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Oracle® Insurance XML Configuration Guide Release 9.4.1.0 E23637_01

# Allocation Element

## Description

The Allocation element allows configuration development to specify settings for allocations that move money into funds. This is used in conjunction with <AllocationFrom>.

## Allocation Element/Attribute Table

Element/Tag | Definition | Attribute | Element/Attribute Value and Description
--- | --- | --- | ---
<Allocation> | This is the start tag and end tag. This element is used if configuration is different for the 'From' and 'To' funds. See FundAllocation for details on configurable attributes. |  | Yes. If blank, will act as Yes.
ALLOCATIONTYPES | Percent, Amount, PercentOfFund, Units - Define the available distribution format options for allocations. Comma-separated list.
ALLOWMIXEDMETHODS | Yes, No - Allows different method codes to be specified for each of the allocations moving money out.
EXCLUDEFUNDFIELD | String - Defines the value of the field or fund name to be included.
EXCLUDEFUNDFIELDVALUE | Yes, No
EXCLUDEFUNDNAME | Allows for a list of fund names that should not receive money. These fund names are separated by a comma.
EXCLUDEFUNDSTATUS | Yes, No - Excludes funds from being displayed based on fund status.
EXCLUDEFUNDSTATUSERROR | Yes, No
EXCLUDETYPE | Allows funds to be excluded from the allocations that are moving money into a fund, based on the type of fund.
FUNDLIMIT | Integer: Specifies the limit on the number of allocations that can take out money.
INCLUDEFUNDFIELD | String - Defines the value of the field or fund name to be included.
INCLUDEFUNDFIELDVALUE | Yes, No
MIXEDALLOCATIONTYPES | Mixed, Percent, Amount, Units - Define the available distribution format options when "Mixed" is chosen. Comma-separated list.
SHOWVALUATION | Yes, No

## XML Example

    <Allocation EXCLUDETYPE='01,02,05' EXCLUDEFUNDNAME='Suspense,AIMFund'></Allocation>

    <Allocation ALLOWMIXEDMETHODS='YES' FUNDLIMIT='18'> </Allocation>

    <Allocation EXCLUDEFUNDSTATUS='01,02,03'></Allocation>

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