Validation

Provides online page error messages via Java Script. Limited to the variables available on the page in the transaction.

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

<Validation>

 

The opening and closing tag of the Validation section.

 

<Required>

 

List the fields that require entry.

 

<Field>

 

Element value is the name of the field that must be entered.

 

<PolicyRoles>

 

Lists the policy roles.

 

<Role>

 

Contains role code for the policy role.

 

<EffectiveDateNUVsMustExist>

  Implemented for ValuesScreen Yes  

No  

<Expressions>

  Opening and closing tag for the <Expression> elements.  

<Expression>

  Individual Expression. String

MESSAGE

 

 

The value of this attribute will be displayed to the user if the criterion is met.

Note: The value of a Math Variable or a Segment Field can be substituted in the validation message surrounded by $$$. See General Structure and Best Practices

 

TYPE

Specifes whether to display the error message on a True condition or a False condition.

ErrorOnTrue    

If the Expression is true then the error message is displayed.

ErrorOnFalse  

If the Expression is false then the error message is displayed.

 

OVERRIDABLE

 

Yes: the error messages will be displayed with a check box in the Error window. Clicking the checkbox will allow the user to override the error.

No: Not overridable.

<AllocationFrom>

 

Describes requirements for Allocations From.

 

<Percent> 

 

Minimum Percent that must be allocated.

String / Integer    

ERRORMESSAGE

Error message that will be displayed if Validation fails. 

String.

SCOPE

Specifies the scope of the validation. If SCOPE attribute is not present then validation is against Allocation Total. 

Total. Total of all Funds in Allocation.

Individual.  Validation is done against each fund.

OPERATOR

If OPERATOR attribute is not present then validation is for the exact value present in the <Percent> tag (Example 1 below). 

Equal  

GreaterThan  

LessThan  

GreaterThanOrEqual  

LessThanOrEqual  

RANGE.  Value is expressed as (Integer, Integer).

<Amount>

 

Minimum dollar amount that must be allocated. Resolves to a Field value.

String / Integer    
ERRORMESSAGE
SCOPE
OPERATOR
Uses same attributes as <Percent> tag above.  

<Units>

 

Minimum Units that must be allocated in Transfer.

 

ERRORMESSAGE
SCOPE
OPERATOR
Uses same attributes as <Percent> tag above.  

<Prorata>

 

Minimum Prorata that must be allocated in Transfer.

 
ERRORMESSAGE
SCOPE
OPERATOR
Uses same attributes as <Percent> tag above.  

<PercentOfFund>

 

Minimum Percent in fund that must be allocated in Transfer.

 
ERRORMESSAGE
SCOPE
OPERATOR
Uses same attributes as <Percent> tag above.  

<Allocation>

 

Describes the requirements for allocations (receiving/positive). Uses same elements as AllocationFrom tag. See above.

 

<Percent> 

 

Same as AllocationFrom | Percent tag above.

 

<Amount>

 

Same as AllocationFrom | Amount tag above.

 

<Units>

 

Same as AllocationFrom | Units tag above.

 

<Prorata>

 

Same as AllocationFrom | Prorata tag above.

 

<PercentOfFund>

 

Same as AllocationFrom | PercentOfFund tag above.

 

<Transfer> 

FROMMETHODCODE

 

 

 

TOMETHODCODE

Used only for Transfer transactions. Allows configuration to specify different validations for To and From Allocations.

Amount    

Percent    

Mixed    

 

Amount    

Percent    

Mixed   

<Percent> 

 

Same as AllocationFrom | Percent tag above.

 

<Amount>

 

Same as AllocationFrom | Amount tag above.

 

<Units>

 

Same as AllocationFrom | Units tag above.

 

<Prorata>

 

Same as AllocationFrom | Prorata tag above.

 

<PercentOfFund>

 

Same as AllocationFrom | PercentOfFund tag above.

 

 

XML Examples

Example 1 of Validation XML

<Validation> 
<Allocation>
<Percent> 100</Percent> 
<Amount>5000</Amount> 
</Allocation>
<Expressions>
<Expression MESSAGE="Routing number incorrect, check digit does not match">ValidCheckDigit(document.frmS3Client.txtRoutingNumber.value) == true</Expression> 
</Expressions>
</Validation>

 

Example 2 of Validation XML

<Validation>
<Amount SCOPE="Total" OPERATOR="GreaterThan"></Amount>
<Percent SCOPE="Individual" OPERATOR="Equal"></Percent>
<Transfer FROMMETHODCODE="Amount" TOMETHODCODE="Percent">
<Amount SCOPE="Total" OPERATOR="GreaterThan"></Amount> 
<Percent SCOPE="Individual" OPERATOR="Equal"></Percent> 
</Transfer>
</Validation>

 

 

 

 

 

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