This index lists the system administration and utility screens available in DB Precision.

• User Options: configures preferences for the current DB Precision login.
• System Settings: configures network-wide DB Precision behavior, defaults, licensing, updates, and administrative settings.
  • Network Administrator Settings: configures database backups, server paths, and other network-administration options.
  • Email Account Detail: defines an email account used by DB Precision to send messages.
• License Administration: reviews license limits and users currently connected to DB Precision.
  • License Statistics: summarizes DB Precision license utilization.
• System Change Log: reviews system changes made by users throughout the organization.

• Task Scheduler: creates and manages DB Precision tasks that run automatically.
  • Schedule Task: defines when and how often an automated task runs.
  • Run Plan Export: configures a scheduled Plan export.
  • Download Payroll File: configures a scheduled payroll-file download.
  • Portal Users: configures scheduled Portal-user processing.
  • Task Log: reviews completed scheduled tasks and their results.

• Database Connection Speed Test: measures database performance from the current device.
• Remote Support: starts a support session with PensionSoft.

• System Import: imports participant data for the open Plan Sponsor.
• Data Cleanup Wizard: identifies and helps correct potential participant-data problems.
• Benefit Allocation Import: imports participant benefit-payment allocations.
• Sponsor Contact Import: imports multiple contacts for a Plan Sponsor.
• Person Notes Import: imports Person Notes for one or multiple Sponsors.

• Check Sponsor Group: validates participant data for the open Sponsor.
  • Validation and Comparison Results: displays the issues found by the Sponsor-group check.
• Item validation results: review validation issues for the type of item selected in DB Precision.
  • Person Validation: displays validation errors for a Person.
  • Sponsor Validation: displays validation errors for a Plan Sponsor.
  • User Validation: displays validation errors for a DB Precision user.
  • User Group Validation: displays validation errors for a user group.
• Possible Duplicate People: identifies people who may have been reported more than once within a Sponsor.
• Other Sponsors: identifies people associated with both the open Sponsor and another Sponsor.

• Backup Data: creates a backup of selected DB Precision data.
• Manage Backups: creates, restores, or removes participant-data backups for the open Sponsor.
• Transfer Data: transfers data between DB Precision database servers.

• Calculate: supplies inputs and runs an individual or group benefit calculation.
  • Calculation Assumptions: selects calculation-specific actuarial and demographic assumptions.
  • Other Inputs: supplies additional calculation dates, amounts, and optional inputs.
  • Calculation Results: displays calculated benefits, messages, and supporting result details.
  • Calculation History: reviews previously saved participant calculation results.
• Export: selects calculation inputs and output settings for a Person or Plan Document export.
  • Export Assumptions: selects projection assumptions and missing-data rules for the export.
  • Other Inputs: supplies user rates, user values, defined contribution inputs, and a filter formula for the export.

• Create Database Report: selects and configures a standard database report.
  • PIA Level Income Changes: configures the report used to review PIA level-income changes.
• 1099-R Report: selects payment and tax information for Form 1099-R reporting.
• Term Vested Due Payment: lists terminated vested participants who are beyond their expected payment start date.
• Form 8955-SSA: creates a listing of participant information used for Form 8955-SSA reporting.

• Process Payments: selects and processes participant benefit payments.
  • Process Payments Detail: reviews the payments included in a processing batch.
    • Process Payments Person Detail: reviews payment information for an individual participant.
  • Process Payments Report: displays benefit-payment activity for review or reporting.

• 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.

• Item Explorer: explains how the upper and lower panes organize and open DB Precision items.
  • Item Explorer Status Filter: limits the Person list to selected participant statuses.

• Manage Person Notes: lists Person Notes for the open Sponsor or participant, with filters for note type, status, and start date.
  • Notes Report: creates a report of Person Notes for the Sponsor.
• Worktrack: searches, reviews, and manages Worktrack tasks.
  • Worktrack Detail: defines an individual task, its assignment, dates, status, and components.
  • Worktrack Report: produces a configurable report of Worktrack activity.

• Create Import File Match Report: compares a new import file with existing participant records.
  • Import File Properties: reviews the selected import file and its identifying fields.
  • Match Results: displays matched, unmatched, and potentially duplicated people.
  • Additional match-report references: provide the corresponding help under the earlier screen names.
    • Import File Match Report Reference: documents the same report workflow under its earlier help filename.
    • Dropoff File Properties: documents the source-file properties under the earlier help filename.
    • Original Match Results Reference: documents report results under the earlier help filename.
• Compare Items: compares two DB Precision items of the same type.
• Add Archives by QR Code: imports archive images and assigns them using embedded QR codes.
  • QR Code Archive Detail: reviews an imported archive image and its assigned Person or Worktrack item.

• Portal Firewall: defines rules for blocking Portal access by device or location.
• Portal Settings: manages Portal features and behavior for the open Sponsor.
  • General Portal Settings: configures the Portal URL, availability, and general Sponsor settings.
  • Main Page Settings: configures the Sponsor Portal main page.
  • Access Settings: controls registration and access behavior.
  • Calculation Settings: controls calculations available through the Portal.
  • Person Data Settings: controls participant information displayed or collected through the Portal.
  • Color Settings: configures Sponsor-specific Portal colors.
  • Login Pages: manages customizable Portal login pages.
    • Login Detail: defines the content and behavior of an individual login page.
  • Administrator Portal Settings: configures Portal behavior available to administrators.

• Manage User Security: manages Portal credentials and access for an individual user.
  • Manage Sponsor Security: manages Portal users, registration numbers, and passwords for a Sponsor.
  • Email Configuration - Transmission: configures how Portal security emails are transmitted.
    • Email Preview: previews a Portal security email before it is sent.
• Call Center Search: finds and opens a participant using caller information.
• Manage Portal Emails: reviews pending and sent Portal email messages.

• DB Precision Heartbeat Monitor: configures monitoring that keeps Internet Controller processes running.
  • Microsoft Office Update: documents Office and DCOM changes required for controller document processing.
• Controller Log: reviews Internet Controller activity and errors across Sponsors.
• Portal Data Changes: reviews participant-data changes submitted through the Portal.
• Portal Outage Log: reviews Portal outages for a selected period.
• Portal Usage Statistics: summarizes Portal activity for the open Sponsor.