Available Prefixes and Fields for Configuration

Some commonly used values are available from the system in the form of the prefix and element structure outlined below. They are available within certain types of rules. These values eliminate the need to write SQL statements, which makes configuration quick and simple. The system also gains performance.    

The rules and the available prefixes and elements are outlined below.

Calculate General
Rule Entity

Supported Prefix Syntax

Calculate General Policy Policy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate
Policy:IssueStateCode
Policy:PlanDate
Policy:StatusCode
Policy:CompanyGUID
Policy:PlanGUID
Policy:XMLData
Policy:UpdatedGMT
Policy:{dynamic field name}
Plan Plan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCode
Plan:{dynamic field name}
Segment

Segment:SegmentGUID

Segment:ParentSegmentGUID

Segment:PolicyGUID

Segment:SegmentNameGUID

Segment:StatusCode

Segment:EffectiveDate

Segment:XMLData

Segment:{dynamic field name}
SegmentName SegmentName:PlanGUID
SegmentName:SegmentName
SegmentName:SegmentNameGUID
SegmentName:TypeCode
SegmentName:XMLData
Exposed Computation
Rule Entity

Supported Prefix Syntax

Exposed Computation Policy Policy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate  
Policy:IssueStateCode  
Policy:PlanDate  
Policy:StatusCode  
Policy:CompanyGUID  
Policy:PlanGUID  
Policy:XMLData    
Policy:UpdatedGMT    
Policy:{dynamic field name}    
Policy:{dynamic field name}:CurrencyCode    
Plan Plan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate  
Plan:DefaultCurrencyCode  
Plan:PointInTimeValuation  
Plan:MarketMakerGUID  
Plan:PlanAllocationMethodCode    
Plan:{dynamic field name}    
Plan:{dynamic field name}:CurrencyCode  
Valuation:Fund Valuation:Fund
Valuation:Policy Valuation:Policy:ActiveDate
Valuation:Policy:CashValue
Valuation:Policy:EffectiveDate
Valuation:Policy:FreeAmount  
Valuation:Policy:Gain  
Valuation:Policy:GuaranteedAmount  
Valuation:Policy:MVAAmount  
Valuation:Policy:NetGain    
Valuation:Policy:Principal    
Valuation:Policy:RedemptionAmount    
Valuation:Policy:SurrenderValue    
Valuation:PolicyValues:{value}
 
PolicyValues
RuleEntity

Supported Prefix Syntax

PolicyValuesNoneEffectiveDate
PolicyPolicy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate  
Policy:IssueStateCode  
Policy:PlanDate  
Policy:StatusCode  
Policy:CompanyGUID  
Policy:PlanGUID  
Policy:XMLData   
Policy:UpdatedGMT
Policy:{dynamic field name}
Policy:{dynamic field name}:CurrencyCode
PlanPlan:PlanGUID
Plan:CompanyGUID b
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCode  
Plan:PointInTimeValuation  
Plan:MarketMakerGUID  
Plan:PlanAllocationMethodCode  
Plan:{dynamic field name}  
Plan:{dynamic field name}:CurrencyCode
Valuation:FundValuation:Fund
Valuation:PolicyValuation:Policy:ActiveDate
Valuation:Policy:CashValue
Valuation:Policy:EffectiveDate
Valuation:Policy:FreeAmount  
Valuation:Policy:Gain  
Valuation:Policy:GuaranteedAmount
Valuation:Policy:MVAAmount  
Valuation:Policy:NetGain  
Valuation:Policy:Principal   
Valuation:Policy:RedemptionAmount   
Valuation:Policy:SurrenderValue  
Valuation:PolicyValues:{value}
 
Interest Rate Calculation
RuleEntity

Supported Prefix Syntax

Interest Rate CalculationPolicyPolicy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate  
Policy:IssueStateCode  
Policy:PlanDate  
Policy:StatusCode  
Policy:CompanyGUID   
Policy:PlanGUID   
Policy:XMLData  
Policy:UpdatedGMT  
Policy:{dynamic field name}   
Policy:{dynamic field name}:CurrencyCode  
PlanPlan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate  
Plan:DefaultCurrencyCode  
Plan:PointInTimeValuation  
Plan:MarketMakerGUID  
Plan:PlanAllocationMethodCode   
Plan:{dynamic field name}   
Plan:{dynamic field name}:CurrencyCode
Valuation:DepositValuation:Deposit:{fund guid}
Valuation:Deposit:{deposit guid}:CashValue
Valuation:Deposit:{deposit guid}:EffectiveDate
Valuation:Deposit:{deposit guid}:LastValuationDate  
Valuation:Deposit:{deposit guid}:Gain  
Valuation:Deposit:{deposit guid}:GuaranteedAmount  
Valuation:Deposit:{deposit guid}:InterestBonus  
Valuation:Deposit:{deposit guid}:NetGain   
Valuation:Deposit:{deposit guid}:RateLockDate   
Valuation:Deposit:{deposit guid}:SeedDepositGUID  
Valuation:Deposit:{deposit guid}:Principal  
Valuation:Deposit:{deposit guid}:RedemptionAmount   
Valuation:Deposit:{deposit guid}:ShortTermRedemptionUnits   
Valuation:Deposit:{deposit guid}:SurrenderRate  
Valuation:Deposit:{deposit guid}:SurrenderValue  
Valuation:Deposit:{deposit guid}:Units   
Valuation:Deposit:{deposit guid}:MVAAmount   
Valuation:Deposit:{deposit guid}:ActivityGUID  
Valuation:Deposit:{deposit guid}:TransactionName  
Valuation:Deposit:{deposit guid}:InitialUnits   
Valuation:Deposit:{deposit guid}:InitialCashValue   
Valuation:FundValuation:Fund:{fund guid}:CashValue
Valuation:Fund:{fund guid}:Gain
Valuation:Fund:{fund guid}:GuaranteedAmount  
Valuation:Fund:{fund guid}:NetGain
Valuation:Fund:{fund guid}:FreeAmount  
Valuation:Fund:{fund guid}:MVAAmount   
Valuation:Fund:{fund guid}:Principal  
Valuation:Fund:{fund guid}:RedemptionAmount  
Valuation:Fund:{fund guid}:ShortTermRedemptionUnits   
Valuation:Fund:{fund guid}:SurrenderValue  
Valuation:Fund:{fund guid}:Units   
Valuation:Fund:{fund guid}:UnitValue   
Valuation:Fund:{fund guid}:FundName   
Valuation:Fund:{fund guid}:TypeCode
Valuation:RemovalValuation:Removal:{deposit guid}
Valuation:Removal:{removal guid}:ActivityGUID
Valuation:Removal:{removal guid}:RemovedFromDepositGUID
Valuation:Removal:{removal guid}:EffectiveDate
Valuation:Removal:{removal guid}:MoneyTypeCode  
Valuation:Removal:{removal guid}:TransactionName  
Valuation:Removal:{removal guid}:Amount  
Valuation:Removal:{removal guid}:CashValue  
Valuation:Removal:{removal guid}:UnitValue  
Valuation:Removal:{removal guid}:Principal  
Valuation:Removal:{removal guid}:Units  
Valuation:Removal:{removal guid}:InterestRate  
Valuation:Removal:{removal guid}:GuaranteedAmount
Valuation:Removal:{removal guid}:GuaranteedInterestRate
Valuation:Removal:{removal guid}:CurrentInterestRate
Valuation:Removal:{removal guid}:Days
Valuation:Removal:{removal guid}:InterestAmount
 
Inquiry Screen
RuleEntity

Supported Prefix Syntax

Inquiry Screen

None

Note:  With the exception of dynamic inquiry field names, this syntax is supported for configuration of both the Inquiry Screen user interface and the Results section of the Inquiry Screen.

PolicyGUID (Policy level only)
SystemDate
ClientGUID(Client level only)
ClientNumber
CompanyGUID (Policy level only)
PlanGUID(Policy level only)
PrimaryCompanyGUID

{dynamic inquiry field name}

Note:  This syntax is only supported for configuration of the Results section of the Inquiry Screen.

Policy

Note:  This syntax is only supported for configuration of the Results section of the Inquiry Screen.

Policy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName  
Policy:CreationDate  
Policy:IssueStateCode  
Policy:PlanDate   
Policy:StatusCode   
Policy:CompanyGUID  
Policy:PlanGUID  
Policy:XMLData  
Policy:UpdatedGMT   
Policy:{dynamic field name}   

Client

Note:  This syntax is only supported for configuration of the Results section of the Inquiry Screen.

Client:ClientGUID
Client:CompanyName
Client:DateOfBirth
Client:DateOfDeath  
Client:Email  
Client:FirstName  
Client:LastName  
Client:LegalResidenceCountryCode  
Client:MiddleInitial  
Client:Prefix   
Client:Sex  
Client:Suffix  
Client:TaxID   
Client:TypeCode   
Client:UpdatedGMT   
Client:XMLData   
Client:AlternateName1   
Client:AlternateName2   
Client:AlternateName3   
Client:AlternateName4   
Client:AlternateName5   
Client:AdditionalPrefix   
Client:AdditionalSuffix   
Client:TaxIDType   
Client:Title   
Client:MaritalStatus   
Client:BirthCountryCode   
Client:CitizenshipCountryCode   
Client:BirthRegionCode   
Client:PrimaryPhone   
Client:TextField1   
Client:TextField2   
Client:CheckBox1   
Client:CheckBox2   
Client:Radio1   
Client:Radio2   
Client:Combo1   
Client:Combo2   
Client:Date1   
Client:Date2   
Client:{dynamic field name}
Valuation:FundValuation:Fund

Valuation:Policy

Note:  This syntax is only supported if valuation is configured.

Valuation:Policy:ActivityDate
Valuation:Policy:CashValue
Valuation:Policy:EffectiveDate  
Valuation:Policy:FreeAmount  
Valuation:Policy:Gain
Valuation:Policy:GuaranteedAmount  
Valuation:Policy:NetGain  
Valuation:Policy:Principal  
Valuation:Policy:RedemptionAmount  
Valuation:Policy:SurrenderValue  
Valuation:Policy:MVAAmount  
Valuation:PolicyValuesValuation:PolicyValues:{name of value}
 
Policy Transaction—Activity Processing
RuleEntity

Supported Prefix Syntax

Policy TransactionNone

Note:  This configuration is only supported when using programs.

Reinstate
Run
Start
Terminate
Activity

Note:  This configuration is supported in regular transaction math.

Activity:ActivityGUID
Activity:TransactionGUID
Activity:TypeCode
Activity:StatusCode
Activity:EffectiveDate
Activity:ActiveFromDate
Activity:ActiveToDate
Activity:ClientNumber (Login Client)  
Activity:ClientGUID (Login Client)  
Activity:PolicyGUID
Activity:RelatedGUID
Activity:ISPROGRAM  
Activity:XMLData  
Activity:ProcessingOrder  
Activity:ErrorStatusCode  
Activity:SuspenseStatusCode  
Activity:ActivityGMT  
Activity:EntryGMT  
Activity:CreationGMT  
Activity:{dynamic field name}  
Activity:MultiValueField:{multi field name}  
CompanyCompany:CompanyGUID
Company:ClientGUID
Company:CompanyName
Company:DeafultCurrencyCode
Company:EffectiveDate
Company:MarketMakerGUID
Company:{dynamic field name}
Company:{dynamic field name}:CurrencyCode  
PlanPlan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCode
Plan:PointInTimeValuation
Plan:MarketMakerGUID
Plan:PlanAllocationMethodCode  
Plan:{dynamic field name}
Plan:{dynamic field name}:CurrencyCode  
PolicyPolicy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate
Policy:IssueStateCode
Policy:PlanDate
Policy:StatusCode
Policy:CompanyGUID
Policy:PlanGUID  
Policy:XMLData  
Policy:UpdatedGMT  
Policy:{dynamic field name}  
Policy:{dynamic field name}:CurrencyCode
ProgramProgram:ProgramGUID
Program:PreviousStatusCode
Program:StatusCode
Program:EffectiveDate
Program:ProgramDefinitionGUID
Program:ProgramGUID
Program:{dynamic field name}  
Program:{dynamic field name}:CurrencyCode  
TransactionTransaction:TransactionGUID
Transaction:PlanGUID
Transaction:TransactionName
Transaction:StatusCode
Transaction:TypeCode
Transaction:XMLData
Transaction:ProcessingOrder

Valuation:Fund

Note:  This configuration is available when configuring a transaction using fixed fund valuation.

Valuation:Fund:{fund guid}:CashValue
Valuation:Fund:{fund guid}:Gain
Valuation:Fund:{fund guid}:GuaranteedAmount
Valuation:Fund:{fund guid}:NetGain
Valuation:Fund:{fund guid}:FreeAmount
Valuation:Fund:{fund guid}:MVAAmount
Valuation:Fund:{fund guid}:Principal
Valuation:Fund:{fund guid}:RedemptionAmount  
Valuation:Fund:{fund guid}:ShortTermRedemptionUnits  
Valuation:Fund:{fund guid}:SurrenderValue
Valuation:Fund:{fund guid}:Units
Valuation:Fund:{fund guid}:UnitValue  
Valuation:Fund:{fund guid}:FundName  
Valuation:Fund:{fund guid}:TypeCode  

Valuation:Deposit

Note:  This configuration is available when configuring a transaction using fixed fund valuation.

Valuation:Deposit:{fund guid}  
Valuation:Deposit:{deposit guid}:CashValue  
Valuation:Deposit:{deposit guid}:EffectiveDate  
Valuation:Deposit:{deposit guid}:LastValuationDate
Valuation:Deposit:{deposit guid}:Gain
Valuation:Deposit:{deposit guid}:GuaranteedAmount  
Valuation:Deposit:{deposit guid}:InterestBonus  
Valuation:Deposit:{deposit guid}:NetGain  
Valuation:Deposit:{deposit guid}:RateLockDate  
Valuation:Deposit:{deposit guid}:SeedDepositGUID  
Valuation:Deposit:{deposit guid}:Principal  
Valuation:Deposit:{deposit guid}:RedemptionAmount  
Valuation:Deposit:{deposit guid}:ShortTermRedemptionUnits  
Valuation:Deposit:{deposit guid}:SurrenderRate  
Valuation:Deposit:{deposit guid}:SurrenderValue  
Valuation:Deposit:{deposit guid}:Units  
Valuation:Deposit:{deposit guid}:MVAAmount  
Valuation:Deposit:{deposit guid}:ActivityGUID  
Valuation:Deposit:{deposit guid}:TransactionName  
Valuation:Deposit:{deposit guid}:InitialUnits
Valuation:Deposit:{deposit guid}:InitialCashValue  

Valuation:Removal

Note:  This configuration is available when configuring a transaction using fixed fund valuation.

Valuation:Removal:{deposit guid}  
Valuation:Removal:{removal guid}:ActivityGUID  
Valuation:Removal:{removal guid}:RemovedFromDepositGUID  
Valuation:Removal:{removal guid}:EffectiveDate  
Valuation:Removal:{removal guid}:MoneyTypeCode  
Valuation:Removal:{removal guid}:TransactionName  
Valuation:Removal:{removal guid}:Amount  
Valuation:Removal:{removal guid}:CashValue  
Valuation:Removal:{removal guid}:UnitValue  
Valuation:Removal:{removal guid}:Principal  
Valuation:Removal:{removal guid}:Units  
Valuation:Removal:{removal guid}:InterestRate  
Valuation:Removal:{removal guid}:GuaranteedAmount  
Valuation:Removal:{removal guid}:GuaranteedInterestRate  
Valuation:Removal:{removal guid}:CurrentInterestRate  
Valuation:Removal:{removal guid}:Days  
Valuation:Removal:{removal guid}:InterestAmount  

Valuation:Policy

Note:  This configuration is available when configuring a transaction performing policy valuation.

Valuation:Policy:ActiveDate  
Valuation:Policy:CashValue  
Valuation:Policy:EffectiveDate  
Valuation:Policy:FreeAmount  
Valuation:Policy:Gain  
Valuation:Policy:GuaranteedAmount  
Valuation:Policy:MVAAmount  
Valuation:Policy:NetGain  
Valuation:Policy:Principal  
Valuation:Policy:RedemptionAmount  
Valuation:Policy:SurrenderValue  
Valuation:PolicyValuesValuation:PolicyValues:{value}  
WithholdingWithholding:WithholdingGUID
Withholding:TypeCode
Withholding:RelatedGUID
Withholding:XMLData
Withholding:{dynamic field name}
Withholding:{dynamic field name}:CurrencyCode
 
Policy Transaction—Activity Detail
RuleEntity

Supported Prefix Syntax

Policy TransactionNonePolicyGUID
PlanGUID
SystemDate
PrimaryCompanyGUID
ClientGUID (Login Client)  
ClientNumber (Login Client)  
CompanyGUID  
ActivityGUID  
RelatedGUID   
TypeCode (the activity's TypeCode value)  
TransactionGUID  
ProcessingOrder  
ScheduleGUID   
ISPROGRAM   

{activity fixed field name}

Note:  This syntax is not supported for field configuration.

{activity dynamic field name}

Note:  This syntax is not supported for field configuration prior to the activity's initial save.

PlanPlan:{dynamic field name}
PolicyPolicy:{dynamic field name}
SuspenseSuspense:SuspenseStatusCode
 
Client Transaction—Activity Processing
RuleEntity

Supported Prefix Syntax

Client TransactionActivityActivity:ActivityGUID
Activity:TransactionGUID
Activity:TypeCode
Activity:StatusCode  
Activity:EffectiveDate  
Activity:ActiveFromDate  
Activity:ActiveToDate  
Activity:ClientNumber (Login Client)   
Activity:ClientGUID (Login Client)   
Activity:PolicyGUID  
Activity:RelatedGUID  
Activity:ISPROGRAM   
Activity:XMLData   
Activity:ProcessingOrder   
Activity:ErrorStatusCode   
Activity:SuspenseStatusCode   
Activity:ActivityGMT   
Activity:EntryGMT   
Activity:CreationGMT   
Activity:{dynamic field name}   
Activity:MultiValueField:{multi field name}   
ClientClient:ClientGUID
Client:TypeCode
Client:CompanyName
Client:LastName  
Client:FirstName  
Client:MiddleInitial  
Client:Prefix  
Client:Suffix   
Client:Sex   
Client:DateOfBirth  
Client:DateOfDeath  
Client:TaxID   
Client:EMail   
Client:XMLData   
Client:UpdatedGMT   
Client:LegalResidenceCountryCode   
Client:AlternateName1   
Client:AlternateName2  
Client:AlternateName3  
Client:AlternateName4   
Client:AlternateName5   
Client:AdditionalPrefix   
Client:AdditionalSuffix   
Client:TaxIDType   
Client:Title   
Client:MaritalStatus   
Client:BirthCountryCode   
Client:CitizenshipCountryCode   
Client:BirthRegionCode   
Client:PrimaryPhone   
Client:TextField1   
Client:TextField2   
Client:CheckBox1   
Client:CheckBox2   
Client:Radio1   
Client:Radio2   
Client:Combo1   
Client:Combo2   
Client:Date1   
Client:Date2   
Client:{dynamic field name}   
CompanyCompany:MarketMakerGUID
Company:{dynamic field name}
Company:{dynamic field name}:CurrencyCode
PlanPlan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate  
Plan:DefaultCurrencyCOde  
Plan:PointInTimeValuation  
Plan:MarketMakerGUID   
Plan:PlanAllocationMethodCode   
Plan:{dynamic field name}   
Plan:{dynamic field name}:CurrencyCode   
TransactionTransaction:TransactionGUID
Transaction:PlanGUID
Transaction:TransactionName
Transaction:StatusCode
Transaction:TypeCode
Transaction:XMLData
Transaction:ProcessingOrder
 
Client Transaction—Activity Detail
RuleEntity

Supported Prefix Syntax

Client TransactionNone ClientGUID
SystemDate
PrimaryCompanyGUID
PlanGUID
ClientNumber (Login Client)  
CompanyGUID  
ActivityGUID  
RelatedGUID  
TypeCode (the activity's TypeCode value)  
TransactionGUID   
ProcessingOrder  
ScheduleGUID  

{activity fixed field name}

Note:  This syntax is not supported for field configuration.

{activity dynamic field name}

Note:  This syntax is not supported for field configuration prior to the activity's initial save.

ClientClient:{dynamic field name}
Client:ClientGUID
PlanPlan:{dynamic field name}
 
Role Screen
RuleEntity

Supported Prefix Syntax

RoleScreenNone PolicyGUID
LoginClientGUID
RoleGUID
SelectedRoleClientGUID
RoleCode
SystemDate
SegmentGUID
RolePercent
{dynamic field name}