Allocation Transfers
The <Allocation SWITCH=”FROM”> and <Allocation SWITCH=”TO”> elements are needed in configuration to support allocations that transfer money FROM funds TO funds. The rest of the fund and model configuration is the same as that described in the Allocation Model XMLExample.
<AllocationType TYPECODE="09">
<Allocation SWITCH="From">
<AllocationMethods>
<AllocationMethod>01</AllocationMethod>
</AllocationMethods>
<Funds>
<FundLimit>3</FundLimit>
<FundCriteria>
<FundFields>
<FundField FIELDNAME="FundName" DATATYPE="TEXT" OPERATOR="Equal">
<Value>GS MidCap Value</Value>
<Value>Finlux International Opp</Value>
</FundField>
</FundFields>
<FundStatuses TYPE="EXCLUDE">
<FundStatus>02</FundStatus>
<FundStatus>03</FundStatus>
<FundStatus>04</FundStatus>
<FundStatus>05</FundStatus>
</FundStatuses>
</FundCriteria>
</Funds>
</Allocation>
<Allocation SWITCH="To">
<AllocationMethods>
<AllocationMethod>01</AllocationMethod>
</AllocationMethods>
<Funds>
<FundLimit>3</FundLimit>
<FundCriteria>
<FundFields>
<FundField FIELDNAME="FundName" DATATYPE="TEXT" OPERATOR="Equal">
<Value>GS MidCap Value</Value>
<Value>Finlux International Opp</Value>
</FundField>
</FundFields>
<FundStatuses TYPE="EXCLUDE">
<FundStatus>02</FundStatus>
<FundStatus>03</FundStatus>
<FundStatus>04</FundStatus>
<FundStatus>05</FundStatus>
</FundStatuses>
</FundCriteria>
</Funds>
<Models>
<ModelLimit>2</ModelLimit>
<ValueRanges>
<Percent MINIMUM="10" MAXIMUM="100"/>
</ValueRanges>
<ModelCriteria>
<ModelFields>
<ModelField FIELDNAME="ModelName" DATATYPE="TEXT" OPERATOR="Like">
<Value>LifeStyle Conservative Portfolio</Value>
</ModelField>
</ModelFields>
<ModelStatuses TYPE="INCLUDE">
<ModelStatus>01</ModelStatus>
<ModelStatus>09</ModelStatus>
<ModelStatus>08</ModelStatus>
</ModelStatuses>
</ModelCriteria>
</Models>
</Allocation>
</AllocationType>