The Actuarial Valuation Data Screen displays a Person's valuation history and allows manually maintained valuation-status records to be added, edited, or deleted. It also provides access to historical Valuation Extract data.
Screen items
History of Valuation Dates: this box displays the Person's valuation records. Each row summarizes the valuation date, plan number, run number when multiple runs exist for the same plan and date, and resulting valuation status. Records created by a Valuation Snapshot appear with manually maintained records.
Double click on a row in order to access the Actuarial Valuation Detail screen and display specific fields from the Valuation Extract file for that snapshot.
Single click a row to display its information in the Selected Date Information section.
Selected Date Information: displays the Valuation Date, Plan Number, and Status for the selected row. These values can be updated for a manually maintained record.
Add (+): creates a valuation-status record. Enter its Valuation Date, Plan Number, and Status in Selected Date Information.
Delete (-): deletes the selected manually maintained valuation-status record after confirmation.
