WriteValuationElements
This business rule limits the amount of valuation information that is written. Existing valuation fields can be written to the system and are divided into sections: Policy, Fund, Deposit, and PolicyValues. Inside of these sections the available elements are from a set list. The only exception is the PolicyValues section, which can be configured to access any variables from the PolicyValues business rule. CopyBooks may be used in this rule. The rule must be overridden by Plan or Transaction.
Element | Definition | Attribute | Element/Attribute Value |
---|---|---|---|
<WriteValuationElements> |
The opening and closing tags of the business rule. | ||
<Policy> |
Optional: Allows the configuror to determine which Policy Valuation elements are to be written to Valuation when valuation is processed. |
MathVariable: Any MathVariable in the PolicyValues business rule. |
|
<Fund> |
Optional: Allows the configuror to determine which Fund Valuation elements are to be written to Valuation when valuation is processed. |
||
<Deposit> |
Optional: Allows the configuror to determine which Deposit Valuation elements are to be written to Valuation when valuation is processed. |
||
<PolicyValues> |
Optional: Allows the configuror to determine which PolicyValue business rule elements are to be written to Valuation when valuation is processed. |
MathVariable: Any MathVariable in the PolicyValues business rule. |
|
<Element> |
|
|
String |
Section | Available Elements |
---|---|
Policy | SurrenderValue |
NetGain | |
InterestBonus | |
MVAAmount | |
RedemptionAmount | |
ShortTermRedemptionUnits | |
GuaranteedAmount | |
Fund | FundName |
TypeCode | |
UnitValue | |
SurrenderValue | |
NetGain | |
FreeAmount | |
MVAAmount | |
RedemptionAmount | |
ShortTermRedemptionUnits | |
GuaranteedAmount | |
Deposit | InitialUnits |
InitialCashValue | |
SurrenderRate | |
SurrenderValue | |
NetGain | |
InterestBonus | |
MVAAmount | |
MoneyTypeCode | |
RateLockDate | |
RedemptionAmount | |
ShortTermRedemptionUnits | |
GuaranteedAmount |
XML Sample
<WriteValuationElements>
<Policy>
<Element>SurrenderValue</Element>
<Element>NetGain</Element>
<Element>InterestBonus</Element>
<Element>MVAAmount</Element>
<Element>RedemptionAmount</Element>
<Element>GuaranteedAmount</Element>
<Element>FreeAmount</Element>
</Policy>
<Fund>
<Element>FundName</Element>
<Element>TypeCode</Element>
<Element>UnitValue</Element>
<Element>SurrenderValue</Element>
<Element>NetGain</Element>
<Element>FreeAmount</Element>
<Element>MVAAmount</Element>
<Element>RedemptionAmount</Element>
<Element>ShortTermRedemptionUnits</Element>
<Element>GuaranteedAmount</Element>
</Fund>
<Deposit>
<Element>InitialUnits</Element>
<Element>InitialCashValue</Element>
<Element>SurrenderRate</Element>
<Element>SurrenderValue</Element>
<Element>NetGain</Element>
<Element>InterestBonus</Element>
<Element>MVAAmount</Element>
<Element>RedemptionAmount</Element>
<Element>ShortTermRedemptionUnits</Element>
<Element>GuaranteedAmount</Element>
</Deposit>
<PolicyValues>
<Element>MaxLoanAmount</Element>
<Element>ShadowFundAmount</Element>
</PolicyValues>
</WriteValuationElements>