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Oracle® Insurance XML Configuration Guide Release 9.4.0.0 E18894_01

# 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, Mixed, Units Comma separated list.
ALWAYSEQUALPERCENT | Yes , No
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.
ASSIGNMENT | Transfer; Defines the type of assignment.
CLASS | String:Defines the class of the fund.
EXCLUDEFUNDFIELD | String - Defines the value of the field or fund name to be included.
EXCLUDEFUNDFIELDVALUE | Yes, No
EXCLUDEFUNDSTATUS | Yes, No Excludes funds from being displayed based on fund status.
EXCLUDETYPE | Allows funds to be excluded from the allocations that are moving money into a fund, based on the type of fund.
FUNDLIMIT | Integer: Maximum number of funds that can be included in the allocation.
INCLUDEFUNDFIELD | String Defines the value of the field or fund name to be included.
INCLUDEFUNDFIELDVALUE | String - A comma-separated list of fund names that are allowed to be included.
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.
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.
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.
USEFUNDCLASSALLOCATION | Yes, No Indicates fund class allocation to be used.

## XML Example

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

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

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