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Verification Screen

An activity can be verified before it is processed to make sure that the action the activity will initiate can be accomplished without business errors. A Verify button is used to launch the verification process. When the Verify button is clicked, the activity will process virtually and the resulting information is provided for the user. Only activities that are configured to support verification will display a Verify button. Users must also have security privileges for the Verify button in order for it to display.

Verify Button on Activity

Verify Button on Activity in Add Activity Window

Configuration determines the sections that will display on the Verification screen once the Verify button is clicked. There are three possible sections: verification, allocations and errors.

Verification section: This section contains messages to the user about the fields and math variables in the activity and whether or not the activity is validated.
Allocations section: This section contains allocation information and can be configured to display a preview of original allocations and/or final allocations.
Error section: This section contains a grid that displays an error number (number assigned to the specific error), error (error message), error fix (taken from the Error Catalog to provide helpful information regarding how to resolve the error) and an Overridable column (whether the error can be overridden or not).
Warning section: This screen section contains a grid presenting error number, error (error message), and error fix. Some errors are not intended to halt processing but rather to provide the user with information relevant to the process. By their nature, these types of errors have been defined as warnings.

Steps to Verify an Activity

Open a policy.
Click Add Activity on the Secondary menu.
Select the activity from the Activity drop down box. A prototype activity is provided in the Prototype Company | Functional Prototype Plan as an example of this functionality. It is called VerifyPremium.
Enter the activity details for each of the links in the Add Activity window, then click Verify. The Verification screen will open. Review the sections displayed to determine if the activity will successfully process.
Click the X in the top right corner of the window to close the Verify screen and return to the Add Activity window.
Click OK to add the activity to the Activity screen in pending status or click Cancel to close the Verify screen and return to the Activity Details window.