Manually Enter Rates

Once a rate group has been created, rates can be manually entered. This process is typically used for rates used in valuation routines. To edit the data or enter rates manually, right-click the appropriate rates.xml file from the Rate Groups folder in Admin Explorer. Check-out the XML file.

For special occasions when rates will fluctuate based on external factors, rates can be entered using an activity.

Rate Group Right-Click Options

Steps to Manually Enter Rates

1. Check-out a rate group from the Admin Explorer in the Administration | Rate Groups folder.

2. Click Add Rates in the Rates section of the screen.

3. Double-click the new row and enter the Rate Group Name, Date, Initial Criteria, Rate and any other Criteria.

4. Check-in the file to save the changes to the database.

Rates Entered Manually in Rules Palette