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Child Funds

Child funds can be generated if defined in the Fund Type section of the ChildFundScreen business rule.

 

Steps to Generate Child Funds

  1. Create a new fund.

  2. Right-click on the Fund Group node in the Configuration Area and select Generate Child Funds. Child funds will be generated and listed under the Funds Groups heading.   

 

Note: Child funds are not supported when working with Unit Linked funds. 

 

Generate child funds right-click option

Fund Groups Right-Click Option

 

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