ValuesBlock Prototype
OIPAnow supports the ability to configure the Values section of the Activity Detail screen independently of the TransacationAllocationScreen attached business rule. With this new functionality, the ValuesBlock continues to be available for configuration along with the TransactionAllocationScreen business rule. Three transactions are configured in the prototype plans to demonstrate the feature.
Configuration Required
Net Asset Values need to exist for the funds that are selected for the allocations on the current system date to complete processing of the VerifyPremium activity explained below. Otherwise, the activity will go into NUVPending status.
Prototype Explanation
The following transactions were configured in the Prototype Company to demonstrate this new functionality.
Transactions
- VerifyPremium (FunctionalPrototype Plan): This transaction allows the user to select funds to be used for allocations. To view the prototype configuration, navigate in the Main Explorer to Companies | Prototype Company | Plans | Functional Prototype Plan | Transactions | VerifyPremium and click on the XMLSource pane. The key configuration for this transaction is explained below.
- The <FundAllocations> element has the SHOWVALUATION attribute set to "Yes." This indicates that the Values section of the Activity Detail screen's Allocation tab should be displayed.
- The <ValuesBlock> element creates a separate "Values" section on the Allocation tab of the Activity Detail screen. This section displays the values on the policy.
- ValuesBlockNoAllocation (Functional PrototypePlan): This transaction allows the user to view the values of all the current invested funds specific to the policy. To view the prototype configuration, navigate in the Main Explorer to Companies | Prototype Company | Plans | Functional Prototype Plan | Transactions | ValuesBlockNoAllocation and click on the XMLSource pane. The key configuration for this transaction is explained below.
- No <FundAllocation> element is present in the transaction configuration.
- No TransactionAllocationScreen business rule is attached to the transaction.
- The <ValuesBlock> element is present in the transaction configuration, which causes a separate Values tab to display on the Activity Detail screen.
- ValuesBlock (ModelPrototype Plan): This transaction is used for investing money in the form of additional contributions by the user. To view the prototype configuration, navigate in the Main Explorer to Companies | Prototype Company | Plans | Model Prototype Plan | Transactions | ValuesBlock and click on the XMLSource pane. The key configuration for this transaction is explained below.
- The TransactionAllocationScreen business rule is attached to the transaction, which specifies the configuration for the Activity Detail screen's Allocation tab.
- The <ValuesBlock> element creates a separate "Values" section on the Allocation tab of the Activity Detail screen. It is configured to display the Fund Name, Cash Value and Number of Units within this section.
View Prototype in OIPA
- Log in to OIPA using the Prototype Company user ID and password.
- Open a policy or create a shell policy that belongs to the Functional Prototype Plan.
- Click Add Activity.
- Select the VerifyPremium/ValuesBlockNoAllocation/ValuesBlock transaction.
- Note that the Values section displays on the appropriate tab.