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AFFIRM

home/Knowledge Base/AFFIRM/
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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
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