Understanding Plan Rules Examination

Setting up a pension calculation is a complex process involving hundreds of modules that are individually configured and then assembled to form a complete calculation. The key to a successful implementation is keeping track of these individual modules.

Pension Administration provides some tools to help you with this tracking:

  • The Result Summary and Definition Summary pages show summary information about the function results.

  • The PAT07 - Pension Plan Summary report provides detailed information about the modules included in the plan.