Allocations Support Program-Specific Overrides
A new Program will be added to the 'Standard Allocation Prototype' with the Program Allocation Screen configured. This will capture only the Program Amount and initiate a Start Transaction (SetUpProgramWithAloc) on the same day. The Start will spawn the Run transaction (ProgramWithAlocScheduledActivity) with the Allocations passed from the Program as part of Spawn. The Run transaction keeps spawning itself daily until it reaches the end date or the field 'Terminate Program' is checked on the transaction. The default allocation for this transaction is from the linked Program. A new transaction UpdatePorgramAllocation is added to update the allocations of the selected program.
Prerequisites
User should have access to Standard Allocation Prototype Plan and sufficient security privilege to add and execute all the linked Transactions and Program.
New Items
ProgramWithAllocation
- Type : Program definition
- Company: Prototype
- Linked Plan: Standard Allocation prototype
- Program Available Policy Status: Pending
- Input Fields
- ProgramAmount
- EqualCheck
- Action/Event :On change, when EqualCheck is checked the Equal percent is checked on the ProgramAllcoationScreen.
-
Start Activity: SetUpProgramWithAloc
-
Run Activity: ProgramWithAlocScheduledActivity
-
Terminate Activity: TerminateProgram
ProgramAllocationScreen
- Type:Attached Rule
- Company: Prototype
- Program: ProgramWithAllocation
- Default Allocation : Policy Allocation
- Type: DollarCostAverage
SetUpProgramWithAloc
- Type : Transaction
- Company: Prototype
- Plan: Standard Allocation Prototype
- Fields:
- StartDate
- ProgramAmount
- Action/Event: OnLoad, displays the ProgramName
- Spawns: ProgramWithAlocScheduledActivity
ProgramWithAlocScheduledActivity
- Type: Transaction
- Company: Prototype
- Plan: Standard Allocation Prototype
- Fields:
- StartDate
- ProgramAmount
- Spawns: ProgramWithAlocScheduledActivity (If the Effectivedate is less than the program End date).
-
Termination is initiated when the next ProgramWithAlocScheduledActivity crosses the ProgramEndDate.
- AttachedRule:
- TransactionAllcoationScreen
- Default - ProgramAllocation
- TerminateProgram
- TransactionAllcoationScreen
TerminateProgram
- Type:Transaction
- Company: Prototype
- Plan: Standard Allocation Prototype
UpdateProgramAllocation
- Type:Transaction
- Company: Prototype
- Plan: Standard Allocation Prototype
- Fields:
- ProgramGUID - This ProgramGUID is used in the WriteDefaultAllocation BR to update the Program Allocation.
- AttachedRule: TransactionAllocationScreen
Note: This needs to be manually added.
Changes to Existing Items
N/A
Configuration Details
- A new Program "ProgramWithAllocation" is added.
- This program takes in ProgramAmount,StartDate and Enddate as inputs and it has an attached ProgramAllocationScreen.
- The default allocation for the program is PolicyAllcoation with typecode of '14' - "Dollar Cost Averaging".
- The program definition has a check box 'EqualCheck'. When this check box is checked an external event is called to check the equal percent on the allocation screen.
- This program is allowed on a pending policy.
- The Program Start transaction is - "SetUpProgramWithAloc"
- It spawns the Run activity linked to the Program -"ProgramWithAlocScheduledActivity".
- As part of Spawn Allocation details of the linked Program is passed to the "ProgramWithAlocScheduledActivity" Transaction.
- The Program Run transaction is "ProgramWithAlocScheduledActivity".
- The transaction has a - 'Terminate Program' check box and when it is checked the program is terminated.
- Otherwise, the scheduled activity keeps spawning itself on the next business day.
- The "TerminateProgram" transaction is part of the Terminate Activity of the program.
- This transaction has a required input field to capture the ProgramGUID, which can be used in the attached rule, 'WriteDefaultAllocation' to update the allocations on,
- an external activity 'UpdateProgramAllocation' is added.