PW Reference Guide

Product Wizard Reference Guide
PW-20.1
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Product Wizard Reference Guide Table of Contents
TABLE OF CONTENTS
About This Guide .......................................................................................................................................1-1
Getting Started ............................................................................................................................................2-1
Business Rule Search..................................................................................................................................3-1
Copying a Common Table ...................................................................................................................3-4
Create and Maintain a Plan ..................................................................................................................3-6
Create and Maintain a Table Subset...................................................................................................3-10
Orphan Subsets...................................................................................................................................3-16
Table View Functions ........................................................................................................................3-18
Entire Table ................................................................................................................................................4-1
Changes Only..............................................................................................................................................5-1
Changes Only .......................................................................................................................................5-3
Apply Changes............................................................................................................................................6-1
Apply Changes .....................................................................................................................................6-3
Audit/Error..................................................................................................................................................7-1
Audit Log .............................................................................................................................................7-3
Error Log..............................................................................................................................................7-5
Promote.......................................................................................................................................................8-1
Promotion.............................................................................................................................................8-3
Summary.....................................................................................................................................................9-1
Continuity Check ......................................................................................................................................10-1
Business Rule Continuity Check........................................................................................................10-4
Company Rules Wizards ..........................................................................................................................11-1
Add New Line of Business Wizard....................................................................................................11-2
Add New Fund Wizard ......................................................................................................................11-4
Add FAV Codes ........................................................................................................................11-10
Direct Billing Wizard.......................................................................................................................11-12
PAC Billing Wizard .........................................................................................................................11-14
Manage Unregistered Orphan Subsets Wizard ................................................................................11-16
Plan Rules Wizards...................................................................................................................................12-1
Clone A Plan Wizard .........................................................................................................................12-2
Interest Rate Update Wizard ..............................................................................................................12-6
Annual Statement Interest Rate Update Wizard ..............................................................................12-13
Update Available Funds Wizard ......................................................................................................12-15
Allocation Model Wizard.................................................................................................................12-18
Rider/Benefit Rules Wizard......................................................................................................................13-1
Clone A Rider Wizard........................................................................................................................13-2
FAV/Fund Generation ..............................................................................................................................14-1
Administration ..........................................................................................................................................15-1
Create Company.................................................................................................................................15-2
Verify Allowable Values....................................................................................................................15-4
Appendix...................................................................................................................................................16-1
Product Wizard Authorization ...........................................................................................................16-1
Product Wizard Configuration ..........................................................................................................16-4
Index ............................................................................................................................................. I-1
DXC i
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About This Guide
Overview Product Wizard provides a browser-based user interface for setting up and
maintaining the business rules for Wealth Management AcceleratorTM (wmA)
Policy Administration System. It is designed to run in a multi-tier environment.
This guide is intended to provide a detailed overview of the Product Wizard

application and a step-by-step procedure of how Product Wizard functions.
This guide covers the overview of each tab, its navigation, the process, and
standardized page layout with field descriptions.
Intended Audience This guide is intended for Insurance companies responsible for setting up and
maintaining their business rules. This will also help the Administrators
understand the process of managing and controlling multiple sets of business
rules.
Features Product Wizard provides the following features:
• Browser-based user interface

• Tree view presentation for easy identification of all plans
• Import Rule and Export Rule functions for easy maintenance of
business rules
• Capability to augment data entry through Drag and Drop (DND) feature
• Capability to add user-defined subset name or prefix on Drag and Drop
or Clone operation
• Ability to clone a subordinate subset along with the parent node
• Facility to update the parent subset references automatically
• Ability to disassociate a subset from the tree view and update the
parent business rule automatically
• Facility to view all the nodes in the tree view where the subset is used
or exists
• Capability to verify the overall plan structure and the minimum plan
structure using the Plan Validation feature
• Ability to generate the Plan Summary
• Ability to authenticate the allowable values using Allowable Values
Verification Report at the Product level
• Rate Validation support for Actuaries, Error minimizing technology,
including restricting fields to allowable values, and enforcing business
rule edits that prevent invalid field combinations
• Ability to filter the business rule rows according to your defined filter
criteria
• Step-by-step procedure to Add/Update business rules at both Company
and Plan level using Wizards
• Facility to verify that the required data is present in the business rules
using the Business Rule Continuity Check
DXC 1-1
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Product Wizard Reference Guide About This Guide
• Faster replacement of all occurrences of a business rule column value

with a new value
• Simultaneous environment operation support
• Work-In-Progress (WIP) file to store pending changes until applied to
the Database
• Comprehensive user and system level security along with company
and environment level security
• Audit Log tracking mechanism for changes to processing business rules
• Easy migration of business rule changes from one environment to
another using Audit-based Promotion mechanism
• Ability to generate HTML reports detailing the WIP data and Audit Log
• Orphan subset management, including displaying all orphan subsets,
associating orphan subsets with a plan, creating new orphan subsets,
and deleting orphan subsets
• Context-sensitive online help for each business rule field
Benefits The benefits of Product Wizard are:
• Reduces the effort to build and maintain new products, which translates
to dollar savings
• Improves business rules accessibility to non-technical personnel like
Actuaries, Accounting personnel, and Product Builders
• Provides better administrative control
• Makes business rules available to processing systems 24/7
• Provides Multiple Document Interface (MDI)
DXC 1-2
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Getting Started
Overview Welcome to Product Wizard - a browser-based user interface for setting up

and maintaining the business rules for Wealth Management AcceleratorTM
(wmA) Policy Administration System. It is designed to run in a multi-tier
environment. The architecture makes it possible for the application to retrieve
the Administration System data and process the transactions in real-time
through a fully-edited and controlled system interface.
Product Wizard streamlines the workflow and provides an easy access to the
business rules. It reduces the number of steps involved in supporting inquiries
and changes, improves the flexibility of the product and makes the business
rules available to processing systems 24/7. Product Wizard is a Multiple
Document Interface (MDI) application, that is, you may have several frames
open at the same time.
Product Wizard saves your changes in a Work-In-Progress (WIP) file until

you are ready to make the changes to the business rules. WIP changes are
organized using the concept of a Project. A Project is a set of WIP changes
grouped together by a Project Name. Whenever you make a change for the
WIP, you must first specify the Project Name under which the change resides.
Projects may be removed from the WIP using the Changes Only view.
After you make the changes in a WIP Project (or set of Projects), you can
submit the changes to your business rules using the Apply process. During a
successful Apply process, the WIP changes in one or more Projects that you
have selected are bundled into a Package, transferred to your business rules,
and are then removed from the WIP. During the Apply process, the errors, if
any are written to an Error Log, and the changes remain in the WIP.
If the Apply is successful, each change is also transferred to an Audit

Database, which records the changes you made. Using the Audit records as
input, Product Wizard allows you to transfer the same changes to a different
business rule environment. This is known as the Promote process.
Login page Product Wizard application is accessed by entering the User Name and
Password on the Login page. To view the main page, enter the User Name and
Password and click Log In. This opens the main page of the application
displaying the Toolbar and various tabs.
Authentication You require a User Name and Password to login to the application. Your
application Administrator will set up your User Name and Password. Your
login credentials will be validated during login.
DXC 2-1
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Product Wizard Reference Guide Getting Started
Authorization Each user belongs to a business group having defined set of roles. The
application functions are enabled or disabled depending on your role. For
example, a user with a role that has only INQUIRY permission cannot modify
the business rules, while a user with a role that has UPDATE permission can
inquire and modify the business rules. Your application Administrator will set
up your role.
Login page
Tabs The main page of the application provides access to the following tabs:
Tab Name Description

Business Rule Search This is the tree view of business rules. It is the default tab
when logging in the application. The filter bar enables you
to select the environment and filter your search criteria
within the environment
Entire Table This tab allows you to view all the subsets of the selected
business rule(s) in an environment and company
Changes Only This tab allows you to view all the WIP changes in an
environment
Apply Changes This tab allows you to apply changes in the Work-In-
Progress (WIP) file to the Business Rules Database
Audit/Error This tab allows you to view the Audit Log and Error Log
Promote This tab allows you to apply changes of the source environment
to the business rules of the target environment
Summary This tab allows you to view the Plan Summary
Continuity Check This tab validates that specific entries for ages, durations
and other factors exist for a specific plan
DXC 2-2
Product Wizard Reference Guide Getting Started
Main Menu The main page also allows you to navigate through the following main menu:
Sub-Menu
Main Menu Description
Selections
File This menu allows you to save changes to the • Import

business rules, import business rule data • Export Rule
from an external source, export business rule • Save
data, or exit from the Product Wizard
• Exit to Login
application
Edit This menu allows you to modify the plan or • Tree
subset in the tree view, or the data in a • Table
particular business rule subset
Wizards This menu navigates you to the maintenance • Company Rules
wizards: • Plan Rules
• Rider/Benefit
• The Company Rules wizard enables you Rules
to change the architecture level business
rules, and also to manage any existing
unregistered orphan subsets
• The Plan Rules wizard enables you to
change the accumulation and payout
business rules
• The Rider/Benefit Rules wizard enables
you to change the rider/benefit plan
business rules
Administration This menu allows you to create a company • Create Company
and maintain/verify the allowable values • Allowable Values
Help This menu displays the Help Index along with • Index
the current version of the Product Wizard; • About
build number, amount of free memory, total
memory, and the User ID
DXC 2-3
Business Rule Search
Overview The Business Rule Search tab specifies the filter criteria for bringing up a
“frame”, which is used to display the business rules data in tree and table views.
This is the default tab when logging in the Product Wizard application. The
filter bars in this tab enable you to select the environment and then filter your
search criteria within the selected environment.
Navigation Log on to the application using your User Name and Password. The main page
of the application contains a tabbed set of views that provide access to various
functions. The default tab upon login is the Business Rule Search (BRS) tab.
Select plan filter criteria, and then click Go. This will display a tree displaying
the hierarchical relationship between subsets of the selected plans. In the tree
view, you can then double click on a business rule to bring up the table view
displaying the rows.
Business Rule Search tab page
Field Descriptions
RULES WITH (drop-down list, required)

CHANGES / RULES RULES WITH CHANGES view displays the business rule information with
the pending WIP changes. This is a merged view of the source business rule
and the pending changes in WIP.
DXC 3-1
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Product Wizard Reference Guide Business Rule Search
RULES view displays the business rule information excluding any pending
WIP change. This is an inquiry only view. This is a view of the source
business rule without including the pending WIP changes.
Environment (drop-down list, required)

Lists the environments for which you have view and/or update rights. An
Environment contains an entire set of business rules, for example your
development rules or your production rules. Environments are set up by your
Database Administrator and the access to a particular environment is
configured by your Product Wizard Administrator. Selecting the Environment
filter enables Go to view all companies business rules for the selected
environment.
Company (drop-down list, optional)

Lists the companies for the selected environment.
Product (drop-down list, optional)

Lists the product codes for the selected company.
Plan Code (drop-down list, optional)

Select the plan codes for the selected product.
Issue State (drop-down list, optional)

Lists all the issue state variations for the selected plan.
Line of Business (drop-down list, optional)

Lists all the line of business variations for the selected plan.
Plan Effective Date (drop-down list, optional)

Lists all the plan effective date variations for the selected plan.
Project(s) (list box, optional)

Lists the project(s) currently in the WIP for the selected environment.
Show orphan subsets (check box, optional)

Select this check box to identify the orphan subsets for the selected product.
All the subsets that are not referenced by any plan in the company are
displayed as nodes under the Orphan Subsets folder. 'Show orphan subsets'
check box is enabled only when you select the Product filter in the Business
Rule Search tab.
Remember my (check box, optional)

selections Select this check box if you do not want to lose the current filter criteria.
Selecting this check box enables you to reuse the current filter criteria without
having to select these again. If the 'Remember my selections' check box is not
selected, the filter criteria will reset the next time you use the page.
DXC 3-2
Product Wizard Reference Guide Business Rule Search
Functions The functions associated with the button on this page are defined in the
following table:
Button Description
Go Navigates to the Business Rule Search tab page
Save Saves the WIP change(s) made to the business rule(s)
Filter Allows you to view a specific set of rows in the table view
based on the specified filter criteria. Refer to the Table Filter
section for more information on this functionality
Page Up Allows you to navigate upwards to other rows in the business

rule
Page Down Allows you to navigate downwards to other rows in the

business rule
DXC 3-3
Product Wizard Reference Guide Copying a Common Table
Copying a Common Table
Overview To copy a common table, you can use the following two methods:
• Copy and Paste

• Drag and Drop
Copy and Paste To copy a common table via the Copy and Paste method, complete the following
steps:
Step Process
1 In Business Rule Search tab, select the Environment and click Go. The view
must be RULES WITH CHANGES for changes to be successful
2 Enter a Project
3 Select the common table to be copied from the source company, right-click and
select Copy, and then paste it on the Common folder in the target company
Note: You can also select Edit from the menu bar, point to Tree and click Copy
to copy the common table. To paste the common table, right-click on the
Common folder and select Paste. You can also click Edit from the menu bar,
point to Tree and click Paste
4 Once you paste the common table, a message is displayed indicating that the
common table has been successfully pasted
5 If you paste a common table that already exists in the target company, a
message is displayed indicating that paste is not possible because the selected
common table already exists in the target company
6 If you paste a common table on an inappropriate parent folder, a message is
displayed indicating that paste is not possible because an appropriate parent is
needed to paste the child
To Apply the WIP changes to the Database, refer to the Apply Changes section.
Drag and Drop To copy a common table via the Drag and Drop method, complete the following
steps:
Step Process
1 In Business Rule Search tab, select the Environment and click Go. The view
must be RULES WITH CHANGES for changes to be successful
2 Enter a Project
3 Select the common table to be dragged from the source company and drop it on
the Common folder in the target company
4 Once the common table is dropped, a message is displayed indicating that the
common table is successfully pasted
5 If you drop a common table that already exists in the target company, a message
is displayed indicating that paste is not possible because the selected common
table already exists in the target company
DXC 3-4
Product Wizard Reference Guide Copying a Common Table
Step Process
6 If you drop a common table on an inappropriate parent folder, a message is

displayed indicating that paste is not possible because an appropriate parent is
needed to paste the child
To Apply the Changes to the Database, refer to the Apply Changes section.
DXC 3-5
Product Wizard Reference Guide Create and Maintain a Plan
Create and Maintain a Plan
Overview A Plan is either defined as a Base Plan or a Rider Plan. To create a new plan, use
an existing plan as a template. Adjustments to the plan can be made after the
WIP changes are applied, if necessary. A plan can be created using two
methods:
• Copy and Paste

• Drag and Drop
Copy and Paste To create a plan via the copy and paste method, complete the following steps:
Step Process
1 In Business Rule Search tab, select the Environment, Company, Product, and
Plan and click Go. The view must be RULES WITH CHANGES for changes to
be successful
2 Enter a Project
3 From the left pane of the tree view select the plan to be copied
4 Right-click and select Copy. You can also go to the Edit menu, point to Tree,
and then click Copy
5 Select the Base Plan (or Rider Plan, if applicable) node of the Environment and
Company into which you want to paste the copied Plan
6 Right-click and select Paste. You can also go to the Edit menu, point to Tree,
and then click Paste
Note: Copy and Paste method in Steps 5 and 6 assume that you are in the same
environment frame
7 A message is displayed if you want to create a new plan. To continue the
operation, select Yes. To cease the operation, select No
8 If you paste the plan in the same Environment and Company, the Clone Plan
dialog box opens showing the Plan Key and Values of the Key fields
Key fields are Company Code, Product Prefix, Product Suffix, Plan Type, Plan
Code, Issue State, Line of Business, and Effective Date. You can edit only the
Plan Code, Issue State, Line of Business, and Effective Date fields
9 If you want to create all new subsets for the plan, check the 'Create all new
subsets for this plan' check box. To use the same subsets of the source plan,
uncheck this check box
Note: If the new subsets are created, you are prompted to enter a prefix for the
new subsets that are used to begin the names of all created subsets. If you do not
enter a prefix, the application automatically generates a 16-digit name for each
created subset
10 If you want to paste the plan in a different Environment and/or Company where
it currently does not exist, the new subsets are automatically created. You are
prompted to enter a prefix that is used to begin the names of all created subsets.
If you do not enter a prefix, the application automatically generates a 16-digit
name for each created subset
DXC 3-6
Step Process
11 If any errors occur while clone process saves changes to the WIP file, a
message is displayed indicating the errors encountered. If there are no errors,
the data is successfully saved to WIP
Drag and Drop To create a plan via the Drag and Drop method, complete the following steps:
Step Process
be successful
2 Enter a Project
3 To drag a plan, select the plan name in the left pane of the tree
4 Left-click and drag the plan dropping it on the Base (or Rider if applicable) Plan
node
Note: Drag and Drop methods in Steps 3 and 4 assume that you are in the same
environment frame
5 Once a plan is dropped, a message is displayed if you want to create a new plan.
Select Yes to continue the operation. Select No to cease the operation
6 If you drop the plan in the same Environment and Company, the Clone Plan
dialogue box opens showing the Plan Key and Values of the Plan Key fields
Key fields are Company Code, Product Prefix, Product Suffix, Plan Type,
Plan Code, Issue State, Line of Business, and Effective Date. You can edit
only the Plan Code, Issue State, Line of Business, and Effective Date fields
7 If you want to create all new subsets for the plan, check the 'Create all new
subsets for this plan' check box. To use the same subsets of the source plan,
uncheck this check box
Note: If the new subsets are created, you are prompted to enter a prefix for the
new subsets that are used to begin the names of all created subsets. If you do
not enter a prefix, the application automatically generates a 16-digit name for
each created subset
8 If you want to drag and drop the plan in a different Environment and/or
Company where it currently does not exist, the new subsets are automatically
created. You are prompted to enter a prefix that is used to begin the names of
all created subsets. If you do not enter a prefix, the application automatically
generates a 16-digit name for each created subset
9 If any errors occur while cloning to the WIP file, a message is displayed
indicating the errors encountered. If no errors are encountered, the data is
successfully saved to WIP
A plan must be dropped on a like Product, i.e., a Universal Life Plan must be
dropped on a Universal Life Base (or Rider when applicable) Plans node.
To Apply the WIP Changes to the Database, refer to the Apply Changes section.
DXC 3-7
Plan Validation Plan Validation validates the overall plan structure and minimum plan
structure by giving you the option to include pending WIP project(s) or to
proceed with the validation process without including any WIP project. This
function is enabled while in Business Rule Search tab and RULES WITH
CHANGES. Plan Validation during an Apply process involves only a minimal
plan structure validation. Plan Validation results are displayed in an
incremental dynamic order in the Plan Validation Report in an HTML format.
To validate a plan, select the plan in the tree view and right-click to select the
Validate Plan option. You can also select the required plan and click Edit from
the main menu, point to Tree and click Validate Plan.
An overall plan structure validation ensures that the Plan Table—T000X and
Subset Index Table—T000XA contain the correct parent/child relationships.
If a table contains a pointer to another table, that pointer must exist in T000X
or T000XA table. If either the parent or child pointer reference is missing in
T000X or T000XA table, an error is displayed in the Plan Validation Report.
T000X table has level 1 pointer, and T000XA table has levels 2, 3 and 4
pointers.
Plan Validation To validate a plan using Business Rule Search, complete the following steps:
via Business
Rule Search
Step Process
1 Open the Environment, Company, Product, and Plan to be validated

2 The view must be RULES WITH CHANGES to perform a validation while in
Business Rule Search tab. Select the plan on the left pane and right-click to
select Validate Plan. You can also select Edit from the menu bar, point to Tree
and click Validate Plan
Note: You may choose to include the pending WIP project(s) while
performing Plan Validation
If the plan is valid, a message is displayed towards the end of Plan Validation
Report indicating that the Plan is valid. If the plan is not valid, a message is
displayed corresponding to each invalid subset with the reason. Correct the
invalid pointer errors in the plan and then re-run the Plan Validation Report to
see if the plan is valid.
Plan Validation Plan Validation during an Apply process involves only a minimal plan
via Apply structure validation. If a plan is invalid, the Apply process fails. If there is an
Changes error, correct the error in the plan before successfully applying the plan
changes.
Minimum Plan Minimum Plan Structure Validation checks if there are any invalid business
Structure Validation rules under the plan. The tree view shows a Red 'X' mark on the node if the
business rule is not applicable under the plan. The Plan Validation Report also
displays the invalid node information.
DXC 3-8
Delete Plan To delete a plan, right-click on the required plan and click the Delete Plan
option or select the plan and click Edit from the main menu, point to Tree and
click Delete Plan. Upon Apply, if the subsets of the deleted plan are not
referenced by any other plan, they will move to their respective orphan
folders.
Rename Plan To rename a plan, right-click on the required plan and click Rename Plan or
select the plan and click Edit from the main menu, point to Tree and click
Rename Plan.
Plan Summary Plan Summary provides description of a product (or set of product
characteristics) for a specific plan in the format of a typical Actuarial Product
Specification. Refer to the Summary section for more details on Plan Summary.
Show Table ID and You can view the Table ID, Subset Number and Subset Variation (if applicable)
Subset by right-clicking on the tree and clicking Show Table ID and Subset or clicking
Edit from the main menu, point to Tree and clicking Show Table ID and Subset.
The Show Table ID and Subset option remains selected till the time you
unselect this option or switch to a different tab. The Show Table ID and Subset
option is allowed in the Business Rule Search, Changes Only, Apply Changes,
and Promote tabs.
Validate Company Validate Company validates the overall plan structure and minimum plan
structure of each plan in the company by giving you the option to include
pending WIP project(s) or to proceed with the validation process without
including any WIP project. This function is enabled while in Business Rule
Search tab and RULES WITH CHANGES.
To validate the company, select the company folder in the tree view and right-
click to select the Validate Company. You can also select Edit from the menu
bar, point to Tree and click Validate Company.
DXC 3-9
Product Wizard Reference Guide Create and Maintain a Table Subset
Create and Maintain a Table Subset
Overview A Table Subset can be created using the following four methods:
• Copy and Paste

• Drag and Drop
• Clone Subset
• Create New option in Orphan Subsets Folder
Copy and Paste To create a Table Subset via the Copy and Paste method, complete the following
steps:
Step Process
be successful
2 Enter a Project
3 Select the Table Subset to be copied. Right-click and select Copy. You can also
click Edit from the main menu, point to Tree and click Copy
4 Select the appropriate node in the environment and company to paste the
subset. To paste, right-click and select Paste. You can also click Edit from the
main menu, point to Tree, and click Paste
If you want to replace an existing subset, paste the subset on the parent node
and select Replace the existing subset. If you want to attach the subset, paste
the subset on the parent node and select Attach as new subset
5 In case of Replace, a Parent Update Question message is displayed prompting
you to either update the parent table automatically or manually. In case of
Attach, a message is displayed prompting you to update the parent table
manually
To paste the copied Table Subset to a different Environment and/or Company,

open another window and paste the subset. You should have a Project and
RULES WITH CHANGES view for changes to be successful. The Plan Table
is automatically updated to reflect the new table pointers. Refer to the Table
View Functions section for further details.
Drag and Drop To create a new Table Subset, use an existing table as a template. Adjustments,
if any to the new Table Subset can be made after the changes are applied.
You can drop a subset node only on its parent node and not on the same type
of node. You can drag and drop a table type from any position in the tree view
on any valid parent. Variations are handled during associating the subset to its
parent, known as Subset Association, i.e., if variations exist for the dropped
subset, then you need to select an appropriate variation.
DXC 3-10
You can drag and drop a subset within the same company and/or environment,
or across the companies and/or environments.
NOTE:
• Subsets are shared (associated) when dragged and dropped within the same
company and/or environment
• Subsets are cloned when dragged and dropped across companies and/or
environments
To create a Table Subset using the Drag and Drop method, complete the
following steps:
Step Process
be successful
2 Enter a Project
3 Highlight the Table Subset to be dragged. Left-click and drag the highlighted
Table Subset dropping it on the appropriate parent node in the Environment and
Company desired
4 If you want to replace an existing subset, drop the subset on the parent node and
select Replace the existing subset. If you want to attach the subset, drop the
subset on the parent node and select Attach as new subset
5 In case of Replace, a Parent Update Question message is displayed prompting
you to either update the parent table automatically or manually. In case of
Attach, a message is displayed prompting you to update the parent table
manually
To drop the Table Subset to a different Environment and/or Company, open

another window to drop the subset. You should have a Project and RULES
WITH CHANGES view for changes to be successful. While saving, the tree
gets locked to ensure no other changes take place. Upon successful saving, the
tree is unlocked. The Plan Table is automatically updated to reflect the new
table pointers. Refer to the Table View Functions section for further details.
NOTE: Any changes made to the subset may affect multiple plans that refer-
ence the subset. To determine the Plans that reference the subset,
Product Wizard provides a “Where is used” functionality. To use this
functionality, select the table subset in the left pane, right-click and
select Where is used. You can also access this option from the Edit
menu. Point to Tree and click Where is used.
DXC 3-11
Drag and Drop within Same Environment/Company
Drop On Plan (Level 1) Drop on Subset (Level>1)

Variations No Variations Variations No Variations
• Pop-up the variations list to • Check if table id and subset • Pop-up the variations list and • Check if table id and subset
select combination exists under ask user to select the variation combination exists under
• Check if table id, subset and target node to drop target node
variation combination • If yes, Show identical • Check if table id, subset and • If yes, Show identical
exists under target node subset warning and cancel variation combination exists subset warning and cancel
• If yes, Show identical the drop else continue under target node the drop else continue
subset warning and cancel • Check if table id exists under • If yes, Show identical • Check if any subsets (same
the drop else continue target subset warning and cancel table id) already exist under
• Check if table id and • If yes -Show subset the drop else continue target
variation combination replace warning, if ok • Check if table id and variation • If exists-Show a message
exists under target node continue else cancel the combination exists under asking ‘replace existing or
• If yes -Show variation drop. Attach the dropped target node create new’
replace warning, if ok node to plan. Remove the • If exists- Show a message • If replace is selected Show
continue else cancel the existing node from ‘replace existing or create the list of subsets and after
drop. Attach the dropped T000X. If the removed new’ user selected the subset
node to T000X, Remove node is not pointed by any • If replace is selected from list. Attach the
the existing node from other plan, move it to Show the list of subsets dropped node to the target
T000X and if is not orphans and after user selected the node. Remove the existing
shared by any other plan • If no-Attach the dropped subset from list. Attach node from target node.
move it to orphans node to T000X. the dropped node to the Pop-up parent update
• If no-Attach the dropped target node. Remove the message
node to T000X existing node from target • If yes - Update parent
node. Pop-up pare nt table to replace all
update message references to old subset
• If yes -Update parent with the dropped one If
table to replace all the removed node is not
references to old subset pointed by any other
with the dropped one. If p l a n , m ov e i t t o t h e
the removed node is not orphans
pointed by any other • If no -Show a message to
plan, move it to the user to update parent
orphans manually
• If no-Show a message to • If no existing create new is
user to update parent selected Attach the dropped
manually node to the target node.
• If create new is selected Show a message to user to
Attach the dropped node update parent manually.g
to the target node. Show a subsets- Attach the dropped
message to user to update node to the target node
parent manually • Show a message to user to
• If no existing subsets- update parent manually
Attach the dropped node to
the target node
• Show a message to user to
update parent manually
DXC 3-12
Drag and Drop Across Environment/Company
Drop On Plan (Level 1) Drop on Subset (Level>1)

Variations No Variations Variations No Variations
• Pop up the variations list • Check if table id exists • Pop-up the variations list and ask • Check if any subsets (same table
and ask user to select the under target user to select the variation to drop id) already exist under target
variation to drop • If yes-show subset • Check if table id and variation • If replace is selected-Show
• Check if table id and replace warning, if ok combination exists under target the list of subsets and after
variation combination continue else cancel the node user selected the subset from
exists under target node drop. Ask user to enter • If exists-show a message list. Ask user to enter subset
• If yes- show variation subset name if the node asking ‘replace existing or name if the node does not have
replace warning, if ok does not have children create new’ children else prefix. Clone the
continue else cancel the else prefix. Clone the • If replace is selected-show dropped node. Attach the
drop. Ask user to enter dropped node. Attach the list of subset and after cloned node to parent node.
subset name if the node the cloned node to plan. user selected the subset Remove the existing node
does not have children Remove the existing from list ask user to enter from target node. Pop-up
else prefix. Clone the node from plan. If the subset name if the node does parent update message
dropped node. Attach removed node is not not have children else • If yes-update parent table to
the cloned node to plan, pointed by any other prefix. Clone the dropped replace all references to old
Remove the existing plan, move it to orphans node. Attach the cloned subset with the dropped
node from plan. If the • If no- Ask user to enter node to parent. Remove the one. If the removed node is
removed node is not subset name if the node existing node from target not pointed by any other
pointed by any other does not have children node. Pop-up parent update plan, move it to the orphans
plan, move it to orphans else prefix. Clone the message • If no-Show a message to
• If no- Ask user to dropped node. Attach • If yes-Update parent table to u s e r t o u p da t e p a r e n t
enter subset name if the the cloned node to plan replace all references to old manually. If user wants to
node does not have subset with the dropped add the dropped subset as
children else prefix. one. If the removed node is new- Ask user to enter
Clone the dropped not pointed by any other subset name if the node
node. Attach the plan, move it to the orphans does not have children else
cloned node to plan • If no-Show a message to prefix. Clone the dropped
user to update parent node. Attach the cloned
manually. If user wants to node to parent node. Show
add the dropped subset as a message to user to update
new Ask user to enter subset parent manually
name if the node does not • If no existing subsets-Ask
have children else prefix. user to enter subset name if the
Clone the dropped node. node does not have children
Attach the cloned node to else prefix. Clone the dropped
parent. Show a message to node. Attach the cloned node
user to update parent to parent node. Show a
manually message to user to update
• If no existing subsets-Ask parent manually
user to enter subset name if the
node does not have children
else prefix. Clone the dropped
node. Attach the cloned node
to parent. Show a message to
user to update parent manually
DXC 3-13
Clone Subset Table Subsets that are shared with other plans can be changed for a specific
plan only using the 'Clone Subset' feature. This feature allows you to replicate
a subset and disassociate it with any other plans at the time of the clone.
When cloning a subset that has child nodes, you may choose to only clone the
parent subset and leave the references to any child node as they are. When you
clone a subset by dragging and dropping within a company and/or
environment, a message appears indicating if you want to include the child
subsets in the clone process. Select Yes to clone all the subsets or No to clone
only the parent subset.
Complete the following steps to clone a subset:
Step Process
be successful
2 Enter a Project
3 From the left pane of the tree, select the required subset. Right-click and select
Clone Subset or click Edit from the main menu, point to Tree and click Clone
Subset
4 Enter a name or prefix (as the case may be) when a subset is cloned. This is
optional and if you do not enter a name or prefix, the application automatically
generates a 16-digit name or prefix for the subset
Subset Name/Prefix on Drag and Drop or Clone
You can enter a name or prefix when a subset is cloned. This is optional. If
you do not enter a name or prefix, the application automatically generates a
16-digit name for the subset.
If subset clone involves only one node, enter a name. If the cloned node
contains child nodes and they are included in the clone operation, enter a
prefix instead of a name.
A subset name is 16 characters long and a subset prefix is 13 characters long

consisting of uppercase character and numeric only. The application creates a
series of unique subsets starting with the prefix followed by a 3-digit number.
For example, If you enter NEW as the prefix, the application creates subsets
in the following order - NEW001, NEW002, NEW003, and so on.
The uniqueness of the prefix is checked across all the included table subsets
for the target environment and company. If the prefix is unique (or empty), the
clone process clones all the included subsets and saves the cloned subsets in
the Work-In-Progress file.
If the prefix is not unique an error message is displayed.
DXC 3-14
Update Parent Subset References
You can automatically update parent tables on a subset change. The change
may be a subset drop, clone, or rename. The automatic update feature is
available on subset drop or clone when the target node is not the plan node.
A message appears indicating if you want the parent to be updated with the
new child subset. If Yes, the parent table rows are updated along with the
dropped or cloned subset and the changes are saved in WIP. If No, update the
rows of the parent table manually.
Disassociate To disassociate a table subset, select the required table subset. Right-click and
Subset select Disassociate Subset or click Edit from the main menu, point to Tree and
click Disassociate Subset.
You can automatically update parent tables upon disassociating the subset.
The parent table references are updated with 'N/A'. If parent table changes are
pending in the WIP or cross table edits exist, the parent table cannot be
updated automatically, and have to be updated manually.
Rename Subset A Table Subset Name is of maximum 16-digit, which you can change by using
the Rename Subset option. To use Rename Subset, perform the following:
Step Process
be successful
2 Enter a Project
3 Select the subset to be renamed. Right-click and select Rename Subset or click
Edit from the main menu, point to Tree and click Rename Subset. A Confirm
Rename Subset message box appears followed by Rename Subset message
box. The name must be unique and must not exceed 16-digit. Click OK
4 In case the subset is shared, a message appears stating that changing the subset
name would change the subset name for all plans in the Company that reference
the subset. To continue, click Yes. To terminate the operation, click No
The parent of the renamed subset is automatically updated to reflect the new
subset pointer reference name. This occurs for all levels.
Where is used The 'Where is used’ feature displays the references of a subset used at all
places in a hierarchical manner starting at the plan node.
To use this feature, select the table subset in the left pane. Right-click and
select the Where is used option. You can also access this option from the Edit
menu. Point to Tree and click Where is used. This feature can also be used in
the Entire Table tab.
DXC 3-15
Product Wizard Reference Guide Orphan Subsets
Orphan Subsets
Overview Orphan subsets are those subsets that are not referenced by any plan in a
company. You can use the Business Rule Search tab to view the orphan
subsets in a company. Each orphan subset is represented as a tree node and is
grouped under the Orphan Subsets folder. This folder is displayed after the
plan nodes in the tree view.
The parent orphan subset node is displayed in the tree view if you select the
'Show orphan subsets' check box in the Business Rule Search tab. This check
box is enabled after you select the Product filter in the Business Rule Search
tab.
All other nodes under the orphan subsets node are created only when orphans
of that type exist. When you select RULES WITH CHANGES view, Work-
In-Progress business rules are also included in the Orphan Subsets node.
View Orphan All orphan subsets in a company are displayed within the Orphan Subsets
Subsets folder in the tree view. You can expand and then double-click the individual
nodes to view the business rule rows in the right-pane. You can copy/paste
rows, insert new rows, update or delete rows, import rows, and save the
changes.
Create a new Open the tree view and enter a project in the Project box. Right-click on the
orphan subset Orphan Subsets folder and then click Create New. You can also select Edit
from the main menu, point to Tree and click Create New. A New Subset
dialog box opens displaying the list of business rules. Select a business rule
and enter the subset name. Click OK to create the orphan subset within its
respective orphan folder with one row containing default values for all the
fields (in Green color). You can copy/paste rows, insert new rows, update or
delete rows, import rows, and save the changes.
Copy/Associate The Copy option is available on all level 1 orphan subsets. Level 2 orphan
an orphan subset subsets (i.e., subsets with parent subset nodes) cannot be copied to a plan.
to a plan
To copy an orphan subset, right-click a level 1 parent node and select Copy.
You can also select Edit from the main menu, point to Tree and click Copy.
You can copy and paste (or drag and drop) an orphan subset to a Plan-oriented
business rule. The paste or drop is allowed only on a valid parent business
rule. On a successful paste or drop, the tree view is updated. Depending on
your selection, the parent business rule is updated automatically or prompts
you to make the necessary changes manually.
Delete an Orphan The Delete option is available on all level 1 orphan subsets. Level 2 orphan
Subset subsets (i.e., subsets with parent subset nodes) cannot be deleted.
DXC 3-16
Product Wizard Reference Guide Orphan Subsets
To delete an orphan subset, right-click the parent node and select Delete. You
can also select Edit from the main menu, point to Tree and click Delete. A
Delete Orphan Subset confirmation message box appears. If you select Yes,
the selected orphan subset is deleted. If the deleted subset is a parent to other
subsets, and the child subsets are now orphans, the child subsets move to their
respective orphan folders. The Subset Index Table—T000XA is updated
simultaneously.
Example: If T038X~100 orphan subset is pointing to T024X~100 subset

and you delete T038X~100 subset, all rows with subset 100 are
deleted from T038X orphan. If T024X~100 becomes an orphan,
it moves under the T024X orphan folder. Alternatively, if
T024X~100 is referenced by any plan or by another orphan,
then it does not appear under the orphan tree.
Delete All Orphan Orphan subsets of the same type are grouped under business rule folder (for
subsets of same instance, Fund Pointer folder, State Approval folder) and can be deleted
type together.
To delete all orphan subsets of the same type, right-click on the business rule
folder and select Delete All. You can also select Edit from the main menu,
point to Tree and click Delete All. A Delete All Orphan Subset confirmation
message box appears. If you select Yes, all orphan subsets of the selected type
are deleted. The Subset Index Table—T000XA is updated simultaneously.
DXC 3-17
Product Wizard Reference Guide Table View Functions
Table View Functions
Overview This section helps you to understand various Table View functions and
subsequently perform each function to maintain the business rule data.
Plan Pointer The tree view in the left pane displays the structure of all the subsidiary
Maintenance subsets for a Plan. Refer to the following matrix displaying different tree node
levels and their relationships that exist in the application:
Level Relation
0 Plan Table
1 Subsets that are referenced directly by the Plan Table. These are referred to
as children of Plan Table
2 Subsets that are referenced directly by children of the Plan Table. Also
referred to as grandchildren of the Plan Table
3 Subsets that are referenced directly by grandchildren of the Plan Table.
Also referred to as great-grandchildren of the Plan Table
4 Subsets that are referenced directly by great-grandchildren of the Plan
Table. Also referred to as great-grandchildren of the Plan Table
The parent subset is important when subset pointer association changes are
being made. For a given table, there can only be one Level 1 subset
subordinate to a Plan Table at any given time. However, this is not true for
subsets with Levels 2 and higher. Multiple subordinates can exist at Level 2,
3, and 4.
Whether creating a subset via copy and paste, or drag and drop, there are
various possibilities of altering multiple plans referencing a table subset.
Multiple plans may refer to one table subset. Altering the subset affects all the
plans.
When you clone a table, the new subset name is automatically assigned and
the replaced subset is not affected. Any change made to the newly assigned
subset only affects the plan that references it.
Subset pointers via pointer maintenance can be changed using the data in the
cells of the right pane. Subset name pointers maintained in the Plan Table—
T000X and Subset Index Table—T000XA cannot be changed manually.
The procedure for changing table subset pointers for subsets with Levels 2
and higher is different. Any cell that has a pointer to a subordinate subset for a
Level 2 or higher subset can be changed in the right pane.
DXC 3-18
To change a subsidiary subset that is Level 2 or higher, complete the following

steps:
Step Process
be successful
2 Enter a Project
3 Highlight and open the parent table of the corresponding child subset
4 Double-click the table pointer column cell in the parent table to change the
corresponding child subset pointer
5 Enter the new subset pointer and press Enter. The changed subset pointer is
displayed in the cell
6 To save the changed data in the Work-In-Progress (WIP) file, click Save
7 A message displays if any errors occur when saving to the WIP file. Correct
them before saving. If no errors occur, the data is successfully saved to WIP
8 Refresh the tree view to see the changes
To apply the WIP changes to the Database, refer to the Apply Changes section.
Change Subset Data While in tree view, you can process data changes to business rules by changing
data in the subset.
To make data changes in the right pane perform the following steps:
Step Process
be successful
2 Enter a Project
3 Highlight and open the right pane of the subset and select the data cell
4 Enter the new data or select a value from a drop-down list, if available. The
changed data displays in the cell
6 A message displays if any errors occur when saving to the WIP file. Correct
them before saving. If no errors occur, the data is successfully saved to WIP
Copy and Paste Data changes in the tree view can also be performed using the Copy and Paste
method. The functionality is applicable to row(s) of data, not individual data
cells. You can copy/paste across environments, companies, and plans, but not
across products, i.e., you cannot copy a row in an Annuity Subset and paste
the data in a Universal Life Subset.
DXC 3-19
To copy/paste row(s) complete the following steps:
Step Process
be successful
2 Enter a Project
3 Double-click the table subset to display table rows in the right pane. Select the
row to be copied. To select multiple rows hold down the Ctrl key and select
multiple rows
4 Right-click and select Copy or click Edit from the main menu, point to Table
and click Copy
5 Select the row before which you want to paste the data. Right-click the row and
click Paste or click Edit from the main menu, point to Table and click Paste.
The rows of copied data are pasted in the new position in the subset
Insert a Row When a row is inserted in a subset, all required fields, read-only fields, and
hidden fields are defaulted to the values in the first row of the subset. Only
one row at a time can be inserted.
To insert a row into a subset perform the following steps:
Step Process
Plan and click Go. The view must be Rules With Changes for changes to be
successful
2 Enter a Project
3 Double-click the table subset to display the table rows in the right pane. Select
the row below which you want to insert a row
4 Right-click and select Insert New Row or click Edit from the main menu, point
to Table and click Insert New Row
Delete Rows You can also delete rows in a subset. One or more rows can be deleted in a
subset; however, not all rows can be deleted in a subset in Business Rule
Search view to avoid Plan Validation issues that may arise.
To delete row(s) in a subset referenced by a Plan in tree view, perform the

following steps:
DXC 3-20
Step Process
be successful
2 Enter a Project
3 Double-click the table subset to display table rows in the right pane. Select the
row to be deleted. To select multiple rows hold down the Ctrl key and select
multiple rows
4 Right-click and select the Delete Row option or click Edit from the main menu,
point to Table and click Delete Row
Deleted rows do not physically get deleted from the Database until the WIP
project is applied; however, the rows do not get displayed in the grid.
Locate a Row To locate a row in a table, open the table. Right-click and select Locate. You
can also select Edit from the main menu, point to Table and click Locate.
A Locate values dialog box opens. Enter the key field value of the table row,
which you want to locate and click Go. The matching row is displayed as Row
1 in the Table view. If the matching row is not found, the nearest matching
row is displayed as Row 1. You may use the Page Up and Page Down to
navigate to other rows in the table.
Show DB2 Column To view DB2 Column Names, double-click the required table. The rows of the
Names table are displayed in the right pane. Right-click any row and select Show
DB2 Column Names. You can also select Edit from the main menu, point to
Table and click Show DB2 Column Names.
NOTE: You can also temporarily move the order of columns in the table view.
This enables easier business rule modification.
Row Headers Row Headers show the row numbers in all views. All rows are numbered
from 1 to n. The following color scheme in the row header is used to indicate
the rows that are added, changed, or deleted before saving:
• Green - Newly Inserted Row

• Yellow - Updated Row
• Red - Deleted Row
Cross Edit Rows failing cross-field validation edits are marked with an 'X' in the Row
Markers Header. This enables you to easily identify the rows in a view that need
correction. A warning icon identifies the specific field at fault and a tool tip
displays the error message when you hover the mouse on the field.
DXC 3-21
Paging The grid view is paged. The paging size can be configured. Page Up and Page
Down are enabled/disabled depending on the page you are on.
Vertical View You can view each row at a time using the Vertical View mode. Double-click
the required table to display the rows in the right pane. Right-click a row and
select Vertical View. You can also select Edit from the main menu, point to
Table and click Vertical View.
If there is more than one row in the table, you can view the row by clicking
Next Row or Previous Row.
Replace The Replace feature replaces all occurrences of a value in a table column with
the selected Replace With value. The changes are saved to the WIP directly.
This feature is applicable only in the Business Rule Search tab.
To use the Replace feature, right-click on the column header and click
Replace. The Replace option gets enabled only if:
• The table is in a Business Rule Search tab. This feature is not available in
Entire Table, Changes Only, Apply Changes, Audit/Error, Promote,
Summary and Continuity Check tabs
• The table is in edit mode
• The table is not empty
• The column is editable
• The column is not a pointer column
NOTE: You cannot use the Replace feature in T000X and T000XA tables.
Also, this feature is not applicable in Vertical View as it applies to
multiple rows. All table cross-edits are bypassed. The Replace feature
is also not allowed when there are existing changes in the Work-In-
Progress (WIP) file for the selected table.
To replace value of a column, perform the following steps:
Step Process
Plan and click Go. The view must be RULES WITH CHANGES for changes
to be successful
2 Enter a Project
3 Double-click the table subset to display table rows in the right pane
4 Right-click the column header of the table and click Replace
5 A Replace Values dialog box opens showing the name of the column and the
value of the column for the selected row in the Find field. In the Find field
you can also change the value to be replaced
6 From the Replace With drop-down list, select the value with which you want
to replace
Note: If the selected table column has AVM values, the Replace With field is
a drop-down list otherwise, it is a text field
DXC 3-22
Step Process
7 Click Go
8 Upon clicking Go, the Find and Replace With values are verified for length,
range, and format, and are then replaced with the selected Replace With
value. An error message is displayed if the value is invalid
Determining old You can determine the old value that existed in a changed (updated) field in
value in the changed any of the available views. Visual clues enable you to determine the field
Field value that has changed. For example, the background color of changed field
differs from that of an unchanged field. If you hover the mouse pointer over
the changed field, the popup tool tip will display the old value of the field.
Table Filter Table Filter is used to restrict the set of viewable business rule rows to only
those rows that comply with the conditions specified by you. The Filter is
available in the Business Rule Search, Entire Table and Changes Only tabs
views, and allows you to filter the business rule rows based on the specified
filter criteria.
You can create a simple filter like Effective Date = 01-01-2009, or a more
complex filter like Effective Date = 01-01-2009 AND Assumed Interest Rate
> 4.500. Your defined filter criteria may include any of the available relational
operators.
A simple filter is a single business rule field condition, e.g., Effective Date =
01-01-2009.
DXC 3-23
You can also create more complex filter by combining the field conditions
using the logical operators ‘AND’ and ‘OR’, for e.g., Effective Date < 03-01-
2009 AND Assumed Interest Rate = 4.500.
When using both ‘AND’ and ‘OR’ in the same filter, it is usually necessary to
use parentheses in order to ensure correct evaluation, for e.g.,
(Statutory Company = ‘***’ OR Statutory Company = ‘A01’) AND Memo

Code = ‘**’.
Navigation Open the Business Rules Search, Entire Table or Changes Only tab view.
Select a business rule to enable the Filter. Click Filter to open the Table Filter
page.
Table Filter page
Field Descriptions
Field (list box, required)

The set of field names on which the business rule will be filtered.
Operator (list box, required)

The logical operators used as field condition for the filter criteria. If the field
selected is a character field, you may use ‘LIKE’ and ‘NOT LIKE’ operators.
Value (text, alphanumeric, required)

Denotes the Field value that you enter. Some basic edits are performed to
ensure the value entered is valid for the selected field.
DXC 3-24
Filter (field)
Displays the current filter defined by you. You cannot enter text directly in the
Filter area. You can use Delete Selected and Delete All to delete part of/all of
the current filter selection.
Process To define and apply the filter, perform the following steps:
Step Process
1 Select a field from the Field list box

2 Select a relational operator from the Operator list box
3 Enter the desired value in the Value text box
4 Click Add. This will add your field condition to the Filter area
Note: You may use the logical operators ‘AND’, ‘OR’ and parentheses for
constructing complex filters
5 Click Set Filter. This will save your filter, close the Table Filter dialog, and re-
display the business rule showing only those rows that comply with the condition
specified by you
Note: You will notice a Green icon on the Filter when filter is applied, i.e., when
the filter is not empty
Functions The functions associated with the buttons on this page are defined in the
following table:
Button Description
Add Adds your defined field condition to the Filter area

AND ‘AND’ is the logical intersection of two field conditions, i.e., in order to
satisfy the filter, the business rule row must satisfy both the conditions
Note: The logical operator ‘AND’ has a higher precedence than the logical
operator ‘OR’
OR ‘OR’ is the logical union of two field conditions, i.e., in order to satisfy the
filter, the business rule row must satisfy at least one of the conditions
() Parentheses must be used when combining ‘AND’ and ‘OR’ in a filter
because the logical operator ‘AND’ has a higher precedence than the
logical operator ‘OR’
Delete Deletes part of the filter text by selecting the text in the Filter area
Selected
Delete All Deletes all of the filter text by clicking Delete All
Note: Delete All does not save the filter or close the Table Filter dialog; it
merely removes all the text in the Filter area, so that you can start building
the filter from the scratch
Set Filter Saves the filter you have created, exits the Table Filter dialog, and re-
displays the business rule showing only those rows that comply with the
filter condition
Note: You will notice a Green icon on the Filter button when filter is
applied, i.e., when the filter is not empty
DXC 3-25
Button Description
Reset Filter Removes the filter you have previously defined, exits the Table Filter
dialog, and re-displays the business rule showing all rows
Note: You will notice that the Green icon on the Filter turns off when the
filter is empty. Additionally, the filter will reset when another business rule
is selected in the tree view
Cancel Exits the Table Filter dialog without changing the filter
Export Rule The Export Rule function allows you to export the rows in a business rule and
save it in the selected file format. In addition, you can directly open the
exported text file in Microsoft Excel©, provided the software is installed on
your local system, or export as HTML in your browser window. The
following formats are supported:
• Tab-separated (.txt) file (default)

• Comma-separated value (.csv) file
• Microsoft Excel©
• HTML document (opens in Browser window)
The tab-separated, comma-separated, and Microsoft Excel© options prompt

you to save the file, which you can open later using a compatible application.
The HTML option opens directly in its default application.
The Export Rule function queries the selected business rule and outputs the
data in the selected format to the target application. Only the source business
rule is queried, changes in the Work-In-Progress (WIP) file are not included.
There are also several function-specific Export opportunities available at

various locations in the application. Refer to the Impacts and Usage section
for more details.
Navigation Open either a tree view from Business Rule Search or an Entire Table view.
Open the business rule you want to export. On the File menu, select Export
Rule.
DXC 3-26
Export Rule page
Field Descriptions
Select the Export format (radio button, required)

Choose the export output format. You may choose any one of the following
output formats: Tab separated text file, Comma separated text file, Open text
file in Microsoft Excel© or Open HTML document in Browser. The field
defaults to Tab separated text file.
following table:
Button Description
Export Exports the business rule data to the selected file format
Reset Resets all the fields to default values
Impacts and The Export Rule function is available in the following views:
Usage
• Tree view (accessed using the Business Rule Search tab)
• Entire Table view (accessed using the Entire Table tab)
In addition to the business rule export, function-specific exporting is available

in the following locations:
• Changes Only
• Audit/Error Log
• Update Interest Rates Wizard (both Accumulation Plan and Payout Plan)
• Update Annual Statement Rates Wizard
DXC 3-27
Import Rule The Import Rule function allows you to import new or changed rows into a
Product Wizard Business Rule from an existing file. You can import rows
from a tab-separated (.txt) file or a comma-separated values (.csv) file.
The following conditions must be met for a successful Import operation:
• The import file name must begin with the target business rule name; for
e.g., T010X.txt
• The company code on the import file must match the company code in the
target business rule
• The structure of the import file must match the structure of Product
Wizard Business Rule. This includes the number of columns, column
names, column data types and field lengths
• If you are importing into any business rule in normal Tree View, valid
value and numeric range checking is performed against the values and
ranges defined in the Allowable Values Management (AVM) database
This requirement is not applicable for the Entire Table view, as Allowable
Values are not enforced in that view
• If you are importing into a table subset in normal Tree View, the subset
name on the import file must match the subset name in the target business
rule. This requirement is not applicable for the Entire Table view
• The target business rule must not be a read-only business rule such as the
T000X Plan Table
NOTE: In normal Tree View, some columns may be hidden. All columns on
the physical business rule must be present in the import file. You can
verify that your import file contains all the necessary columns by first
exporting a template file to begin forming your import data. Refer to
the Export Rule section for more information on exporting business
rule data.
Upon successful validation, the imported rows are automatically saved to the
Work-In-Progress file with your selected Project Name ready for you to
Apply.
Navigation Open the view of the business rule in which you want to import. Either
Business Rule Search (or tree view) or Entire Table view may be used for
general importing. The view mode must be RULES WITH CHANGES and a
Project must be entered before the Import menu choices become enabled.
On the File menu, select Import and choose one of the following options:
Option Description
Rule Allows you to add new rows, replace rows, or delete rows in the
selected business rule
DXC 3-28
Option Description
T025X Declared Allows you to import rules produced from the Update Interest
Rates Rates Wizard into the Declared Interest Rates Business Rule. The
option is only available when you are in Entire Table view and the
Declared Interest Rates Business Rule—T025X is selected
T026X Annual Allows you to import rules produced from the Update Annual
Statement Rates Statement Rates Wizard into the Annual Statement Rates Business
Rule. The option is only available when you are in Entire Table
view and the Annual Statement Rates Business Rule—T026X is
selected
Import Rule page
Field Descriptions
From file (text, alphanumeric, required)

Indicates the import file path. Click Browse and select the file.
Action (drop-down list, required)

Select the required action: ADD, REPLACE or DELETE. The field defaults to
ADD.
The following table defines the actions:
Action Description
ADD Appends data (additional rows) to the business rule. Note that the row
keys should be unique otherwise an error is displayed when you
attempt to Apply the project. The error is written to the Error Log
DXC 3-29
Action Description
REPLACE Updates the non-key data in matching rows. The key columns in the
import file are used to find a matching row on the Database. No
matching validation is performed at the time of import. If no matching
row is present and you attempt to Apply the project, the error is written
to the Error Log
Note: The REPLACE option cannot be used to change data values in

the key section of the business rule. An Import-DELETE, and then
Import-ADD must be used to accomplish this
DELETE Deletes the imported rows from the business rule based upon matching
row keys. No matching validation is performed at time of import. If no
matching row is present and you attempt to Apply the project, the error
is written to the Error Log
Direct Import (check box, optional)

Direct Import allows you to add rows to the business rule and update the
Business Rules Database in a single step. This option bypasses the Work-In-
Progress (WIP) file and the Apply process. It is useful for very large volume
imports, such as Rates Business Rules, that have already been verified for
correctness. Allowable Values verification is not performed in the Direct
Import process; all other edits are in effect.
NOTE: Direct Import process is not “all-or-nothing”; if some rows reject due
to duplicate key type errors, the remaining rows are committed. The
Action is defaulted to ADD and the control is disabled because Direct
Import option is only applicable for adding new rows to the business
rule.
Format is (radio button, required)

Select the import file type. It must be a Tab-separated (.txt) file or a Comma
separated value (.csv) file. The default format is Tab-separated.
following table:
Button Description
Import Imports the external source file data in the selected business rule
DXC 3-30
Show Metrics in PW The Progress Bar shows the progress history of long running operations. It
functions - Control displays the percentage complete and progress information for long running
operations. This enhances the user involvement in the process by displaying the
information in an incremental order, thereby eliminating any screen freeze.
The Progress Bar has been incorporated in the following areas of the application,
to name a few:
• Upon clicking Go in Business Rule Search (BRS) tab

• Importing Rows
• Applying Work-In-Progress (WIP) project
• Promoting Package
• Renaming Subset
• Cloning Subset
• Cloning Plan (Refer the picture below)
Results and Progress Log tabs in the Result(s) message box
Product Wizard displays the summary of executed function in the Result(s)

message box. The Result(s) message box contains two tabs - Results tab,
which displays summary statistics regarding the number of rows impacted,
e.g., the number of inserts, deletes and updates, and Progress Log tab, which
displays all the messages that were initiated during the progress of the
executed function.
DXC 3-31
Refer the Clone Plan Result(s) message box below:
DXC 3-32
WIP and AUDIT Maintenance Reporting

Report button is displayed in the Changes Only and Audit window. Upon
clicking Report, an HTML Report is generated displaying the WIP/Audit row
information as well as the Old and New Image of each WIP/Audit row. This is
an improvement over the Export because Export displays the concatenated
key fields and data fields of the target rows, which is difficult to comprehend.
Upon clicking Report in Changes Only window, you will see the following
Sample WIP REPORT:
WIP REPORT
DXC 3-33
Upon clicking Report in Audit window, you will see the following Sample
AUDIT REPORT:
AUDIT REPORT
Guidelines and Payout Reserves
Guidelines Guidelines Validation is performed upon applying changes to any of the

Validation and Guideline Business Rules. The Apply changes will fail if the validation
Commutations fails.The Guideline Commutation process is triggered either by applying a
WIP project involving any change to the Guideline Business Rules or by
doing a mouse right-click on the Guideline Business Rules in the BRS tree
view and selecting the Regenerate Commutations. The Apply process allows
you to update the business rule database and regenerate the commutations in a
single step, whereas Regenerate Commutations is useful if no changes have
been made to the Guideline Business Rules, however you want to regenerate
the commutations anyway. This is generally only needed if the guideline
generation implicit to an Apply process previously failed and left the T055X
and T055X1 Business Rules in an unsynchronized state.
DXC 3-34
Payout Reserves The Regenerate Reserves process is triggered either by applying the Work-In-
Processing Progress (WIP) project involving any change to the Payout Reserves Business
Rules or by doing a mouse right-click on the Payout Reserves Business Rules
in the BRS tree view and selecting Regenerate Reserves. The Apply process
allows you to update the business rule database and regenerate the reserves in
a single step, whereas Regenerate Reserves is useful if no changes have been
made to the Payout Reserves Business Rules, however you want to regenerate
reserves anyway. This is generally only needed if the reserves generation
implicit to an Apply process previously failed and left the TW70X and
TW70X1 Business Rules in an unsynchronized state.
DXC 3-35
Entire Table
Overview The Entire Table tab specifies the filter criteria for bringing up a “frame”,
which is used to view all the subsets/rows for selected business rule(s)
independent of the tree view plan hierarchy.
Navigation Click Entire Table tab to navigate to the Entire Table (ET) view. An Entire
Table filter page opens displaying various filter drop-downs. Select
information in each filter drop-down and click Go to open the selected business
rule(s) in the Entire Table page. Upon double-clicking the node in the tree view,
a table view of data is displayed in the right hand panel including orphan
subsets, if any.
ET view is an open view for you to update the business rules, meaning
minimal constraints like field length verification and data type validation are
enforced in this view. There are no allowable value lists or cross field edits
present in this view. It is often used by an experienced user for updating the
business rules independent of the tree view plan hierarchy.
This view is also useful to import multiple subsets in the business rule in a
single step. The import in this view does not validate allowable values, which
is helpful if you want to update allowable values after the import process. ET
view is useful if you want to export all subset rows present in the business rule
in a single step.
Entire Table tab page
DXC 4-1
V:\WPV1DOC\ProductWizard\entiretable.fm
Product Wizard Reference Guide Entire Table
Field Descriptions
RULES WITH (drop-down list, required)

CHANGES / RULES RULES WITH CHANGES view displays the business rule information with
the pending WIP changes. This is a merged view of the source business rule
and the pending changes in WIP.
RULES view displays the business rule information excluding any pending
WIP change. This is an inquiry only view. This is a view of the source business
rule without including the pending WIP changes.

Lists the environments for which you have view and/or update rights. An
Environment contains an entire set of business rules, for example your
development business rules or your production business rules. Environments
are set up by your Database Administrator and the access to a particular
environment is configured by your Product Wizard Administrator.
Company (drop-down list, required)

Table(s) (list, optional)

Lists all business rules (all Common and all Plan-oriented business rules) for
the selected environment/company combination. Multiple business rules may
be selected.

Filter Page The filter page contains 4 required fields that are used to specify the business rule
to be viewed. These are RULES WITH CHANGES/ RULES, Environment,
Company, and Table. Go is not enabled until all the filters are selected.
Grid The table grid is displayed with all subsets for the selected environment/
company. This view is not plan-oriented. Once a grid is displayed, you can
view and/or change the subset data. However, changes to a particular subset
may impact one or more plans using that subset because the subset may be
shared.
There are no plan validation edits, cross edits between fields, required fields
edits, or constraints (i.e., cross-edits between business rules) performed in this
view. You can right-click on any row in the table grid and select Where is used
to identify all plans that use the subset or whether the subset is an orphan
subset, in other words, the subset is not pointed to by any plan.
In Product Wizard, several business rules that are product-specific in the

VSAM environment are combined into one business rule.
DXC 4-2
Example: Fund Pointer Business Rule: There are two product-specific

business rules—A10 for Annuities and 010 for Universal Life.
Memo Code is the A10 key; however, it is not in the 010 key. In
Product Wizard, these business rules have been combined into
one business rule—T010X. In tree view when a T010X subset
is displayed for a Universal Life Plan, the Memo Code field is
hidden.
NOTE: For business rules that have been combined into one business rule as
discussed above, the product-dependent hidden columns are dis-
played. If a change is made to one of these fields, there is no editing
to verify that the field is functional for a specific product.
Import Rule The Entire Table view supports importing data. The ADD function is supported
in Entire Table view; however, it functions differently as explained below.
In the Entire Table view ADD indicates adding new rows to an existing subset
(same as BRS view), and it can also indicate adding a new subset in the
business rule. In the latter scenario, the subset is an “orphan” because it is not
pointed to by any plan. Upon import, you will open the tree view and change
the pointer for the plan to point to the orphan subset. The attachment of an
orphan subset to a plan is known as Subset Association.
The following conditions are applicable for importing subsets in the Entire
Table view:
• The subset name in the import file may not necessarily match the subset
name in the target business rule in Entire Table view
• The business rule name and number of columns in the import file must
match the business rule name and number of columns in the target business
rule
• The number of commas or tabs in the first row must match the number of
commas or tabs in the subsequent rows
• The errors of all imported data are displayed in an on-line error message.
The data is not successfully imported until all the errors are rectified
Export Rule The Entire Table view supports exporting data. This functionality works in the
same way as it does for the BRS view. Refer to the Export Rule section for
further details.
DXC 4-3
following table:
Button Description
Go Navigates to the Entire Table page
Save Saves the WIP change(s) made to the business rule(s)
Filter Allows you to view a specified set of rows in the table view based on the
specified filter criteria. Refer to the Table Filter section for more
information on this functionality
Page Up Helps you to navigate to the rows above the selection in the grid
Page Down Helps you to navigate to the rows below the selection in the grid
DXC 4-4
Changes Only
Overview Changes Only tab allows you to view and maintain all the changes for the
selected environment that are currently pending in the WIP file independent
of the tree view plan hierarchy.
The changes made to business rules using the BRS or ET views are saved in
the WIP file until you apply them to the Business Rules Database. The
changes can be filtered by Projects, Business Rules, and/or User IDs. The
changes are displayed in the Changes Only tab page with tree and table views.
The WIP projects may be deleted in the Changes Only tab page. Certain
project sub-nodes may also be deleted from the WIP tree node. Company and
Product sub-nodes may be deleted for Plan-oriented tables. Any sub-node
related to Common tables may be deleted. The changes belonging to a
particular project can be modified only by using the original project.
Navigation Click the Changes Only tab to navigate to the Changes Only view.
Changes Only tab page
Field Descriptions

Lists all the environments for which you have view and/or change rights.
Projects (list box, optional)

Displays all the projects currently in the WIP for the selected environment.
Select one or multiple projects and click Add.
DXC 5-1
V:\WPV1DOC\ProductWizard\changesonly.fm
Product Wizard Reference Guide Changes Only
Business Rules (list box, optional)

Displays all the business rules for which WIP rows exist for the selected
environment. Select one or multiple business rules and click Add.
User IDs (list box, optional)

Displays all User IDs associated with the rows in WIP. Select one or multiple
User IDs and click Add.
NOTE: You can select any combination of Projects, Business Rules or User
IDs. If no records match the selected filter criteria, an error is
displayed.
Go is enabled once the Environment drop-down is selected. If you select Go

without selecting any additional filter, all WIP projects for that particular
environment are displayed in the Changes Only tab page.
Process To navigate to the Changes Only tab page, perform the following steps:
Step Process
1 Select the Changes Only tab from the Product Wizard navigation
bar
2 Select the Environment in which changes have been made
and then select one or multiple Projects, Business Rules, and/
or User IDs
3 Click Go
following table:
Button Description
Add Adds the selected Projects/Business Rules/User IDs from the left list box to
the right list box
Remove Removes the selected Projects/Business Rules/User IDs from the right list
box to the left list box
Go Opens the Changes Only tab page
DXC 5-2
Changes Only
Overview The Changes Only page allows you to verify and/or change the WIP projects
before applying them to the Database. The Changes Only tab page is divided
into two panes. The left pane displays a tree view with the Project, Company,
Product, Business Rules, and Subsets as nodes. The right pane displays the
business rule records with changes.
Changes Only page
Tree View The business rules are not displayed under a plan, but are displayed under the
business rule type. To open a grid in the right pane that contains the WIP
changes for that business rule, double-click on the business rule node in the
left pane. You can view and/or change data in the grid without any plan
validation edits, cross edits between fields, required field edits, or constraints
(cross edits between business rules).
To open the right pane containing only the WIP entries for that particular
subset, double-click on a subset node in the left pane.
You can change data in the right pane of the grid only by initiating the original
WIP project in the Project field. You can also insert or delete rows. Deleting a
row in Changes Only actually removes the changes from the WIP. When the
project is applied, the source row is not updated. Source rows cannot be
deleted through Changes Only.
DXC 5-3
Deleting a WIP WIP projects can be deleted in the Changes Only tab page. To delete a WIP
Project project, select the project node in the left pane, right-click and select Delete
Node option. You can also select Edit from the menu bar, select Tree and click
Delete Node. Certain project sub-nodes can also be deleted from a project.
Company and Product sub-nodes can be deleted for Plan-oriented tables. Any
sub-node related to Common tables can be deleted.
following table:
Button Description
Save Saves additional change(s) made to the WIP project

Filter Allows you to view a specific set of rows in the table view based on the
specified filter criteria. Refer to the Table Filter section for more
information on this functionality
Export Exports the WIP data to the selected file format
Report Generates an HTML report for each WIP row. You will see the WIP row
information as well as the old and new image of each WIP row
Page Up Allows you to navigate upwards to other rows in the business rule
Page Down Allows you to navigate downwards to other rows in the business rule
DXC 5-4
Apply Changes
Overview The Apply Changes tab allows you to apply the pending changes in the Work-
In-Progress (WIP) file to the Business Rules Database.
You can specify the changes by selecting the Environment, Packages and/or
Projects criteria. Upon clicking Go, an Apply Changes tab page is displayed,
containing a tree and table view of the WIP changes. Click on Apply Changes
to commit the WIP changes to the Business Rules Database. The WIP
changes are deleted upon successful Apply. Once the changes are applied, the
changes cannot be rolled back.
You may exclude nodes from the tree before applying the WIP project. The
changes can be excluded at project, company and product levels for Plan-
oriented business rules. You may also exclude specific business rule rows
from the table view before applying the WIP project.
During the Apply process, a 'Package' is created containing all the applied
changes.
If the Apply process fails, the error messages are written to the Error Log.
Upon successful Apply, the Audit Log is updated with the WIP changes
applied.
Navigation Click the Apply Changes tab in the Product Wizard main page.
Apply Changes tab page
DXC 6-1
V:\WPV1DOC\ProductWizard\applychanges.fm
Product Wizard Reference Guide Apply Changes
Field Descriptions

Select the environment.
Enter Package Name (text, 30 positions, alphanumeric, optional)

(Optional) Enter the package name. The package name is a user-defined field identifying
all project rows to be applied in a common session.
Packages (list box, optional)

Indicates all the Package IDs.

Lists all WIP projects in the selected environment.
following table:
Button Description
Add Adds the selected Packages/Projects from the left list box to
the right list box
Remove Removes the selected Packages/Projects from the right list
box to the left list box
Go Navigates to the Apply Changes tab page
DXC 6-2
Apply Changes
Overview The Apply Changes page allows you to apply the WIP file to the Business
Rules Database. The Apply Changes page is divided into two panes. The left
pane displays a tree view with the Package ID, Project, Company, Product,
Business Rules, and Subsets as nodes. The right pane displays the business
rule rows having changes.
If there are no errors when you click Apply Changes, all the changes are
applied in the environment and deleted from the WIP. If an error occurs, the
Apply process fails. All errors are written to the Error Log with corresponding
sequence number that maps the error condition to the business rule row in the
WIP file.
Apply Changes page
Exclude Node When you exclude a node, the changes of the node are not applied. You can
exclude node at project, company, and product levels for Plan-oriented business
rules.
To exclude a node from the package, complete the following steps:
Step Process
1 In Apply Changes left pane, select the project/company/product node you

want to exclude
DXC 6-3
Step Process
2 Right-click to open the context menu. Select Exclude Node from the context
menu. You can also select Edit from the menu bar, point to Tree and click
Exclude Node
3 The selected node and its corresponding nodes are excluded and their changes
are not applied
Exclude Row(s) You can also exclude selected row(s) from the Apply process by using Exclude
Row(s) option.
To exclude row(s) from a business rule/subset, complete the following steps:
Step Process
1 In Apply Changes left pane, open the business rule/subset

2 In the right pane, select the row you want to exclude. To select multiple rows
hold down the Ctrl key and select multiple rows
3 With the rows selected, right-click to open the context menu. Select Exclude
Row(s) from the context menu. You can also select Edit from the menu bar,
point to Table and click Exclude Row(s)
4 The selected row(s) are excluded and their changes are not applied
NOTE: Subset associations and copy/paste operations cannot be performed in

the left pane.
following table:
Button Description
Apply Changes Applies the WIP changes of displayed tree node to the Business Rules
Database
Page Up Allows you to navigate upwards to other rows in the grid
Page Down Allows you to navigate downwards to other rows in the grid
DXC 6-4
Audit/Error
Overview The Audit/Error tab allows you to track the Audit Log and Error Log details.
The Audit Log displays the details of the projects that have been successfully
applied or promoted to the Business Rules Database. The Audit table tracks
business rules add, delete and change processed in an environment.
The Error Log displays the error information and the corresponding row from
the WIP file when an Apply or Promote process fails. You can verify the error
information to rectify the problem and retry Apply or Promote. The WIP
changes are not deleted upon Apply failure.
These logs can be viewed using the filters provided on the Audit/Error tab.
The Audit and Error data can be exported to the various file formats.
Navigation Select the Audit/Error tab in the Product Wizard main page.
Audit/Error tab page
Field Descriptions
Filter Options (radio button, required)

Select the desired log type - View Audit Log or View Error Log.
DXC 7-1
V:\WPV1DOC\ProductWizard\audit-error.fm
Product Wizard Reference Guide Audit/Error


Indicates the list of packages.

Indicates the list of projects.
Business Rules (list box, optional)

Indicates the list of business rules.
User IDs (list box, optional)

Indicates the list of User IDs that applied/promoted the project.
Start Date (text, 8 positions, alphanumeric, optional, MM-DD-YYYY, MM/DD/YYYY,

YYYY-MM-DD, YYYYMMDD)
Enter the start date for the search. The application searches for the records
with date equal to or greater than this date.
End Date (text, 8 positions, alphanumeric, optional, MM-DD-YYYY, MM/DD/YYYY,

YYYY-MM-DD, YYYYMMDD)
Enter the end date for the search. The application searches for the records with
date equal to or less than this date.
Sort Priority (text, 1 position, numeric, optional)

Enter the sort priority number for Packages, Projects, Business Rules and
User IDs. The number must be between 1 and 4. If no sort priority is defined,
the records appear based on the order of log.
following table:
Button Description
Add Adds the selected Packages/Projects/Business Rules/User IDs

from the left list box to the right list box
Remove Removes the selected Packages/Projects/Business Rules/User IDs

from the right list box to the left list box
Sort Order Displays the ascending or descending order of the field
Go Navigates you to the Audit Log/Error Log page
Reset Resets all the fields to the default values
DXC 7-2
Product Wizard Reference Guide Audit Log
Audit Log
Overview The Audit Log page consists of two grid areas - Audit Index and Audit Detail.
The Audit Index area lists the Audit records. The Audit Detail area displays
the selected Audit record's Old table row image and the New table row image.
Audit Log page
Field Descriptions
Audit Index:
D_T_STAMP (field)
Indicates the system date/time stamp of the row.
PROJECT_NAME (field)
Indicates the project name.
PACKAGE_ID (field)
Indicates the Package ID.
TABLE_NAME (field)
Indicates the business rule number.
DXC 7-3
Product Wizard Reference Guide Audit Log
ACTION (field)
Indicates if the row was added, changed or deleted.
TABLE_SUBSET (field)
Indicates the name of the subset.
PROMOTE_USER_ID (field)
Indicates the User ID of the user who promoted the row.
CHANGE_USER_ID (field)
Indicates the User ID of the user who processed the change on the row.
COMPANY_CODE (field)
Indicates the company code.
PRODUCT_PREFIX (field)
Indicates the product prefix code.
Audit Detail:
Old Image (field)

Displays the image of the old data that existed in the business rule row before
the WIP project was applied.
New Image (field)

Displays the image of the new data that now exists in the business rule row
after the WIP project is applied.
following table:
Button Description
Export Exports the audit log data to the selected file format
Report Generates an HTML report for each audit row. You will see
the audit row information as well as the old and new image
of each audit row
Purge Purges the audit rows specified by the audit filter
Page Up Helps to navigate to the rows above the selection in the grid
Page Down Helps to navigate to the rows below the selection in the grid
DXC 7-4
Product Wizard Reference Guide Error Log
Error Log
Overview The Error Log page consists of two grid areas - Error Index and Error Detail.
The Error Index area lists the Error records. The Error Detail area displays the
selected record's Error and the Old and New table row image.
Error Log page
Field Descriptions
Error Index:
D_T_STAMP (field)
Indicates the system date/time stamp of the row.
PROJECT_NAME (field)
Indicates the project name.
PACKAGE_ID (field)
Indicates the Package ID.
TABLE_NAME (field)
Indicates the business rule number.
DXC 7-5
Product Wizard Reference Guide Error Log
ACTION (field)
Indicates if the row was added, changed or deleted.
TABLE_SUBSET (field)
Indicates the name of the subset (table pointer).
CHANGE_USER_ID (field)
Indicates the User ID of the user who processed the change on the row.
PROMOTION_ID (field)
Indicates the User ID of the user who promoted the row.
COMPANY_CODE (field)
PRODUCT_PREFIX (field)
Indicates the product prefix code.
Error Detail:
Error (field)
Indicates the error text message pertaining to the selected error log.
Old Image (field)

Displays the Old Image.
New Image (field)

Displays the New Image.
Function The function associated with the button on this page is defined in the following
table:
Button Description
Export Exports the error log data to the selected file format
DXC 7-6
Promote
Overview The Promote tab allows you to promote the applied changes of the source
environment to the target environment.
Promote is an Apply process from one environment to another environment.

Whereas the Apply process commits WIP changes to an environment (e.g.,
Model Office), the Promotion process commits the same set of changes from
the Model Office environment to the Production environment, or to any other
target environment. The changes previously committed are maintained in the
Audit table of the source environment. The changes can be promoted to any
number of environments. After successful promotion, the promoted changes
are maintained in the Audit table of the target environment.
You can exclude row(s) prior to promotion, or defer the package for
promotion, which allows you to change the business rules data in the target
environment and then Apply the package at a later time frame.
Similar to Apply, you can specify the changes to Promote by selecting the
Environments, Packages and Projects. Upon clicking Go, a Promotion frame
is displayed containing a tree and table view of the changes. Click Promote to
move the changes from the source environment audit to the target
environment business rules.
Navigation Click the Promote tab in the Product Wizard main page.
Promote tab page
DXC 8-1
V:\WPV1DOC\ProductWizard\promote.fm
Product Wizard Reference Guide Promote
Field Descriptions
Source Environment (drop-down list, required)

Select the source environment from the list.
Target Environment (drop-down list, required)

Select the target environment from the list.
Enter Package Name (text, 30 positions, alphanumeric, optional)

(Optional) Enter the package name. The package name is a user-defined field identifying
all project rows to be applied in a common session.

Indicates all packages in the Audit Log of the source environment.

Lists all projects in the Audit Log of the source environment.
following table:
Button Description
Add Adds the selected Packages or Projects from the left list box
to the right list box
Remove Removes the selected Packages or Projects from the right

list box to the left list box
Go Navigates to the Promotion page
DXC 8-2
Product Wizard Reference Guide Promotion
Promotion
Overview The Promotion page allows you to promote or defer promote the applied
changes of the source environment to the target environment. The Promotion
page is divided into two panes. The left pane displays a tree view with the
Package ID, Project, Company, Product, Business Rules, and Subsets as
nodes. The right pane displays the business rule rows having changes.
If there are no errors when you click Promote, all the changes are saved in the
target environment and deleted from the target WIP. If an error occurs, the
Promotion process fails. All errors are written to the Error Log with
corresponding sequence number that ties the error condition to the business
rule row in the WIP file.
Promotion page
Exclude Node When you exclude a node, the changes of the node are not promoted. You can
exclude node at project, company and product levels for Plan-oriented business
rules. To exclude a node from the package, complete the following steps:
Step Process
1 In Promotion left pane, select the project/company/product node you want
to exclude
2 Right-click to open the context menu. Select Exclude Node from the
context menu. You can also select Edit from the main menu, point to Tree
and click Exclude Node
DXC 8-3
Product Wizard Reference Guide Promotion
Step Process
3 The selected node and its corresponding nodes are excluded and their
changes are not promoted
Exclude Row(s) You can also exclude specific rows in a business rule by using Exclude Row(s)
option.
To exclude row(s) from a business rule/subset, complete the following steps:
Step Process
1 In Promotion left pane, open the business rule/subset
2 In the right pane, select the row you want to exclude. To select multiple
rows hold down the Ctrl key and select multiple rows
3 With the rows selected, right-click to open the context menu. Select
Exclude Row(s) from the context menu. You can also select Edit from the
menu bar, point to Table and click Exclude Row(s)
4 The selected row(s) are excluded and their changes are not promoted
Defer Promotion When you choose Defer Promotion, all package rows are saved to the WIP
tagged with the generated Package ID and targeted for the chosen
environment. The package rows may be then edited in the available views in
the target environment. When you are certain of your package, complete the
promotion using the Apply Changes tab in the main page. Select your target
environment and the saved Packages/Projects from the Apply Changes tab
and Apply the package.
following table:
Button Description
Defer Promotion Allows you to save the promotion package to WIP for
editing in the target environment and then Apply at a later
time frame
Promote Promotes the changes of selected node to the target
environment and commits them to the Database. The
changes in source environment are automatically
committed to the target environment
Page Up Allows you to navigate upwards to other rows in the grid
Page Down Allows you to navigate downwards to other rows in the
grid
DXC 8-4
Summary
Overview The Plan Summary provides a high-level product description (or set of product
characteristics) for a specific plan in the format of a typical Actuarial Product
Specification. The Plan Summary is available for Base (B) and Payout (W)
plans only. It is not supported for Rider/Benefit, Common Coverage, and PDF
plans.
The Plan Summary provides a summary of the plan selected using your
specified filter criteria. A Microsoft Word© document (.rtf format) is generated
with all the details of the plan. You can directly Open or Save this document.
The Plan Summary is segregated into several sections depending on the product.
When you request a Plan Summary, all the section titles are displayed on the top
of the first page where you can click to advance to a particular section. The Plan
Summary is an inquiry-only page with no change capability.
Navigation To request a Plan Summary, you can use any of the following options:
• On the Product Wizard main menu, click the Summary tab to request
a Plan Summary
• Select a plan in the tree view and right-click to select the Plan
Summary option
• Select the plan in the tree view, click Edit in the main menu, point
Tree and select Plan Summary
Summary tab page
DXC 9-1
V:\WPV1DOC\ProductWizard\plansummary.fm
Product Wizard Reference Guide Summary
Field Descriptions

Lists the environments for which you have view and/or update rights.

Product (drop-down list, required)

Lists the product codes for the selected company and their translations.
Plan Code (drop-down list, required)

Lists the Base plan and Payout plan codes and their translations for the selected
product codes.
Issue State (drop-down list, required)

Lists the issue state variations for the selected plan.
Line of Business (drop-down list, required)

Lists the line of business variations for the selected plan.
Plan Effective Date (drop-down list, required)

Lists the plan effective date variations for the selected plan.
As of Date (text, 8 positions, alphanumeric, required, YYYY-MM-DD)

Date for which you want to generate the Plan Summary. The default is the
current system date. You can change the date as required. Click the calendar
icon and select the new date.

The following Additional Options may be included in the Annuity Plan Summary:
• General Policy Information

• Charges And Fees
• Loan Information
• All Of The Above
NOTE: The Additional Options check boxes vary according to the Product.
table:
Button Description
Go Opens the Plan Summary document
DXC 9-2
V:\WPV1DOC\ProductWizard\plansummary.fm
Continuity Check
Overview The Continuity Check tab allows you to verify that required data is present in
the business rules to successfully add and maintain processing throughout a
policy's lifetime. The check is made against the business rules without any
consideration to adds, changes, or deletions that currently exist in the WIP
file. This function validates that specific entries for ages, durations and other
factors exist for a specific plan.
For Annuities, rate validation occurs for the Surrender Amortization Schedule
(surrender penalties) business rule.
Once the validation is complete, a response is received documenting the

results. Any business rule which is found missing is identified in the response
as a document. The document is in Rich Text Format (RTF). The result may
be saved or printed for later use.
Annuity The following business rules are validated when the Surrender Amortization
Surrender Schedule (surrender penalties) business rule is checked:
Penalties
• Plan Table—T000X
• Surrender Penalty Specification—TAB1F
• Surrender Penalty Calculation—TAB2F
The Plan Table—T000X is verified using the plan, line of business, issue
state, and plan effective date to determine the plan pointer to the Surrender
Penalty Specification Rules.
The Surrender Penalty Specification Rule—TAB1F vary by transaction code,

effective date, policy year, calendar year, issue age, and years to maturity. The
Specification Rules point to the Surrender Penalty Calculation Rules—
TAB2F.
The continuity edit validation of the Surrender Penalty Calculation Rules

validates that for each transaction code and age, an amount/percent is present
in the rules for the policy year duration.
Navigation Click the Continuity Check tab in the Product Wizard main page. The
Continuity Check page displayed is a result of filters specific to the
Environment, Company, Product, Plan Code, Issue State, Line of Business,
and Plan Effective Date.
DXC 10-1
V:\WPV1DOC\ProductWizard\continuitychk.fm
Product Wizard Reference Guide Continuity Check
Continuity Check tab page
Field Descriptions


Select the company from the list.

Select the product from the list.

Select the plan code from the list.

Select the issue state from the list.

Select the line of business from the list.

Select the plan effective date from the list.
DXC 10-2
Product Wizard Reference Guide Continuity Check

Annuity Category Selection:
Surrenders (check box, required)

Indicates if the Surrender Penalty rules require validation.
NOTE: The Category Selection check boxes vary according to the Product.
table:
Button Description
Next Navigates you to the Business Rule Continuity Check page
DXC 10-3
Product Wizard Reference Guide Business Rule Continuity Check
Business Rule Continuity Check
Overview The Business Rule Continuity Check page is the result of Category Selection
on the Continuity Check tab page. For example, in Annuity Category
Selection, select the Surrenders check box and click Next to navigate to the
Business Rule Continuity Check page. The Business Rule Continuity Check
page also displays the list of categories available for selection. The categories
displayed are product specific and represent the functions available for
validation within the Business Rule Continuity Check.
Business Rule Continuity Check page
Field Descriptions
Category Filters
Special Class (list box, required)

Select the desired special class from the list. The list box lists all special classes
defined in the Allowable Values Table. It is enabled for Universal Life and
Traditional Life products.
Premium Class (list box, required)

Select the desired premium class from the list. The list box lists all premium
classes defined in the Allowable Values Table. It is enabled for Universal Life
and Traditional Life products.
DXC 10-4
Transaction Code (list box, required)

Select the desired transaction code from the list. The list box lists all transaction
codes defined in the Allowable Values Table. It is enabled for Annuities,
Universal Life and Traditional Life products.
Policy Type (list box, required)

Select the desired policy types from the list. The list box lists all policy types
defined in the Allowable Values Table. It is enabled for Universal Life product
only.
Sex (list box, required)

Select the desired sex codes from the list. The list box lists all sex codes defined
in the Allowable Values Table. It is enabled for Universal Life and Traditional
Life products.
Calculation Type (list box, required)

Select the desired calculation types from the list. The list box lists all
calculation types defined in the Allowable Values Table. It is enabled for
Universal Life product only.
Policy Effective Date (drop-down list, required)

Indicates the effective date used to access all the business rules. The field
defaults to current system date.
Face Amount (text, 11 positions [including 2 decimal places], numeric, required)

Enter the face amount to be validated in the business rules. The field is
available for Traditional Life and Universal Life products.
Check For High Values (check box, conditionally required)

Indicates if the highest, or default band, requires validation. Either an amount
or the high values check box must be checked. The field is available for
Traditional Life and Universal Life products.
Start Age (drop-down list, required)

Select the beginning age for querying the business rules. The list box lists
ages 000 through 131, and 999. Age 131 is only available for the Universal
Life Guideline and TAMRA Premiums using the Tabular and age 999 is not
available for the Universal Life Guideline and TAMRA Premiums using the
Tabular. The field defaults to 999.
End Age (drop-down list, required)

Select the ending age for querying the business rules. The beginning End Age
is equal to the Start Age selected in the filter. The drop-down list box lists
ages 000 through 131, and 999. Age 131 is only available for the Universal
Life Guideline and TAMRA Premiums using the Tabular Method validation
and age 999 is not available for the Universal Life Guideline and TAMRA
Premiums using the Tabular Method validation. The field defaults to 999.
DXC 10-5
Start Duration (drop-down list, required)

Select the number of years for start duration. The drop-down list box lists
years 000 through 131, and 999. The field defaults to 999.
Start Duration Months (drop-down list, required)

Select the number of months for start duration. The drop-down list box lists
months 00 through 11. The field defaults to 0 and is available for Universal Life
products only.
End Duration (drop-down list, required)

Select the number of years for end duration. The drop-down list box lists
years 000 through 131, and 999. The field defaults to 999.
End Duration Months (drop-down list, required)

Select the number of months for end duration. The drop-down list box lists
months 00 through 11. The field defaults to 0 and is available for Universal Life
products only.
table:
Button Description
Go Submits the business rule continuity check report request
DXC 10-6
Company Rules Wizards
Overview The Company Rules Wizards allow you to change the Architecture level
business rules, and also to manage any existing unregistered orphan subsets in
the Subset Index Table—T000XA. The following wizards are available in the
Company Rules submenu:
• Add New Line of Business

• Add New Fund
• Add Billing Dates - Direct and PAC
• Manage Unregistered Orphan Subsets
Navigation Open the tree view and on the Wizards menu select Company Rules. The
submenu displays the available wizards.
DXC 11-1
V:\WPV1DOC\ProductWizard\wizard-CompanyRules.fm
Product Wizard Reference Guide Add New Line of Business Wizard
Add New Line of Business Wizard
Overview The Add New Line of Business Wizard allows you to add Line of Business for a
company.
Navigation Open the tree view and on the Wizards menu select Company Rules. Select Add
New Line of Business from the submenu.
Add New Line of Business Wizard page
Field Descriptions
Project Name (drop-down list, required)

Select or enter the project name identifying the changes added to the Work-In-
Progress (WIP) file. The field defaults to blank.
Company Code (drop-down list, required)

Line of Business Name (text, 25 positions, alphanumeric, required)

Indicates the line of business name. The field defaults to blank.
Abbreviated Line of (text, 10 positions, alphanumeric, required)

Business Name Enter the abbreviated name of line of business.
Line of Business Code (text, 3 positions, alphanumeric, required)

Enter the line of business code.
DXC 11-2
Product Wizard Reference Guide Add New Line of Business Wizard
Annuity Type (drop-down list, required)

Select the annuity type for line of business. The field defaults to * or Non-
Annuity product.
Annuity Origin (drop-down list, required)

If the line of business is for an Annuity product, the field indicates the annuity
origin. The field defaults to D-Due/Deferred Annuity.
Tax Qualification (drop-down list, required)

Indicator Indicates if the line of business is qualified or non-qualified. The field defaults
to N-Non Qualified.
Individual/Group (drop-down list, required)

Indicator Indicates if the line of business is individual or group contract.
Pension Indicator (drop-down list, required)

Indicates if the line of business is available for a pension or non-pension
contract. The field defaults to N-Non Pension.
following table:
Button Description
Next Navigates to the next page of the wizard
Back Navigates to the previous page of the wizard
Cancel Cancels the wizard
Finish Saves the information to the WIP and closes the wizard window
DXC 11-3
Product Wizard Reference Guide Add New Fund Wizard
Add New Fund Wizard
Overview The Add New Fund Wizard allows you to add a fund for a company. You can
add a fund by answering questions or add multiple funds using a grid.
The wizard consists of three pages. The first page allows you to enter fund
information in a question/answer format. The second page allows you to add
additional funds in a grid format. The third page is an informational page
only. It guides you to other business rules that may need to be updated when
you add a new fund.
Navigation Open the tree view and on the Wizards menu select Company Rules. Select
Add New Fund from the submenu.
DXC 11-4
Add New Fund Wizard page - Question Format
DXC 11-5
Add New Fund Wizard page - Grid Format
NOTE: Please use the horizontal scroll bar to view additional fields in the
Grid Format.
Field Descriptions
New Fund Format (radio button, required)

Select the required format for adding a new fund. The field defaults to Question
format.

Processing Company (field)

Displays the company in which the new fund will be added.
Fund Name (text, 20 positions, alphanumeric, required)

Enter the name of the new fund. The field defaults to blank.
Abbreviated Fund (text, 8 positions, alphanumeric, required)

Name Enter the abbreviated name of the new fund. The field defaults to blank.
Fund Type (drop-down list, required)

Select the fund type from the available funds.
DXC 11-6
Fund Number (text, 8 positions, numeric, required)

Enter the fund number identifying the new fund. The field defaults to the first
available fund number.
Valid value:
1-99999999
Fund Effective Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Indicates the date from which the fund is available for investments. The field
defaults to current system date. Click the calendar icon and select the new
date.
Tax Status (drop-down list, required)

Select the tax status of the new fund. The field defaults to N-Non Qualified.
Fund Family (text, 2 positions, alphanumeric, optional)

Enter the fund family code and fund family name. The field defaults to blank.
The fund family defines a group of investment funds and is used to vary
accounting by the investment funds.
Fund Strategy (text, 2 positions, alphanumeric, optional)

Enter the fund strategy code and fund strategy name, if a common strategy is
required for this fund. The field defaults to blank. The fund strategy defines a
group of investment funds under a common investment goal.
Fund Status (drop-down list, required)

Indicates the status of this fund.
Fund Termination Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Indicates the stop date on which policies can have this fund number added.
However, contributions can continue to policies that already contain this fund
number. If Fund Status is T, this field is required.
New Business (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Termination Date Indicates the stop date on which new business policies can have this fund
number added. If the Fund Status is P or T, this field is required.
Rebalancing (check box, optional)

Indicates if the fund rebalances at pre-determined intervals (monthly, quarterly,
semi-annually or annually).
RFEE Subset Pointer (text, 16 positions, alphanumeric, required)

Denotes the subset number that references the Redemption Fee Fund Business
Rule—T125X. The Redemption Fee Fund Business Rule—T125X establishes
the criteria required to levy the redemption fee on variable fund
disbursements, as allowed for a Plan Code. The entry number input must be
entered in Business Rule—T125X. Enter N/A for fixed funds.
DXC 11-7
Hard Close Effective (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Date Indicates the last date that the fund is available prior to Hard Close. Indicates
the date when the replacement of this fund by its successor fund occurs. This
date must be greater than the New Business and Fund Termination Dates.
Hard Close Originator (text, 8 positions, alphanumeric, optional)

Code This field is required if the Fund Status is N. It represents the Originator Code
to be entered in the Internal Fund Substitution transactions generated for Hard
Fund Closure. All funds with the same Hard Close Effective Date must have
the same Originator Code.
Hard Close Memo Code (text, 2 positions, alphanumeric, optional)

Indicates the Memo Code to be entered in the Internal Fund Substitution
transactions generated for Hard Fund Closure.
Hard Close Successor (drop-down list, required)

Fund This field is required if the Fund Status is N. Indicates the number of the fund
which replaces the closed fund on the Hard Close Effective Date. The
successor fund must be the same fund type as the hard closed fund.
Liquidation Effective (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Date Indicates the last date the fund is available prior to Liquidation. The
replacement of this fund by its successor fund occurs on this date. This date
must be at least one day greater than the New Business Termination Date,
Fund Termination Date and Hard Close Date.
Liquidation Originator (text, 8 positions, alphanumeric, optional)

Code This field is required if the Fund Status is M or C. Indicates the Originator
Code to be entered in the Internal Fund Substitution transactions generated for
Liquidation Fund Closure. All funds with the same Liquidation Effective Date
must have the same Originator Code.
Liquidation Memo (text, 2 positions, alphanumeric, optional)

Code Indicates the Memo Code to be entered in the Internal Fund Substitution
transactions generated for Liquidation Fund Closure.
Liquidation Successor (drop-down list, required)

Fund This field is required if the Fund Status is M or C. Indicates the number of the
fund which replaces the liquidated fund on the Liquidation Effective Date.
The successor fund must be the same fund type as the liquidated fund.
Do you use FAV (check box, optional)

processing? Indicates if FAV processing applies. When you select the check box, the Add
FAV Codes gets enabled to access the Add FAV Codes page.
DXC 11-8
following table:
Button Description
Add More Funds Adds one more fund row and switches the display to Grid Format
Add FAV Codes Navigates to the Add FAV Codes page
Table Update Info Displays the Table Update Information page. The information
identifies the tables that may require modifications when you add
a new fund
Add Fund Adds one more fund row in the Grid Format
Remove Fund(s) Removes the selected fund row(s) in the Grid Format
DXC 11-9
0Add FAV Codes
Overview The Add FAV Codes page allows you to specify the FAV Codes that will be
applied to the new fund(s). The page is displayed if ‘Do you use FAV
processing?’ check box is selected in the Add New Fund Wizard.
Add FAV Codes page
Field Descriptions
FAV codes (list box, required)

Indicates the available FAV codes. Select the required FAV code and click
Add to move the code to the right list box. The details of the selected FAV
code are displayed in the grid.
FAV Code (field)

Indicates the selected FAV code's unique code.
FAV Calc Indicator (drop-down list, required)

Indicates how the FAV Calc Indicator is used to calculate a unit value. Select
one of the following options:
Option Description
A Add to base unit value

F User defined formula
DXC 11-10
FAV Use Indicator (drop-down list, required)

Indicates whether the FAV processing is required or not. Select one of the
following options:
Option Description
N FAV processing is not required

Y FAV processing is required
FAV Factor (text, 11 positions [including 8 decimal places], numeric, required)

Enter a numeric value used for unit value calculation.
FAV Description (text, 50 positions, alphanumeric, optional)

Enter the FAV code description.
following table:
Button Description
Table Update Info Displays the Table Update Information page. The information
identifies the tables that may require modifications when you add
a new fund
DXC 11-11
Product Wizard Reference Guide Direct Billing Wizard
Direct Billing Wizard
Overview The Direct Billing Wizard allows you to automate the addition of direct bill
dates.
Navigation Open the tree view and on the Wizards menu select Company Rules. Point to
Add Billing Dates option and select Direct from the submenu.
Direct Billing Wizard page
Field Descriptions

Progress (WIP) file.

Select the company code from the list of available company codes.
Product Code (drop-down list, required)

Select the product code from the list of available product codes.

Select the line of business variation code from the list of available codes.
DXC 11-12
Product Wizard Reference Guide Direct Billing Wizard
Frequency (drop-down list, required)

Select the billing frequency from the list of available frequency options.
Extract Start Date (drop-down list, required)

Select the day from which the direct billing generation was started.
Extract End Date (drop-down list, required)

Select the date on which the last direct bill was generated.
following table:
Button Description
Add 5 More Rows Adds additional 5 rows in the grid
DXC 11-13
Product Wizard Reference Guide PAC Billing Wizard
PAC Billing Wizard
Overview The PAC Billing Wizard allows you to automate the addition of PAC extract
dates.
Navigation Open the tree view and on the Wizards menu select Company Rules. Point to
Add Billing Dates option and select PAC from the submenu.
PAC Billing Wizard page
Field Descriptions

Progress (WIP) file.

Select the company code from the list of available company codes.

Select the product code from the list of available product codes.
Plan Name (drop-down list, required)

Select the plan name from the list of available plan names.

Select the line of business variation code from the list of available codes.
DXC 11-14
Product Wizard Reference Guide PAC Billing Wizard
Extract Start Date (drop-down list, required)

Select the day from which the PAC billing generation was started.
Extract End Date (drop-down list, required)

Select the date on which the last PAC bill was generated.
Credit Payment (check box, optional)

Indicates if a payment transaction is automatically created with the extract.
Ann PAC Payment Date (text, 4 positions, numeric, optional)

Enter the number of days after the extract date a payment is automatically
generated if the Credit Payment check box is selected.
following table:
Button Description
Add 5 More Rows Adds additional 5 rows in the grid
Finish Saves the information to the WIP and closes the wizard
window
DXC 11-15
Product Wizard Reference Guide Manage Unregistered Orphan Subsets Wizard
Manage Unregistered Orphan Subsets Wizard
Overview Unregistered orphan subsets are those subsets that are not registered as orphans
in the Subset Index Table—T000XA, and therefore are not displayed in the
orphan tree node. This wizard allows you to register the unregistered orphan
subsets so that they can be managed using the orphan tree node, or delete the
unregistered orphan subsets.
All changes are saved in the WIP. No change for the selected Company and
Product Prefix can be pending in the WIP when this wizard is run. Note that
deleting an unregistered orphan subset having children may cause the children
to become unregistered orphan subsets.
Navigation Open the tree view and on the Wizards menu select Company Rules. Select
Manage Unregistered Orphan Subsets from the submenu.
Unregistered Orphan Subsets Wizard page
Field Descriptions

Environment (field)
Displays the environment name.

DXC 11-16
Product Wizard Reference Guide Manage Unregistered Orphan Subsets Wizard
Product Prefix (drop-down list, required)

Select the product prefix from the list. Upon selecting the product prefix, the
Unregistered Orphan Subsets Search Progress window appears.
Table (field)
Lists all business rule numbers that have been identified as Unregistered
Orphan Subsets.
Table Name (field)

Lists all business rule names that have been identified as Unregistered Orphan
Subsets.
Unregistered Orphan (field)

Subset Indicates the unregistered orphan subset number.
Has Children (field)

Indicates whether the unregistered orphan subset has any child or not.
Select (check box, optional)

Select this check box to register or delete the unregistered orphan subset(s).
following table:
Button Description
Select All Selects all unregistered orphan subsets in the grid
Deselect All Deselects all unregistered orphan subsets in the grid
Register selected Register the selected subset(s) as orphan subset(s)
subset(s)
Delete selected subset(s) Deletes all the selected subset(s)
DXC 11-17
Plan Rules Wizards
Overview The Plan Rules Wizards allow you to change the Accumulation and Payout Plan
business rules. The following wizards allow you to modify the plan business
rules:
• Clone A Plan
• Update Interest Rates
• Update Annual Statement Rates
• Update Available Funds
• Allocation Model
Navigation Open the tree view and on the Wizards menu, point to Plan Rules. The
submenu displays Accumulation Plans and Payout Plans and the respective
wizards.
DXC 12-1
V:\WPV1DOC\ProductWizard\wizard-PlanRules.fm
Product Wizard Reference Guide Clone A Plan Wizard
Clone A Plan Wizard
Overview The Clone A Plan Wizard allows you to create a new plan from an existing plan.
To create a new plan, identify an existing plan and enter the key information for
the new plan.
The wizard consists of two pages. The first page allows you to select the
existing and new plan's information. The second page allows you to complete
the Clone A Plan process.
Navigation Open the tree view and on the Wizards menu point to Plan Rules. Point to the
required plan type - Accumulation Plans or Payout Plans, and select the Clone
A Plan option.
DXC 12-2
Clone A Plan Wizard page
Field Descriptions
Existing Plan Information

Select the existing plan's environment.
DXC 12-3

Select the existing plan's company.

Select the existing plan's product type.

Select the existing plan's plan code.

Select the existing plan's state variation code.

Select the existing plan's line of business variation code.

Select the existing plan's effective date.
New Plan Information
Project (drop-down list, required)


Select the new plan's environment.

Select the new plan's company.

Select the new plan's product type.
Plan Name (text, 30 positions, alphanumeric, required)

Enter the plan name for the new plan.
Plan Code (text, 6 positions, alphanumeric, required)

Enter the plan code for the new plan.
Plan Effective Date (text, 8 positions, alphanumeric, required, YYYY-MM-DD)

Enter the new plan's effective date. The field defaults to current system date.
Click the calendar icon and select the new date.

Select the new plan's state variation code.

Select the new plan's line of business variation code.
DXC 12-4
Subset Indicator (check box, optional)

Indicates if new subset names are established if the plan is cloned across
environments and companies.
following table:
Button Description
window
Finish and Go To Tree Saves the information to the WIP, opens the created plan in
View a new applet, and then closes the wizard window
Print Submits the print request
DXC 12-5
Product Wizard Reference Guide Interest Rate Update Wizard
Interest Rate Update Wizard
Overview The Interest Rate Update Wizard allows you to identify the declared interest
rate entries that you want to update and provides a method to duplicate the
entries located with new interest rate effective dates and interest rate values.
The wizard also allows you to update interest rates for specific plan(s) or
fund(s) and interest rates that are due for renewal.
Navigation Open the tree view and on the Wizards menu point to Plan Rules. Point to
Accumulation Plans or Payout Plans and select the Update Interest Rates
option.
DXC 12-6
Accumulation Interest Rate Update Wizard page
DXC 12-7
Field Descriptions
Search Criteria
Company (field)
The company code for which interest rates are to be updated.

Select the product for which interest rates are to be updated. The wizard does
not support Traditional Life product.
Plans (list box, required)

Indicates the plan(s) for which interest rates are to be updated.
Funds (list box, required)

Indicates the fund(s) for which interest rates are to be updated.
Issue States (list box, required)

Indicates the issue state plan(s) for which interest rates are to be updated.
Interest Rate Effective (field)

Date Interest rate which is due to renew in the period selected in the From Date and
Through Date.
From Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Enter the start date used to search rate entries due for renewal. Click the
calendar icon and select the date.
Through Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Enter the end date used to search rate entries due for renewal. Click the
Settlement Date (list box, required)

Indicator Indicates the settlement date(s) for which declared interest rates are to be
updated.
Renewal Information
Renewal Effective Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Indicates the new Interest Rate Effective Date. The field defaults to current
system date. Click the calendar icon and select the new date.
Renewal Interest Rate (text, 5 positions [including 3 decimal places], numeric, optional)
Enter the renewal interest rate.
DXC 12-8
following table:
Button Description
Add Adds the selected values of left list box to the right list box
Remove Removes the selected values from right list box to the left list box
Select Funds Displays the respective funds of added plans available in the Fund
list box
Select States Displays the respective issue state of added funds available in the
Issue State list box
Finish Opens an Export Rule window for saving the results in the selected
file format
DXC 12-9
Payout Interest Rate Update Wizard page
DXC 12-10
Field Descriptions
Search Criteria
Company (field)
The company code for which interest rates are to be updated.
T025X Variation (drop-down list, required)

The interest variations for which interest rates will be updated.
Valid values:
C Commuted Value
D Death Commuted Value
E Payout Excess
G Payout Guaranteed
S Settlement

Funds (list box, required)

Indicates the fund(s) for which interest rates are to be updated.
Issue States (list box, required)

Indicates the issue state plan(s) for which interest rates are to be updated.
Interest Rate Effective (field)

Date Interest rate which is due to renew in the period selected in the From Date and
Through Date.
From Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Enter the start date used to search rate entries due for renewal. Click the
Through Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Enter the end date used to search rate entries due for renewal. Click the
Settlement date (list box, required)

indicators Indicates the settlement date(s) for which declared interest rates are to be
updated. The values in this field will be displayed if the Variation is selected
as S - Settlement else it will display * - Not a factor.
DXC 12-11
Renewal Information
Renewal Effective Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Indicates the new Interest Rate Effective Date. The field defaults to current
Renewal Interest Rate (text, 5 positions [including 3 decimal places], numeric, optional)
Enter the renewal interest rate.
following table:
Button Description
Add Adds the selected values of left list box to the right list box
Remove Removes the selected values from right list box to the left list box
Select Funds Displays the respective funds of added plans available in the Fund
list box
Select States Displays the respective issue state of added funds available in the
Issue State list box
file format
DXC 12-12
Product Wizard Reference Guide Annual Statement Interest Rate Update Wizard
Annual Statement Interest Rate Update Wizard
Overview The Annual Statement Interest Rate Update Wizard allows you to update
guaranteed interest rates for Universal Life product. You can also access the
Annual Statement Projection Business Rule for the specified plan(s) and
identify projection rate subsets on the FIT Guaranteed Interest Rate Business
Rule.
Navigation Open the tree view and on the Wizards menu point to Plan Rules. Point to
Accumulation Plans and select Update Annual Statement Rates.
Annual Statement Interest Rate Update Wizard page
Field Descriptions
Company (field)
Select the processing company.

Select the product code.

Projection Basis (drop-down list, required)

Select the projection basis for the annual statement rates.
DXC 12-13
Product Wizard Reference Guide Annual Statement Interest Rate Update Wizard
following table:
Button Description
Add Adds the selected available plan(s) from the left list box to the right
list box
Remove Removes the selected plan(s) from the right list box to the left list
box
file format
DXC 12-14
Product Wizard Reference Guide Update Available Funds Wizard
Update Available Funds Wizard
Overview The Update Available Funds Wizard allows you to add funds in the Fund
Availability Business Rule. You can add funds by selecting a plan and
entering the T010X Business Rule information. The funds may be added to a
new plan with no existing funds or to an existing plan with some funds.
Navigation Open the tree view and from the Wizards menu point to Plan Rules. Point to
the required plan type - Accumulation Plans or Payout Plans, and then click
Update Available Funds.
You can also access the Available Funds Wizard option by selecting a plan in
the tree view and then using the mouse right-click option.
Update Available Funds Wizard page
DXC 12-15
Field Descriptions

Plan Selection
Environment (field)
Displays the plan's environment.

Select the plan's company code.

Select the plan's product code.

Select the plan code.
State (drop-down list, required)

Select the plan's state variation code.

Select the plan's line of business variation code.

Select the plan's effective date.
Enter Table T010X Key Fields
Statutory Company (drop-down list, required)

Code Select the applicable statutory company code.
Memo Code (drop-down list, required)

Select the memo code.

Select the applicable line of business code.
Effective Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Indicates the effective date. The field defaults to current system date. Click
the calendar icon and select the date.
State (drop-down list, required)

Select the applicable issue state.
DXC 12-16
Select Fund Number(s)
Fund Number (drop-down list, required)

Indicates the fund(s) added to the plan.
following table:
Button Description
Add Fund Adds a new entry in the Fund Number list box. Select the fund
name from the drop-down list
Delete Fund Removes the selected fund from the Fund Number list box
DXC 12-17
Product Wizard Reference Guide Allocation Model Wizard
Allocation Model Wizard
Overview The Allocation Model Wizard allows you to add allocation models to a plan.
The total allocation percentage of all funds for a transaction in a model code
must be equal to 100 percent.
Navigation Open the tree view and from the Wizards menu point to Plan Rules. Point to
the required plan type - Accumulation Plans or Payout Plans, and then select
Allocation Model.
You can also access the Allocation Model Wizard option by selecting a plan in
the tree view and then using the mouse right-click option.
Allocation Model Wizard page
DXC 12-18
Field Descriptions

Select the plan to add Allocation Models for
Environment (field)
Displays the plan's environment.

Select the plan's company code.

Select the plan's product code.

Select the plan code.
State Code (drop-down list, required)

Select the plan's state variation code.
Line of Business Code (drop-down list, required)

Select the plan's line of business variation code.

Select the plan's effective date.
Model Information
Model Code (drop-down list, required)

Select or enter the allocation model code.
Model Name (drop-down list, required)

Select or enter the allocation model name.
Model Effective Date (text, 8 positions, alphanumeric, required, MM-DD-YYYY)

Indicates the allocation model's effective date.
Fund Number (drop-down list, required)

Indicates the allocation model's fund number.
Payment % (text, 4 positions [including 1 decimal place], numeric, required)

Enter the allocation model's payment percent.
Asset Rebalance % (text, 4 positions [including 1 decimal place], numeric, required)

Enter the allocation model's asset rebalance percent.
DXC 12-19
Dollar Cost Averaging (text, 4 positions [including 1 decimal place], numeric, required)
% Enter the allocation model's dollar cost averaging percent.
DCA Allocation Type (drop-down list, required)

Indicates the type of allocation.
Valid values:
D Destination
S Source
following table:
Button Description
Add Fund Adds a new allocation fund
Delete Fund Deletes the selected allocation fund
DXC 12-20
Rider/Benefit Rules Wizard
Overview The Rider/Benefit Rules Wizard allows you to change the rider/benefit plan
business rules using Clone A Rider Wizard. Clone A Rider wizard is available
in the Rider/Benefit Rules submenu.
Navigation Open the tree view and on the Wizards menu, point to Rider/Benefit Rules.
DXC 13-1
V:\WPV1DOC\ProductWizard\wizard-RiderBenefitRules.fm
Product Wizard Reference Guide Clone A Rider Wizard
Clone A Rider Wizard
Overview The Clone A Rider Wizard allows you to create a new rider/benefit plan from
an existing rider/benefit plan. To create a new rider plan, identify an existing
rider/benefit plan and enter the key information for the new rider plan.
The wizard consists of two pages. The first page allows you to select the
existing and new rider/benefit plan's information. The second page allows you
to complete the Clone A Rider process.
Navigation Open the tree view and on the Wizards menu point to Rider/Benefit Rules.
Select Clone A Rider from the submenu.
Clone A Rider / Benefit Wizard page
DXC 13-2
Field Descriptions
Existing Rider/Benefit Information

Select the existing rider/benefit plan's environment.

Select the existing rider/benefit plan's company.

Select the existing rider/benefit plan's product type.

Select the existing rider/benefit plan's code.

Select the existing rider/benefit plan's state variation code.

Select the existing rider/benefit plan's line of business variation code.

Select the existing rider/benefit plan's effective date.
New Rider/Benefit Information
Project (drop-down list, required)


Select the new rider/benefit plan's environment.

Select the new rider/benefit plan's company.

Select the new rider/benefit plan's product type.
Plan Name (text, 30 positions, alphanumeric, required)

Enter the plan name for the new rider/benefit plan.
Plan Code (text, 6 positions, alphanumeric, required)

Enter the plan code for the new rider/benefit plan.
Plan Effective Date (text, 8 positions, alphanumeric, required, YYYY-MM-DD)

Enter the new rider/benefit plan's effective date. The field defaults to current
DXC 13-3

Select the new rider/benefit plan's state variation code.

Select the new rider/benefit plan's line of business variation code.
Subset Indicator (check box, optional)

Indicates if new subset names are established if the rider/benefit plan is
cloned across environments and companies.
following table:
Button Description
window
Finish and Go To Tree Saves the information to the WIP, opens the created rider
View plan in a new applet, and then closes the wizard window
Print Submits the print request
DXC 13-4
FAV/Fund Generation
Overview FAV/Fund Generation allows you to generate FAV/Fund combinations in

T113X - FAV CODE RULES for the Variable and Index funds available at the
company level. The generated FAV/Fund combination entries are saved in the
WIP.
Navigation Open the Common folder in the tree view. Right-click on FAV CODE RULES
and select FAV/Fund Generation…
NOTE: The FAV/Fund Generation… option is enabled only when you enter a
valid project in the Project box available in the Business Rule Search
view. If a row is selected in the T113X - FAV Code Rules table view,
then the FAV/Fund Generation page will populate the values from the
selected row.
FAV/Fund Generation page
DXC 14-1
V:\WPV1DOC\ProductWizard\FAV-Fund Generation.fm
Product Wizard Reference Guide FAV/Fund Generation
Field Descriptions
Company Code (field)

Indicates the code you defined for the company associated with this business
rule entry.
FAV Code (drop-down list, required)

Indicates your defined value used to identify the FAV Code.
Valid entries:
FAV Code, as applicable
OR
******, if not applicable
FAV Effective Date (8 positions, numeric, required, MM-DD-YYYY, MM/DD/YYYY, YYYY-

MM-DD, YYYYMMDD)
Indicates the FAV effective date that applies for this business rule entry.
FAV Termination Date (8 positions, numeric, required, MM-DD-YYYY, MM/DD/YYYY, YYYY-

MM-DD, YYYYMMDD)
Enter valid date after the effective date of the business rule entry. It indicates
the last date on which money can be added to a Fund/FAV code combination.
FAV New Business (8 positions, numeric, required, MM-DD-YYYY, MM/DD/YYYY, YYYY-

Termination Date MM-DD, YYYYMMDD)
Enter the last date when a policy can be issued with this FAV code/fund. If no
date is entered, then the FAV code/fund is available for new issues.
FAV Factor Value (11 positions, numeric, required, [8 decimal places])

Indicates the value used when the unit value is calculated internally for this
FAV code/fund number. Enter zeros, if this does not apply.
Valid entries:
000.00000000 through 999.99999999
FAV Calculation (drop-down list, required)

Indicator Indicates how the FAV factor value is used in the system to calculate a unit
value.
Valid entries:
Blank Factor not used for internal calculations
A Add to base unit value
DXC 14-2
Product Wizard Reference Guide FAV/Fund Generation
F Your defined formula
FAV Use Indicator (drop-down list, required)

Indicates if FAV processing is required.
Valid entries:
Y FAV processing is required
N FAV processing is not required
FAV Description (50 positions, alphanumeric, required)

Your defined value used to describe the FAV code. Every company code
processed must have at least one entry in the FAV Code Rules. If the FAV
code is not applicable, a single entry with following values must be entered:
FAV Code Blank
FAV Fund Number 99999999
FAV Description N/A
Assumed Interest Rate (drop-down list, required)

Table Enter the table subset that references the Assumed Interest Rate Business
Rule—TW65X. This business rule is used to define the assumed interest rates
allowed for a plan. At least one entry is required for Product Codes A1, A2,
A3, A4, A5, U1 and U2 if the FAV code is being used for this product.
following table:
Button Description
Get Fund(s) The application searches all the available Variable and Index
fund(s) from T009X - Fund Information Business Rule, and
the list of the Funds are displayed in the left pane of the
Select Fund(s) box
Add Adds the selected Funds from the left list box to the right list
box
Remove Removes the selected Funds from the right list box to the left
list box
Search List Searches for a particular Fund from the available list
Finish Generates the FAV/Fund Combination(s) for the Fund(s)
selected in the right pane. The entries will be saved in the
WIP for T113X - FAV CODE RULES
DXC 14-3
Administration
Overview The Administration menu allows you to create a company, navigate to the
Allowable Values Management (AVM) application, verify allowable values, and
control client logging levels.
The following options are available in the Administration menu:
Menu Option Description
Create Company Allows you to create a company
Maintain Allowable Navigates to the Allowable Values Management application

Values
Verify Allowable Values Navigates to the AV Verify page
DXC 15-1
V:\WPV1DOC\ProductWizard\Administration.fm
Product Wizard Reference Guide Create Company
Create Company
Overview The Create Company functionality allows you to create a company in the selected
environment.
Navigation To access the Create Company option, click the Administration Menu and select
Create Company to open Create Company values box in a new applet window.
Create Company page
Select environment in the Environment drop-down for which the company is to be

created. Enter Company Code, Company Name, and Company Name Abbreviation
in the respective fields. You can enter a maximum of 3 characters in the Company
Code field; a maximum of 50 characters in the Company Name field; and a
maximum of 20 characters in the Company Name Abbr. field.
Select N or Y for the Citizenship Information Required Indicator and the Owner
Resident Information Required Indicator as valid value in the Citizenship Info. Ind.
and Owner Resident Info. Ind. fields respectively. Click Save & Apply to add the
company with a unique Package ID. You can view the company added in the tree by
refreshing the BRS filters and clicking Go. To abort the creation of a company, click
Cancel.
Field Descriptions

Select the environment in which the company is to be created.
Company Code (text, 3 positions, alphanumeric, required)

Enter the code for the company.
Company Name (text, 50 positions, alphanumeric, required)

Enter the name of the company.
DXC 15-2
Product Wizard Reference Guide Create Company
Company Name Abbr. (text, 20 positions, alphanumeric, required)

Enter the abbreviation of the company.
Citizenship Info. Ind. (drop-down list, required)

Select the citizenship information required indicator for the company. The
valid values are N or Y.
Owner Resident Info. (drop-down list, required)

Ind. Select the owner resident information required indicator for the company. The
valid values are N or Y.
following table:
Button Description
Save & Apply Creates the company with a unique Package ID
Cancel Cancels the process and closes the Create Company window
DXC 15-3
Product Wizard Reference Guide Verify Allowable Values
Verify Allowable Values
Overview Verify Allowable Values authenticate the business rules data for appropriate
allowable values by generating the Allowable Values Verification Report in an
HTML format. The report is displayed in an incremental dynamic order for each
business rule from beginning through end with Allowable Values (AV)
mismatches in Red color.
The Allowable Values are edits enforced on the business rules in BRS view. They
are the list of valid values for a field in a business rule that is displayed in the table
view. The list is of two types:
• Static List - Static List is stored and maintained using the Allowable
Values Management (AVM) application. List or Range values may be
defined for a field in a business rule
• Dynamic List - The list of values is compiled from other business rule's
data dynamically. For example, the Line of Business field in T010X -
Business Rule is populated from T008X - Business Rule
When viewing a rule in BRS view, hovering over the Column Name will display a
pop up message when a drop-down field defined as a List with an allowable value
is encountered. The reference to the field name in AVM will also display, generally
it is the DB2 Column Name, but there are exceptions. In the case of exceptions, the
hover will display the correct reference. For example, in T011X
STATUTORY_CODE actually uses STATUTORY_COMPANY ref. For fields
where allowable values are defined in other business rules, the pop up message
will display the rule used. For example, if viewing TA04F LINE_OF_BUSINESS,
the message will tell you the drop-down is populated from data that exist in T008X.
The online help doc will advise of all exception processing.
If the business rule data for a particular field is not valid, the BRS table view alerts
you by showing an error icon on that row and field. No changes can be saved until
the invalid data is rectified to match the existing allowable values or the AV list is
updated in AVM application.
The AV Verify Report is useful to verify whether any business rule has Allowable
Value mismatches (both Static and Dynamic). The report is used to rectify the
invalid Allowable Values in the business rules.
Navigation Click the Administration menu. Point to Allowable Values option and select
Verify.
DXC 15-4
Product Wizard Reference Guide Verify Allowable Values
AV Verify page
Field Descriptions

Select the environment from the list.

Select the company from the list.
Product Prefix (drop-down list, required)

Select the product prefix from the list.
following table:
Button Description
Go Opens the AV Verification Report in an HTML format

displaying the AV verification progress of each business
rule
Cancel Cancels the AV Verify window
DXC 15-5
Appendix
0Product Wizard Authorization

Overview Authorization rules managed through are used to specify authorization security
for Product Wizard.
Roles defined in Open Identity Platform associate action permissions with

resources to determine the abilities of the roles. Actions are denied or permitted to
listed resources.
Authorization rules are encoded in a policy set defined in OpenAM, which is

one of the Open Identity Platform applications.
All secured resources are identified in the policy set by one of the patterns
shown below where the character “*” in each pattern can be used to represent a
wild-card value:
• auth://environment/* – this pattern represents an environment; some

examples are:
• auth://environment/* – all environments
• auth://environment/test – environment “test”
• auth://company/*/* – this pattern represents a company; some

examples are:
• auth://company/*/* – all companies in any environment
• auth://company/test/* – all companies in environment “test”
• auth://company/test/wiz – company “wiz” in environment “test”
• auth://table/*/*/* – this pattern represents a business rule table; some

examples are:
• auth://table/*/*/* – all tables in any company in any environment
• auth://table/test/*/* – all tables in any company in environment
“test”
• auth://table/test/wiz/* – all tables in company “wiz” in
environment “test”
• auth://table/test/wiz/010 – table “010” in company “wiz” in
environment “test”
Several types of action are defined in the policy set. They are:
• view
• update
• update_etv
• promote
• audit_purge
DXC 16-1
V:\WPV1DOC\ProductWizard\Appendix.fm
Product Wizard Reference Guide Product Wizard Authorization
Note that not all actions can be applied to all types of resources. For example,
only view, update, and update_etv are applicable to business rules tables.
Default state of each action is set to Deny. To allow an action, OpenAM must be
able to:
• Match the accessed resource to one or more resource patterns, for

which policies have been defined in the policy set
• Match the requested action to one of the actions associated in the
policy set with the accessed resource
The decision is made as follows:
• All resource/action matches are evaluated sequentially

• As soon as a first match is found, where the state of the action is
Deny, the user is denied access
• If action Deny is not found in any of the matches, and at least one
Allow is found, the user can access the resource
• Otherwise, the default state of the requested action is used to
determine whether access should be granted
The resource patterns documented above support assignment of authorizations

in Product Wizard at the following levels:
• All companies in all environments

• All companies in a specific environment
• A specific company in any environment
• A specific company in a specific environment
• All business rules in all companies in all environments
• All business rules in all companies in a specific environment
• All business rules in a specific company in a specific environment
• A specific business rule in a specific company in a specific environment
Coarse-grained authorization to carry out five types of actions can be defined at

environment or company level:
• view – when permission to this action is granted, the user may view a
business rule
• update – when permission to this action is granted, the user may
make changes to a business rule in Business Rules Search tab
• update_etv – when permission to this action is granted, the user may
make changes to a business rule in Entire Table tab, if permission to
the update action is granted as well
• audit_purge – when permission to this action is granted, the user may
purge audit entries
DXC 16-2
Product Wizard Reference Guide Product Wizard Authorization
• promote – when permission to this action is granted, the user may

promote business rule changes
Fine-grained authorization to view and/or update contents of specific business

rules can be defined at the table level.
At run time, coarse- and fine-grained authorizations are enforced in concert, and
where they overlap, a role must be granted permission in both, to access the
corresponding business rule or functionality. Here are some examples:
• To be able to update a specific business rule, the following

permissions must be granted:
• update permission at environment/company level
• update at table level, for the corresponding business rule
• To be able to update a specific business rule in Entire Table tab, a user

must be granted:
• update permission at environment/company level
• update_etv permission at environment/company level
• update at table level, for the corresponding business rule
If the view permission is denied at the table level, behavior of the application
depends on specific functionality being accessed. For example, in Business
Rule Search tab, the corresponding table will still be shown in the tree view, to
ensure that any child nodes are not hidden at the same time. However, if the
user should attempt to open such table, Product Wizard will respond with the
error message “User not authorized”. This behavior is different from that in
Entire Table tab, where the table will not even be shown in the Search dialog.
Note that Product Wizard may be configured in a “demo” mode where

authorization is disabled. To disable authorization, follow the applicable
instructions in the installation guide.
DXC 16-3
Product Wizard Reference Guide Product Wizard Configuration
0 Product Wizard Configuration

Overview Common Product Wizard configuration parameters are found in the following
files:
• <%INSTPATH%>/wma-java/wp-ui-pw/ng-pw-service/src/main/
resources/config/ngPwSecurityContext.xml
• <%INSTPATH%>/wma-java/wp-ui-pw/ng-pw-legacy/src/wma-app-
config/resources/config/pwConfigContext.xml
• <%INSTPATH%>
• /wma-java/wp-ui-pw/ng-pw-legacy/src/wma-app-config/resources/
config/pwEnvContext.xml
Configuration in ngPwSecurityContext.xml
The following properties of the anonymous managed bean of type

com.csc.fsg.life.openam.config.PolicyDecisionPointConfig, defined in this
file, are used to provide the following information:
• securityEnabled: This is a Boolean property, which is used to enable

or disable security. The default value is true.
• securityManagementUrl: This is the base of the URL used to
communicate with the OpenAm instance used for authentication and
authorization. The last segment of this URL represents name of
OpenAM realm.
• policySetName: Name of the applicable policy set. Default name is
“GENERAL_ACCESS_POLICY_SET”
Configuration in pwConfigContext .xml
The pwConfigContext.xml file contains general Product Wizard configuration

parameters.
DXC 16-4
Default Environment The “envProps” section of pwConfigContext.xml contains the default

Properties environment properties. Note that these properties may be overridden for each
environment by creating an environment-specific section in pwEnvContext.xml.
For example, to create environment-specific properties for MYENV, create a
“MYENVProps” section in pwEnvContext.xml.
Property Description
initUnlockWIPRo true if the server should unlock any locked WIP rows during startup
ws
initReload true if, during startup, the server should synchronize the versions of
T000X and T000XA in the application database with the contents of
T000X and T000XA from the environment
pagingSize The number of table rows that constitute a “page”. Views of large
tables are broken into pages of this size
packetSize Controls the maximum number of rows placed in a JDBC batch
update statement during an operation on a large number of rows (e.g.
Apply, Promote, Clone, Import, etc.). For example, if the number of
inserts for a given business rule exceeds the packet size, multiple
JDBC batch update statements will be generated and processed
sequentially. While the packet size should be set as high as possible
for maximum performance, you may need to reduce the setting to
conform to mainframe DB2 configuration limits (I.E. Max Commit
Count, Max Number Log Entries). Your mainframe DBA should be
able to advise you on the proper setting
applDataSource This is a reference to the application datasource section and should
not be changed
applSchema The schema of the application database
avmEnvironment Specifies the AVM environment name to use when looking up
allowable values for this environment. The default is to use the
BASE AVM environment. If not specified, PW will assume the PW
environment ID is the AVM environment name. See the
avmEnvironment notes below
AVM Environment You are supporting the same set of allowable values (whether BASE or your
Case 1: own AVM environment) for each Business Rule environment defined in
pwEnvContext.xml. If you are using the BASE AVM environment, you do not
need to do anything. If you are using your own AVM environment, replace the
value BASE with your AVM environment in the avmEnvironment property:
p:avmEnvironment = "BASE"
DXC 16-5
AVM Environment You are supporting a different set of allowable values for each Business Rule
Case 2: environment. In this case you must add all defined Business Rule environments
to AVM. The AVM environment name must be the same as the Business Rule
environment ID.
Comment out the avmEnvironment property:
<!-- p:avmEnvironment = "BASE" –>
To add a Business Rule environment in AVM, the AVM application must be

installed and functional. Logon to the AVM component. Go to the Environment
tab and choose Add. Add all your Business Rule environments. Remember the
AVM environment name must be the same as the Business Rule environment
ID.
For each environment you add, go to the Application/Environment tab and

choose Add. Select “WMABR” as the application. Select the environment you
have defined and provide a description. This description is informational; it is
not used by Product Wizard. Repeat the same for all environments defined.
Installed Products The “wmaInstallConfig” section of pwConfigContext.xml contains

information about which products will be viewable in Product Wizard. You can
customize the user interface to limit the view and certain system resources to
products and components which have been installed. All insurance products
(e.g. UL, Annuity, Trad) are turned on by default. If you are an Annuity only
environment, you may wish to only view Annuity and Architecture tables.
To turn products or components off, change the appropriate property value to

false.
NOTE: If you are a Vantage installation, you must set the v1mode property to
true.
DXC 16-6
AVM and The “config.avm” section of pwConfigContext.xml specifies certain AVM

Authorization parameters.
Parameters
applicationId Should always be “WMABR”

environmentId Should always be “BASE”
avmServerLink Contains the URL to the AVM application
jndiName Specifies the AVM data source
pageDataUtilized Should always be “true”
External Audit The ‘extAuditBean’ section provides an option to view the audit information or
to promote the changes of an environment which is not the part of the current
application setup.
If you wish to use an external audit, add the section below. Create a data source
with ‘jdbc/pwExtDataSource’ name on the server. Update the schema if the
external database schema is not APPL.
DXC 16-7
Other Sections The following sections are read only.
pwEnvContext The pwEnvContext.xml file contains Product Wizard Business Rules environments
Configuration information.
The ‘pwEnvironments’ section of pwEnvContext.xml lists all the business

rules environments and their references. The ‘key’ is the environment id and
value-ref is the reference to the actual environment definition. A reference id
‘value-ref’ can be the same as the environment id for easy reading.
A separate ‘config:environment’ section defines environment details for each

environment defined in the pwEnvironments section.
DXC 16-8
The environment configuration section contains the following
a. Environment details
b. Data Source details
c. Service Manager Connection details
Environment Details
id Environment definition reference. It should match the environment’s value-

ref in pwEnvironments list section
displayName Environment Description. The description appears in all the environment
drop downs in the PW application
dataSchema The database schema for application data
rulesSchema The database schema for business rules
dataFile
rulesFile
highValueEncoding ‘8859_1’ for Mainframe Environments
‘cp1252’ for UDB-based environments

converter For ASCII-based installations, add a parameter converter="asciiConverter":
<config:environment id="ASCII_ENV"
displayName="ASCII_ENV"
dataSchema="DATASCHEMA"
rulesSchema="RULESCHEMA"
converter="asciiConverter"
dataFile="A"
rulesFile="A"
databaseId="ASCIIDB"
highValueEncoding="cp1252">
DataSource Details
jndiName JNDI name defined on the server for the database
As an alternative to a server-managed data source, a in-line data source

definition can be used as well. Here is an example:
<config:datasource
driverClassName="driver.class.name"
url="jdbc:db2://host:port/dbname:optionalSwitches"
username="user"
password="password"
DXC 16-9
validationQuery="SELECT * FROM SYSIBM.SYSDUMMY1"/>
driverClassName JDBC Driver class name

url Database URL
password Password to connect to database
username User name to connect to database
validationQuery Connection validation query
Service Manager Connection
systemId Should always be “WMA”

transactionId Should always be “WMAT”
ipAddress Service Manager’s IP address
port Service Manager’s port
timeout Number of milliseconds before the service manager’s
connection times out
DXC 16-10
Product Wizard Reference Guide Index
INDEX
A E
About This Reference Guide 1-1 Entire Table 4-1
Product Wizard Features 1-1 Export Rule 4-3
Administration 15-1 Import Rule 4-3
Create Company 15-2 Expert User Capability 16-4
Verify Allowable Values 15-4 Export Rule 3-26
Appendix 16-1
Product Wizard Authorization 16-1
F
Product Wizard Configuration 16-4 FAV/Fund Generation 14-1
Apply Changes 6-1 G
Exclude Node 6-3
Exclude Row(s) 6-4 Getting Started 2-1
Audit/Error 7-1 Login page 2-1
Audit Log 7-3 Main Menu 2-3
Error Log 7-5 Guidelines Validation and Commutations 3-34
B I
Business Rule Continuity Check 10-4 Import 3-28
Business Rule Search 3-1 O
Copying a Common Table 3-4
Orphan Subset
Copy and Paste 3-4
Create New Orphan Subsets 3-16
Drag and Drop 3-4
Delete an Orphan Subset 3-16
Create a Plan
View Orphan Subsets 3-16
Copy and Paste 3-6
Drag and Drop 3-7 P
Create a Table Subset Payout Reserves Processing 3-35
Clone a Subset 3-14 Plan Validation 3-8
Copy and Paste 3-10 Promote 8-1
Drag and Drop 3-10 Promote Package 8-3
Create and Maintain a Plan 3-6 Promotion 8-3
Create and Maintain a Table Subset 3-10 Defer Promotion 8-4
Disassociate a Subset 3-15
Orphan Subset 3-16 Q
Plan Pointer Maintenance 3-18 Quick Bar 3-31
Change Subset Data 3-19
Delete Rows 3-20 R
Insert a Row 3-20 Rename a Plan 3-9
Locate a Row 3-21 Replace All 3-22
Replace All 3-22
S
Show DB2 Column Names 3-21
Vertical Table View 3-22 Show Metrics in PW functions - Control 3-31
Plan Validation 3-8 Show Table ID and Subset 3-9
Rename a Subset 3-15 Subset Name/Prefix 3-14
Table View Functions 3-18 Summary 9-1
Request Plan Summary 9-1
C
T
Changes Only 5-1
Deleting a WIP project 5-4 Table Filter 3-23
Tree View 5-3 U
Continuity Check 10-1
Update Parent Subset References 3-15
D
V
Delete a Plan 3-9
Validate Company 3-9
Determining old value in the changed Field 3-23
DXC I-1
V:\WPV1DOC\ProductWizard\PW Reference GuideIX.fm
Product Wizard Reference Guide Index
W Direct Billing 11-12

Where Is Used 3-15 PAC Billing 11-14
WIP and Audit Maintenance Reporting 3-33 Plan Rules Wizards 12-1
Audit Report 3-34 Allocation Model 12-18
WIP Report 3-33 Annual Statement Interest Rate Update 12-13
Wizards Clone A Plan 12-2
Company Rules Interest Rate Update 12-6
Manage Unregistered Orphan Subsets Wizard 11-16 Update Available Funds 12-15
Company Rules Wizards 11-1 Rider/Benefit Rules Wizard 13-1
Add FAV Codes 11-10 Rider/Benefit Rules Wizards
Add New Fund 11-4 Clone A Rider/Benefit 13-2
Add New Line of Business 11-2
DXC I-2
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Product Wizard Reference Guide

Wealth Management Accelerator is a trademark of DXC.

VANTAGE-ONE is a registered trademark of DXC.

About This Guide

This guide is intended to provide a detailed overview of the Product Wizard

Features Product Wizard provides the following features:

• Browser-based user interface

• Faster replacement of all occurrences of a business rule column value

Benefits The benefits of Product Wizard are:

Overview Welcome to Product Wizard - a browser-based user interface for setting up

Product Wizard saves your changes in a Work-In-Progress (WIP) file until

If the Apply is successful, each change is also transferred to an Audit

Tab Name Description

File This menu allows you to save changes to the • Import

Business Rule Search

Business Rule Search tab page

RULES WITH (drop-down list, required)

Environment (drop-down list, required)

Company (drop-down list, optional)

Product (drop-down list, optional)

Plan Code (drop-down list, optional)

Issue State (drop-down list, optional)

Line of Business (drop-down list, optional)

Plan Effective Date (drop-down list, optional)

Project(s) (list box, optional)

Show orphan subsets (check box, optional)

Remember my (check box, optional)

Go Navigates to the Business Rule Search tab page

Save Saves the WIP change(s) made to the business rule(s)

Page Up Allows you to navigate upwards to other rows in the business

Page Down Allows you to navigate downwards to other rows in the

Copying a Common Table

• Copy and Paste

6 If you drop a common table on an inappropriate parent folder, a message is

Create and Maintain a Plan

• Copy and Paste

1 Open the Environment, Company, Product, and Plan to be validated

Create and Maintain a Table Subset

• Copy and Paste

To paste the copied Table Subset to a different Environment and/or Company,

To drop the Table Subset to a different Environment and/or Company, open

Drag and Drop within Same Environment/Company

Drop On Plan (Level 1) Drop on Subset (Level>1)

Drag and Drop Across Environment/Company

Drop On Plan (Level 1) Drop on Subset (Level>1)

Complete the following steps to clone a subset:

Subset Name/Prefix on Drag and Drop or Clone

A subset name is 16 characters long and a subset prefix is 13 characters long

If the prefix is not unique an error message is displayed.

Update Parent Subset References

Example: If T038X~100 orphan subset is pointing to T024X~100 subset

Table View Functions

To change a subsidiary subset that is Level 2 or higher, complete the following

To copy/paste row(s) complete the following steps:

To insert a row into a subset perform the following steps:

To delete row(s) in a subset referenced by a Plan in tree view, perform the

• Green - Newly Inserted Row

To replace value of a column, perform the following steps:

(Statutory Company = ‘***’ OR Statutory Company = ‘A01’) AND Memo

Table Filter page

Field (list box, required)

Operator (list box, required)

Value (text, alphanumeric, required)

1 Select a field from the Field list box