Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# ChildFundScreen

## 79Description

Parent and child funds are used when the same fund may be offered but there are different classes of the fund (versions, bands, groups, etc.). The child fund screen is used to establish Parent/Child relationships by creating the "Generate Child Fund" link available on the Fund screen. When selected, this link opens up the Child Fund screen directly under the Fund screen not only to create associations between parent funds and child funds but the parent and child fund names concatenated in the Child Fund drop-down box. This business rule should be a Plan level override and used to control the Fund Types to be listed on the Child Fund screen and the display of MultiFields on the Child Fund screen.

## ChildFundScreen Element and Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
<ChildFundScreen> | The opening and closing elements of the screen rule. |  |
<ChildFunds> | Required element; Used to display "Generate Child Fund" link on the Fund Screen. | ALLOWED | String; Required attribute; The "Allowed" attribute of the <ChildFunds> tag turns on and off the display of "Generate Child Fund" link on the Fund Screen. Upon clicking on this link, the Child Fund screen is directly displayed under the Fund screen. Yes: Indicates that the "Generate Child Fund" link should be displayed on the Fund screen. No: Indicates that the "Generate Child Fund" link should not be displayed on the Fund screen.
<Fund> | Required and Repeatable element; To indicate the fund that needs to be associated as the child fund to the parent fund. |  | Required Element Value; To indicate whether or not the "Generate Child Fund" link should be displayed in the Fund screen for the specific fund type mentioned in the TYPE attribute. Yes: Indicates that the "Generate Child Fund" link should be displayed for the specified fund type mentioned in the 'TYPE' attribute. No: Indicates that the "Generate Child Fund" link should not be displayed for the specified fund type mentioned in the 'TYPE' attribute. Note: Only when both, <ChildFunds> => ALLOWED attribute and <Fund> are set to "Yes", the "Generate Child Fund" link will be displayed on the Fund screen.
TYPE | Required attribute; TYPE ="NN" where NN is the fund type code where parent/child relationship should be set-up. The fund type code is defined in AsCode=> AsCodeFundType table. Ex: "01" (Fixed Fund) "02" (Variable Fund) "03" (ABL Fund)
<Fields> | See Fields. |  |

##

## XML Example

<ChildFundScreen>

<ChildFunds ALLOWED="Yes">

<Fund TYPE="01">No</Fund>

<Fund TYPE="02">Yes</Fund>

</ChildFunds>

<Fields>

<Field>

<Name>BandVariable</Name>

<Display>BandVariable</Display>

<DataType>Combo</DataType>

<Query TYPE="FIXED">

<Options>

<Option>

<OptionValue>Band125</OptionValue>

<OptionText>Band125</OptionText>

</Option>

<Option>

<OptionValue>Band160</OptionValue>

<OptionText>Band160</OptionText>

</Option>

</Options>

</Query>

</Field>

</Fields>

</ChildFundScreen>