Quick Start Guide

The following links are designed to accelerate your learning curve in the Rules Palette. Specific configuration tasks are listed below, along with the main steps needed to complete the configuration task. Additional information on the configuration topic can be found in the help Table of Contents.

Click a link below to access the Quick Start pages.

Set Up a New Company

• Create a new company
• Add company security
• Associate OIPA user with new company
• Create plans
• Add plan security

More details on this topic can be found in the Main Explorer |Companies node of the TOC.

Create and Configure Transactions

• Create a new transaction
• Configure a transaction
• Add security to a transaction
• Add translation to a transaction
• Add transaction to EligibleTransactionByPolicyStatus rule.

More details on this topic can be found in the Configuration | Transactions node of the TOC.

Configure Valuation

• Determine the type of valuation for the plan
  • If PointInTime is used, configure the PointinTimeValuation rule.
  • If PointInTime is used, configure the WriteValuationElements rule.
• Create funds
  • Configure InterestRateCalculation rule for fixed funds
  • Upload interest rates that will be used by InterestRateCalculation rule
  • Configure PrecisionValues rule for variable funds
  • Verify that the AsNetAssetValue table has unit values for funds to use
• Configure valuation business rules
  • Configure the ValuationDetails rule
  • Configure the PolicyValues rule
  • Configure the GainLossCalculation rule
• Configure the transaction that will run valuation
• Configure scheduled valuation for a group of policies.

More details on this topic can be found in the Configuration | Valuation node of the TOC.