Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# FundListForAllocation

## Description

This business rule is introduced to define controls for the fund drop-down on the activity add/edit screen. Note: This rule should not be added in the TransactionBusinessRulePacket rule.

## FundListForAllocation Element/Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
<FundListForAllocation> | The required opening and closing elements of this business rule. |  |
<FundHierarchy> | Required element; Identifies whether the fund allocation list should display the parent or child version of the fund. Note: <FundHierarchy> tags within the FundListForAllocation business rule will be ignored when <Query> tag is used. |  | Required element value; Parent: To allow only parent funds to be available for allocation.
EXCLUDETYPE | Optional attribute; Code To exclude funds that are a specific type of fund. The code values associated with the fund types that needs to be excluded from the fund drop down box.
<Relation> | Optional element; This element is used to further restrict the funds from getting displayed in the allocation section of the transaction. |  |
<BandVariable> | Required element; This element is used to specify the type of BandVariable used. |  | Required element value; String: MathVariable that represents a field in the Policy screen whose value determines the child/parent relationship.

## XML Example

<FundListForAllocation>

<FundHierarchy EXCLUDETYPE="06,07,08">Parent</FundHierarchy>

<Relation>

<BandVariable>BandVariable</BandVariable>

</Relation>

</FundListForAllocation>

## Schema Example

<FundListForAllocation>

<FundHierarchy EXCLUDETYPE="St">Child</FundHierarchy>

<Relation>String</Relation>

<BandVariable>BandVariable</BandVariable>

</FundListForAllocation>