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AFFIRM Approval Queue
Approval Queue Module Overview
Create and Configure Approval Queues
Review and Process Queued Orders
Review and Add Notes to a Queued Order
Add Approver Requirements to Queued Orders
Close Approver Requirements on a Queued Order
View All 7
AFFIRM e-Signature
Carriers that Support e-Signatures in AFFIRM
Integration of Cooperative Technologies 1035 Yellow Pages Address Services
E-signature – Support for multiple instances of a form with the same form
Enabling e-Signature for AFFIRM
AFFIRM/DocuSign e-Signature Overview
How To Test the DocuSign e-Signature Process
View All 11
AFFIRM for Life
AFFIRM for Life Screen to PPfL Paths
AFFIRM for Life – User Interface Navigation Elements
Entering and Editing Life Orders
AFFIRM for Life – Life Order Entry Dashboard
AFFIRM for Life – Product Profile for Life: Modeling and Samples
AFFIRM for Life – Term Quote Screens
View All 7
AFFIRM Forms Management
Forms Promotion to Production
Forms Mapping Example Expressions
E-signature – Support for multiple instances of a form with the same form
Forms Creation (New) / Forms Editing (Existing)
AFFIRM Forms Overview
AFFIRM Data Mapping
View All 17
AFFIRM Getting Started
Newly Supported/Added Ownership Type/Annuity Plan Type – AFFIRM 2.3 (2014)
Segregation of Duties within AFFIRM
ACORD Upgrade 2.37 from 2.20 (and support for new DOL related elements)
Integration of Cooperative Technologies 1035 Yellow Pages Address Services
AFFIRM for Annuities Ownership/Plan Types
Carrier Test Distributor Profile Setup – Annuities
View All 21
AFFIRM Macro Language
CalcAge 59 1/2
AFFIRM Macro Language Overview
Navigating the AFFIRM Hierarchy
Self-Documenting Code Values
AFFIRM Evaluation Window
AFFIRM Macro Language Functions
View All 19
AFFIRM Order Entry
Newly Supported/Added Ownership Type/Annuity Plan Type – AFFIRM 2.3 (2014)
Integration of Cooperative Technologies 1035 Yellow Pages Address Services
E-signature – Support for multiple instances of a form with the same form
AFFIRM for Annuities Ownership/Plan Types
Annuity Order Entry Overview
Entering Annuity Orders
View All 29
AFFIRM Question Application
Question Management (RD-17171) – Add Calculated Formula Support (Server Side Data Scrubs)
Question Management (RD-16583) – Enhanced Default Support (Server Side Data Scrubs)
Setup Sections/Questions on Funding Tab
Question Application Overview
Create a New Question Set
Create a New Question
View All 16
IFT Asset Rebalancing
IFT Asset Rebalancing Business Rules
IFT Asset Rebalancing – tx107 and tx102 transactions
IFT Asset Rebalancing – DP/PPfA Data Model Requirement
IFT Asset Rebalancing – How the PPfA/DP impacts each screen
IFT Asset Rebalancing – SubAccount Allocation
View All 5
IFT Fund Transfers
IFT DP/PPfA Data Model Requirement for Fund Transfer
IFT Fund Transfer Business Rules
IFT Fund Transfer – tx107 and tx102 transactions
IFT Fund Transfers – How the PPfA/DP impacts each screen
IFT Fund Transfer – SubAccount Allocation
View All 5
IFT Withdrawals
IFT Withdrawals: Product Profile (PPfA) and Distributor Profile (DPfA) for AFFIRM Contract Values Utility and Withdrawals
IFT Withdrawals: Update/Terminate an Existing Systematic Withdrawal (videos)
IFT Withdrawals: Update or Terminate Systematic Withdrawals
IFT Withdrawals: Withdrawal Percentage Limits
IFT Withdrawals: How to Enter Withdrawal Orders
IFT Withdrawals: Wet Sign Attachment Processing
View All 13
Product Profile and Distributor Profile Management
Rider Fee Types Supported in Product Profiles (PPfAs)
How to Load a Product or Distributor Profile
Product Profile for Life (PPfL) Management – Best Practices
Newly Supported/Added Ownership Type/Annuity Plan Type – AFFIRM 2.3 (2014)
IFT Withdrawals: Product Profile (PPfA) and Distributor Profile (DPfA) for AFFIRM Contract Values Utility and Withdrawals
ACORD Upgrade 2.37 from 2.20 (and support for new DOL related elements)
View All 13