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Program Overview

A program consists of multiple activities associated together to complete a recurring business process. A program can be configured to run on a policy or policy-segment for a specific period of time. Examples of programs include asset rebalancing, cost of living adjustments and scheduled withdrawals. If a policy supports programs, then a Program link will be available in the Left Navigation menu on all Policy screens.

Program Screen

The Program screen is accessed from the Program link in the Left Navigation menu on all Policy screens. If the link is not visible, then the policy may not support programs.

The Program screen is divided into three sections: Add Program, Views and Program Details. The Add Program section allows a user to choose a type of program to add to the policy. A radio button is available to select a policy or segment program. The radio buttons are only available if segment programs are available. If there are no segment programs available, then by default only policy level programs can be added.

Policy programs apply to the policy and segment programs apply to one specific segment, which is defined in the program's configuration. A program can be associated with multiple segments. The selection of a radio button, in conjunction with program eligibility as defined in PlanPrograms or SegmentPrograms configuration, restricts the Programs drop down list. When a program is selected from the drop down box and the Add button is clicked, the Program Details section of the Program screen reflects the fields for that particular program.

Add Programs Section of Program Screen

The Views section of the screen provides the user with meaningful information about a program or group of programs. The data presented in the views grid is defined in the Program Screen configuration. The information presented can be varied from view to view via configuration. Configured views are named. These views are then available for selection by name from the View drop down list. The appearance of the views in the drop down list is based on their order in the configuration. In the absence of view configuration, a default view will be available. The default view has been defined as program name, program status, segment name, start date, effective date and end date.

Status checkboxes are available as filters for all views whether defined by configuration or default views. The Active, Inactive, Pending and Pending Ready status checkboxes will be checked by default.

Views Section of Program Screen

The third and final section of the screen provides program specific data. This section of the screen contains Program Detail, Audit History and Activity Summary tabs. The tabs are contained in a box that is labeled with the program name under review or update. If the program presented is a segment program, then the label will also include the name of the segment.

The Program Detail tab is the default tab that displays when program information is added or updated.

The Audit History tab displays all program detail change information including the field that was changed, the old and updated field value, when the change was made and who made the change. The Activity Summary tab lists all activities that are part of a specific program instance. This allows a user to view all program activities relating to a specific program instance, instead of attempting to locate and associate to a program instance from the Activity screen activity list.

Program Details Section of Program Screen