AllocationFrom Element

 

Description

This element allows allocation configuration development for money movement out of funds.  The <AllocationFrom> element specifies the sources and targets for the <AllocationFrom> and <AllocationTo> elements.  This is an optional element.  See FundAllocation for details on available attributes.

 

AllocationFrom Element/Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<AllocationFrom>

 

This is the start tag and end tag. This element is used if configuration is different for the "From" and "To" funds.

ALLOCATIONTYPES

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

ALLOWMIXEDMETHODS

 

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

AMOUNTMINIMUM

Validation to determine if the amount has exceeded the minimum amount, based on the required specifications of the transaction.

FUNDLIMIT

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

EXCLUDEFUNDNAME

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

EXCLUDETYPE

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

SHOWVALUATION

Yes or No - Displays the value of each fund on a policy based on the unit values of the previous day.  (This attribute must have a value of YES in the FundAllocation Element as well.)

 

XML Example

<AllocationFrom AMOUNTMINIMUM="100"></AllocationFrom>

 

<AllocationFrom ALLOWMIXEDMETHODS="No" FUNDLIMIT="01" ALLOCATIONTYPES="Amount"></AllocationFrom>

 

<AllocationFrom ALLOWMIXEDMETHODS="Yes” ALLOCATIONTYPES=”Percent,Amount” ALLOCATIONTYPES=”Percent,Amount,”.></AllocationFrom>