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 | |||
![]() | Accounting Activity | ||
AccountingActivityType | Accounting Activity Type | ||
AnnuityContributionAmt | Annuity Contribution Amount | ||
AppliesToObjectType | Applies To Object Type | ||
BestIntRateType | Best Interest Rate Type | ||
CancellationDate | Cancellation Date | ||
CancellationPeriodEndDate | Cancellation Period End Date | ||
CancellationPeriodEndTime | Cancellation Period End Time | ||
CancellationTime | Cancellation Time | ||
![]() | Claim Reference Information | ||
CommissionableInd | Commissionable Indicator | ||
CommissionAmt | Commission Amount | ||
CommPremOvrRidnAmt | Commissionable Premium Overridden Amount | ||
CostBasis | Cost Basis. | ||
CostBasisAdjAmt | Cost Basis Adjustment Amount | ||
Description | Description | ||
EEContribReason | Employee Contribution Reason | ||
ERContribReason | Employer Contribution Reason | ||
FederalTaxWithheld | Federal Tax Withheld | ||
![]() | Fee | ||
FinActivityDate | Financial Activity Date | ||
FinActivityFee | Financial Activity Fee | ||
FinActivityGrossAmt | Financial Activity Gross Amount | ||
FinActivityNetAmt | Financial Activity Net Amount | ||
FinActivityPct | Financial Activity Percentage | ||
FinActivitySolicitedInd | Financial Activity Solicited Indicator | ||
FinActivityStatus | Financial Activity Status | ||
FinActivityStatusComments | Financial Activity Status Comments | ||
FinActivitySubType | Financial Activity Sub Type | ||
FinActivityTaxableAmt | Financial Activity Taxable Amount | ||
FinActivityType | Financial Activity Type | ||
![]() | Financial Activity Information | ||
FinancialActivityKey | FinancialActivity Key | ||
![]() | FinancialActivity System Key | ||
FinEffDate | Financial Activity Effective Date | ||
FirstTaxYear | First Taxable Year | ||
GracePeriodEndDate | Grace Period End Date | ||
GrandfatheredDate | Grandfathered Date | ||
GuarIntEndDate | Guaranteed Interest End Date | ||
IntPostingDate | Interest Posting Date | ||
IntPostingRate | Interest Posting Rate | ||
IntTreatmentInd | Interest Treatment Indicator | ||
JurisdictionTaxWithheld | Jurisdiction Tax Withheld | ||
LiquidationType | Liquidation Type | ||
LoanActivity | Loan Activity | ||
LocalTaxWithheld | Local Tax Withheld | ||
LockedInInd | Locked In Indicator | ||
MonthsPaid | Months Paid | ||
OFACDate | Office of Foreign Assets Control (OFAC) Date | ||
![]() | OLifE Extension | ||
OrderDate | Order Date | ||
OrderSource | Order Source | ||
OrderTime | Order Time | ||
![]() | Payment | ||
PaymentMode | Payment Mode | ||
![]() | Payment Reference | ||
PostTEFRACostBasisAmt | Post TEFRA Cost Basis Amount | ||
PremiumBonusReason | Premium Bonus Reason | ||
PremLoadOvrRidnAmt | Premium Load Overridden Amount | ||
PreTEFRACostBasis | Pre TEFRA Cost Basis | ||
ReferenceNo | Reference Number | ||
ReportingTaxYear | Reporting Tax Year | ||
RetainedCommissionAmt | Retained Commission Amount | ||
ReversalInd | Reversal Indicator | ||
RollloverIntAmt | Rollover Interest Amount | ||
RothIra1stYrConverIncome | Roth IRA First Year Conversion Income | ||
RothIraConverIncAmt | Roth IRA Conversion Income Amount | ||
RothIraConverIncDate | Roth IRA Conversion Income Date | ||
RothIraNetContributionAmt | Roth IRA Net Contribution Amount | ||
ServicesTaxWithheld | Services Tax Withheld | ||
SettlementDate | Settlement Date | ||
TaxOverriddenInd | Tax Overridden Indicator | ||
![]() | Tax Withholding | ||
TotalUnits | Total Units | ||
TotalUnitsIssued | Total Units Issued | ||
TotalUnitsUnissued | Total Units Unissued | ||
TransConfirmNum | Transaction Confirmation Number | ||
UnitValue | Unit Value | ||
UserCode | User Code | ||
WithldPremsOnLoan | Withheld Premiums on Loan |
Attributes | |||
AppliesToCoverageID | Applies To Coverage IDREF | ||
ArrangementRefID | Arrangement Reference Identifier | ||
DataRep | Data Representation | ||
id | id | ||
ReversalFinancialActivityID | ReversalFinancialActivity IDRef (References FinancialActivity) |