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CREATE ACTUARY INTERFACE#

Processing Information#

The Create Actuary Interface (UXAI) form is used to an actuary interface.

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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,UXAI File Format, lexicon available This field indicates the file format for UXAI.
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.

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Notes #

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