AnnuityConnector Demo Examples

AnnuityConnector Demo Assumption Sets

AnnuityValue Demo version 6.1 contains two archived assumption sets:

1949A_4.85_5.02_5.09

1949A_5.44_5.95_5.41

You may reference these assumption sets in your code when calling the AnnuityConnector demo.

AnnuityConnector Sample Code 1 – Visual Basic

Example code 1 demonstrates calling AnnuityConnector using Visual Basic.

This type of code can be used in an Excel Macro.

To verify this, copy the routine below ‘as is’ to an Excel macro and run the macro.

Visual Basic code calls AnnuityConnector with following parameters:

Assumption=1949A_4.85_5.02_5.09

Primary Age = 62 years and 0 months

Secondary Age = 66 years and 0 months

J&S% = 75

This routine overrides the archived assumption with J&S percent value of 75.

Thus, all Joint values generated will utilize the 75% survivor assumption.

We capture the Joint & Contingent conversion factor from Single Life to 75% Joint & Contingent and place the value in Excel cell A10.

This transaction represents one (1) call to AnnuityConnector.

Sub httprequest()

'

' httprequest Macro

'

'

Dim objWinHTTP As Object

Dim TextStatus As String

Dim PageResponse As String

' Create WinHTTP Object

Set objWinHTTP = CreateObject("WinHTTP.WinHttpRequest.5.1")

' Set Parameters and Assemble an HTTP Request referencing OMS

BaseURL = "http://www.oakmountainsoftware.com/cgi-bin/demov61/segment.pl?"

Parms = "assump=1949A_4.85_5.02_5.09" + _

"&pindyear=62" + _

"&pindmonth=0" + _

"&sindyear=66" + _

"&sindmonth=0" + _

"&setback=" + _

"&certain=" + _

"&defyear=" + _

"&defmonth=" + _

"&survivor=75"

' Define full URL string

URLQuery = BaseURL & Parms

objWinHTTP.Open "GET", URLQuery

' Set the user name and password.

objWinHTTP.SetCredentials "demouser", "demopswd", _

HTTPREQUEST_SETCREDENTIALS_FOR_SERVER

' Send the HTTP Request to OMS

objWinHTTP.Send

' Put status and content type into status text box.

TextStatus = objWinHTTP.StatusText

PageResponse = objWinHTTP.ResponseText

' Capture J&S Conversion Factor from the <jointcontcflife> tag

' on the Response page

MyPosStart = InStr(1, PageResponse, "<jointcontcflife>", 1)

MyPosEnd = InStr(1, PageResponse, "</jointcontcflife>", 1)

ValueStart = MyPosStart + 17

JSFactor = Mid(PageResponse, ValueStart, 10) ' J&S Factor

' Set Excel cell A10 to the J&S Factor

Range("A10") = JSFactor

End Sub

AnnuityConnector Sample Code 2 - Perl

Example code 2 in Perl code calls AnnuityConnector with following parameters:

Assumption=1949A_4.85_5.02_5.09

Primary Age = 55 years and 0 months

Secondary Age = 62 years and 3 months

The routine captures two values:

The Primary Immediate annuity factor at age 55 and 0 months

And

The Secondary Deferred annuity factor at age 62 and 3 months.

This transaction represents one (1) call to AnnuityConnector – yet, the user obtains two values.

#

#

use URI;

use LWP::UserAgent;

use HTTP::Request;

my $browser = LWP::UserAgent->new;

#

#

# Create URL string and parameter values to pass to OMS Demo site

#

#

#

my $url = URI->new('http://www.oakmountainsoftware.com/cgi-bin/demov61/segment.pl');

#

$url->query_form( 'assump' => 1949A_4.85_5.02_5.09,

'pindyear' => 55,

'pindmonth' => 0,

'sindyear' => 62,

'sindmonth' => 3,

'setback' => $setback,

'certain' => $yrscertain,

'defyear' => $defyear,

'defmonth' => $defmonth,

'survivor' => $survivorpct);

#

# Call to AnnuityConnector

#

$req = HTTP::Request->new(GET => $url);

#

# Pass in Authorization values

#

$req->authorization_basic('demouser', 'demopswd');

#

$response = $browser->request($req);

#

#

#

die "Error: ", $response->status_line unless $response->is_success;

#

#

# Capture factors in various name tags generated per assumption and parameters

# Use factors in program as needed

#

# Capture Immediate Single Life annuity factor - Primary

if ($response->content =~ m{<pannimm>(.*?)</pannimm>}) {

$plifeann=$1;

}

#

# Capture Deferred Single Life annuity factor - Secondary

if ($response->content =~ m{<sanndef>(.*?)</sanndef>}) {

$sdefann=$1;

}

AnnuityConnector Sample Code 3 - Perl

Example code 3 in Perl code calls AnnuityConnector with following parameters:

Assumption=1949A_4.85_5.02_5.09

Primary Age = 55 years and 0 months

Secondary Age = 62 years and 3 months

Years Certain = 10

This routine overrides the archived assumption with the N Year Certain & Life value of 10.

Thus, all the values generated will utilize the 10 Year Certain & Life assumption.

We capture the Primary conversion factor from Single Life to 10 Year Certain & Life at age 55 and 0 months.

This transaction represents one (1) call to AnnuityConnector.

#

#

use URI;

use LWP::UserAgent;

use HTTP::Request;

my $browser = LWP::UserAgent->new;

#

#

# Create URL string and parameter values to pass to OMS Demo site

#

#

#

my $url = URI->new('http://www.oakmountainsoftware.com/cgi-bin/demov61/segment.pl');

#

$url->query_form( 'assump' => 1949A_4.85_5.02_5.09,

'pindyear' => 55,

'pindmonth' => 0,

'sindyear' => 62,

'sindmonth' => 3,

'setback' => $setback,

'certain' => 10,

'defyear' => $defyear,

'defmonth' => $defmonth,

'survivor' => $survivorpct);

#

# Call to AnnuityConnector

#

$req = HTTP::Request->new(GET => $url);

#

# Pass in Authorization values

#

$req->authorization_basic('demouser', 'demopswd');

#

$response = $browser->request($req);

#

#

#

die "Error: ", $response->status_line unless $response->is_success;

#

#

# Capture factors in various name tags generated per assumption and parameters

# Use factors in program as needed

#

# Capture Primary Conversion Factor from Single Life to 10 year Certain and Life

if ($response->content =~ m{<pcflife>(.*?)</pcflife>}) {

$nyearcf=$1;

}

#