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To add RBC factors for a specific accounting year:

In Accounting Center, in the left navigation pane, click Insurance > Configuration > RBC Factors > Create RBC Factors.
You see the Create RBC Factors panel.

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Complete the options on the panel.
Click Submit to update the RBC factor for the year, schedule, and NAIC designation.

Create RBC Factors Panel Options

The following table describes each option on the panel.

Option	Description
Add RBC Factor Data
Effective Year	Specifies the accounting year for which the RBC factors are effective.
Reporting Company Type	Specify the reporting company type. Options include: Life/Fraternal Organizations Health P&C
Schedule Line Code	Specifies the schedule (~ security type) using the RBC factor. Options include: Schedule D – Part 1 Schedule DA – Part 1 Schedule D – Part 2 – Section 1 Schedule D – Part 2 – Section 2
NAIC Designation	Specifies the NAIC designation (~ rating). Options include: 1, 2, 3, 4, 5, and 6.
Schedule D Code	Specifies the schedule using the RBC factor. Options include: US Government Money Market funds
Unaffiliated or Affiliated	Specifies the type of affiliation. Options include: Unaffiliated Affiliated Life AVR CS Affiliated Certain Other CS Affiliated All Other
Private Placement	The private/public placement designation. Options include: No. Public (Default). Yes. Private.
RBC Factor	Specifies the RBC factor.