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Goal Based Financial Planning : System Is Displaying "Error in loading data, please contact system administrator" Message In Goal Tracking Page For Retirement Planning Goal (Doc ID 2601585.1)

Last updated on OCTOBER 25, 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.

Symptoms

ACTUAL BEHAVIOR
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In Goal Base Financial Planning module, create a new proposal and earmark ULIP (Unit Linked Insurance Plan) policies for 'Retirement Planning' goal.

After this proposal is closed navigate to the Goal Tracking page and select 'Retirement planning' goal from the drop-down menu. Here the system displays the ULIP policy under 'EARMARKED HOLDINGS' grid.

System displays an error message 'Error in loading data, please contact system administrator' after the ULIP policy status is changed to Surrendered.


EXPECTED BEHAVIOR
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All assets must be properly displayed on Goal Tracking page under 'Retirement Planning' goal even after the status of ULIP policy is changed to Surrendered.

STEPS TO REPRODUCE
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1. Log in into the application using Relationship Manager (RM) user profile.

2. Navigate to the Financial Planning module

3. Create a new proposal

4. Earmark ULIP policies to 'Retirement Planning' goal

5. Close this proposal

6. Navigate to Financial Planning >> Goal Tracking page menu

7. Select 'Retirement planning' goal from the drop-down menu once the page is displayed.

8. All the policies will be displayed properly in 'EARMARKED HOLDINGS' and 'FREE HOLDINGS AVAILABLE FOR EARMARKING' grid

9. Now upload a transaction with change in status of this policy to Surrendered (SUR).

10. Navigate to Financial Planning >> Goal Tracking page

11. Select 'Retirement planning' goal from the drop-down menu.

12. 'Error in loading data, please contact system administrator' error message gets displayed in the screen.


BUSINESS IMPACT
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The issue has the following business impact:

ULIP policies which are surrendered cannot be viewed in the Goal tracking page due to which RMs will not be able to view it's insurance policies for their customers which are surrendered.

Hence RM cannot further track the portfolio planning details for closed proposals done for customers.

Changes

There are no changes to the enviroment, product, account or hardware which has triggered this issue.

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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