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Overview
The AnnuityNet Platform provides detailed reporting for transactions. All reports are available on-demand through the AnnuityNet4 Platform Web site from the Status of Business page. Users will be restricted to viewing only those reports and information that are associated with the business unit and functional roles. The available reports include both the optional Compliance Monitoring Reports and standard Operational and Management Reports.
Note: Reports run on AnnuityNet4 will only pull up transaction data entered on AN4. Historical data entered on the older version of AnnuityNet will not be migrated over to AN4 and thus will not be included in reports generated on AN4. Distributor clients can access the historical data by logging into the reporting tool for the older version of AnnuityNet. Please contact your EbixExchange Project Manager for access to the old AnnuityNet reports
Accessing Reports
Distributor partners may configure report access by user class. The available reports will display to the left. By hovering over a report name, a description will display to the right.
Running the report
| 1 | Select a report. The report parameters will display. |
| 2 | Input the parameters. |
| 3 | Click generate. Note: You can then download and export the report to Excel or a .csv file. |
Operational Reports
This set of reports is generated for all users across the Platform, including back-office and branch/business unit level users. Reports are available to users based on user class and their position in the distributor's hierarchy. Additional reports may be available on your AnnuityNet4 Platform; however, this represents the list of core Operational Reports.
Title | High-Level Description |
|---|---|
Pending/Submitted/Transmitted Business Detail Report | The Pending/Submitted/Transmitted business detail report details transactions in these statuses. |
Distributor Interest Rate Report | The distributor interest rate report will give a distributor-centric view of detail-level interest rate information by product. |
Exchange Activity Report | Enables distributor to monitor submitted exchange/replacement activity. |
Business Detail Report | The Business Detail report provides a detail report of all platform transactions across statuses within a specified date range. |
Money Settlement Detail Report-Transmitted | The transmitted Money Settlement Detail Report is ordered by hierarchy (Hierarchy=Level within an organizational structure) and includes the premium level money settlement information for transactions that have been transmitted. |
NSCC Rejects Report | A transaction-level report for those transactions that could not be processed by the DTCC. |
Transmitted Business Detail Report | The Transmitted Business Detail report provides a detail report of platform transactions that have been transmitted within a specified date range based on the transmitted date. |
Managing Products
Product Activation
Distributors can activate products from the Product Activation screen.
Product Restrictions Screens
Distributor delta restrictions can be set from the Product Restrictions screens.
