CopyBook Override Rules Contexts

CopyBook Override Rule Contexts are described in the section below. While some rules can be overridden at the Fund level, CopyBooks do not have an override level at Fund.

CopyBook Override Rules Contexts

Primary Company Context:

Global > Primary Company

Important   The rule DuplicateClient presents an exception in that this rule only resolves to Company and cannot resolve to Global.

Subsidiary Company Context:

Global > Subsidiary Company

Plan Context

Global > Subsidiary Company > Product > Plan

State overrides are not available. If Product functionality is not enabled in the environment, then an override at that level will not be available.

Policy Context

Global > Subsidiary Company > Product > Plan

State overrides are available at all levels with the exception of Global.

Activity Context

Global > Company > Product > Plan > Transactions

In situations where a client chooses not to implement PlanGroup as a part of the business structure, the system will not search for a PlanGroup override when loading the best match for the rules. The check for Product override is dependent on the system property setting for Product. When Product is not enabled, the Activity context can be illustrated as follows:

Global > Company > Plan > Transactions

The following contexts have been added to further define the Activity override levels. Determination of specific activity context is made based on company, primary or subsidiary, to which the plan is aligned.

  • Activity Context (Policy): Global > Subsidiary Company > Product > Plan > Transaction.
    • State overrides are available at all levels with the exception of Global.
    • Although not an exception to the Activity context (Policy), TransactionTimes is a departure from the other rules defined in this context in that it exists with transaction overrides in addition to Plan and Subsidiary Company overrides.
  • Activity Context (Client): Global > Primary Company > Plan > Transactions
  • Activity Context (Company): Global > Primary Company > Plan > Transaction.
    • Company level transactions are attached to the plan under the Primary Company.
  • Activity Context (Plan): Global > Subsidiary Company > Plan > Transaction.

FundContext

Plan > Fund

State overrides are available at all levels except the global level. The Fund context definition is reflective of rules that allow a Fund override. CopyBooks used within a rule allowing Fund override may resolve to Plan, Product, Subsidiary Company and Global, but Funds themselves are at a Plan level only.

Example of CopyBook Overrides Used in Configuration

The scenario below demonstrates how OIPA determines which CopyBook override to use when multiple CopyBooks are available.

CopyBook A is a Global CopyBook containing specific common term life fields. CopyBook B has a Global with a Subsidiary Company context containing unique fields for that Company. CopyBook C has a Global with a Plan context containing fields relating to that specific term life product. Lastly, CopyBook D, with a Global and a Transaction level context was referenced in the screen configuration.

CopyBook A was resolved at the Global level. CopyBook B was resolved at the Subsidiary Company level. CopyBook C resolved at the Plan level. CopyBook D was resolved at the Global level.