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[lmi-commits] [4955] Add new footnotes
|
From: |
Wendy Boutin |
|
Subject: |
[lmi-commits] [4955] Add new footnotes |
|
Date: |
Fri, 21 May 2010 14:02:30 +0000 |
Revision: 4955
http://svn.sv.gnu.org/viewvc/?view=rev&root=lmi&revision=4955
Author: wboutin
Date: 2010-05-21 14:02:29 +0000 (Fri, 21 May 2010)
Log Message:
-----------
Add new footnotes
Modified Paths:
--------------
lmi/trunk/ChangeLog
lmi/trunk/illustration_reg.xsl
lmi/trunk/ledger_invariant.cpp
lmi/trunk/ledger_invariant.hpp
lmi/trunk/product_data.cpp
lmi/trunk/product_data.hpp
Modified: lmi/trunk/ChangeLog
===================================================================
--- lmi/trunk/ChangeLog 2010-05-17 16:52:38 UTC (rev 4954)
+++ lmi/trunk/ChangeLog 2010-05-21 14:02:29 UTC (rev 4955)
@@ -19061,7 +19061,7 @@
input_harmonization.cpp
Defectively work around defects in proprietary testdecks. System tests
fail without these broken workarounds, e.g., because they contain
-preferred lives with with table ratings.
+preferred lives with table ratings.
20080811T0043Z <address@hidden> [1087]
@@ -25816,3 +25816,12 @@
dbvalue.cpp
Rewrite reshape().
+20100521T1401Z <address@hidden> [704]
+
+ illustration_reg.xsl
+ ledger_invariant.cpp
+ ledger_invariant.hpp
+ product_data.cpp
+ product_data.hpp
+Add new footnotes.
+
Modified: lmi/trunk/illustration_reg.xsl
===================================================================
--- lmi/trunk/illustration_reg.xsl 2010-05-17 16:52:38 UTC (rev 4954)
+++ lmi/trunk/illustration_reg.xsl 2010-05-21 14:02:29 UTC (rev 4955)
@@ -543,9 +543,9 @@
are intended to be applied to an insurance policy
or certificate issued in conjunction with an intent
to qualify the exchange as a tax free exchange
- under Section 1035 of the Internal Revenue Code,
- we may assess an Exchange Charge. The Exchange Charge
- will potentially reduce the surrender proceeds,
+ under Section 1035 of the Internal Revenue Code (1035
+ Exchange), we may assess an Exchange Charge. The Exchange
+ Charge will potentially reduce the surrender proceeds,
but will never increase the surrender proceeds.
Please refer to your contract for details.
</fo:block>
@@ -571,6 +571,19 @@
and a detailed schedule of charges.
</fo:block>
</xsl:if>
+ <fo:block padding-top="1em">
+ <xsl:value-of select="$scalars/SurrenderFootnote"/>
+ </fo:block>
+ <fo:block padding-top="1em">
+ <xsl:value-of select="$scalars/FundRateFootnote"/>
+ </fo:block>
+ <fo:block>
+ <xsl:value-of select="$scalars/FundRateFootnote0"/>
+ </fo:block>
+ <fo:block>
+ <xsl:value-of select="$scalars/FundRateFootnote1"/>
+ </fo:block>
+
<fo:block font-weight="bold" text-align="center" padding-top="1em">
IMPORTANT TAX DISCLOSURE
</fo:block>
@@ -649,14 +662,17 @@
</fo:inline>
<xsl:value-of select="$scalars/AvName"/> Value less policy debt.
<xsl:if test="$scalars/Has1035ExchCharge='1'">
- The <xsl:value-of select="$scalars/CsvName"/> Value
- does not reflect an Exchange Charge, which may be assessed
- under the policy where surrender proceeds are intended
- to be applied to an insurance policy or certificate issued
- with an intent to qualify the exchange as a tax free exchange
- under Section 1035 of the Internal Revenue Code.
+ <xsl:value-of select="$scalars/CashSurrValueFootnote"/>
</xsl:if>
</fo:block>
+ <xsl:if test="$scalars/IsInforce!='1'">
+ <fo:block padding-top="1em">
+ <fo:inline font-weight="bold">
+ Current Illustrated Crediting Rate:
+ </fo:inline>
+ <xsl:value-of select="$scalars/CreditingRateFootnote"/>
+ </fo:block>
+ </xsl:if>
<fo:block padding-top="1em">
<fo:inline font-weight="bold">
Current Values:
@@ -729,13 +745,7 @@
<fo:inline font-weight="bold">
Exchange Charge:
</fo:inline>
- Where surrender proceeds are intended to be applied
- to an insurance policy or certificate issued with an intent
- to qualify the exchange as a tax free exchange
- under Section 1035 of the Internal Revenue Code,
- there is a potential reduction in surrender proceeds.
- Please see the contract endorsement for a detailed
description
- of the Exchange Charge.
+ <xsl:value-of select="$scalars/ExchangeChargeFootnote1"/>
</fo:block>
</xsl:if>
</xsl:if>
@@ -758,16 +768,6 @@
and the guaranteed maximum monthly charges. These values
are based on the assumption that premium is paid as illustrated.
</fo:block>
- <xsl:if test="$scalars/IsInforce!='1'">
- <fo:block padding-top="1em">
- <fo:inline font-weight="bold">
- Illustrated Crediting Rate:
- </fo:inline>
- The current interest rate illustrated.
- This rate is not guaranteed and is subject
- to change by <xsl:value-of select="$scalars/InsCoName"/>.
- </fo:block>
- </xsl:if>
<fo:block padding-top="1em">
<fo:inline font-weight="bold">
MEC:
@@ -840,12 +840,7 @@
<fo:inline font-weight="bold">
Ultimate Illustrated Crediting Rate:
</fo:inline>
- The current interest rate illustrated for policy years
- 6 and later. The illustrated crediting rates for policy years
- 2 through 5 are based on a blend of the Initial
- and Ultimate Illustrated Crediting Rates.
- These rates are not guaranteed and are subject
- to change by <xsl:value-of select="$scalars/InsCoName"/>.
+ <xsl:value-of select="$scalars/UltCreditingRateFootnote"/>.
</fo:block>
</xsl:if>
</fo:block>
Modified: lmi/trunk/ledger_invariant.cpp
===================================================================
--- lmi/trunk/ledger_invariant.cpp 2010-05-17 16:52:38 UTC (rev 4954)
+++ lmi/trunk/ledger_invariant.cpp 2010-05-21 14:02:29 UTC (rev 4955)
@@ -267,6 +267,10 @@
Strings ["InforceNonGuaranteedFootnote3" ] =
&InforceNonGuaranteedFootnote3 ;
Strings ["NonGuaranteedFootnote" ] =
&NonGuaranteedFootnote ;
Strings ["MonthlyChargesPaymentFootnote" ] =
&MonthlyChargesPaymentFootnote ;
+ Strings ["SurrenderFootnote" ] = &SurrenderFootnote
;
+ Strings ["FundRateFootnote" ] = &FundRateFootnote
;
+ Strings ["FundRateFootnote0" ] = &FundRateFootnote0
;
+ Strings ["FundRateFootnote1" ] = &FundRateFootnote1
;
Strings ["ProducerName" ] = &ProducerName ;
Strings ["ProducerStreet" ] = &ProducerStreet ;
@@ -665,6 +669,10 @@
InforceNonGuaranteedFootnote3 =
p.datum("InforceNonGuaranteedFootnote3" );
NonGuaranteedFootnote = p.datum("NonGuaranteedFootnote"
);
MonthlyChargesPaymentFootnote =
p.datum("MonthlyChargesPaymentFootnote" );
+ SurrenderFootnote = p.datum("SurrenderFootnote"
);
+ FundRateFootnote = p.datum("FundRateFootnote"
);
+ FundRateFootnote0 = p.datum("FundRateFootnote0"
);
+ FundRateFootnote1 = p.datum("FundRateFootnote1"
);
}
ProducerName = (*b->Input_)["AgentName"].str();
@@ -958,8 +966,12 @@
InforceNonGuaranteedFootnote1 = a_Addend.InforceNonGuaranteedFootnote1;
InforceNonGuaranteedFootnote2 = a_Addend.InforceNonGuaranteedFootnote2;
InforceNonGuaranteedFootnote3 = a_Addend.InforceNonGuaranteedFootnote3;
- NonGuaranteedFootnote = a_Addend.NonGuaranteedFootnote;
+ NonGuaranteedFootnote = a_Addend.NonGuaranteedFootnote;
MonthlyChargesPaymentFootnote = a_Addend.MonthlyChargesPaymentFootnote;
+ SurrenderFootnote = a_Addend.SurrenderFootnote;
+ FundRateFootnote = a_Addend.FundRateFootnote;
+ FundRateFootnote0 = a_Addend.FundRateFootnote0;
+ FundRateFootnote1 = a_Addend.FundRateFootnote1;
Comments = a_Addend.Comments;
Modified: lmi/trunk/ledger_invariant.hpp
===================================================================
--- lmi/trunk/ledger_invariant.hpp 2010-05-17 16:52:38 UTC (rev 4954)
+++ lmi/trunk/ledger_invariant.hpp 2010-05-21 14:02:29 UTC (rev 4955)
@@ -283,6 +283,10 @@
std::string InforceNonGuaranteedFootnote3;
std::string NonGuaranteedFootnote;
std::string MonthlyChargesPaymentFootnote;
+ std::string SurrenderFootnote;
+ std::string FundRateFootnote;
+ std::string FundRateFootnote0;
+ std::string FundRateFootnote1;
std::string ProducerName;
std::string ProducerStreet;
Modified: lmi/trunk/product_data.cpp
===================================================================
--- lmi/trunk/product_data.cpp 2010-05-17 16:52:38 UTC (rev 4954)
+++ lmi/trunk/product_data.cpp 2010-05-21 14:02:29 UTC (rev 4955)
@@ -276,6 +276,10 @@
ascribe("InforceNonGuaranteedFootnote3" ,
&product_data::InforceNonGuaranteedFootnote3 );
ascribe("NonGuaranteedFootnote" ,
&product_data::NonGuaranteedFootnote );
ascribe("MonthlyChargesPaymentFootnote" ,
&product_data::MonthlyChargesPaymentFootnote );
+ ascribe("SurrenderFootnote" , &product_data::SurrenderFootnote
);
+ ascribe("FundRateFootnote" , &product_data::FundRateFootnote
);
+ ascribe("FundRateFootnote0" , &product_data::FundRateFootnote0
);
+ ascribe("FundRateFootnote1" , &product_data::FundRateFootnote1
);
}
/// Backward-compatibility serial number of this class's xml version.
Modified: lmi/trunk/product_data.hpp
===================================================================
--- lmi/trunk/product_data.hpp 2010-05-17 16:52:38 UTC (rev 4954)
+++ lmi/trunk/product_data.hpp 2010-05-21 14:02:29 UTC (rev 4955)
@@ -233,6 +233,10 @@
glossed_string InforceNonGuaranteedFootnote3;
glossed_string NonGuaranteedFootnote;
glossed_string MonthlyChargesPaymentFootnote;
+ glossed_string SurrenderFootnote;
+ glossed_string FundRateFootnote;
+ glossed_string FundRateFootnote0;
+ glossed_string FundRateFootnote1;
};
#endif // product_data_hpp
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