Enhancements to Allocation Screens

OIPAnow supports the ability to filter the funds available on the Allocation screen using SQL queries. Criteria that must be satisfied for the funds to be available on the Allocation screen can be grouped with logical "and" and "or" relationships.

The 'TransactionAllocationScreen' BR and 'PolicyAllocationScreen' BR supports section-wise Remove /Show or Enable/Disable of either 'Funds' or 'Models' section as desired. Also, the Models' section in the BR support filtering of Models.

Prototype Prerequisites

Fund Name Fund Code Redemption Factor Redemption Fee Redemption Duration
BigPlus Equity Income

320

8
Finlux Diversified Bond 230 3 Yes 4
GS Dynamic Equity 800 5 No 6
BigPlus China Fund 100 1 Yes 2
Money Market Fund 900 7 No 8
GS Midcap Value 700

Prototype Explanation

The following business rules and transactions were configured in the Model Prototype Plan, located within the Prototype Company, to demonstrate this new functionality.

Business Rules

PolicyAllocationScreen: This business rule controls the available allocation types on the policy-level Allocation screen. To view the prototype configuration, navigate in the Main Explorer to Main Explorer to, Companies | Prototype Company | Subsidiary Companies | Prototype individual Child Company | Products |Individual Prototype Product|Plans | Standard Allocation Prototype| Plan Rules | PolicyAllocationScreen and click on the XMLSource pane. The key configuration for this transaction is explained below.

The following allocation types and their supporting configuration are made available by this rule:

TransactionAllocationScreen: This business rule drives the Allocation tab for activity allocations to capture the functionality for allocation models and funds. An override of TransactionAllocationScreen BR has been created for this transaction and configured with Action Type="Remove", "Show", "Enable" and "Disable".

To view the prototype configuration, navigate in the Main Explorer to Global Rules Explorer | Business Rules | Screen | TransactionAllocationScreen | Transaction Overrides and click on the XMLSource pane. This business rule is attached to the following transactions for the purposes of this prototype:

Transactions

Details of change and description of impact: Security has been granted to transaction 'AllocationFundsModelIDSupport' under Prototype Super Security Group.

View Prototype in OIPA

  1. Log in to OIPA using the Prototype Company user ID and password.
  2. Open a policy in "Pending" status or create a new policy. The policy should belong to a plan that uses the Model Supported Plan allocation type. If creating a new policy, the PremiumWithAllocation activity can be used to apply the premium to multiple funds.
  3. View the functionality configured for the above types of fund allocation types in two sets of screens, i.e. Policy Allocation Screen & Transaction Allocation Screen.
     
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