FundScreen

The FundScreen business rule is defined at the primary company level. The rule defines dynamic fund fields of AsFund and AsFundRelation. It also identifies Parent Fund types with which Child and Lateral Funds may be associated, and designates the presence of Child, Benefit, or Lateral Funds sub-nodes under a Parent Fund node in the Rules Palette’s Funds navigator (Admin Explorer) for Fund(s) with type(s) designated within repeatable <Fund> sub-element of <ChildFunds> and <LateralFunds> elements.

When working with lateral funds and child funds, it is important to keep in mind that they are mutually exclusive.

 FundScreen Elements/Attributes
Element/Tag Attribute Definition Element/Attribute Value and Description

<FundScreen>

 

The required opening and closing elements of this business rule.

 

<ChildFunds>

 

Optional element  

ALLOWED

Required attribute   

Indicates whether Child funds are to be created from Parent funds.

If BENEFITFUNDS is set to "Yes", ALLOWED must also be "Yes".

"Yes" | "No"   

BENEFITFUNDS

Optional attribute   

Indicates whether Benefit funds are to be created from Child funds.

"Yes" | "No"   

<Fund >

 

 

Repeatable element

At least one Fund sub-element is required if the ChildFunds element exists and the ALLOWED attribute is set to “Yes”.

Yes | No   

TYPE

Required attribute   

Literal   

Contains a fund type code value from AsCodeFundType.

<LateralFunds>

 

Optional;

This is the opening element for the Lateral Funds section.

 
ALLOWED Attribute indicating if Lateral Funds are allowed. Yes | No

<Fund>

 

Optional and Repeatable;

Sub-element indicating which Parent Fund types are allowed to have Lateral Funds

Yes | No
TYPE   AsCodeFundType from AsCode table: e.g. 01, 02, etc…

<ParentFundFields>

 

  

 

<Fields>

Optional, repeatable element

String:

<Field>

Repeatable element:

The Parent Fund Name should be the name entered in the Fund Name field when the fund was added.

See Fields Element.

String:

The only allowed types are:

Text
Date
Combo
Integer
Decimal
Money
Percent

Expanded, Hidden and Disabled sub-elements are not supported.

<ChildFundFields>

 

 

 

<Fields>

Optional, repeatable element

Required if the ChildFunds element exists and the ALLOWED attribute is set to “Yes”.

See Fields Element.

String:

The only allowed types are:

Text
Date
Combo
Integer
Decimal
Money
Percent

Expanded, Hidden and Disabled sub-elements are not supported.

<LateralFundFields>

 

Optional;

Indicates Lateral Fund fields.

Note: If the LateralFunds section is configured, then the LateralFundFields section must also be configured, and have at least one Lateral Fund Field within it. If LateralFundFields section exists, all Lateral Funds are required to be entered in the Lateral Funds visual editor.

 

<Fields>

 

 

Repeatable element:

Required if the LateralFunds element exists and the ALLOWED attribute is set to “Yes”.

See Fields Element.

 

<BenefitFundFields>

 

Optional, repeatable element

 

<Fields>

Repeatable element:

Required if the ChildFunds element exists and the ALLOWED attribute is set to “Yes”.

See Fields Element.

Same as <Fields> above.

 XML Example

<FundScreen>
<ChildFunds ALLOWED="Yes" BENEFITFUNDS="Yes">
<Fund TYPE="01">No</Fund>
<Fund TYPE="02">Yes</Fund>
</ChildFunds>
<LateralFunds ALLOWED="Yes">
<Fund TYPE="04">Yes</Fund>
</LateralFunds>
<ParentFundFields>
<Field>
<Name>FundCode</Name>
<Display>Fund Code</Display>
<DataType>Text</DataType>
</Field>
</ParentFundFields>
<ChildFundFields>
<Field>
<Name>BandVariable</Name>
<Display>BandVariable</Display>
<DataType>Combo</DataType>
<Query TYPE="FIXED">
<Options>
<Option>
<OptionValue>125</OptionValue>
<OptionText>Band 125</OptionText>
</Option>
<Option>
<OptionValue>160</OptionValue>
<OptionText>Band 160</OptionText>
</Option>
</Options>
</Query>
</Field>
<Field>
<Name>TaxQualification</Name>
<Display>Tax Qualification</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT CodeValue, ShortDescription 
FROM AsCode WHERE CodeName = 'AsCodeTaxQualification'</Query>
</Field>
</ChildFundFields>
<LateralFundFields>
<Field>
<Name>LateralFundSubCode</Name>
<Display>Lateral Fund SubCode</Display>
<DataType>Combo</DataType>
<Query TYPE="FIXED">
<Options>
<Option>
<OptionValue>D</OptionValue>
<OptionText>D</OptionText>
</Option>
<Option>
<OptionValue>E</OptionValue>
<OptionText>E</OptionText>
</Option>
<Option>
<OptionValue>F</OptionValue>
<OptionText>F</OptionText>
</Option>
</Options>
</Query>
</Field>
<Field>
<Name>FundCodeDescription</Name>
<Display>Fund Code Description</Display>
<DataType>Text</DataType>
<DefaultValue>Category</DefaultValue>
</Field>
<Field>
<Name>FundCodeNumber</Name>
<Display>Fund Code Number</Display>
<DataType>Integer</DataType>
<DefaultValue>1</DefaultValue>
</Field>
</LateralFundFields>
<BenefitFundFields>
<Field>
<Name>InvestmentRate</Name>
<Display>Investment Rate</Display>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT AsMapValue.FloatValue FROM AsMapValue...</Query>
</Field>
</BenefitFundFields>
</FundScreen>

XML Schema

<FundScreen>
<ChildFunds ALLOWED="[Yes|No]" BENEFITFUNDS="[Yes|No]">
<Fund TYPE="[fund type]">[Yes|No]</Fund>
</ChildFunds>
<LateralFunds ALLOWED="[Yes|No]">
<Fund TYPE="[fund type]">[Yes|No]</Fund>
</LateralFunds>
<ParentFundFields>
<Field>See Fields</Field>
</ParentFundFields>
<ChildFundFields>
<Field>See Fields</Field>
</ChildFundFields>
<BenefitFundFields>
<Field>See Fields</Field>
</BenefitFundFields>
</FundScreen>

 

 

 

 

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