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.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
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<FundListForAllocation> |
The required opening and closing elements of this business rule. |
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<Query> |
Optional element:
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Required element value:
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. |
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<FundHierarchy> |
Required element:
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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. |
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<Relations> |
Optional element: This element is used to further filter the funds to display in the Transaction Allocation screen. |
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<Relation> |
Optional element: Defines the fund relation level. Repeatable once for each level. |
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Required: Fund level for assignment processing. |
LEVEL | [ Parent | Child | Lateral] | |
<Criteria> |
Required element: Required element defining the fund level criteria. Repeatable. |
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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>