FundScreen

Description

The FundScreen business rule can be configured to update fixed fields and to add any dynamic fields used for fund processing. This business rule is generally overridden at the plan level.

 

FundScreen writes to the following tables:

 

 

 FundScreen Element/Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<FundScreen>

The required opening and closing elements of this business rule.

 

 

     <Fields>

See Fields.

 

 

 

 

 Fund Screen Database Tables

Table Name

Description

AsCode

Stores a list of all OIPA codes and their related descriptions.

AsFund

Contains the names of the fixed and variable funds.

AsFundClass

Stores the fund series information.

AsFundFamily

Groups funds and fund classes together.

AsFundGroup

Defines relationships between funds.

AsFundStatus

Stores the status of all funds in the system.

 

 XML Example

<FundScreen>

     <Fields>

           <Field>

              <Name>Code</Name>

              <Display>Fund Code</Display>

              <DataType>Text</DataType>

           </Field>

           <Field>

              <Name>IULFund</Name>

              <Display>IUL Indexed Fund?</Display>

              <DataType>Check</DataType>

              <DefaultValue>UNCHECKED</DefaultValue>

            </Field>

            <Field>

              <Name>IULIndex</Name>

              <Display>Index</Display>

              <DataType>Combo</DataType>

              <Query TYPE="FIXED">

                    <Options>

                    </Options>

               </Query>

             /Field>

      </Fields>

</FundScreen>

 

 Schema Example

<FundScreen>

   <Fields>

<Field>

  <Name>Code</Name>

  <Display>Fund Code</Display>

  <DataType>Text</DataType>

       </Field>

  </Fields>

</FundScreen>