This index lists the screens used to configure, run, and review valuations in DB Precision.

• Valuation Assumption Definition:  identifies an effective-dated funding or accounting assumption set.
• Valuation Assumption Provision:  documents the consolidated Basic, Decrements, and Mortality tabs, including methods, economic and marriage assumptions, COLA, reported amounts, decrements, and mortality assignments.
  • Assumption Reported Amount:  defines fixed, table-based, and other projection settings for a valuation Reported Amount.
  • Interest Rates:  defines the detailed interest basis used by the selected valuation methods.
  • Configure Screens:  covers reported-amount and year variations for decrements and mortality.
• Salary Scale Tables:  stores annual increases used to project earnings and other reported amounts.
• COLA Tables:  stores annual payment increases by payment age.
• Retirement Age Probability Tables:  stores annual retirement probabilities by age, service, and sex.
• Valuation Mortality:  selects the base table, age adjustment, projection or improvement, sex basis, and blend.

• Valuation Definition: identifies the valuation plan, population filter, type, and effective-dated provisions.
• Valuation Provision: identifies the effective period, benefit items, employee contributions, and inactive-benefit overrides.
  • Valuation Provision Item: documents the consolidated Basic and Attribution tabs, including decrement, benefit, eligibility, adjustments, recipient, COLA treatment, and UC, PUC, and EAN attribution inputs.
    • Forms of Benefit Payment: documents the consolidated payment-form list and form detail, including conversion, annuity factor, election fractions, and lump-sum mortality treatment.

• Actuarial Valuation Data: for viewing the history of a Person's status from past Valuation Snapshots, as well as accessing their historical Valuation Extract data.
  • Actuarial Valuation Detail: displays specific fields from the Valuation Extract file for a Person for a selected snapshot.

• Valuation Extract Layout: defines the structure of a valuation extract file.
  • Valuation Extract Column: defines an individual column included in the layout.
• Data Request: creates a participant-data request for the open Sponsor or Plan Document.
• Manage Valuation Snapshots: creates, reruns, and removes valuation snapshots.
  • Create Valuation Snapshot: defines the date, Plan Document, and options for a new snapshot.
• Valuation Data Capture: creates, describes, locks, and manages the participant-data captures used by saved valuations.
• Valuation Snapshot Compare Filter: selects the general and amount fields included in a snapshot comparison.
  • Valuation Snapshot Compare Results: displays summary categories and detailed differences between two snapshots.
• Lifecount Reconciliation: reconciles changes in participant counts between two valuation snapshots.
• Calculate Valuation Liabilities: creates, opens, groups, and manages saved plan or participant valuations.
  • Valuation Liability Detail: documents valuation inputs and the Funding, Accounting, and Messages result tabs.
    • Valuation Liability Detail Reference: links to the output navigation, fields, liabilities, and present-value references supporting valuation results.