Oracle® Insurance Policy Administration 9.4.1.0 E23637_01

# Future Allocations

The Future Allocation section displays the default allocations for the policy. These default allocations are set-up from the Allocation link in the Left Navigation menu.

Allocations Link in Left Navigation Menu

### Steps to Configure Future Allocations

1. Select Allocations on the Left Navigation menu.

2. Find the Future Allocations section.

3. Select the number of funds from the drop down list.

4. Select the allocation method from the drop down list.

5. Select the fund(s) from the drop down list.

6. Enter the percent to be allocated to each fund.

7. Click Save.

Future Allocation Section of Allocation Screen

## Update Allocations for a Specific Activity

Allocations can be modified for specific activities. Changes are made through the Activity Detail window. Click the Activity Detail icon next to the activity to open the Activity Details window. Then, click the Allocations link and make the necessary changes.

Allocations Link in Activity Detail Window

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