Access to Premium Tracking Elements from InquiryScreen
This enhancement provides an ability to track, apply, and remove premiums or other financial entries based on age of the entry. New math elements allow accessibility to the financial transactions as well as calculate balances. This prototype configuration demonstrate the accessibility of the math elements in Inquiry Screen Math.
Prerequisites
The following transactions configured as part of Premium Tracking and Transaction math under VDA plans are used to create entries in FinancialEntry table . Premium Balances will be calculated based on the entries made processing on the following transactions:
- Initial Premium transaction under VDA plan
- Bonus Transaction
- PartialWithdrawalWithRedemption
- FullWithdrwalWithRedemption
New Items
N/A
Changes to Existing Items
N/A
Configuration Details
InquiryScreen
- New Inquiry Screen TrackingFinancialEntry is added at policy level. The Inquiry Screen is overriden at Variable Deferred Annuity plan . The Inquiry screen is configured to create array of financial entry GUIDs and calculate balance at policy level after processing initial Premium and other withdrawal transactions. The calculation takes into consideration the money type and other conditions set forth in feature document to calculate the total balance.
- Security is enabled for InquiryScreen for the user group.