Investment Management
Investment Indicator
Overview
This feature keeps information regarding the Indicators of the investment.
A screenshot of the Investment Indicator feature is available here. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Investment Indicator from within the menu through this navigation path: Social Security Management ► Investment Management ► Investment Indicator
Visible Fields
The following table lists and describes all visible fields for the Investment Indicator, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Fields | Description |
|---|---|
| Id | Stores the unique identifier for the Investment Indicator. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence. |
| Active | The status of the Investment Indicator record. |
| Language | Users are allowed to select the language to register the description. |
| Name | Allows users to add a name to the indicator. |
| Description | Allows users to add full description of the indicator. |
| Starting Date | Allows users to select the starting date of the indicator from a date picker. |
| Ending Date | Allows users to select the ending date of the indicator from a date picker. |
| Indicator Type | Allows users to select indicator type from the drop down list. |
| Workflow Status | It is a closed domain and allows users to select transition from dropdown list. |
| Investement Levels | Allows users to add related investment level records through the lookup functionality. |
| Accounting Parameters | Allows users to add related account parameters records through the lookup functionality. |
Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Investment Indicator.
| Button Image | Description |
|---|---|
 | The New button allows users to switch to insert mode. This action button allows users to manually create Investment Indicator. |
 | The Search button allows users to switch to search mode. |
 | Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. |
 | Once a record has been created or searched for, users can return to the results screen when necessary. |
 | The Calendar button allows users to select a calendar date, used for starting and ending date. |
 | The Lookup button allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields. |
 | The Remove button allows users to remove the selected tab. |
 | The Select All button allows users to highlight all the filter criteria. |
 | The Unselect All button allows users to unselects all previously highlighted filter criteria. |
 | The Audit button allows users to view the audit history for the current record. |
 | The Save button allows user to save the information inputted. |
Support Entities And Functions
Accountability Parameter
Overview
This feature keeps information regarding the accountability parameter of the investment.
A screenshot of the Accountability Parameter feature is available here <. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Accountability Parameter from within the menu through this navigation path: Social Security Management ► Investment Management ► Support Entities And Functions ► Accountability Parameter
Visible Fields
The following table lists and describes all visible fields for the Accountability Parameter, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Fields | Description |
|---|---|
| Id | Stores the unique identifier for the Accountability Parameter. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence. |
| Element Type | It is a closed domain and allows users to select an element type from dropdown list. |
| Operation Type | It is a closed domain and allows users to select an operation type from dropdown list. |
| Accountability Account | Allows users to select accountability account associated with the record. |
Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Accountability Parameter.
| Button Image | Description |
|---|---|
 | The New button allows users to switch to insert mode. This action button allows users to manually create Accountability Parameter. |
 | The Search button allows users to switch to search mode. |
 | Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. |
| The Lookup button allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields. |
 | Once a record has been created or searched for, users can return to the results screen when necessary. |
 | The Update button allows users to update all changes made to a record. |
 | The Delete button allows users to remove the record. A window is displayed confirming the item is deleted. |
 | The Save button allows user to save the information inputted. |
Investment Level
Overview
This feature keeps information regarding the level of the Investment indicator.
A screenshot of the Investment Level feature is available here <. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Investment Level from within the menu through this navigation path: Social Security Management ► Investment Management ► Support Entities And Functions ► Investment Level
Visible Fields
The following table lists and describes all visible fields for the Investment Level, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Fields | Description |
|---|---|
| Id | Stores the unique identifier for the Investment Level. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence. |
| Level | Allows user to select color code that works as the visual indicator the Investment level. |
| Starting Value | Allows users to select a value and this value represents a percentage. |
| Ending Value | Allows users to select a value and this value represents a percentage. |
Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Investment Level.
| Button Image | Description |
|---|---|
| The New button allows users to switch to insert mode. This action button allows users to manually create Investment Level. |
| The Search button allows users to switch to search mode. |
| Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. |
| Once a record has been created or searched for, users can return to the results screen when necessary. |
 | The Range button allows users to select range of values. |
 | The Color Picker button allows users to select color code. |
 | The Update button allows users to update all changes made to a record. |
 | The Delete button allows users to remove the record. A window is displayed confirming the item is deleted. |
| The Save button allows user to save the information inputted. |
Investment filter
Overview
This feature keeps information regarding the accountability parameter of the investment.
A screenshot of the Investment filter feature is available here<. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Investment filter from within the menu through this navigation path: Social Security Management ► Investment Management ► Support Entities And Functions ► Investment filter
Visible Fields
The following table lists and describes all visible fields for the Investment filter, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Fields | Description |
|---|---|
| Id | Stores the unique identifier for the Investment filter. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence. |
| Variable | It is a closed domain and allows users to select variable from dropdown list. |
Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Investment filter.
| Button Image | Description |
|---|---|
| The New button allows users to switch to insert mode. This action button allows users to manually create Investment filter. |
| The Search button allows users to switch to search mode. |
| Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. |
| Once a record has been created or searched for, users can return to the results screen when necessary. |
| The Update button allows users to update all changes made to a record. |
| The Delete button allows users to remove the record. A window is displayed confirming the item is deleted. |
 | The Audit button allows users to view the audit history for the current record. |
| The Save button allows user to save the information inputted. |