The top of the DB Precision screen contains the Ribbon which includes the File menu and several tabs:

• File Menu: this menu includes items such as Open, Save, and New. The system Options can also be accessed through the File Menu.
• Home Tab: this tab is a toolbar which contains many common operations such as Copy/Paste, Add, and Calculate.
• Data Tab: contains tasks related to data such as Import and Manage Backups.
• Valuation Tab: contains tasks generally used when completing valuation data work such as Snapshot and Lifecount Reconciliation.
• Portal Tab: contains tasks related to the Internet Portal, including the Portal Settings and Managing Portal Security.
• Tools Tab: navigates to advanced features, such as Worktrack items and Payment Processing.
• Tables Tab: allows users to see actuarial resources including mortality tables.
• Published Tab: view public tables related to US interest rates, social security, and more.
• System Tab: includes less commonly used tasks such as license administration and system/user settings.

As items are opened, they will appear in their own tabs in the Document Tabs section. Multiple tabs can be opened and they can then be closed by clicking on the 'x" on the top of each tab.

Item Explorer displays all items associated in the system with the currently displayed tab. This includes items such as the Plan Sponsor, Plan Documents, Persons, and Person Worksheets. Additional items can be opened by double-clicking on them in Item Explorer.

Item Explorer contains two sections, the upper pane and the lower pane. The lower pane displays a list of Persons, which can be filtered based on status by clicking a particular status tree branch under Persons in the upper pane. Status is updated based on the most recent valuation. To display all Persons associated with the Sponsor, click the main Persons tree branch.

If an item is selected in Item Explorer and you begin to type, the first item that starts with the typed text will be highlighted (within the same pane as the initial selection). This allows the user to search for items to open by Item/Person name or SSN. To search by SSN, do not use dashes when typing, and when searching by name, do not use commas or spaces.

In addition, there are buttons at the top that allow Users to do the following:

• New Person: launches the New Person Wizard which can be used to create a new Person for the active Plan Sponsor.
• Delete: deletes the item that is selected in Item Explorer.
• Properties: gets properties of the selected Item Explorer item.
• Refresh: refreshes the display of items in Item Explorer.
• Swap Name/SSN: swaps whether the list of people displayed in the lower pane is sorted by name or SSN.

The Output Window displays the progress of longer-running system tasks such as snapshots as well as shows the results from a Find operation. The Output Window includes the following tabs:

• Output: show progress of longer-running processes.
• Find Results: shows search results from Find operation.