FundAllocation Element

 

Description

This element dictates whether the allocation frame will be attached to the Activity Detail screen.  If this element is present and set to Yes, the Allocation section will appear on the Activity Detail screen.  Further configuration will determine the funds that can be selected.

 

FundAllocation Element/Attribute Table

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<FundAllocation>

 

Required;

This is the start and end element. This is a required element for all transactions.

 

Yes:  FundAllocation functionality is invoked.

No:  FundAllocation functionality is not used.

ALLOCATIONTYPES

 

Percent, Amount. Comma separated list.

AMOUNTPRECISION

Integer:  Sets the number of decimal places to be used for allocations with percent method code. Default values are 2 for Amount, 4 for Percent, and 6 for Unit.

PERCENTPRECISION

Integer:  Sets the number of decimal places to be used for allocations with percent method code. Default values are 2 for Amount, 4 for Percent, and 6 for Unit.

UNITPRECISION

Integer:  Sets the number of decimal places to be used for allocations with percent method code. Default values are 2 for Amount, 4 for Percent, and 6 for Unit.

REPEATFUND

 

Yes:  Same fund can be selected in the From and To sections of a transfer allocation.

No:  Same fund can NOT be selected in the From and To sections of a transfer allocation.

SHOWVALUATION

Yes:  Fund values will be displayed.  Must have YES in AllocationFrom element as well.

No: Fund values will NOT be displayed.

FUNDLIMIT

Integer:   Maximum number of funds that can be included in the Allocation

CLASS

String:  Defines the class of the fund.

POLICYFIELD

String:  Defines the field name.

 

XML Example

  <FundAllocation ALLOCATIONTYPES=”Percent, Amount”>Yes</FundAllocation>

 

  <FundAllocaiton PERCENTPRECISION=”2”>Yes</FundAllocation>