2.1.7 Projected Return Value Tab

This topic explains the projected return value tab of Policy Maintenance Detail screen.

You can override or alter the value of any load (including derived loads, if any) mapped to the selected fund and applicable for the transaction type, which is to be computed at the time of allocation in this section. The frequency of computation for such loads would be allocation.

1. On Policy Maintenance Detail screen, click Projected Return Value tab to enter the details.
   The Projected Return Value details are displayed.

   Figure 2-8 Policy Maintenance Detail_Projected Return Value Tab

   
   

   
   Description of "Figure 2-8 Policy Maintenance Detail_Projected Return Value Tab"

   
   
2. On Projected Return Value tab, specify the fields.
   This section is only enabled for funds that have allocation time loads mapped to them as applicable for the transaction type. For more information on fields, refer to the field description table.

   Table 2-11 Projected Return Value - Field Description

   Field	Description
   Policy Number	Display The system displays the Policy Number.
   Transaction Number	Display The system displays the Transaction Number.
   Transaction Date	Display The system displays the Transaction Date.
   Fund ID	Display The system displays the Fund ID.
   Policy Holder	Display The system displays the Policy Holder.
   Load ID	Display The system displays the Load ID.
   Transaction Type	Display The system defaults the Transaction Type.
   Ref Type	Display The system defaults the Reference Type.
   Projected Return Value	Display The System populates the return value from the load setup. If there are criteria based loads, the criteria is evaluated during UT transaction generation and it will be used during allocation.