The Actuarial Valuation Data Screen is a way to view the history of a Person's status from past Valuation Snapshots, as well as access their historical Valuation Extract data.
- History of Valuation Dates: this box displays a history of valuation dates for a Person. Each row represents one Valuation Snapshot. The box itself summarizes the date of the snapshot, plan number, run number (if multiple runs are done for the same plan as of the same snapshot date) and resulting valuation status.
Double click on a row in order to access the Actuarial Valuation Detail screen and display specific fields from the Valuation Extract file for that snapshot.
When you single click on a row and it appears highlighted, the information for that row is displayed in the Selected Date Information section below.
- Selected Date Information: this section displays Valuation Date, Plan Number, and Status for the row highlighted above.