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Client: Files

Scheme Name

Enter the Scheme Name.

The Scheme Name will appear in the header of all output created for this Scheme. If different sets of calculations are produced in different folders i.e. current and previous valuations or transfers out then a description of the purposes of the calculations could also be included.

Files Folders

  • Files Yield Curve Files Folder
  • Files Output Files Folder
  • Files Consolidation Results File Folder
  • Files Mortality Improvement Files Folder

SuperVal allows different folder paths to be specified for different purposes and therefore allows valuations to be processed more efficiently.

Select File+Open Scheme Folders on the main menu bar to view the current list of the Folder pathnames.

A list of the Folders used by SuperVal and their purpose is as follows:

folder description
Input Contains all member data and parameter files.
Yield Curve Contains yield curves; if blank defaults to Input Folder
Output All valuation results output files (including the consolidated output) will be written to the folder path specified here.
Consolidation This folder is where the results database will be written (SVResultsDB)
Mortality Improvement Contain mortality improvement tables; default is library folder

The above folders contain all the files used for a particular Scheme Valuation. Note that it is not necessary to specify these as different folder paths. Input, Yield Curve, Output and Consolidation can all be the same folder path if preferred. If Mortality Improvement is at the system level though, it must be on the same drive as the library folder.

Having the Consolidation as a different folder will enable different users to process separately actives, deferreds and pensioners while still being able to consolidate all Scheme membership. To do this all users for a particular scheme should specify the same folder path for the Consolidation folder.

Double click to select the Folder locations.

S21 Migration Required

Check this box if you are migrating the input files from SuperVal/21.

Migration Folder

The Folder containing the SuperVal system files for the Scheme (CLIENT.sf, DEFAULT.sf, BASIS.sf and named basis files) that are to be migrated.

Mortality Improvement Files

Specify where the Mortality Improvement csv files are stored. i.e. whether stored at a scheme level or at a system level.

Scheme Level Parameter File

Specify the name of the Scheme Level Parameters File.

If any Scheme Level Parameters File(s) already exist in the Scheme Folder, they will be displayed in the list. If there are more than one, you must select the one you wish to use for this session.

If there are no Scheme Level Parameters Files in the Scheme Folder, the list displayed will be blank. In this case, you must type in the name of the Scheme Level Parameter File. It is recommended to specify a name that describes the Scheme (and/or the purpose of the calculations if there are more than one Folder for the Scheme) so that the file will be easily recognisable at a later date.

Note that any parameters in other Scheme Level Parameter File(s) in the Scheme Folder will not be available unless you log-off and commence a new session in the Scheme Folder selecting that other Scheme Level Parameter File.

One Scheme Level Parameter File per Scheme Folder is the recommended configuration.

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.