CREATE ACTUARY INTERFACE#
Processing Information#
The Create Actuary Interface (UXAI) form is used to an actuary interface.Report Parameters & Filters#
Report Parameters | |
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As Of Date | Mandatory, |
From/To Date | Mandatory, |
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 |
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 | |
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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. |