Allocation Element

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<Allocation>

This is the start tag and end tag. This element is used if configuration is different for the 'From' and 'To' funds. See FundAllocation for details on configurable attributes.

Yes.  If blank, will act as Yes.   

FUNDLIMIT

Integer:  Specifies the limit on the number of allocations that can take out money.

EXCLUDETYPE

Allows funds to be excluded from the allocations that are moving money into a fund, based on the type of fund.

EXCLUDEFUNDNAME

Allows for a list of fund names that should not receive money.  These fund names are separated by a comma.

ALLOCATIONTYPES

Percent, Amount - Define the available distribution format options for allocations. Comma-separated list.

ALLOWMIXEDMETHODS

Yes, No - Allows different method codes to be specified for each of the allocations moving money out.

EXCLUDEFUNDSTATUS

Yes, No - Excludes funds from being displayed based on fund status.