AllocationFrom Element
This element allows allocation configuration development for money movement
out of funds. The <AllocationFrom>
element specifies the sources and targets for the <AllocationFrom>
and <AllocationTo>
elements. This is an optional element. See
FundAllocation for details on
available attributes.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
---|---|---|---|
<AllocationFrom> |
This is the start tag and end tag. This element is used if configuration is different for the "From" and "To" funds. |
ALLOCATIONTYPES |
Percent, Amount, Mixed, PercentOfFund, UnitsDefines the available distribution format options for Allocations. Comma-separated list. |
ALLOWMIXEDMETHODS |
Yes , NoAllows different method codes to be specified for each of the allocations moving money out. |
||
AMOUNTMINIMUM |
Validation to determine if the amount has exceeded the minimum amount, based on the required specifications of the transaction. |
||
EXCLUDEFUNDFIELD |
StringDefines the value of the field or fund name to be included. |
||
EXCLUDEFUNDFIELDVALUE |
Yes, No |
||
EXCLUDEFUNDNAME |
Allows for a list of fund names that money should not be moved from. These fund names are separated by a comma. |
||
EXCLUDEFUNDSTATUS |
Yes, NoExcludes funds from being displayed based on fund status. |
||
EXCLUDETYPE |
Allows funds to be excluded from the allocations that are moving money out of a fund, based on the type of fund. |
||
FUNDLIMIT |
IntegerSpecify the limit on the number of allocations that can take out money. |
||
INCLUDEFUNDFIELD |
StringDefines the value of the field or fund name to be included. |
||
INCLUDEFUNDFIELDVALUE |
Yes, No |
||
MIXEDALLOCATIONTYPES |
Mixed, Percent, Amount, UnitsDefines the available distribution format options when "Mixed" is chosen. Comma-separated list. |
||
SHOWVALUATION |
Yes , NoDisplays the value of each fund on a policy based on the unit values of the previous day. (This attribute must have a value of YES in the FundAllocation Element as well.) |
XML Example
<AllocationFrom AMOUNTMINIMUM="100"></AllocationFrom>
<AllocationFrom ALLOWMIXEDMETHODS="No" FUNDLIMIT="01" ALLOCATIONTYPES="Amount"></AllocationFrom>
<AllocationFrom ALLOWMIXEDMETHODS="Yes” ALLOCATIONTYPES=”Percent,Amount” ALLOCATIONTYPES=”Percent,Amount,”.></AllocationFrom>