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