10-07-2026, 12:32 PM
Thank you — that's a fair way to frame it.
I really appreciate you taking the time to work through the investment cases 1.a/1.b vs. 2.a/2.b, and the TS_Filter mechanics, with me. I'll leave the LUMPINV/mid-year question as something to revisit only if others hit the same issue and a clearer consensus emerges. If that discussion arises, I would be on the side arguing that the user should be able to access different version of lumpsum, i.e., with and without mid year discounting just like with the hurdle rate.
I really appreciate you taking the time to work through the investment cases 1.a/1.b vs. 2.a/2.b, and the TS_Filter mechanics, with me. I'll leave the LUMPINV/mid-year question as something to revisit only if others hit the same issue and a clearer consensus emerges. If that discussion arises, I would be on the side arguing that the user should be able to access different version of lumpsum, i.e., with and without mid year discounting just like with the hurdle rate.