Calculate General Benefit Split Pane

The Benefit Split pane allows the elements and attributes supporting Benefit Split to be visually configured. The elements configured in the Benefit Split section are used to calculate Benefit Split records based on specific allocations.

An explanation of the fields on the visual editor is explained below. For specific element and attribute explanations, refer to the XMLConfiguration Guide in the Help menu.

When setting up Benefit Split, an override of the CalculateGeneralBenefitSplit rule is used to create the Benefit Split records. Navigate to Global Explorer | Business Rules | Calculate to find the rule. Right-click the rule and create a new override.

• Allocation:This section contains the fields for capturing allocation information.
  • Type: allocation types are defined in AsCodeAllocationType.
  • Level: allows for the association to a specific policy or to a plan.
  • Merge: optional element that controls whether fixed fund(s) allocations can be pulled from outside the Allocation screen. Value should be Yes or No or a valid math variable. No is the default option.

• Add Allocations: This section defines the allocation information. It is required if the Merge field above is set to Yes or a valid math variable.

  • Type: allocation types are defined in AsCodeAllocationType.
  • Level: allows for the association to a specific policy or to a plan.
  • Percentage: defines the percent of allocation to be applied.
  • Final Allocation Type: this controls writing new AsAllocation records with the result of the merged allocations. Final Allocations are saved at the Segment level. The type selected determines the type of allocation that is written as the final allocation record in AsAllocation. Types are pulled from AsCodeAllocationType.

• Relation: This section contains relation keys that are used to link benefit funds to the parent/child allocations. The NAME attribute identifies the Fund Field and the DATATYPE attribute specifies the data type of the criteria value and Fund Field.

  A FixedBenefitFund sub element is required if segment supports fixed benefit payouts. The element holds a variable containing a 03 fund type code FundGUID that all fund type code 01 fixed allocation(s) will merge to

  • Criteria Section: Click Add to open a new row. The Criteria field identifies the fund field that is matched to the Input math value. The value of the criteria is a math variable from the CalculateGeneral Input math or a literal value. The Data Type field displays a drop down box of available data types for the criteria value and Fund Field. The Value field is a drop down box populated with the available math variables that match the data type selected. Use Delete to remove a criteria row.

  • Fixed Benefit Fund: this is required if the segment supports fixed benefit payouts. The element holds a variable containing a 03 fund type code FundGUID where all fund type code 01 fixed allocation(s) will merge.

  Important

  The following element values are read in from Calculate General Math and applied to the Final Allocations calculated above

  • Effective Date: this is a required field that contains a Math Variable date value used to look up the unit values of the benefit funds.
  • Create Deferred Split: this is an optional field that holds a math variable or literal value of Yes or No indicating if type 51 benefit split records should be created. The default is No.
  • Variable Benefit: this is a required field that holds a math variable amount (currency or decimal) representing the calculated variable benefit amount. This is currently only used when 'Solve for Benefit' is selected. The currency is assumed to be the Plan default.
  • Fixed Benefit: this is a required field that holds a math variable amount (currency or decimal) representing the calculated fixed benefit amount. This is currently only used when 'Solve for Benefit' is selected. The currency is assumed to be the Plan default.

Benefit Split Pane of Calculate Rule