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. 

AllocationFrom Element/Attribute Table
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, Units

Defines the available distribution format options for Allocations. Comma-separated list.

ALLOWMIXEDMETHODS

Yes , No

Allows 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

String

Defines 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, No

Excludes 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

Integer

Specify the limit on the number of allocations that can take out money.

INCLUDEFUNDFIELD

String

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

INCLUDEFUNDFIELDVALUE

Yes, No

MIXEDALLOCATIONTYPES

Mixed, Percent, Amount, Units

Defines the available distribution format options when "Mixed" is chosen. Comma-separated list.

SHOWVALUATION

Yes , No

Displays 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>

 

 

 

 

 

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