Oracle® Insurance Rules Palette
Allocation models can be created to present possible asset allocation strategies for clients. Diversifying investments by asset categories can offset the fluctuations of the performance of the total portfolio.
Besides offering models, OICE supports the use of funds through allocation configuration. Both options can be configured for use in OICE at the same time. The presence of the configuration for both funds and models will indicate to OICE that both should be offered.
Refer to the section Configure Allocations Using Models for step by step instructions on configuring models. An XML example is also provided to demonstrate the elements needed to configure models.
OICE supports two types of allocation models: Asset Class and Non-Asset Class. Both of these models can be set up to be edited or can be locked down.
Funds are explicitly defined for each asset class
funds in the model are explicitly defined
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