The Status Date
in AXIS Users Guide - Basics of Table Definition

A Status Date may be associated with the data stored in each DataLink Table, and may be required for AXIS to use this data in Cell calculations. The interpretation of this date, by AXIS, depends on the type of table that this date is defined for.

Status Date for Inforce coverages and related policy data

The Status Date is treated as the effective date of all inforce data that is exported to AXIS Cells. AXIS will check that the Status Dates are the same for all Policy Information Tables and supplementary information tables (other than the Transaction History Table) involved in the export process in one Database. Once the seriatim data is exported to the cells, that Status Date will be shown in the header of the Seriatim Records View in of each cell as the Inforce Date. 

You may also use seriatim optional fields to define a specific Inforce Date for individual records in the Policy Information table, which will take precedence over the Status Date of the database.

Status Date Defined for a Transaction History Table 

The Transaction History Table is a special table capturing movements in policies for use with the Earnings by Source (EBS) features in AXIS. The Status Date allows the user to define the latest date for which actual transactions (deaths, lapses, other benefit terminations and new issues) have been captured in the Transaction History Table. AXIS uses this date as an upper limit on the projection period for which EBS calculations will use this transaction history. Refer to the EBS Tab in Dataset Parameters and to EBS Help topics for more information on this. 

When a Transaction Table is used with a Policy Information Table, Status Date associated with the data in the Transaction Table must be on or after the Status Date of the Policy Information Table.

Defining the Status Date for DataLink tables 

The Status Date associated with the data to be exported to AXIS Cells may be defined in one of following ways: 

  1. DataLink defines the Status Date of any table which is loaded from a source file, based on the Status Date defined for the DataLink File object. The Status Date is defined in the DataLink File definition dialogue when creating or updating the File and its physical path. Refer to the topic Preparing Logical Source Files which describes the process of creating a DataLink File.

     

    Additionally, the Status Date can be defined by using the special text line in the beginning of the source file in the following format: 

    STATUSDATE=DDMMYYYY

     

    NOTE: To use this feature please enable "Override the date if file contains line STATUSDATE=DDMMYYYY" check box on the DataLink File definition dialogue.

     

     

  2. Alternatively, the Status Date associated with a DataLink table may be defined in the Options tab of the Table Definition dialogue, when the DataLink table is not loaded from a source file. You may choose not to define a Status Date if the information is not date sensitive.