FundListForAllocation

This business rule is introduced to define controls for the fund drop-down on the Activity Add/Edit screen.  This rule should not be added in the TransactionBusinessRulePacket rule.

FundListForAllocation Elements/Attributes Table
Element/Tag Definition Attribute Element/Attribute Value and Description

<FundListForAllocation>

The required opening and closing elements of this business rule.

 

 

<Query>

Optional element:

  • Identifies the Fund set to be used .
  • Provides a place to define a SQL that retrieves the funds to seed the available allocation list of the activity.
  • Returns a list of FundGUID values of the funds to be used.
 

Required element value:
SQL query

Example: SELECT FundGUID FROM AsFund WHERE AsFund.PlanGUID = (PlanGUID)'

Note: If there is a FOREIGNPLANGUID attribute (current functionality) present, this will be used for PlanGUID of the query. Otherwise the PlanGUID of the activity will be used.

<FundHierarchy>

Required element:
Identifies whether the fund allocation list should display the parent or child version of the fund.
 
Note: If the <Query> tag is used, <FundHierarchy> tags within the FundListForAllocation business rule are ignored.

 

Required element value:

Parent: To allow only parent funds to be available for allocation.

Child: To allow only child funds to be available for allocation.

EXCLUDETYPE

Optional attribute:

ExcludeFundTypeList: The list contains code values associated with the fund types that needs to be excluded from the fund drop down box.

<Relations>

Optional element:

This element is used to further filter the funds to display in the Transaction Allocation screen.

   

<Relation>

Optional element:

Defines the fund relation level. Repeatable once for each level.

 

 

Required:

Fund level for assignment processing.

LEVEL [ Parent | Child | Lateral]

<Criteria>

Required element:

Required element defining the fund level criteria. Repeatable.

 

A policy field name.

  NAME Name of the AsFundRelationField to compare.
  DATATYPE Data type of the AsFundRelationField to compare.

XML Example

<FundListForAllocation>
<FundHierarchy EXCLUDETYPE="06,07,08">Parent</FundHierarchy>
<Relations>
<Relation LEVEL=”Child”>
<Criteria NAME="BandVariable" DATATYPE="TEXT">BandVariable</Criteria>
</Relation>
<Relation LEVEL=”Lateral”>
<Criteria NAME="SubClass" DATATYPE="TEXT">SubClass</Criteria>
</Relation>
</Relations>
</FundListForAllocation>

XML Schema

<FundListForAllocation FOREIGNPLANGUID="[PlanGUID]">
<Query>[SQL query]</Query>
<FundHierarchy EXCLUDETYPE="[ExcludeFundTypeList]">[Parent|Child]</FundHierarchy>
<OtherFunds EXCLUDETYPE="[ExcludeFundTypeList]">[Parent|Child]</OtherFunds>
<Relations>
<Relation>
<Criteria NAME="[VariableName]" DATATYPE="[DataType]">[FieldName]</Criteria>
</Relation>
</FundListForAllocation>

 

 

 

 

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