CREATE ACTUARY INTERFACE#
Processing Information#
The Create Actuary Interface (UXAI) form is used to an actuary interface.Report Parameters & Filters#
| Report Parameters | |
|---|---|
| As Of Date | Mandatory, Date LOV available This field indicates the date from which information is to be collected. |
| From/To Date | Mandatory, Date, LOV Available Only information that falls within these dates will be processed. |
| File Format | Mandatory, |
| Field Separator | Mandatory, |
| Directory | Mandatory, Text This field displays the name of the source directory. |
| File | Mandatory, Text This field displays the file name of the data being uploaded. |
| Exception Level | Optional, Exception Level lexicon available This field defines the exception level (report messages) required. |
| Show Color | Optional, Yes or No lexicon available If <Yes>, color will be incorporated into the report for ease of reading. |
| Pension Plan | Mandatory, LOV Available. This field identifies the plan for which the pension evaluations are being generated. |
| Pension Option | Optional, LOV Available. The field identifies the pension option for the evaluation being generated. |
| Sort Employees By | Mandatory, LOV Available. This field identifies how the employee names will be sorted. |
| Evaluation Date | Mandatory, Date Field. This field identifies the date to stamp the evaluations with. |
| Clear History Date | Optional, Date Field. This field identifies the date to clear history evaluations. |
| Evaluation Category | Mandatory, LOV Available. The evaluation may be generated for a specific type such as a Member Request or a Yearly Statement. |
| Trace Average Wage | Optional, LOV Available. |
| Create as Official | Optional, LOV Available. The evaluations may or may not be generated as official. |
| Show All Components | Optional, LOV Available. |
| Log Component Results | Optional, LOV Available |
| Performance Stats | Optional, LOV Available |
| XML Output | Optional, LOV Available |
| XML Directory Name | Optional, Text. This field identifies the directory where the file will be saved. |
| XML File Name | Optional, Text. This field identifies the filename for the loaded information. |
| Exception Level | Mandatory, LOV Available. This field defines the exception level (report messages) required. |
| Report Filters | |
|---|---|
| Plan | |
| Account Status | The report can be limited to the account status identified here. |
| Pension Account | The report can be limited to the pension account identified here. |
Notes #
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