Contact Product Support

AFFIRM Knowledgebase

AFFIRM Approval Queue

Approval Queue Module Overview

Create and Configure Approval Queues

Review and Process Queued Orders

Review and Add Notes to a Queued Order

Add Approver Requirements to Queued Orders

Close Approver Requirements on a Queued Order

Review Forms Attached to Queued Orders

AFFIRM e-Signature

E-signature – Support for multiple instances of a form with the same form

Integration of Cooperative Technologies 1035 Yellow Pages Address Services

Duplicated or Unexpected Signature Dates During DocuSign Signing Ceremony

Carriers that Support e-Signatures in AFFIRM

Forms Tagging for Collecting Date Signed

Tagging Forms and Adding Signature Tag Mapping

AFFIRM e-Signature Overview

How To Test the DocuSign e-Signature Process

Alternative e-Signature Authentication Method – “ID Check”

AFFIRM e-Signature DocuSign Configurations

Enabling e-Signature for AFFIRM

AFFIRM for Life

AFFIRM for Life Screen to PPfL Paths

Permanent/Hybrid/DI/LTC Quote Screen

AFFIRM for Life – Term Quote Screens

Entering and Editing Life Orders

AFFIRM for Life – Life Order Entry Dashboard

AFFIRM for Life – User Interface Navigation Elements

AFFIRM for Life – Product Profile for Life: Modeling and Samples

AFFIRM Forms Management

E-signature – Support for multiple instances of a form with the same form

Forms Mapping Example Expressions

Forms Promotion to Production

Forms Creation (New) / Forms Editing (Existing)

IFT Withdrawals: Forms Mapping for Withdrawal Amounts

Troubleshooting Macro Language Expressions

AFFIRM Form Mapping Expressions

AFFIRM Data Mapping

Source-of-Funds Form Mapping

Forms Tagging for Collecting Date Signed

Tagging Forms and Adding Signature Tag Mapping

How To Make Form and Mapping Changes

Forms Testing

Create Form Data Maps

Define Form Rules

Create, Tag, and Upload Forms to AFFIRM

AFFIRM Forms Overview

AFFIRM Getting Started

Book of Business: Participating Tier II/POV Processing Carriers

Carrier Test Distributor Profile Setup – Annuities

AFFIRM for Annuities Ownership/Plan Types

Integration of Cooperative Technologies 1035 Yellow Pages Address Services

ACORD Upgrade 2.37 from 2.20 (and support for new DOL related elements)

Segregation of Duties within AFFIRM

Newly Supported/Added Ownership Type/Annuity Plan Type – AFFIRM 2.3 (2014)

Rider Fee Types Supported in Product Profiles (PPfAs)

Distributor Sites

New Distributor Onboarding/Selling Agreement

AFFIRM Distributor Versions

AFFIRM Net Commissions

AFFIRM System Requirements

AFFIRM Artifact Promotion (PPfA/PPfL, DPfA/DPfL and Forms)

AFFIRM Single Sign-On

AFFIRM for Annuities Overview

AFFIRM Information Flow

AFFIRM Modules and Applications Overview

AFFIRM Physical Components

ADMServer Login vs. Single Sign-On

AFFIRM User Roles

AFFIRM Macro Language

CalcAge 59 1/2

Available Commissions Options

Troubleshooting Macro Language Expressions

Source-of-Funds Form Mapping

AFFIRM Life Instance Names

AFFIRM Annuity Instance Names

AFFIRM Instance Names

AFFIRM Evaluation Window

Navigating the AFFIRM Hierarchy

Self-Documenting Code Values

AFFIRM String Functions

AFFIRM Mathematical Functions

AFFIRM Logic Functions

AFFIRM Date and Time Functions

AFFIRM Core Functions

AFFIRM Authentication Functions

AFFIRM Macro Language Functions

AFFIRM Aggregate Functions

AFFIRM Macro Language Overview

AFFIRM Order Entry

AFFIRM for Annuities Ownership/Plan Types

E-signature – Support for multiple instances of a form with the same form

Integration of Cooperative Technologies 1035 Yellow Pages Address Services

Newly Supported/Added Ownership Type/Annuity Plan Type – AFFIRM 2.3 (2014)

Update PPfA to Version 2.37

AFFIRM Screens and TX103 Mapping

Order Entry Screens Driven by PPfA

Carrier Fulfillment and Distributor Suitability Questions

Base SPIA Support

SPIA Exemptions, Withholdings, and Banking Information

AFFIRM Net Commissions

AFFIRM Sub-Pay Entry

AFFIRM Forms Submit Tab

AFFIRM Summary Tab

AFFIRM Notes Tab

AFFIRM Fulfillment Tab

AFFIRM Suitability Tab

AFFIRM Sub Accounts Tab

AFFIRM Feature Details Tab

AFFIRM Features Tab

AFFIRM Participant Details Tab

AFFIRM Annuity Organization Types

AFFIRM Entity Roles

AFFIRM Participants Tab

AFFIRM Funding Tab

AFFIRM Product Tab

AFFIRM Financial Advisor Tab

Entering Annuity Orders

Annuity Order Entry Overview

AFFIRM Question Application

Question Management (RD-16583) – Enhanced Default Support (Server Side Data Scrubs)

Question Management (RD-17171) – Add Calculated Formula Support (Server Side Data Scrubs)

Setup Sections/Questions on Funding Tab

Carrier Fulfillment and Distributor Suitability Questions

Creating Questions with Multiple Answer Choices

Using the Eval Window to Troubleshoot Questions

Make a Hidden Question Required

How to Handle Multiple Responses for a Question

Tips for Formatting Questions

Set Up Reflexive Questions

Promote a Question Set to Production

Sorting Options for Viewing Questions

Validation Formulas Error Phases and Warning Phases

Create a New Question

Create a New Question Set

Question Application Overview

IFT Asset Rebalancing

IFT Asset Rebalancing – SubAccount Allocation

IFT Asset Rebalancing – How the PPfA/DP impacts each screen

IFT Asset Rebalancing – DP/PPfA Data Model Requirement

IFT Asset Rebalancing – tx107 and tx102 transactions

IFT Asset Rebalancing Business Rules

IFT Fund Transfers

IFT Fund Transfer – SubAccount Allocation

IFT Fund Transfers – How the PPfA/DP impacts each screen

IFT Fund Transfer – tx107 and tx102 transactions

IFT Fund Transfer Business Rules

IFT DP/PPfA Data Model Requirement for Fund Transfer

IFT Withdrawals

IFT: Carrier Preparedness Checklist

IFT Withdrawals: Values Inquiry Response & Quotes Response – Required (May be conditional) by iPipeline

IFT Withdrawals: Forms Mapping for Withdrawal Amounts

IFT Withdrawals: Wet Sign Attachment Processing

IFT Withdrawals: How to Enter Withdrawal Orders

IFT Withdrawals: Withdrawal Percentage Limits

IFT Withdrawals: Update or Terminate Systematic Withdrawals

IFT Withdrawals: Update/Terminate an Existing Systematic Withdrawal (videos)

IFT Withdrawals: Values Inquiry Results Determine Screen Behavior and Product Features

IFT Withdrawals: Carrier Disclosures

IFT Withdrawals: Data Mapping

IFT Withdrawals: PPfA Modeling Determines Screen Behavior and Product Features

IFT Withdrawals: Product Profile (PPfA) and Distributor Profile (DPfA) for AFFIRM Contract Values Utility and Withdrawals

Product Profile and Distributor Profile Management

Carrier Test Distributor Profile Setup – Annuities

ACORD Upgrade 2.37 from 2.20 (and support for new DOL related elements)

IFT Withdrawals: Product Profile (PPfA) and Distributor Profile (DPfA) for AFFIRM Contract Values Utility and Withdrawals

Newly Supported/Added Ownership Type/Annuity Plan Type – AFFIRM 2.3 (2014)

Product Profile for Life (PPfL) Management – Best Practices

How to Load a Product or Distributor Profile

Rider Fee Types Supported in Product Profiles (PPfAs)

New Distributor Onboarding/Selling Agreement

Order Entry Screens Driven by PPfA

AFFIRM Net Commissions

Enabling e-Signature for AFFIRM

AFFIRM Artifact Promotion (PPfA/PPfL, DPfA/DPfL and Forms)

AFFIRM Modules and Applications Overview

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