4.1.6 Load Override Details Tab

This topic explains the load override details tab of Policy Transaction-Switch Detail screen.

You can override or alter the value of load mapped to the selected fund.

1. On Policy Transaction-Switch Detail screen, click Load Override Details tab.
   The Load Override Details are displayed.

   Figure 4-7 Policy Transaction-Switch Detail_Load Override Details Tab

   
   

   
   Description of "Figure 4-7 Policy Transaction-Switch Detail_Load Override Details Tab"

   
   
2. You can override or alter the value of load mapped to the selected fund. You can do so in the Load Override Details screen which is invoked when you click on the Load Override Details Link. The following details are displayed:
   1. If you click the Load Override Details button, the system defaults the load details.
   2. If you do not click this button, then the system will not default even if the fund has load. In this case, load will get computed during allocation only.
3. On Load Override Details tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 4-6 Load Override Details - Field Description

   Field	Description
   Load Override Details	The system displays the following values.
   Fund ID	Display The system displays the fund ID.
   Load ID	Display The ID of the allocation time load that has been mapped to the fund for the transaction type is displayed here. The load ID is displayed as a link. To view details of the load, click the ID link. If a derived load has been mapped, it is also displayed here and can be overridden.
   Load Description	Display The description of the allocation time load that has been mapped to the fund for the transaction type is displayed here.
   Change Value	Display The system displays the change value details.
   Change Type	Display When you override or alter an allocation time load at the time of entering a transaction, you can effect the change in any of the following ways: Discount (reducing the load return value in all the slabs) Increase (increasing the load return value in all slabs) Return Value (assigning an altered return value that will be applicable to all the loads)
   Group ID	Display The system displays the group ID.
   Ref Type	Display The system displays the reference type.
   Derived Load Override Details	The system displays the following values.
   Fund ID	Display The system displays the fund ID.
   Load ID	Display The system displays the load ID.
   Load Description	Display The system displays the load description.
   Parent Load ID	Display The system displays the parent load ID.
   Load Description	Display The system displays the load description.
   Change Type	Display The system displays the change type.
   Change Value	Display The system displays the change value.
   Ref Type	Display The system displays the reference type.