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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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