Record the lender, the trust that owns the policy, the collateral assignment, and the tranche-by-tranche disbursement schedule for a financed case — and read the loan-to-value picture the schedule produces.
15 guided steps9 practice tasks~8 minLevel AdvancedSource: UAT captures · Aug 2026
Premium on this case is advanced by a third-party lender in tranches. The policy is owned by the trust below and collaterally assigned to the lender until the loan is repaid. Fields save as you leave them.
Total Disbursement, Cumulative Loan and LTV are calculated from the amounts entered — they are not stored and cannot drift out of step with the schedule.
Tranche
Year
Scheduled Date
Premium Amount
Interest Due
Total Disbursement
Cumulative Loan
Est. Cash Value
LTV Ratio
Status
Remove
No tranches yet. Use Add Tranche to build the disbursement schedule.
Total Premium Financed$0.00
Total Interest (Est.)$0.00
Final Cash Value (Est.)$0.00
Final LTV—
Death Benefit$0.00
Tranches0
Financed cases need an annual review of the LTV ratio, the interest rate and collateral adequacy. The trust must keep policy ownership and the collateral assignment in place for the life of the loan.
Kyra
Verified against the UAT capturesFilled from the internal mockup — confirm before training on it
What we verified, and what we filled in
Read this before you use the module as a reference against live PulseConnect.
Open
Observed directly in the captures
Every section, field label, and field order on the tab, in the layout shown.
Tranche Status options: Scheduled (default), Pending Approval, Funded, Deferred, Cancelled.
The Interest Rate Basis placeholder and the MM/DD/YYYY date placeholders.
Empty-state copy, the tranche count pill, Add Tranche and Remove buttons.
All eleven schedule columns and all six summary tiles, including the em dash in Final LTV when no cash value is present.
The Kaizen control in both its unchecked and checked states.
Both footnotes and the page footer.
Filled in — not seen in the captures
Option lists for Loan Status, Collateral Type, Trust Type, Trust State, Collateral Assignment, Assignment Type, Renewal Option and Exit Strategy. These come from the internal mockup and may not match UAT.
The calculation formulas. The on-screen note confirms Total Disbursement, Cumulative Loan and LTV are derived; the exact arithmetic is our reading, checked against the mockup's worked example.
What the Kaizen toggle actually changes.
Whether "saves as you leave them" produces a visible confirmation.
Where Death Benefit is sourced from — it stays at $0.00 in every capture.
Whether Remove asks for confirmation, and whether any field is required before save.
Whether a Loan Status of Repaid or Default locks the schedule.
Flip the Verified / inferred switch above the screen to see this marked directly on the fields. Anything dashed in amber is a good candidate for a five-minute confirmation pass in UAT before this module goes to the floor.
Pulse101 · PulseConnect training library · Built from UAT screen captures, August 2026 Training environment only — no live policy or client data.
