ReassignAllocations

The ReassignAllocations business rule is used to tell the system what funds to use in conjunction with Assignment. This can be used to apply all money into a defined fund. This is useful when the selection of allocation by the end user should be restricted. An allocation record is created when this rule is processed. The allocation record contains the fund the money is moving into. This business rule can also be used to pull all money from a specified fund into another fund.     

Note:

ReassignAllocations Element/Attribute Table
Element/Tag Attribute Definition Element/Attribute Value and Description

<ReassignAllocations>

 

The opening and closing tag for the business rule.

 

<From>     

 

Optional element:

A SQL statement that locates the money that is to be moved from a fund is entered in the
SQL<From> tag.
 
Note:   The amount passed in the <From> tag should be positive. It is converted to negative in the code.  

This tag is not always necessary as the money is not always moving from a fund.

For example, in an Initial Premium transaction the premium amount is only moving to a fund. It was never established in a fund to be moved from, prior to the transaction.

Required element value:
SQL
Query to locate the fund where the money is taken from.  

COLLECTION Specifies a collection MathVariable to be used in the allocation. Math variable collection of either FundGUID/Percent or FundGUID/Amount value pairs.
ALLOCATIONMETHOD Specifies the allocation method to be used.

Code value from AsCodeAllocationMethod. The following code values are supported:

01: Percent

02: Amount

<To>

 

Required element:

Note: Used in transactions like FullSurrender, AutoTransfer and InitialPremium.  
This element is used to indicate the fund where the money should be moved to.

Required element value:
SQLquery to locate the fund where the money is moved to if COLLECTION or WRITEALLOCATIONSET are not present.

COLLECTION Specifies a collection MathVariable to be used in the allocation. Math variable collection of either FundGUID/Percent or FundGUID/Amount value pairs.
ALLOCATIONMETHOD

Optional: Required if COLLECTION is used or WRITEALLOCATIONSET is set to Yes. If WRITEALLOCATIONSET is Yes, only 01 (Percent) is supported.

Specifies the allocation method to be used.

 

Code value from AsCodeAllocationMethod. The following code values are supported:

01: Percent

02: Amount

03: Units

LEVEL

Allocations can be defined at the level of plan, policy, or allocation model.

Plan / Policy / Model   

TYPECODE

Defines the allocation type.

Literal value   

Use a TypeCode from AsCodeAllocationType.

MODELNAME

If the LEVEL is defined as Model, this attribute specifies the Model name. Literal value, / Policy:PolicyField   
  WRITEALLOCATIONSET Optional: Indicates if the target allocation should create Allocation Set records to emulate UI allocations. Also indicates that Models and/or Funds elements will be used to define the target allocation. Default value is 'No' Literal value, Yes / No
<Models >   Optional:. Opening element for the Models list  
<Model>   Optional, repeatable: Defines the collection of parent Funds and percentages for the named model. Math variable collection of FundGUID/Percent
  ALLOCATIONPERCENT Required: Defines the overall percent to apply to the named model. Math variable decimal of 0 to 1
  MODELNAME Required: Specifies the Model name. Literal value or Math variable
<Funds>   Optional: Opening element for the Funds list  
<Fund> ALLOCATIONPERCENT Required: Defines the overall percent to apply to the funds in the collection. Math variable decimal of 0 to 1

XML Examples

Reassign To Plan Default transaction

<ReassignAllocations>
<From>SELECT AsFund.FundGUID, '01', -1 FROM AsFund 
JOIN AsPlanFund ON AsPlanFund.FundGUID = AsFund.FundGUID AND AsFund.FundName='Money Market Fund' 
WHERE AsPlanFund.PlanGUID='[Policy:PlanGUID]'</From>
<To LEVEL="Plan" TYPECODE="01"/>
</ReassignAllocations>

Modify Allocation

<ReassignAllocations>
<From>SELECT AsAllocation.FundGUID, '01',-1 FROM AsAllocation 
WHERE AsAllocation.TypeCode = '02' AND AsAllocation.RelatedGUID = '[Policy:PolicyGUID]'</From>
<To LEVEL="Model" MODELNAME="LifeStyle Moderate Portfolio"/>
</ReassignAllocations>

Alter Allocation

<ReassignAllocations>
<From>SELECT AsAllocation.FundGUID, '01',-1 FROM AsAllocation 
WHERE AsAllocation.TypeCode = '02' AND AsAllocation.RelatedGUID = '[Policy:PolicyGUID]'</From>
<To LEVEL="Model" MODELNAME="Policy:StandardModel"/>
</ReassignAllocations>

XML Schema

<ReassignAllocations>
<From>[SQL Query]</From>
<From COLLECTION="[CollectionNameB]" ALLOCATIONMETHOD="[01|02]" />
<To>[SQL Query]</To>
<To COLLECTION="[CollectionNameA]" ALLOCATIONMETHOD="[01|02|03]" />
<To LEVEL="[Model|Plan|Policy]" TYPECODE="[LiteralValue]" MODELNAME="[LiteralValue|Policy:PolicyField]" />
<To WRITEALLOCATIONSET="[Yes|No]" ALLOCATIONMETHOD="[01]">
<Models>
<Model ALLOCATIONPERCENT="[MathVariableDecimal]" MODELNAME="[LiteralValue|MathVariable]">[ModelCollectionMV]</Model>
</Models>
<Funds>
<Fund ALLOCATIONPERCENT="[MathVariableDecimal]">[FundCollectionMV]<Fund>
</Funds>
</To>
</ReassignAllocations>


 

 

 

 

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