Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# Allocation Element

## Description

The Allocation element allows configuration development to specify settings for allocations that move money into funds. This is used in conjunction with <AllocationFrom>.

## Allocation Element/Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
<Allocation> | This is the start tag and end tag. This element is used if configuration is different for the 'From' and 'To' funds. See FundAllocation for details on configurable attributes. |  | Yes. If blank, will act as Yes.
FUNDLIMIT | Integer: Specifies the limit on the number of allocations that can take out money.
EXCLUDETYPE | Allows funds to be excluded from the allocations that are moving money into a fund, based on the type of fund.
EXCLUDEFUNDNAME | Allows for a list of fund names that should not receive money. These fund names are separated by a comma.
ALLOCATIONTYPES | Percent, Amount - Define the available distribution format options for allocations. Comma-separated list.
ALLOWMIXEDMETHODS | Yes, No - Allows different method codes to be specified for each of the allocations moving money out.
EXCLUDEFUNDSTATUS | Yes, No - Excludes funds from being displayed based on fund status.

## XML Example

<Allocation EXCLUDETYPE='01,02,05' EXCLUDEFUNDNAME='Suspense,AIMFund'></Allocation>

<Allocation ALLOWMIXEDMETHODS='YES' FUNDLIMIT='18'> </Allocation>

<Allocation EXCLUDEFUNDSTATUS='01,02,03'></Allocation>