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Create Globals: Parms

Global Parameter Types

Select which parameter type is required to create a set of Globals. Users can select Decrement Rates, Spouse Parameters, Spreading Dates, Retirement Age, Retirement Factors, Cash Parameters and Commutation Factors.

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

  • Membership Groups (ie Actives, Deferreds and Pensioners kept separate)
  • Decrement Types (eg Retirement and Ill-Health Global Parameters kept separate)
  • Field Types (eg Cash and Cash on Top Global Parameters kept separate)
  • Sex (ie Male and Female Global Parameters kept separate)

There are four checkboxes here

Global names for Actives, Deferreds and Pensioners can be kept separate if this option is checked. If unchecked the Global names will be merged and used across modules when possible.

If the Decrement Types is checked, then different types of decrement such as Retirement or Ill Health would have global names created with the type of decrement in the name.

If Field types is checked then the global names will be differentiated by parameter type

If Sex is checked, the global names will contain the sex in the global names.

Use Existing Global Parameter Sets if matching Migrated Parameter Sets

  • Actives
  • Deferreds
  • Pensioners

If any parameter sets match existing Globals then checking this box means the system will use the existing global names. If unchecked the system will create some new default names for users.

Saved Parameter Sets

Select from a list of saved Parameter Sets.

Back

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

Next

Click the Next button, once you are happy with the selections made, to move to the next screen.

Cancel

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