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Allocations Support Program-Specific Overrides

A new Program will be added to the 'Standard Allocation Prototype' with the Program Allocation Screen configured. This will capture only the Program Amount and initiate a Start Transaction (SetUpProgramWithAloc) on the same day. The Start will spawn the Run transaction (ProgramWithAlocScheduledActivity) with the Allocations passed from the Program as part of Spawn. The Run transaction keeps spawning itself daily until it reaches the end date or the field 'Terminate Program' is checked on the transaction. The default allocation for this transaction is from the linked Program. A new transaction UpdatePorgramAllocation is added to update the allocations of the selected program.

Prerequisites

User should have access to Standard Allocation Prototype Plan and sufficient security privilege to add and execute all the linked Transactions and Program.

New Items

ProgramWithAllocation

  1. Type : Program definition
  2. Company: Prototype
  3. Linked Plan: Standard Allocation prototype
  4. Program Available Policy Status: Pending
  5. Input Fields
  6. Start Activity: SetUpProgramWithAloc

  7. Run Activity: ProgramWithAlocScheduledActivity

  8. Terminate Activity: TerminateProgram

ProgramAllocationScreen

  1. Type:Attached Rule
  2. Company: Prototype
  3. Program: ProgramWithAllocation
  4. Default Allocation : Policy Allocation

SetUpProgramWithAloc

  1. Type : Transaction
  2. Company: Prototype
  3. Plan: Standard Allocation Prototype
  4. Fields:
  5. Action/Event: OnLoad, displays the ProgramName
  6. Spawns: ProgramWithAlocScheduledActivity

ProgramWithAlocScheduledActivity

  1. Type: Transaction
  2. Company: Prototype
  3. Plan: Standard Allocation Prototype
  4. Fields:
  5. Spawns: ProgramWithAlocScheduledActivity (If the Effectivedate is less than the program End date).
  6. Termination is initiated when the next ProgramWithAlocScheduledActivity crosses the ProgramEndDate.

  7. AttachedRule:

TerminateProgram

  1. Type:Transaction
  2. Company: Prototype
  3. Plan: Standard Allocation Prototype

 

UpdateProgramAllocation

  1. Type:Transaction
  2. Company: Prototype
  3. Plan: Standard Allocation Prototype
  4. Fields:
  5. AttachedRule: TransactionAllocationScreen

Note: This needs to be manually added.

Changes to Existing Items

N/A

Configuration Details

  1. A new Program "ProgramWithAllocation" is added.
  2. This program is allowed on a pending policy.
  3. The Program Start transaction is - "SetUpProgramWithAloc"
  4. The Program Run transaction is "ProgramWithAlocScheduledActivity".
  5. The "TerminateProgram" transaction is part of the Terminate Activity of the program.
  6. This transaction has a required input field to capture the ProgramGUID, which can be used in the attached rule, 'WriteDefaultAllocation' to update the allocations on,

 

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