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High Earner Functionality - Coggle Diagram
High Earner Functionality
REPS Benefit Limit Editor Screen Include 401k Catch Up Limit
Add Non-Catch Up and Catch Up limit amounts to screen
Modify REPS.BNFT_TYP_LMT
Add fields to screen
WACC: 401k Pre-Tax and 401k Roth Contribution Limits
(Limit Functionality doesn't change with non-catch up limit)
WACC 401k Pre-Tax and Roth Contribution Limits
Modify view for current active contribution limit REPS.ACTV_BNFT_TYP_LMT_VW
Statements: 401k Pre-Tax and 401k Roth Contribution Limits
(Limit Functionality doesn't change with non-catch up limit)
Statement 401k Pre-Tax and Roth Contribution Limits
Modify shared program M5000140
Statements Year End: 401k Pre-Tax and 401k Roth Contribution Limits
(Limit Functionality doesn't change with non-catch up limit)
Statement Year End 401k Pre-Tax and Roth Contribution Limits
REPS: 401k Summary Screen Manual 401k Processing for High Earners
(See if agent is a high earner)
REPS 401k Summary Screen Add High Earner Indicator
Add Field to screen
New View?
ETL: Agent High Earner Identification
Identify High Earning Agents
New views for criteria?
New tables?
Reporting?
REPS: Maintain High Earners Yearly Limit Amount
(Avoid hard coded value)
Maintain High Earnings Yearly Limit Amount
New Screen?
New Tables?
REPS: Maintain High Earning Agents
REPS Maintain High Earning Agents
Create New REPS Screen
View and Update/Insert
New Tables?
REPS: 401k Summary Screen Display Limits
Add Agent's Non-Catch Up and Catch Up limit amount to screen
WACC: High Earner 401k Processing
WACC High Earner 401k Processing
create shared program to identify High Earners?
New View?
Statements: High Earner 401k Processing
Statement High Earner 401k Processign
Statements: Year-End High Earner 401k Processing
Statements Year-End High Earner 401k Processing