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.

WriteValuationElements Elements/Attributes
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

 

Available Elements by Section
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>

 

 

 

 

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