Programs Prototype

A program can be set up to run on a policy or specific segment for a predetermined period of time. It includes attributes that define the program instance and as a result, activities can be run over time according to a specific schedule. Examples of such programs include asset rebalancing, automatic investment plans, systematic withdrawals and cost of living adjustments.

Program Configuration

Three programs were configured on the Functional Prototype Plan to demonstrate program functionality.

Two new code names were added to AsCode.

Several attached rules were configured and attached to the transactions referenced in the programs above.

Transaction Configuration

The Program Configuration section above shows how the transactions are associated to the program. The information in this section explains the configuration driving the transactions.

View Prototype Example in OIPA

  1. Log in OIPA using the Prototype Company user ID and password.
  2. Click Policy | New from the Main menu.
  3. Type the new policy information and save the record.
  4. Click Programs from the Left Navigation menu.
  5. Add a program and save.
  6. Click the start icon in order to create the SetUpProgram activity.

  7. Click Activities to see the program activities.
     
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