Validation

Description

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

 

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.

 

Note: The name can be wrapped in a <Name> tag. 

 

 

   <Oneof>

List the fields that there should only be one of.

 

 

   <Field>   

Element value is the name of the field that there should only be one of.

 

 

   <Allocation>

Describes the requirements for allocations (receiving/positive).

 

 

<Percent>        

Indicates if fixed field should be visible but no entry is allowed

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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 Percent that must be allocated.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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). 

<Units>     

Minimum units that must be allocated in Transfer.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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). 

<Prorata>     

Minimum Prorata that must be allocated in Transfer.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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). 

<PercentInFund>   

Minimum Percent in Fund that must be allocated in Transfer.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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). 

<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>    

Minimum Percent that must be allocated.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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). 

<Units>     

Minimum Units that must be allocated in Transfer.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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). 

<Prorata>     

Minimum Prorata that must be allocated in Transfer.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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). 

<PercentInFund>     

Minimum Percent in fund that must be allocated in Transfer.

ERRORMESSAGE

 

 

SCOPE

 

 

 

 

OPERATOR

String. Error message that will be displayed if Validation fails. 

 

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. 

 

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). 

<AllocationFrom>     

Describes requirements for allocations from. Uses same elements as Allocation tag. See above.

 

 

<Expressions>     

Groups the math and expression tags.

ROLECODE

 

ACTION

String. The expressions section will only be executed for these role codes. Can be any role code from 01 to 99.

 

The expressions section will only be executed for these actions. Values include: Save, New and Delete.

<Math>     

Groups MathVariable tags.

 

 

<MathVariable>     

Creates a math variable that will be interpreted by the math engine. Values directly impacted by the math variable type.

Variable Name

 

TYPE

String. Name of the math variable.

 

String. Tells the math engine how to evaluate the value of the math variables value.

Value

Expression

Field

Sql

Function

XML

NumericArray

Array

<Expression>        

Individual Expression.

MESSAGE

 

 

TYPE

String.  The value of this attribute will be displayed to the user if the criterion is met.

 

String. Tells the math engine to error if the expression is evaluated to true or false. ErrorOntrue or ErrorOnFalse.

<PolicyRole>     

Lists the policy roles.

 

 

<Role>         

Contains role code for the policy role.

 

 

 

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>

 

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