FundAllocation Element

This element dictates whether the allocation frame will be attached to the Activity Detail screen.  If this element is present and set to Yes, the Allocation section will appear on the Activity Detail screen.  Further configuration will determine the funds that can be selected.

FundAllocation Element/Attribute Table
Element/Tag Definition Attribute Element/Attribute Value and Description

<FundAllocation>

 

Required:

This is the start and end element. This is a required element for all transactions.

 

Yes:FundAllocation functionality is invoked.

No:FundAllocation functionality is not used.

ALLOCATIONTYPES

Percent , Amount, Mixed, Units

Comma separated list.

ALWAYSEQUALPERCENT

Yes , No

AMOUNTPRECISION

Integer

Sets the number of decimal places to be used for allocations with percent method code. Default values are 2 for Amount, 4 for Percent, and 6 for Unit.

ASSIGNMENT

Transfer: Defines the type of assignment.

CLASS

String:Defines the class of the fund.

EXCLUDEFUNDFIELD

String - Defines the value of the field or fund name to be included.

EXCLUDEFUNDFIELDVALUE Yes, No
EXCLUDEFUNDSTATUS

Yes, No

Excludes funds from being displayed based on fund status.

EXCLUDETYPE Allows funds to be excluded from the allocations that are moving money into a fund, based on the type of fund.

FUNDLIMIT

Integer:  Maximum number of funds that can be included in the allocation.

INCLUDEFUNDFIELD

String

Defines the value of the field or fund name to be included.

INCLUDEFUNDFIELDVALUE

String - A comma-separated list of fund names that are allowed to be included.

PERCENTPRECISION

Integer: Sets the number of decimal places to be used for allocations with percent method code. Default values are 2 for Amount, 4 for Percent, and 6 for Unit.

REPEATFUND

Yes:Same fund can be selected in the From and To sections of a transfer allocation.

No:Same fund can NOT be selected in the From and To sections of a transfer allocation.

SHOWVALUATION

Yes: Fund values will be displayed. Must have YES in AllocationFrom element as well.

No: Fund values will NOT be displayed.

UNITPRECISION

Integer

Sets the number of decimal places to be used for allocations with percent method code. Default values are 2 for Amount, 4 for Percent, and 6 for Unit.

USEFUNDCLASSALLOCATION

Yes, No

Indicates fund class allocation to be used.

XML Example

<FundAllocation ALLOCATIONTYPES=”Percent, Amount”>Yes</FundAllocation>  
<FundAllocation PERCENTPRECISION=”2”>Yes</FundAllocation>

 

 

 

 

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