V9Migration: Parms

Table of Migration Default Names

You can use a previously defined set of Migration Names for the Global Parameters contained in the Basis Files being migrated. Select from the drop-down list the relevant set to use.

To define a new table of Migration Names, click the Add/Edit Default Names button.

Add/Edit Default Names

Clicking the Add/Edit Default Names button allows you to create or edit a set of Migration Names. The text entered in the Migration Names will be used as the Global Variable Name for all of the Global Parameters migrated of that type.

If a set of Migration Names does not exist, then you will be taken directly to the Migration Names Table where you can enter the default name to be used for each variable.

If a single set of Migration Names already exists, then you will be taken directly to this set to enable changes to be made.

If more than one set of Migration Names already exist, then you will be taken to the Parameter Selection Box to choose which set to open.

Store Financial Globals under Description

The user can create additional Financial Global Sets on subsequent migrations, by changing the description. Within the Financial Assumptions area of SuperVal the user will be able to select which set of financials to use.

Match Existing Financial Globals where matching Financial Assumptions found

Membership Groups (ie Actives, Deferreds and Pensioners kept separate)

Field Types (eg Pre and Post Retirement Interest Rates kept separate)

The user has the choice on how the Financial Assumptions are migrated.

Match Existing Financial Globals where matching Financial Assumptions Found - Check this box if you would like the existing Global Financial Parameters defined in the Financial file to be used where a matching assumption is found in the basis being migrated. Leave this box unchecked to create a duplicate Global Financial Parameter. (This may be appropriate where two different basis files use the same value for a Global Variable as a coincidence.)

Differentiate unmatched Global Financial Assumptions by the following

Membership Groups (ie Actives, Deferreds and Pensioners kept separate)

: Check this box if different Financial Global Parameters should be created for each Membership Category i.e. actives, deferreds, pensioners. This will create a separate set of pointers for each of the Actives Deferreds and Pensioners; allowing management of the migrated financial assumptions by membership group.

Field Types (eg Pre and Post Retirement Interest Rates kept separate)

: Check this box to create separate pointers for Pre and Post Retirement Discount Rates with the same value. Leave the box unchecked if only one interest-rate parameter should be created.

Actives

Deferreds

Pensioners

Check this box if you wish to use existing Global Parameter Sets for Mortality/Mortality Improvements where these are already defined.

Leave this box unchecked to create a new Global Parameter Set for each set migrated.

Back

Clicking on the Back button allows you to return to the previous screen.

Cancel

Clicking on the Cancel button allows you to return to the previous screen without saving any of your changes.