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Plan Advice Manager (PAM) - Existing (E) Status Added
A new setting has been added to the Plan Advice Manager Settings that permits users to determine if funds that are set to Watch or Replace will be automatically reset to Existing when passing the rules in a future quarter, or if these funds will remain on watch or replace until the status is manually changed.
- This new section has been added to the page below the existing ‘Watch Rules’ and ‘Replace Rules’ titled ‘Status Update.’
- The new section contains two options with a radio button control.
- Option 1 = Allow Watch/Replace Rules to remove ‘Watch’ or ‘Replace’ status and set back to ‘Existing’ if rules are no longer met.
- Option 2 = DO NOT remove ‘Watch’ or ‘Replace’ status per Watch/Replace Rules (user to manually update). Therefore, no funds will automatically be reset to ‘Existing’ if they were previously 'Watch' or 'Replace.'
Option 2 is the default setting and will be auto-populated.
Only one option can be selected.
Plan Advice Manager Walkthrough
Fund Management - New Export Archive
There is a new tab that has been added to the Fund Management page, the Export Archive tab. The Export Archive tab stores your requested fund list and comment exports.
In the past, running a fund export from Fund Management wouldn't allow you to navigate away from the page, you had to stay on the page until your download was completed.
Now, the Export Archive feature allows you to request a Fund Management Excel Export, the tool will run the export in the background, which will allow you to navigate outside of the Fund Management page.
Once you've selected OK from the Fund Management Excel Export popup, you'll be able to see your requested report in the Export Archive tab. The table will provide you with the following
- Export Type: The file type that has been generated, a Fund List or Fund Comments.
- Status: If the request is NEW or Complete. A Complete status is also a hyper link to download your Export document.
- Creation Date: The Day, Month, Year, and Time the request was made.
Once the download has completed, the document will be stored in the Archived Exports tab, and stay there for 180 days.