2.1 Planning Overview

Your BSP System Administrator is responsible for generating Runoff projections of your current book of business that are the starting points for all planning within BSP. For details on the System Administrator's role, see the OFS Balance Sheet Planning System Administrator Guide.

After your System Administrator has generated a Runoff projection of your current book of business, either he or a Planning Administrator can build Forecast Sets based on that projection. For example, if your System Administrator has generated a Runoff forecast for your current book of business as of March 31, 2021, then either he or a Planning Administrator can build a Forecast Set that begins its forecast with the month of April 2021.