Roll/Lapse Summary Pre-Selection

The Roll/Lapse Summary Pre-Selection (RLPSS) page is a summary query of the Roll/Lapse Detail Pre-Selection (RLPSD) page that simplifies the process of approving or un-approving all of the accounting lines on RLPSD for a given transaction at one time for one of four outcomes: Roll, Lapse, Accrue, or No Action. The data on this summary page as well as the detail page can be loaded once, or it can be refreshed on a set interval to reflect ongoing business activity against the initially selected set of transactions as well as any new transactions entered since the last pre-selection.

When the RLPSS data is not enough to determine the Action or Approved status for a transaction, a transition from the summary to the detail page exists.

While many fields on the page are common, there are a few that are unique to this page:

Field Name

Required?

Field Description

Detail Line Amount Total

 System Calculated

A summary of the Line Amount field for all pre-selected accounting lines for a transaction.

Detail Open Amount Total

System Calculated

A summary of the Open Amount field for all pre-selected accounting lines for a transaction.

Detail Closed Amount Total

System Calculated

A summary of the Closed Amount field for all pre-selected accounting lines for a transaction.

Lines Processed

 System Calculated

A summary of the Processed On date field for all pre-selected records. When all records have no date, the value is None. When all records have a date, the value is All. When only a subset of records have a date, the value is Some.

Lines Approved

System Calculated

A summary of the Line Approved field for all pre-selected records. When all records have the same value, that value is displayed on the summary record. When not all records have the same value, the summary displays a value of Mixed.

Line Actions

System Calculated

A summary of the Line Action field for all pre-selected records. When all records have the same value, that value is displayed on the summary record. When not all records have the same value, the summary displays a value of Mixed.