Child Funds

Child funds can be generated if defined in the Fund Type section of the ChildFundScreen business rule.

 

Steps to Generate Child Funds

  1. Create a new fund.

  2. Right-click on the Fund Group node in the Configuration Area and select Generate Child Funds.  Child funds will be generated and listed under the Funds Groups heading.  

 

Note:  Child funds are not supported when working with Unit Linked funds.

 

Generate child funds right-click option

Fund Groups Right-Click Option