Step Type

Description

Party

Multi-lender

Investment

Debt consolidation

Invest consolidation

Condition

Question relating to current screen or process

Yes

Yes

Yes

Yes

Yes

Multi-lender form

Items relating to the Multi-lender screen

No

Yes

No

No

No

Party

Items relating to the Party Details screen

Yes

No

No

No

No

Investment form

Items relating to the Investment screen

No

No

Yes

No

No

Debt consolidation

Items relating to the Debt consolidation screen

No

No

No

Yes

No

Invest consolidation

Items relating to the Investment consolidation screen

No

No

No

No

Yes

New adjustment

Items relating to the Adjustment screen

No

Yes

Yes

Yes

Yes

System generator

Items relating to the System Generator screen

No

Yes

Yes

Yes

Yes

New period tab 

Create new Period or move to another Period

No

Yes

Yes

Yes

Yes

New calculation

Create new Calculation or move to another Calculation

No

Yes

Yes

Yes

Yes

Redress

Create Redress item

Yes

Yes

Yes

Yes

Yes

Verify

Verify data

No

Yes

Yes

Yes

Yes

Mail Merge

Items relating to the Mail Merge

Yes

Yes

Yes

Yes

Yes

Case Information

Items relating to the Case Information screen

Yes

Yes

Yes

Yes

Yes

Contact history 

Create a Contact History item

Yes

Yes

Yes

Yes

Yes

Next contact

Create a Next Contact item

Yes

Yes

Yes

Yes

Yes

Adjustment load

Load information into Adjustment set 

No

Yes

Yes

Yes

Yes

Form

Allows form variables to be set

Yes

Yes

Yes

Yes

Yes

Balance calculator

Calculate balance by inputting case details

Yes

Yes

Yes

Yes

Yes

Rate calculator

Calculate rate by inputting case details

Yes

Yes

Yes

Yes

Yes

Premium calculator

Calculate premiums by inputting case details

Yes

Yes

Yes

Yes

Yes

Load Indices

Load data into Indices tables

Yes

Yes

Yes

Yes

Yes

Load Interest rates

Load data into interest rate tables

Yes

Yes

Yes

Yes

Yes

Load system data

Load interest, indices, dta, system and wizard data

Yes

Yes

Yes

Yes

Yes

Load Additional rates

Load data into additional rate tables

Yes

Yes

Yes

Yes

Yes

Load Maturity data

Load data into maturity data tables

Yes

Yes

Yes

Yes

Yes