Allocation Screens in OIPA

There are several screens in OIPA that display the allocation configuration performed in the Rules Palette. It is a good idea to check the configuration in OIPA to make sure it is really configured as needed.

Below are some examples of the various Allocation screens.

Policy Level Allocations

Notice on the Left Navigation menu of the Policy screen that there is an ALLOCATIONS selection. This is where the policy’s fund allocations are selected.

Policy Screen Allocation Link

Policy Screen Allocation Link

Plan Level Allocations

From the Main menu, the Plan option provides a link to the plan level allocations.

Plan Menu on Main Menu in OIPA

Plan Menu on Main Menu in OIPA

Activity (Transaction) Level Allocations

Notice in this example, an activity is going to run against a policy. The activity has fund allocations options.

Actiivty Allocations in OIPA

Activity Allocations in OIPA

     
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