Validation: Parameters

Previous Valuation Date

The Previous Valuation Date for the purposes of the validation. It is the effective date of the Previous Salary. No warning of a blank Previous Salary will be produced for those who joined after this date.

It defaults to the Previous Valuation Date. You can overwrite this if you wish.

Dates can be entered in almost any format and they will be automatically converted to DD/MM/YYYY format.

Current Valuation Date

The Current Valuation Date for the purposes of the validation.

It defaults to the Current Valuation Date as specified on the Scheme Details but you can overwrite this if you wish.

Dates can be entered in almost any format and they will be automatically converted to DD/MM/YYYY format.

Validation Data File(s)

Specify the input data file (or files, if appropriate). It must be located in the Scheme Folder.

Double Clicking will activate the standard Windows Open File Dialog box for selection of a file.

Data Format

Double click to select the Format File for the current Data File. The Format File contains the saved parameters specifying the column specification of each of the data items contained in the data file. Data format descriptions are prefixed by an indication of the type of format e.g. <Act> for Actives, <Def> for Deferreds, <Pen> for Pensioners.

If you intend to use the GMP Calculators to calculate GMPs after creating your data, ensure that columns are created in your data file for these fields. (In addition, enter dummy data into the data file for the first member that is at least as large as the largest expected GMP for all members. This will ensure that the Format created leaves sufficient space for the GMPs calculated.)

Data>Build

If you have created data using Data>Build then the format name will be the same as the original source (CSV) file.

BasisModule>Migrate

If you have migrated your data files from earlier versions the name will be unchanged.

Only Records with Errors or Warnings Listed

Specify whether you want a listing for all members in the data file (unchecked) or, alternatively, only get a listing of those members for whom an Error or Warning has been found (checked).

Include Warnings of Blank Numeric Fields

Specify whether you require Warnings on Numeric Fields when they are blank.

Run

Click the Run button to run the calculations.

SaveAs

Click the Save As button to save with a new file name.

Save

Clicking on the Save button allows you to save the entries.

Quit

Clicking on the Quit button allows you to exit without saving any of your changes.

In some of the screens you will be asked to confirm if you want to exit Ignoring all changes. If you click Yes, the file will be closed without saving any changes. If you click No you will be returned to your original screen.

From the Browser, the Quit button will take you to a graphical display of the results.