GetFundPosition Enhancements

This feature expands the modification in input of the existing MathStatement activity function and returns value of a policy's funds based on the input criteria.

Prerequisites

User should be able to add the "EndResultFundTransfer " transaction in ‘PAS’ application.

New Items

A new transaction called "EndResultFundTransfer" is added at the "Functional Prototype Plan" level.

Transaction name: EndResultFundTransfer

Company name: Prototype Individual Child Company

Product Name: Individual Prototype Product

Plan Name: Standard Allocation Prototype

Attached Business Rules: ReassignAllocations

Changes to Existing Items

None

Configuration Details

• The transaction will have an activity function configured in it and the output parameter will represent the collection of fund positions with percent.
• The business rules attached to ReassignAllocations will have an allocation method as percent i.e. '01'

Result

User should be able to see the proper percentage of values allocated against funds in the output collection.