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Preview Account Placements
Use the Preview and Place tab in the Business Rules pane to preview expected account placements based on the business rule.
To preview account placements
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With a business rule open, click the Preview and Place tab.
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Click Preview. A tab appears for each rule detail for this business rule. Within the rule details tab, a tab appears for each agency and attorney associated to the distribution template for this business rule.
Count: Number of accounts to place with the agencies or attorneys.
Balance: Total balance of all the accounts to place with the agencies or attorneys.
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Click a rule detail tab to view its agencies and attorneys.
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Click an agency or attorney tab to view the accounts to place with that agency or attorney.
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To print the data grid, do the following:
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Click Print Grid. The Print preview window appears.
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In the toolbar, click the Print icon.
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To modify the columns that display, do the following:
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Click Modify Columns. The Modify Display Columns dialog box appears.
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Select the check boxes for the columns to display.
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Clear the check boxes for the columns to hide.
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To change the data grid view, see Preview Options.
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To generate a report, do the steps to Generate an Account Placement Report.
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To place the accounts with the agencies and attorneys, do the steps to Create a Placement File Using Business Rules.