Available Prefixes and Fields for Configuration

Some commonly used values are available from the system in the form of the prefix and element structure outlined below. They are available within certain types of rules. These values eliminate the need to write SQL statements, which makes configuration quick and simple. The system also gains performance.    

The rules and the available prefixes and elements are outlined below.

AddressScreen
Rule Entity Supported Prefix Syntax
AddressScreen None AddressGUID
 

Calculate General

RuleEntitySupported Prefix Syntax
Calculate GeneralPolicyPolicy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate
Policy:IssueStateCode
Policy:PlanDate
Policy:StatusCode
Policy:CompanyGUID
Policy:PlanGUID
Policy:XMLData
Policy:UpdatedGMT
Policy:{dynamic field name}
PlanPlan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCode
Plan:{dynamic field name}
Segment

Segment:SegmentGUID

Segment:ParentSegmentGUID

Segment:PolicyGUID

Segment:SegmentNameGUID

Segment:StatusCode

Segment:EffectiveDate

Segment:XMLData

Segment:{dynamic field name}
SegmentNameSegmentName:PlanGUID
SegmentName:SegmentName
SegmentName:SegmentNameGUID
SegmentName:TypeCode
SegmentName:XMLData
PlanSegmentNamePlanSegmentName:PlanSegmentNameGUID
PlanSegmentName:PlanSegmentName
PlanSegmentName:TypeCode

 

RelationshipScreen
RuleEntitySupported Prefix Syntax

RelationshipScreen

(Includes both Client & Group Customer Screens)

NonePrimaryCompanyGUID
SystemDate
ClientRelationshipGUID 
ClientRelationshipParentGUID
PrimaryClientGUID
SecondaryClientGUID
PrimaryRelationshipType
SecondaryRelationshipType

 

 

ClientSearchScreen

RuleEntitySupported Prefix Syntax
ClientSearchScreenNoneEffectiveDate
PolicyGUID
SegmentGUID
 
Exposed Computation
RuleEntitySupported Prefix Syntax
Exposed ComputationPolicyPolicy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate
Policy:IssueStateCode
Policy:PlanDate
Policy:StatusCode
Policy:CompanyGUID
Policy:PlanGUID
Policy:XMLData
Policy:UpdatedGMT
Policy:{dynamic field name}
Policy:{dynamic field name}:CurrencyCode
PlanPlan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCode
Plan:PointInTimeValuation
Plan:MarketMakerGUID
Plan:PlanAllocationMethodCode
Plan:{dynamic field name}
Plan:{dynamic field name}:CurrencyCode
Valuation:FundValuation:Fund
Valuation:PolicyValuation:Policy:ActiveDate
Valuation:Policy:CashValue
Valuation:Policy:EffectiveDate
Valuation:Policy:FreeAmount
Valuation:Policy:Gain
Valuation:Policy:GuaranteedAmount
Valuation:Policy:MVAAmount
Valuation:Policy:NetGain
Valuation:Policy:Principal
Valuation:Policy:RedemptionAmount
Valuation:Policy:SurrenderValue
Valuation:PolicyValues:{value}
  

 

InterestRate Calculation

RuleEntitySupported Prefix Syntax
Interest Rate CalculationPolicyPolicy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate
Policy:IssueStateCode
Policy:PlanDate
Policy:StatusCode
Policy:CompanyGUID
Policy:PlanGUID
Policy:XMLData
Policy:UpdatedGMT
Policy:{dynamic field name}
Policy:{dynamic field name}:CurrencyCode
PlanPlan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCode
Plan:PointInTimeValuation
Plan:MarketMakerGUID
Plan:PlanAllocationMethodCode
Plan:{dynamic field name}
Plan:{dynamic field name}:CurrencyCode
Valuation:DepositValuation:Deposit:{fund guid}
Valuation:Deposit:{deposit guid}:CashValue
Valuation:Deposit:{deposit guid}:EffectiveDate
Valuation:Deposit:{deposit guid}:LastValuationDate
Valuation:Deposit:{deposit guid}:Gain
Valuation:Deposit:{deposit guid}:GuaranteedAmount
Valuation:Deposit:{deposit guid}:InterestBonus
Valuation:Deposit:{deposit guid}:NetGain
Valuation:Deposit:{deposit guid}:RateLockDate
Valuation:Deposit:{deposit guid}:SeedDepositGUID
Valuation:Deposit:{deposit guid}:Principal
Valuation:Deposit:{deposit guid}:RedemptionAmount
Valuation:Deposit:{deposit guid}:ShortTermRedemptionUnits
Valuation:Deposit:{deposit guid}:SurrenderRate
Valuation:Deposit:{deposit guid}:SurrenderValue
Valuation:Deposit:{deposit guid}:Units
Valuation:Deposit:{deposit guid}:MVAAmount
Valuation:Deposit:{deposit guid}:ActivityGUID
Valuation:Deposit:{deposit guid}:TransactionName
Valuation:Deposit:{deposit guid}:InitialUnits
Valuation:Deposit:{deposit guid}:InitialCashValue
Valuation:FundValuation:Fund:{fund guid}:CashValue
Valuation:Fund:{fund guid}:Gain
Valuation:Fund:{fund guid}:GuaranteedAmount
Valuation:Fund:{fund guid}:NetGain
Valuation:Fund:{fund guid}:FreeAmount
Valuation:Fund:{fund guid}:MVAAmount
Valuation:Fund:{fund guid}:Principal
Valuation:Fund:{fund guid}:RedemptionAmount
Valuation:Fund:{fund guid}:ShortTermRedemptionUnits
Valuation:Fund:{fund guid}:SurrenderValue
Valuation:Fund:{fund guid}:Units
Valuation:Fund:{fund guid}:UnitValue
Valuation:Fund:{fund guid}:FundName
Valuation:Fund:{fund guid}:TypeCode
Valuation:RemovalValuation:Removal:{deposit guid}
Valuation:Removal:{removal guid}:ActivityGUID
Valuation:Removal:{removal guid}:RemovedFromDepositGUID
Valuation:Removal:{removal guid}:EffectiveDate
Valuation:Removal:{removal guid}:MoneyTypeCode
Valuation:Removal:{removal guid}:TransactionName
Valuation:Removal:{removal guid}:Amount
Valuation:Removal:{removal guid}:CashValue
Valuation:Removal:{removal guid}:UnitValue
Valuation:Removal:{removal guid}:Principal
Valuation:Removal:{removal guid}:Units
Valuation:Removal:{removal guid}:InterestRate
Valuation:Removal:{removal guid}:GuaranteedAmount
Valuation:Removal:{removal guid}:GuaranteedInterestRate
Valuation:Removal:{removal guid}:CurrentInterestRate
Valuation:Removal:{removal guid}:Days
Valuation:Removal:{removal guid}:InterestAmount
 
Inquiry Screen
RuleEntitySupported Prefix Syntax
Inquiry Screen

None

Note: With the exception of dynamic inquiry field names, this syntax is supported for configuration of both the Inquiry Screen user interface and the Results section of the Inquiry Screen.

PolicyGUID (Policy level only)
SystemDate
ClientGUID(Client level only)
ClientNumber
CompanyGUID (Policy level only)
PlanGUID(Policy level only)
PrimaryCompanyGUID

{dynamic inquiry field name}

Note: This syntax is only supported for configuration of the Results section of the Inquiry Screen.

Policy

Note: This syntax is only supported for configuration of the Results section of the Inquiry Screen.

Policy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName  
Policy:CreationDate  
Policy:IssueStateCode  
Policy:PlanDate   
Policy:StatusCode   
Policy:CompanyGUID  
Policy:PlanGUID  
Policy:XMLData  
Policy:UpdatedGMT   
Policy:{dynamic field name}   

Client

Note: This syntax is only supported for configuration of the Results section of the Inquiry Screen.

Client:ClientGUID
Client:CompanyName
Client:DateOfBirth
Client:DateOfDeath
Client:Email  
Client:FirstName  
Client:LastName  
Client:LegalResidenceCountryCode  
Client:MiddleInitial  
Client:Prefix   
Client:Sex  
Client:Suffix  
Client:TaxID   
Client:TypeCode   
Client:UpdatedGMT   
Client:XMLData   
Client:AlternateName1   
Client:AlternateName2   
Client:AlternateName3   
Client:AlternateName4   
Client:AlternateName5   
Client:AdditionalPrefix   
Client:AdditionalSuffix   
Client:TaxIDType   
Client:Title   
Client:MaritalStatus   
Client:BirthCountryCode   
Client:CitizenshipCountryCode   
Client:BirthRegionCode   
Client:PrimaryPhone   
Client:TextField1   
Client:TextField2   
Client:CheckBox1   
Client:CheckBox2   
Client:Radio1   
Client:Radio2   
Client:Combo1   
Client:Combo2   
Client:Date1   
Client:Date2   
Client:{dynamic field name}
Valuation:FundValuation:Fund

Valuation:Policy

Note: This syntax is only supported if valuation is configured.

Valuation:Policy:ActivityDate
Valuation:Policy:CashValue
Valuation:Policy:EffectiveDate  
Valuation:Policy:FreeAmount  
Valuation:Policy:Gain
Valuation:Policy:GuaranteedAmount  
Valuation:Policy:NetGain  
Valuation:Policy:Principal  
Valuation:Policy:RedemptionAmount  
Valuation:Policy:SurrenderValue  
Valuation:Policy:MVAAmount  
Valuation:PolicyValuesValuation:PolicyValues:{name of value}
 
PolicyValues
RuleEntitySupported Prefix Syntax
PolicyValuesNoneEffectiveDate
PolicyPolicy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate  
Policy:IssueStateCode  
Policy:PlanDate  
Policy:StatusCode  
Policy:CompanyGUID  
Policy:PlanGUID  
Policy:XMLData   
Policy:UpdatedGMT
Policy:{dynamic field name}
Policy:{dynamic field name}:CurrencyCode
PlanPlan:PlanGUID
Plan:CompanyGUID b
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCode  
Plan:PointInTimeValuation  
Plan:MarketMakerGUID  
Plan:PlanAllocationMethodCode  
Plan:{dynamic field name}  
Plan:{dynamic field name}:CurrencyCode
Valuation:FundValuation:Fund
Valuation:PolicyValuation:Policy:ActiveDate
Valuation:Policy:CashValue
Valuation:Policy:EffectiveDate
Valuation:Policy:FreeAmount  
Valuation:Policy:Gain  
Valuation:Policy:GuaranteedAmount
Valuation:Policy:MVAAmount  
Valuation:Policy:NetGain  
Valuation:Policy:Principal   
Valuation:Policy:RedemptionAmount   
Valuation:Policy:SurrenderValue  
Valuation:PolicyValues:{value}
 
Role Screen
RuleEntitySupported Prefix Syntax
RoleScreenNone PolicyGUID
LoginClientGUID
RoleGUID
SelectedRoleClientGUID
RoleCode
SystemDate
SegmentGUID
RolePercent
{dynamic field name}
 
SegmentScreen (Policy Level Only)
RuleEntitySupported Prefix Syntax
SegmentScreenNoneSegmentGUID
 
Policy Transaction—Activity Processing
RuleEntitySupported Prefix Syntax
Policy TransactionNone

Note: This configuration is only supported when using programs.

Reinstate
Run
Start
Terminate
Activity

Note: This configuration is supported in regular transaction math.

Activity:ActivityGUID
Activity:TransactionGUID
Activity:TypeCode
Activity:StatusCode
Activity:EffectiveDate
Activity:ActiveFromDate
Activity:ActiveToDate
Activity:ClientNumber (Login Client)  
Activity:ClientGUID (Login Client)  
Activity:PolicyGUID
Activity:RelatedGUID
Activity:ISPROGRAM  
Activity:XMLData  
Activity:ProcessingOrder  
Activity:ErrorStatusCode  
Activity:SuspenseStatusCode  
Activity:ActivityGMT  
Activity:EntryGMT  
Activity:CreationGMT  
Activity:{dynamic field name}  
Activity:MultiValueField:{multi field name}  
CompanyCompany:CompanyGUID
Company:ClientGUID
Company:CompanyName
Company:DeafultCurrencyCode
Company:EffectiveDate
Company:MarketMakerGUID
Company:{dynamic field name}
Company:{dynamic field name}:CurrencyCode  
PlanPlan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCode
Plan:PointInTimeValuation
Plan:MarketMakerGUID
Plan:PlanAllocationMethodCode  
Plan:{dynamic field name}
Plan:{dynamic field name}:CurrencyCode  
PolicyPolicy:PolicyGUID
Policy:PolicyNumber
Policy:PolicyName
Policy:CreationDate
Policy:IssueStateCode
Policy:PlanDate
Policy:StatusCode
Policy:CompanyGUID
Policy:PlanGUID  
Policy:XMLData  
Policy:UpdatedGMT  
Policy:{dynamic field name}  
Policy:{dynamic field name}:CurrencyCode
ProgramProgram:ProgramGUID
Program:PreviousStatusCode
Program:StatusCode
Program:EffectiveDate
Program:ProgramDefinitionGUID
Program:ProgramGUID
Program:{dynamic field name}  
Program:{dynamic field name}:CurrencyCode  

Transaction

Note : The Transaction: prefix is still applicable in a Transaction's regular math. Transaction :"TransactionName"

Transaction:TransactionGUID
Transaction:PlanGUID
Transaction:TransactionName
Transaction:StatusCode
Transaction:TypeCode
Transaction:XMLData
Transaction:ProcessingOrder

Valuation:Fund

Note: This configuration is available when configuring a transaction using fixed fund valuation.

Valuation:Fund:{fund guid}:CashValue
Valuation:Fund:{fund guid}:Gain
Valuation:Fund:{fund guid}:GuaranteedAmount
Valuation:Fund:{fund guid}:NetGain
Valuation:Fund:{fund guid}:FreeAmount
Valuation:Fund:{fund guid}:MVAAmount
Valuation:Fund:{fund guid}:Principal
Valuation:Fund:{fund guid}:RedemptionAmount  
Valuation:Fund:{fund guid}:ShortTermRedemptionUnits  
Valuation:Fund:{fund guid}:SurrenderValue
Valuation:Fund:{fund guid}:Units
Valuation:Fund:{fund guid}:UnitValue  
Valuation:Fund:{fund guid}:FundName  
Valuation:Fund:{fund guid}:TypeCode  

Valuation:Deposit

Note: This configuration is available when configuring a transaction using fixed fund valuation.

Valuation:Deposit:{fund guid}  
Valuation:Deposit:{deposit guid}:CashValue  
Valuation:Deposit:{deposit guid}:EffectiveDate  
Valuation:Deposit:{deposit guid}:LastValuationDate
Valuation:Deposit:{deposit guid}:Gain
Valuation:Deposit:{deposit guid}:GuaranteedAmount  
Valuation:Deposit:{deposit guid}:InterestBonus  
Valuation:Deposit:{deposit guid}:NetGain  
Valuation:Deposit:{deposit guid}:RateLockDate  
Valuation:Deposit:{deposit guid}:SeedDepositGUID  
Valuation:Deposit:{deposit guid}:Principal  
Valuation:Deposit:{deposit guid}:RedemptionAmount  
Valuation:Deposit:{deposit guid}:ShortTermRedemptionUnits  
Valuation:Deposit:{deposit guid}:SurrenderRate  
Valuation:Deposit:{deposit guid}:SurrenderValue  
Valuation:Deposit:{deposit guid}:Units  
Valuation:Deposit:{deposit guid}:MVAAmount  
Valuation:Deposit:{deposit guid}:ActivityGUID  
Valuation:Deposit:{deposit guid}:TransactionName  
Valuation:Deposit:{deposit guid}:InitialUnits
Valuation:Deposit:{deposit guid}:InitialCashValue  

Valuation:Removal

Note: This configuration is available when configuring a transaction using fixed fund valuation.

Valuation:Removal:{deposit guid}  
Valuation:Removal:{removal guid}:ActivityGUID  
Valuation:Removal:{removal guid}:RemovedFromDepositGUID  
Valuation:Removal:{removal guid}:EffectiveDate  
Valuation:Removal:{removal guid}:MoneyTypeCode  
Valuation:Removal:{removal guid}:TransactionName  
Valuation:Removal:{removal guid}:Amount  
Valuation:Removal:{removal guid}:CashValue  
Valuation:Removal:{removal guid}:UnitValue  
Valuation:Removal:{removal guid}:Principal  
Valuation:Removal:{removal guid}:Units  
Valuation:Removal:{removal guid}:InterestRate  
Valuation:Removal:{removal guid}:GuaranteedAmount  
Valuation:Removal:{removal guid}:GuaranteedInterestRate  
Valuation:Removal:{removal guid}:CurrentInterestRate  
Valuation:Removal:{removal guid}:Days  
Valuation:Removal:{removal guid}:InterestAmount  

Valuation:Policy

Note: This configuration is available when configuring a transaction performing policy valuation.

Valuation:Policy:ActiveDate  
Valuation:Policy:CashValue  
Valuation:Policy:EffectiveDate  
Valuation:Policy:FreeAmount  
Valuation:Policy:Gain  
Valuation:Policy:GuaranteedAmount  
Valuation:Policy:MVAAmount  
Valuation:Policy:NetGain  
Valuation:Policy:Principal  
Valuation:Policy:RedemptionAmount  
Valuation:Policy:SurrenderValue  
Valuation:PolicyValuesValuation:PolicyValues:{value}  
WithholdingWithholding:WithholdingGUID
Withholding:TypeCode
Withholding:RelatedGUID
Withholding:XMLData
Withholding:{dynamic field name}
Withholding:{dynamic field name}:CurrencyCode
  
Policy Transaction—Activity Detail
RuleEntitySupported Prefix Syntax
Policy TransactionNonePolicyGUID
PlanGUID
SystemDate
PrimaryCompanyGUID
ClientGUID (Login Client)  
ClientNumber (Login Client)  
CompanyGUID  
ActivityGUID  
RelatedGUID   
TypeCode (the activity's TypeCode value)  
TransactionGUID  
ProcessingOrder  
ScheduleGUID   
ISPROGRAM   

{activity fixed field name}

Note: This syntax is not supported for field configuration.

{activity dynamic field name}

Note: This syntax is not supported for field configuration prior to the activity's initial save.

PlanPlan:{dynamic field name}
PolicyPolicy:{dynamic field name}
SuspenseSuspense:SuspenseStatusCode
  
Client Transaction—Activity Processing
RuleEntitySupported Prefix Syntax
Client TransactionActivityActivity:ActivityGUID
Activity:TransactionGUID
Activity:TypeCode
Activity:StatusCode
Activity:EffectiveDate
Activity:ActiveFromDate
Activity:ActiveToDate
Activity:ClientNumber (Login Client)
Activity:ClientGUID (Login Client)
Activity:PolicyGUID
Activity:RelatedGUID
Activity:ISPROGRAM
Activity:XMLData
Activity:ProcessingOrder
Activity:ErrorStatusCode
Activity:SuspenseStatusCode
Activity:ActivityGMT
Activity:EntryGMT
Activity:CreationGMT
Activity:{dynamic field name}
Activity:MultiValueField:{multi field name}
ClientClient:ClientGUID
Client:TypeCode
Client:CompanyName
Client:LastName
Client:FirstName
Client:MiddleInitial
Client:Prefix
Client:Suffix
Client:Sex
Client:DateOfBirth
Client:DateOfDeath
Client:TaxID
Client:EMail
Client:XMLData
Client:UpdatedGMT
Client:LegalResidenceCountryCode
Client:AlternateName1
Client:AlternateName2
Client:AlternateName3
Client:AlternateName4
Client:AlternateName5
Client:AdditionalPrefix
Client:AdditionalSuffix
Client:TaxIDType
Client:Title
Client:MaritalStatus
Client:BirthCountryCode
Client:CitizenshipCountryCode
Client:BirthRegionCode
Client:PrimaryPhone
Client:TextField1
Client:TextField2
Client:CheckBox1
Client:CheckBox2
Client:Radio1
Client:Radio2
Client:Combo1
Client:Combo2
Client:Date1
Client:Date2
Client:{dynamic field name}
CompanyCompany:MarketMakerGUID
Company:{dynamic field name}
Company:{dynamic field name}:CurrencyCode
PlanPlan:PlanGUID
Plan:CompanyGUID
Plan:PlanName
Plan:EffectiveDate
Plan:DefaultCurrencyCOde
Plan:PointInTimeValuation
Plan:MarketMakerGUID
Plan:PlanAllocationMethodCode
Plan:{dynamic field name}
Plan:{dynamic field name}:CurrencyCode
TransactionTransaction:TransactionGUID
Transaction:PlanGUID
Transaction:TransactionName
Transaction:StatusCode
Transaction:TypeCode
Transaction:XMLData
Transaction:ProcessingOrder
 
Client Transaction—Activity Detail
RuleEntitySupported Prefix Syntax
Client TransactionNone ClientGUID
SystemDate
PrimaryCompanyGUID
PlanGUID
ClientNumber (Login Client)  
CompanyGUID  
ActivityGUID  
RelatedGUID  
TypeCode (the activity's TypeCode value)  
TransactionGUID   
ProcessingOrder  
ScheduleGUID  

{activity fixed field name}

Note: This syntax is not supported for field configuration.

{activity dynamic field name}

Note: This syntax is not supported for field configuration prior to the activity's initial save.

ClientClient:FirstName
Client:ClientGUID
PlanPlan:{dynamic field name}
 

 

 

 

 

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