Allocation Screens in OIPA

There are several screens in OIPA that display the allocation configuration performed in the Rules Palette. It is a good idea to check the configuration in OIPA to make sure it is really configured as needed.

Below are some examples of the various Allocation screens.

Policy Level Allocations

To access policy allocations, on the Policy screen, click the Allocations tab in the Left Navigation list.

Policy Screen Allocation tab

Plan Level Allocations

To access Plan Allocations in OIPA, navigate to Admin Menu > Plan > Plan Allocations.

Plan Menu on Main Menu in OIPA

Activity (Transaction) Level Allocations

Notice in this example, an activity is going to run against a policy. The activity has fund allocations options.

Activity Allocations in OIPA