| 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) |
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