Oracle Insurance Policy Administration Configuration Guide

Version 9 Release 1

E-14640-01

# 3BChildFundScreen

## 44BDescription

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 ChildFundScreen Business Rule houses the child fund information that is used when generating Child Funds from a Parent Fund on the Fund Detail pane. This business rule should be a Plan level override.

## ChildFundScreen Element and Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
<ChildFundScreen> | The required opening and closing elements of this business rule. |  |
<ChildFunds> | Required element; Used when needing to "Generate Child Fund" link. | ALLOWED | String; Required attribute; The "Allowed" attribute of the <ChildFunds> tag turns on and off the ability to generate child funds. Values -Yes or No
<Fund> | Required and Repeatable element; To indicate the Fund that needs to be associated as the Child Fund to the Parent Fund. | TYPE | Required attribute; TYPE ="NN" Where NN is the Fund Type Code for which 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> | Create fields that appends the fund with child information when generating child funds. |  |

145B

## 147B Database Tables for ChildFundScreen

Table Name | Description
AsFund | Contains the names of the fixed and variable funds
AsFundClass | Stores the Fund Series information
AsFundClassAllocation | Defines the allocation methods of groups of funds
AsFundFamily | Groups funds and fund classes together
AsFundField | Stores Field names and values related to Funds
AsFundGroup | Defines relationships between funds
AsFundStatus | Stores the status of all Funds in the system
AsFundWeight | Relative weights of funds
AsCode | Stores a list of all OIPA codes and their related descriptions

## 18B 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>

## 148B Schema Example

<ChildFundScreen>

<ChildFunds ALLOWED="">

<Fund TYPE=""></Fund>

<Fund TYPE=""></Fund>

</ChildFunds>

<Fields></Fields>

</ChildFundScreen>

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