Endowment Product

This is a worked-out example of an endowment product implementation that is close to what you need in production. This sample demonstrates:

  • expressions for calculations specific to customer (e.g. age calculations using date/time arithmetic)
  • expressions for calculations specific to the product
  • tables for storing product parameters (a.g. commutation numbers, max term, age, etc.) and costs (payment freq loadings, discounts, etc.)
  • defining a pricing service API and associated client app

Further improvements to the sample might provide a sample client GUI.

Note

In order to continue you need to login to your workspace and create a new project using the “Endowment” sample as template