table. By default, this value is set to No.

 

 

<Delete>

Identifies entries to delete out of the AsValuesRequest table.

 

 

<Status>   

Status of the AsValuesRequest records to delete if a retry.

 

String: Any math variable that holds 01, 02, 03, 04, 05.  

 

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>

 

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