Activity Details

View the details of an activity by clicking the activity row that are displayed in the Activity screen in a tabular view. When the user clicks on the activity row (row expander button), the row expands displaying tab links of all details that apply to that activity. If an activity is still in pending status, the details can be edited before the activity is processed.

When the Activity Details opens, click a tab to see the details for that particular activity. There will be links for details such as Spawns, Accounting, Valuation, Disbursement, Suspense, Allocations, Math, Entry Fields, Comments, and Billing.

Activity Detail Sections

  • Detail: this section provides a summary of the activity.
  • Entry Fields: this section shows all fields for the activity and the values entered by the user.
  • Allocations: this section shows how money is applied to funds. The Fund Allocation section at the top lists the funds and the percent allocated to the fund. A Fund Activity section breaks down each fund and shows the type of allocation and the amount. Click the expand icon next to each fund allocation to see the additional details.
  • Math: the math section is divided into two parts. The top portion shows all transaction math fields and values in a section labeled Calculated Fields. The bottom section shows the post assignment math fields and values in a section labeled Post Assignment Calculated Fields.
  • Spawn: this section shows the connections between the activity and any activities that are spawned as a result of the activity processing.
  • Accounting: this section shows the debit and credit information.
  • Valuation: this section shows all deposits made to the policy from the activity and the valuation of policy funds. Click the expand icon next to a fund to see additional valuation details.
  • Disbursement: this section shows the details of any money movement out of the policy.
  • Suspense: this section shows the details of the suspense record the money was associated with.
  • Billing: this section shows the details of the billing.
  • Comments:this section shows the comments that are added for the transactions.

Activity Detail Buttons

Depending on configuration and security settings, several buttons may display on the Activity Detail screen.

  • OK: This button saves any changes made to the activity and closes the Activity Details row.
  • Cancel: This button closes the Activity Details row, and does not save changes that were made.
  • Verify: This button opens the Verification details, from which a user can determine, before processing, if the activity will return any errors or warnings.
  • Quote: This button opens the Quote option details, from which a user can run an activity virtually and see its outcome, without actually processing the activity.

  • OK Navigate: This button appears when the activity is added from the Add Activity action under the Entity Navigation list (when the user is not on the Activity screen). If it is selected, the activity is added and the user is navigated to the activity screen.