FinancialActivity

Description
Financial Activity

Type : Complex Element

Definition
Reference to the financial activity collection for this policy.A FinancialActivity is one business event. One "financial activity" may adjust an account value and/or (if variable funds are involved) buys/sells units and/or (if fixed funds are involved) may credit interest or initiate an interest due. Note that this business event will trigger one set of accounting activities. Additionally, this means that if a financial activity is reversed, then all accounting activities (and associated payments) must be reversed at the same time.

Parents
Case CommissionDetail Policy PolicyStatementDetail SubAccount SubAccountStatementDetail

Elements
AccountingActivityAccounting Activity
AccountingActivityTypeAccounting Activity Type
AnnuityContributionAmtAnnuity Contribution Amount
AppliesToObjectTypeApplies To Object Type
BestIntRateTypeBest Interest Rate Type
CancellationDateCancellation Date
CancellationPeriodEndDateCancellation Period End Date
CancellationPeriodEndTimeCancellation Period End Time
CancellationTimeCancellation Time
ClaimReferenceInfoClaim Reference Information
CommissionableIndCommissionable Indicator
CommissionAmtCommission Amount
CommPremOvrRidnAmtCommissionable Premium Overridden Amount
CostBasisCost Basis.
CostBasisAdjAmtCost Basis Adjustment Amount
DescriptionDescription
EEContribReasonEmployee Contribution Reason
ERContribReasonEmployer Contribution Reason
FederalTaxWithheldFederal Tax Withheld
FeeFee
FinActivityDateFinancial Activity Date
FinActivityFeeFinancial Activity Fee
FinActivityGrossAmtFinancial Activity Gross Amount
FinActivityNetAmtFinancial Activity Net Amount
FinActivityPctFinancial Activity Percentage
FinActivitySolicitedIndFinancial Activity Solicited Indicator
FinActivityStatusFinancial Activity Status
FinActivityStatusCommentsFinancial Activity Status Comments
FinActivitySubTypeFinancial Activity Sub Type
FinActivityTaxableAmtFinancial Activity Taxable Amount
FinActivityTypeFinancial Activity Type
FinancialActivityInfoFinancial Activity Information
FinancialActivityKeyFinancialActivity Key
FinancialActivitySysKeyFinancialActivity System Key
FinEffDateFinancial Activity Effective Date
FirstTaxYearFirst Taxable Year
GracePeriodEndDateGrace Period End Date
GrandfatheredDateGrandfathered Date
GuarIntEndDateGuaranteed Interest End Date
IntPostingDateInterest Posting Date
IntPostingRateInterest Posting Rate
IntTreatmentIndInterest Treatment Indicator
JurisdictionTaxWithheldJurisdiction Tax Withheld
LiquidationTypeLiquidation Type
LoanActivityLoan Activity
LocalTaxWithheldLocal Tax Withheld
LockedInIndLocked In Indicator
MonthsPaidMonths Paid
OFACDateOffice of Foreign Assets Control (OFAC) Date
OLifEExtensionOLifE Extension
OrderDateOrder Date
OrderSourceOrder Source
OrderTimeOrder Time
PaymentPayment
PaymentModePayment Mode
PaymentReferencePayment Reference
PostTEFRACostBasisAmtPost TEFRA Cost Basis Amount
PremiumBonusReasonPremium Bonus Reason
PremLoadOvrRidnAmtPremium Load Overridden Amount
PreTEFRACostBasisPre TEFRA Cost Basis
ReferenceNoReference Number
ReportingTaxYearReporting Tax Year
RetainedCommissionAmtRetained Commission Amount
ReversalIndReversal Indicator
RollloverIntAmtRollover Interest Amount
RothIra1stYrConverIncomeRoth IRA First Year Conversion Income
RothIraConverIncAmtRoth IRA Conversion Income Amount
RothIraConverIncDateRoth IRA Conversion Income Date
RothIraNetContributionAmtRoth IRA Net Contribution Amount
ServicesTaxWithheldServices Tax Withheld
SettlementDateSettlement Date
TaxOverriddenIndTax Overridden Indicator
TaxWithholdingTax Withholding
TotalUnitsTotal Units
TotalUnitsIssuedTotal Units Issued
TotalUnitsUnissuedTotal Units Unissued
TransConfirmNumTransaction Confirmation Number
UnitValueUnit Value
UserCodeUser Code
WithldPremsOnLoanWithheld Premiums on Loan

Attributes
AppliesToCoverageIDApplies To Coverage IDREF
ArrangementRefIDArrangement Reference Identifier
DataRepData Representation
idid
ReversalFinancialActivityIDReversalFinancialActivity IDRef
(References FinancialActivity)