FundListForAllocation

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.