Transaction Administration Manager
Transaction Administration Manager Transaction Administration Manager (TAM)

Features:
  • Manages all policy transactions
  • Imports transactions via interface files, webservices or manual entry
  • Enforces business rules
The Si-CORE Transaction Administration Manager (TAM) manages all transactional imports into the system. It allows you to retrieve transactional information on any transaction that is pending or that has been executed within the Si-CORE system as well as gain access to important detail information pertaining to these transactions. Information includes:
  • Transaction status
  • Transaction Type
  • Transaction Details
  • Who requested the transaction
  • Who entered the transaction
  • When it was Entered
  • When it was processed
One of the primary purposes of the Transaction Administration Manager (TAM) is to receive inbound feeds and ready them for processing. These feeds may include policy transactions, loading of cash files and new business information to name a few.

Our Transaction Administration Manager (TAM) offers sophisticated transaction management as part of our base offering. Si-CORE’s TAM offers immediate support of financial transactions, Fees, Dollar Cost Averaging, MVA, full support of security models, policy quotes and policy valuations.

This Transaction Administration Manager (TAM) offers straight-through processing for all types of annuity products including plans with variable, fixed and indexed fund lineups.

Si-CORE’s state-of-the-art point-in-time processing supports complex backdating and ‘corrective’ activity that typically spans multiple cycles. The administrator is allowed to preview these types of transactions and analyze the results before committing a transaction.

The Transaction Administration Manager (TAM) back-end administration screens have access to the necessary fields/information available in order to process the respective transactions in the following categories:
  • Initial premiums
  • Add-on premiums
  • Transfers
  • Withdrawals
  • Surrenders
  • Rebalance
  • Reallocation
  • Death Claim
Interested in learning more about Si-CORE? Contact us today or fill out the online form to set up a demo of the system.

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