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Goal Based FP(GBFP): Handling of 'Planning for Household' flag in Demographics Tab (Doc ID 2433850.1)

Last updated on OCTOBER 01, 2019

Applies to:

Oracle FLEXCUBE Private Banking - Version 12.0.3 to 12.0.3 [Release 12]
Information in this document applies to any platform.

Goal

This document explains that value set for "Planning for Household" flag has no impact on being able to enter/not enter dependent information/Asset/Inflow details.

Application allows to enter assets and income details of dependents in External Holding tab and Inflows tab respectively, even if "Planning for Household" flag is selected as 'No' in Demographics tab, and details are entered in Dependents screen.

Simulation steps :

  1. Navigate to the F.P > Demographics Tab. 
  2. Select "Planning for Household" is selected as 'No'. Enter details in Dependents screen.
  3. Go to Assets>External Holding tab, application will allow to enter Dependents assets details.
  4. Go to Inflows tab, application will allow to enter 'NET TAKE HOME INCOME - SPOUSE' details.

Solution

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In this Document
Goal
Solution


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