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Oracle® Insurance XML Configuration Guide Release 9.4.0.0 E18894_01

# FundListForAllocation

## Description

This business rule is introduced to define controls for the fund drop-down on the Activity add/edit screen. This rule should not be added in the TransactionBusinessRulePacket rule.

FundListForAllocation Element/Attribute Table
Element/Tag | Definition | Attribute | Element/Attribute Value and Description
--- | --- | --- | ---
<FundListForAllocation> | The required opening and closing elements of this business rule. |  |
<Query> | Optional element; Identifies the Fund set to be used . Provides a place to define a SQL that retrieves the funds to seed the available allocation list of the activity. Returns a list of FundGUID values of the funds to be used. |  | Required element value; SQL SELECT FundGUID FROM AsFund WHERE AsFund.PlanGUID = (PlanGUID)' Note: If there is a FOREIGNPLANGUID attribute (current functionality) present, this will be used for PlanGUID of the query. Otherwise the PlanGUID of the activity will be used.
<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. | EXCLUDETYPE | Required element value; Parent: To allow only parent funds to be available for allocation. 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.

## XML Example

    <FundListForAllocation>

    <FundHierarchy EXCLUDETYPE="06,07,08">Parent</FundHierarchy>

    <Relation>

    <BandVariable>BandVariable</BandVariable>

    </Relation>

    </FundListForAllocation>

## Schema Example

    <FundListForAllocation>

    <FundHierarchy EXCLUDETYPE="St">Child</FundHierarchy>

    <Relation>String</Relation>

    <BandVariable>BandVariable</BandVariable>

    </FundListForAllocation>

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