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Validation

Description

Provides online page error messages via Java Script. Limited to the variables available on the page in the transaction.

Validation Element/Attribute Table
Element/Tag	Definition	Attribute	Element/Attribute Value and Description
<Validation>	The opening and closing tag of the Validation section.
<Required>	List the fields that require entry.
<Field>	Element value is the name of the field that must be entered.
<PolicyRoles>	Lists the policy roles.
<Role>	Contains role code for the policy role.
<EffectiveDateNUVsMustExist>	Implemented for ValuesScreen		Yes No
<Expressions>	Opening and closing tag for the <Expression> elements.
<Expression>	Individual Expression.	MESSAGE	String. The value of this attribute will be displayed to the user if the criterion is met.
		TYPE	ErrorOnTrue If the Expression is true then the error message is displayed. ErrorOnFalse If the Expression is false then the error message is displayed.
		OVERRIDABLE	Yes: the error messages will be displayed with a check box in the Error window. Clicking the checkbox will allow the user to override the error. No:Not overridable.
<AllocationFrom>	Describes requirements for Allocations From.
<Percent>	Minimum Percent that must be allocated.		String / Integer
		ERRORMESSAGE	String. Error message that will be displayed if Validation fails.
		SCOPE	Total. Total of all Funds in Allocation. Individual. Validation is done against each fund. If SCOPE attribute is not present then validation is against Allocation Total.
		OPERATOR	Equal GreaterThan LessThan GreaterThanOrEqual LessThanOrEqual RANGE. Value is expresed as (Integer, Integer). If OPERATOR attribute is not present then validation is for the exact value present in the <Percent> tag (Example 1 below).
<Amount>	Minimum dollar amount that must be allocated. Resolves to a Field value.		String / Integer
<Amount>		ERRORMESSAGE SCOPE OPERATOR	Uses same attributes as <Percent> tag above.
<Units>	Minimum Units that must be allocated in Transfer.
<Units>		ERRORMESSAGE SCOPE OPERATOR	Uses same attributes as <Percent> tag above.
<Prorata>	Minimum Prorata that must be allocated in Transfer.
<Prorata>		ERRORMESSAGE SCOPE OPERATOR	Uses same attributes as <Percent> tag above.
<PercentOfFund>	Minimum Percent in fund that must be allocated in Transfer.
<PercentOfFund>		ERRORMESSAGE SCOPE OPERATOR	Uses same attributes as <Percent> tag above.
<Allocation>	Describes the requirements for allocations (receiving/positive). Uses same elements as AllocationFrom tag. See above.
<Percent>	Same as AllocationFrom \| Percent tag above.
<Amount>	Same as AllocationFrom \| Amount tag above.
<Units>	Same as AllocationFrom \| Units tag above.
<Prorata>	Same as AllocationFrom \| Prorata tag above.
<PercentOfFund>	Same as AllocationFrom \| PercentOfFund tag above.
<Transfer>	Used only for Transfer transactions. Allows you to specify different validations for To and From Allocations.	FROMMETHODCODE TOMETHODCODE	Amount Percent Mixed Amount Percent Mixed
<Percent>	Same as AllocationFrom \| Percent tag above.
<Amount>	Same as AllocationFrom \| Amount tag above.
<Units>	Same as AllocationFrom \| Units tag above.
<Prorata>	Same as AllocationFrom \| Prorata tag above.
<PercentOfFund>	Same as AllocationFrom \| PercentOfFund tag above.

XML Examples

Example 1 of Validation XML

<Validation>

<Allocation>

<Percent> 100</Percent>

<Amount>5000</Amount>

</Allocation>

<Expressions>

<Expression MESSAGE="Routing number incorrect, check digit does not match">ValidCheckDigit(document.frmS3Client.txtRoutingNumber.value) == true</Expression>

</Expressions>

</Validation>

Example 2 of Validation XML

<Validation>

<Amount SCOPE="Total" OPERATOR="GreaterThan"></Amount>

<Percent SCOPE="Individual" OPERATOR="Equal"></Percent>

<Transfer FROMMETHODCODE="Amount" TOMETHODCODE="Percent">

<Amount SCOPE="Total" OPERATOR="GreaterThan"></Amount>

<Percent SCOPE="Individual" OPERATOR="Equal"></Percent>

</Transfer>

</Validation>