ValuesBlock Prototype

OIPAnow supports the ability to configure the Values section of the Activity Detail screen independently of the TransacationAllocationScreen attached business rule. With this new functionality, the ValuesBlock continues to be available for configuration along with the TransactionAllocationScreen business rule. Three transactions are configured in the prototype plans to demonstrate the feature.

Configuration Required

Net Asset Values need to exist for the funds that are selected for the allocations on the current system date to complete processing of the VerifyPremium activity explained below. Otherwise, the activity will go into NUVPending status.

Prototype Explanation

The following transactions were configured in the Prototype Company to demonstrate this new functionality.

Transactions

View Prototype in OIPA

  1. Log in to OIPA using the Prototype Company user ID and password.
  2. Open a policy or create a shell policy that belongs to the Functional Prototype Plan.
  3. Click Add Activity.
  4. Select the VerifyPremium/ValuesBlockNoAllocation/ValuesBlock transaction.
  5. Note that the Values section displays on the appropriate tab.
     
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