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1. In Accounting Center, in the left navigation pane, click Reports > Cash Projections Viewer.
   You see the Cash Projections Viewer workspace.

2. On the Cash Projections Viewer tab, in the General group, click Create New.
   You see the Create Projections page.

   

3. Complete the options for the cash projection.
   - Enter an entity ID or an entity list.
   - Establish Report Start Date equal to the Accounting Period Month End date.
   - Select ISTAR as the Position option. When you select the ISTAR Position option, the system automatically establishes all other Cash Projections module parameters.

4. Click Save.
   You see the results in the Cash Projections Viewer workspace. After you successfully create the projections, you must export them to the ISTAR database.

5. From the results window there are two ways to export to ISTAR. Do one of the following:
   - On the Cash Projections Viewer tab, in the Actions group, click Action Rules, and then click Export to ISTAR.
   - Right-click the result row in the grid, and then click Export to ISTAR.

   

   You see the Export to ISTAR panel.

   

6. In the Effective Date field, enter the month-end date of the projections. 

7. Click Submit.
   The system inserts the insurance cash projections in the ISTAR.ISTAR_CASHFLOW table. It augments the CPV projection data with NAIC designations, SVO Codes, and Book/Adjusted Carrying Value of the positions via this export process.