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ReassignAllocations Enhanced Support for Models

When allocating to fund models using the ReassignAllocations APE rule, it is necessary to capture the virtual user entry for the AllocationSets so that these allocation records may be spawned to other activities as a default UI allocation. The <To> element of the ReassignAllocations APE has been enhanced to allow configuration of collections of Models and loose funds while preserving their relative percentages to the overall allocation on AsAllocationSet and its related tables.

 

All allocations are built as collections in transaction math and referenced in the new sub elements of the ReassignAllocations rule. Processing the transaction will remove all of the policy's investments and move them into one model (20%) and loose funds (80%).

 

Prerequisites

Models and loose funds need to be defined for the plan.

 

New Items

Changes to Existing Items

N/A

 

Configuration Details

 

ReassignAllocationsModels transaction

 

 

 

ReassignAllocations APE Rule

 

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