Context for System Rules

The following rules are discovered under a specific hierarchy as identified by the context. CopyBooks and Functions contained within the rules may have a different context than the containing rule. This difference is restricted to contexts with similar hierarchies. A state override capability may also differ between the rule's creation and its resolution.

 
Rule Name State Override at Rule Creation State Override at Rule Resolution
ActivityWidget No No
AgreementRelationship No No
AutomaticCustomerNumber No No
ChartOfAccountsResults No No
ChartOfAccountsSpecifications No No
ClientAddressTypes No No
ClientGroupAddFieldsEditMode No No
ClientWidget No No
CompanyCosmetics No No
CustomerWidget No No
DuplicateClient No No
ExternalLinks No No
PolicyWidget No No
ProgramAllocationScreen No No
UnmatchedResultSearchScreen No No
SearchWidget No No
ShadowClient No No
SystemPlans No No
TaggedCaseWidget No No
TaggedClientWidget No No
TaggedCustomerWidget No No
TaggedPolicyWidget No No
ValuationDetails No No
WidgetSettings No No

 

 
Rule Name State Override at Rule Creation State Override at Rule Resolution
AutomaticPolicyNumber Yes Yes
EligibleRequirementsByPolicyStatus No Yes
EligibleSegmentNamesByPolicyStatus Yes Yes
EligibleTransactionsByPolicyStatus Yes Yes
InterestRateCriteria Yes Yes
PointInTimeValuation Yes Yes
PolicyComputation Yes Yes
PolicyValues Yes Yes
PrecisionValues Yes Yes
RedemptionAmountFormula Yes Yes
SegmentComputation Yes Yes
ValuationCalculationOrder Yes Yes

 

 
Rule Name State Override at Rule Creation State Override at Rule Resolution
DataDictionaryEnforcement No No
DuplicatePolicy No No
FundCategoryOrder No No

 

 
Rule Name State Override at Rule Creation State Override at Rule Resolution
ProductPlanOrder No No
StoreFundValuationInterestRates No No

 

 
Rule Name State Override at Rule Creation State Override at Rule Resolution
GuaranteedRate Yes Yes
InterestRateCode Yes Yes
MVAAmountFormula Yes Yes
ValuationField Yes Yes

 

 
Rule Name Context for Rule Creation Context for Rule Resolution State Override at Rule Creation State Override at Rule Resolution
AssignmentProcessing Plan Subsidiary Plan No No
AutoProcess Primary Company / Plan / Policy Primary Company / Plan / Policy Yes Yes
CycleSequence Global only Global only No No
InterestRateCalculation Fund Only Fund No No
MembershipRuleDictionary Class N/A No N/A
PlanOrder Subsidiary Company Subsidiary Company No No