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Analysis

Automatic Sex/Category Sub-File Creation

The sub-groups of membership data to be processed can be specified in one of two ways:

If the Automatic Sex/Category Sub-File Creation box is unchecked, the user will be asked to specify a list of data files (which have been previously created) containing the data for each of the sub-groups separately.

If the Automatic Sex/Category Sub-File Creation box is checked, the user will specify a single file (containing the data for all groups) and then select the sex and category combinations that you wish to be processed (sex/category sub-files will be automatically created).

Data File(s)

  • Analysis Data File(s)
  • Analysis Data File

Double click to select the filename (or filenames, if appropriate) of the member data files to be processed.

Data files may contain inactive members (exits and members who have joined after the valuation date) as well as active members.

The file(s) must be in the format specified in the data format.

If specification of only one file is allowed, a list of the allowable files specified on the Scheme Details will be presented with a Right Click. Note that any filenames used on that list will be relative value, that is, the filename specified is controlled by the label to the right of the field. If the filename is changed on the Scheme Details then the filename in the saved parameters will also change.

Data Format

The data format of the data file(s).

The data format are 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 or Excel file/tab name.

BasisModule>Migrate

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

Select by Sex

If the Select by Sex box is unchecked, the user will not see the sex listed in the Sex/Category selection below. The list will only show list of categories

If the Select by Category box is checked, the user will the sex listed in the Sex/Category selection below.

Select by Category

If the Select by Category box is unchecked, the user will not see the categories listed in the Sex/Category selection below. The list will only show Males and Females.

If the Select by Category box is checked, the user will see the categories listed in the Sex/Category selection below.

Sex/Category Selections

Unless automatic sex/category sub-file creation is available and not selected, you must select the sex and category combination(s) that you wish to be processed from the list.

The list displays shows a list of the unique sex/category combinations within the data file specified based on the data format selected. . The list displayed can be influenced by the data format selected as follows: - only sex will be displayed if a data format without any column specification for category is selected; and - only category will be displayed if a data format without any column specification for sex is selected.

User may also select a blank category if they do not wish to run that particular category.

Calculation Date

The Analysis can be carried out at any date that you wish.

Salary Indicator

The analysis or investigation of the active membership data may be based on either the Current or Previous Salary.

Upper Limit of Age Ranges

You must specify the age ranges to be used in the analysis. The values specified represent the upper limits of the ranges.

The first group will include all ages less than or equal to the first value and data beyond the last limit specified will be grouped into a final group.

Enter the age ranges as a vector of ages, e.g. 20 30 40 60.

Age Rounding

Check the box to select the Method of Rounding for the Age Calculation. The options are:

  • Age Next
  • Age Attained
  • Age Nearest

Upper Limit of Membership Ranges

Specify the membership or service ranges to be used in the analysis. The values specified represent the upper limits of the ranges.

The first group will include all durations less than or equal to the first value and data beyond the last limit specified will be grouped into a final group.

Enter the (service) duration ranges as a vector, e.g. 10 20 30 40.

Service Indicator

The (service) duration ranges specified are calculated according to the selection in this field and the Calculation Date. Check the box to select either based on Date of joining Company or Date of joining Scheme. The data will be taken from the standard data items,

Output Options

  • Salary
  • Salary x Membership
  • Membership

Check the box to specify how the membership data should be analysed. The options are:

  • total and average salary for each group
  • total and average salary by service/membership for each group
  • total and average service/membership for each group.

Run

Click the Run button to run the calculations.

Save As

Click the Save As button to save with a new parameter description.

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.