You are here: Main Explorer > Prototypes > New Prototype Samples For This Release > Enhancements to Allocation Screens

 

Enhancements to Allocation Screens

OIPA now supports the ability to filter the funds available on the Allocation screen using SQL queries. Criteria that must be satisfied for the funds to be available on the Allocation screen can be grouped with logical "and" and "or" relationships.

 

Prototype Prerequisites

 

Fund Name Fund Code Redemption Factor Redemption Fee Redemption Duration
BigPlus Equity Income

320

    8
Finlux Diversified Bond 230 3 Yes 4
GS Dynamic Equity 800 5 No 6
BigPlus China Fund 100 1 Yes 2
Money Market Fund 900 7 No 8
GS Midcap Value 700      

 

Prototype Explanation

The following business rules and transactions were configured in the Model Prototype Plan, located within the Prototype Company, to demonstrate this new functionality.

 

Business Rules

 

Transactions

 

View Prototype in OIPA

  1. Log in to OIPA using the Prototype Company user ID and password.
  2. Open a policy in "Pending" status or create a new policy. The policy should belong to a plan that uses the Model Supported Plan allocation type. If creating a new policy, the PremiumWithAllocation activity can be used to apply the premium to multiple funds.
  3. View the functionality configured for the above types of fund allocation types in two sets of screens, i.e. Policy Allocation Screen & Transaction Allocation Screen.

 

Copyright © 2009, 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices