You are here: Business Rules > Attached Rules > FundListForAllocation

FundListForAllocation

Description

This business rule is introduced to define controls for the fund drop-down on the Activity add/edit screen. Note: 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.
<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>