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You are here: Transaction Rules > Transaction Elements > Transaction Element

Transaction Element

Description

The <Transaction> element is the starting and ending tag for each transaction. Transaction elements vary according to the configuration of each transaction. All of the possible elements of a transaction are listed in the table below, in the general order that they should appear in the transaction's XML configuration, with links to the topic explaining each element in detail.

Note:  This is not the same as the <Transaction> sub-element of several other business rules.

Transaction Element/Attribute Table

Element/Tag

Attributes Definition

Element/Attribute Value and Description

<Transaction>

 

 

 

This is the start and end element for the transaction.

 

ALLOWQUOTE

 

Yes: Enables Quote functionality for the activity. The Quote button will be visible on the Activity Detail screen. 

No:  The Quote button will not be visible on the Activity Detail screen.

If blank, No will be assumed but ALLOWQUOTE attribute will not appear in XML code.

<ValueFinancialEntry>   This element initiates Financial Calculation and access to fields.  
<Membership>   Optional element:

Indicator to calculate Class Membership

 
<ClassGroup>   Required, repeatable element:

Used as the parent element to define the details of the Class Membership calculation.

 
TYPE Required element:

Used to specify the Class Group type for the Membership calculation.

 
DISPLAYMEMBERSHIPCLASS

Optional element:

Used to specify the Class Membership types to display

 
<WriteMembership>  

Optional element:

Used to distinguish if Membership records should be written to the database.

Yes | No

A literal string or field or variable names equal to Yes or No.

<EffectiveFromDate>  

Optional element:

Defines the effective from date of the Membership calculation

SystemDate or the name of date field or variable.
<EffectiveToDate>  

Optional element:

Defines the effective to date of the Membership calculation.

SystemDate or the name of date field or variable.
<ActivitySequenceProcess>   Used for Data Intake Record transactions—defines the activities to attach to system entities.  
<ActivitySequence>   Defines the activity sequence.  
NAME

Required attribute:

Defines a name for the activity sequence.

A string.
IF

Optional attribute:

Allows the use of conditional logic to determine if the ActivitySequence should be created. If the value of the condition is true, the sequence will be created. If false, it will not be created.

A conditional statement.
<Activity>  

Required, repeatable element:

Defines the name of the activity or activity array MathVariable to be created by the sequence.

 
PROCESSIMMEDIATE

Required attribute:

Specifies if the activity or activity array being created should be processed immediately.

Yes: The activity/activity array should be processed immediately.

No: The activity/activity array should not be processed immediately.

IF

Optional element:

Allows the use of conditional logic to determine if the activity or activity array should be created. If the value of the condition is true, the activity or activity array will be created. If false, it will not be created.

A conditional statement.

<CopyBook>

 

See CopyBook element.

 

<EffectiveDate>

 

See EffectiveDate element.

 

<Allocation>

 

See Allocation element.

 

<AllocationFrom>

 

See AllocationFrom element.

 

<DefaultAllocation>

 

See DefaultAllocation element.

 

<FundAllocation>

 

See FundAllocation element.

 

<Valuation>

 

See Valuation element.

 

<Suspense>

 

See Suspense element.

 

<ValuesBlock>

 

See ValuesBlock element.

 

<Withholding>

 

See Withholding element.

 

<AllowComments>

 

See AllowComments element.

 

<Transitions >

 

See Transitions element.

 

<Membership>

 

See Membership element.

 

<MultiSuspense>

 

See MultiSuspense element.

 

<FundLevel>

  See FundLevel Element.  

<Fields>

 

See Fields element.

 

<Actions>

 

See Actions element.

 

<Events>

 

See Events element.

 

<MultiFields>

 

See MultiFields element.

 

<Address>

 

See Address element.

 

<ScreenMath>

 

See ScreenMath element.

 

<Math>

 

See Math element.

 

<ActivitySequences>

 

See Activity Sequence element.

 

<Spawns>

 

See Spawns element.

 

<Buttons>   See Buttons element.  

XML Example

<Transaction  ALLOWQUOTE="Yes">
<ValueFinancialEntry></ValueFinancialEntry>
<EffectiveDate STATUS="Enabled" TITLE="Next Subscription Date" TYPE="SYSTEM"/>
<Membership>
<ClassGroup TYPE="02" DISPLAYMEMBERSHIPCLASS="LowestOnly">
<WriteMembership>Yes</WriteMembership>
<EffectiveFromDate>Activity:EffectiveDate</EffectiveFromDate>
<EffectiveToDate>MVEffDate</EffectiveToDate>
</ClassGroup>
</Membership>
<Valuation>
<EffectiveDateNUVMustExist>No</EffectiveDateNUVMustExist>
<SystemDateNUVMustExist>No</SystemDateNUVMustExist>
</Valuation>
<FundLevel LEVEL="Child">
<Relation>
<Criteria NAME="BandVariable" DATATYPE="TEXT">Policy:BandVariable</Criteria>
</Relation>
</FundLevel>
<Fields>
<Field>
<Name>ModalFrequency</Name>
<Display>Fund Subscription Frequency</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT CodeValue, ShortDescription FROM AsCode 
WHERE CodeName = 'AsCodeMode' 
AND CodeValue IN ('01', '02', '04', '12') 
ORDER BY CodeValue DESC</Query>
</Field>
<Field>
<Name>TerminatePlan</Name>
<Display>Terminate Plan</Display>
<DataType>Check</DataType>
</Field>
<Field>
<Name>ConfirmationNumber</Name>
<Display>Confirmation Number</Display>
<DataType>Identifier</DataType>
<ClearOnRecycle>Yes</ClearOnRecycle>
<Hidden>Yes</Hidden>
<Parts>
<Part TYPE="VALUE">C</Part>
<Part TYPE="VALUE">N</Part>
<Part TYPE="SEQUENCE" FORMAT="0000000000">ConfirmationNumber</Part>
</Parts>
</Field>
</Fields>
<Math>
<MathVariables>
<MathVariable VARIABLENAME="ActivityEffectiveDate" TYPE="FIELD" DATATYPE="DATE">Activity:EffectiveDate</MathVariable>
<MathVariable VARIABLENAME="ModalFrequencyMV" TYPE="FIELD" DATATYPE="TEXT">Activity:ModalFrequency</MathVariable>
<MathVariable VARIABLENAME="NextSubscriptionSpawnDate" TYPE="FUNCTION" DATATYPE="DATE">NextMultipleMode(ActivityEffectiveDate, ModalFrequencyMV, 1)</MathVariable>
<MathVariable VARIABLENAME="SourceFundAllocationCount" TYPE="SQL" DATATYPE="INTEGER">SELECT COUNT(*) FROM AsAllocation WHERE RelatedGUID = '[Activity:PolicyGUID]' AND TypeCode = '13'</MathVariable>
<MathVariable VARIABLENAME="TargetFundAllocationCount" TYPE="SQL" DATATYPE="INTEGER">SELECT COUNT(*) FROM AsAllocation WHERE RelatedGUID = '[Activity:PolicyGUID]' AND TypeCode = '16'</MathVariable>
<MathVariable VARIABLENAME="InputOffset" TYPE="PLANFIELD" DATATYPE="INTEGER">ExchangeDateOffset</MathVariable>
<MathVariable VARIABLENAME="CurrencyExchangeDate" TYPE="VALUE" DATATYPE="DATE"/>
<MathVariable VARIABLENAME="GainLossCurrencyExchangeDate" TYPE="VALUE" DATATYPE="DATE"/>
<MathVariable VARIABLENAME="RatesExist" TYPE="EXPRESSION" DATATYPE="BOOLEAN">false</MathVariable>
<MathStatement TYPE="ACTIVITYFUNCTION" FUNCTIONNAME="FindNextExchangeDatePricing">
<Parameters>
<Parameter NAME="ExchangeDateOffset" TYPE="INPUT">InputOffset</Parameter>
<Parameter NAME="GuaranteedExchangeDate" TYPE="OUTPUT">CurrencyExchangeDate</Parameter>
<Parameter NAME="GainLossExchangeDate" TYPE="OUTPUT">GainLossCurrencyExchangeDate</Parameter>
<Parameter NAME="RatesExist" TYPE="OUTPUT">RatesExist</Parameter>
</Parameters>
</MathStatement>
<MathVariable VARIABLENAME="SwitchFeeRate" TYPE="VALUE" DATATYPE="DECIMAL" LOG="Yes">0.0</MathVariable>
<MathVariable VARIABLENAME="SwtitchFeeMoneyTypeCode" TYPE="VALUE" DATATYPE="TEXT" LOG="Yes">05</MathVariable>
<MathVariable VARIABLENAME="ConfirmationNumberMV" TYPE="IDENTIFIER" DATATYPE="TEXT"
LOG="Yes">
<Parts>
<Part TYPE="VALUE">C</Part>
<Part TYPE="VALUE">N</Part>
<Part TYPE="SEQUENCE" FORMAT="0000000000">ConfirmationNumberMV</Part>
</Parts>
</MathVariable>
</MathVariables>
<Assignment TYPE="Switch" SWITCHFEERATE="SwitchFeeRate" SWITCHFEEMONEYTYPE="SwtitchFeeMoneyTypeCode"/>
</Math>
<Transitions>
<Queue METHOD="VALUATION" ADVANCETOSYSTEMDATE="No"/>
</Transitions>
<Spawns>
<Spawn IF="Activity:TerminatePlan = 'UNCHECKED'">
<Transaction SPAWNCODE="03" FIELD="NextSubscriptionSpawnDate">AutomaticInvestment</Transaction>
<SpawnFields>
<SpawnField>
<From>Activity:ModalFrequency</From>
<To>ModalFrequency</To>
<DataType>Text</DataType>
</SpawnField>
<SpawnField>
<From>Activity:TerminatePlan</From>
<To>TerminatePlan</To>
<DataType>Text</DataType>
</SpawnField>
</SpawnFields>
</Spawn>
</Spawns>
<Buttons>
<Button>Ok</Button>
</Buttons>
</Transaction>

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