Program Overview

A program consists of multiple activities associated together to complete a recurring business process. A program can be configured to run on a policy or policy-segment for a specific period of time. Examples of programs include asset rebalancing, cost of living adjustments and scheduled withdrawals. If a policy supports programs, then a Programs tab will be available in the Entity Navigation list on all Policy screens.

Program Screen

The Program screen is accessed from the Programs tab in the Entity Navigation list on all Policy screens. If the tab is not visible, then the policy may not support programs.

Add Program

The Add Program option allows a user to choose a type of program to add to the policy. A drop down is available to select a policy or segment program. The drop down options are only available if segment programs are available. If there are no segment programs available, then by default only policy level programs can be added.

Policy programs apply to the policy and segment programs apply to one specific segment, which is defined in the program's configuration. A program can be associated with multiple segments. The selection of a radio button, in conjunction with program eligibility as defined in PlanPrograms or SegmentPrograms configuration, restricts the Programs drop down list.

To add a program, follow these steps:

  1. Select a program from the drop down option and click the Add Program Icon Add Program button. The Program Detail appears. It displays the fields for that particular program in the tabular view.
  2. Enter the program details and click Save to add the program in the Programs grid.

Program Views

The View option can be displayed using the Filter icon. The View drop down of the screen provides the options for the user to view information about a program or group of programs. The data presented in the views grid is defined in the Program Screen configuration. The information presented can be varied from view to view via configuration. Configured views are named. These views are then available for selection by name from the View drop down list. The appearance of the views in the drop down list is based on their order in the configuration. In the absence of view configuration, a default view will be available. The default view has been defined as program name, program status, segment name, start date, effective date and end date.

The Display box is available as filters for all views whether defined by configuration or default views. The Active, Inactive, Pending, Pending Ready, and Ready status options are selected by default.

Program Details

To view program details, in the Programs grid, click a <Program Name>. The program details appear with Program Detail, Audit History, and Activity Summary tabs. By default, the Program Detail tab is displayed. Click these tabs to review or update.

  • The Program Detail tab is the default tab that displays when program information is added or updated.
  • The Audit History tab displays all program detail change information including the field that was changed, the old and updated field value, when the change was made and who made the change.
  • The Activity Summary tab lists all activities that are part of a specific program instance. This allows a user to view all program activities relating to a specific program instance, instead of attempting to locate and associate to a program instance from the Activity screen activity list.