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Transaction Allocation Screen

The following is a syntactical description of the allocation configuration for the TransactionAllocationScreen rule. Only the varying elements from the PolicyAllocationScreen rule are described below.

<TransactionAllocationScreen>

<AllocationDate>[Policy:PolicyField]</AllocationDate>

<Precision>

<PercentPrecision/>

</Precision>

<Allocation SWITCH="FROM">

<AllocationMethods>

<AllocationMethod>[Method Codes]</AllocationMethod

</AllocationMethods>

<FilterOnValuation VALUATIONLEVEL="[Child]">[Yes|No]</FilterOnValuation> This element indicates whether valuation should be turned on at the child or parent  level.  OIPA performs valuation on the parent  level by default.

<DefaultAllocation LEVEL="[Plan|Policy|Model]" DISABLED="[Yes|No]TYPECODE="[AllocationTypeCode]" MODELNAME="[ModelName| | Policy:PolicyField]">

</DefaultAllocation> Default Allocation uses Plan,Policy or a specific model as default.

<Funds>

<FundLimit>[Integer]</FundLimit>

<ValueRanges>

<Percent MINIMUM="[Contant ]" MAXIMUM="[Constant]"/>

</ValueRanges>

<FundCriteria>

<FundFields>

<FundField FieldName="[Fund Field Name]" DATATYPE="[TEXT(DEFAULT)|..]" OPERATOR="[Equal|NotEqual|Like]">

<Value>[Literal or Policy:PolicyField]</Value>

</FundField>

</FundFields>

<FundStatuses TYPE="[INCLUDE|EXCLUDE]">

<FundStatus>[Model status as in AsCodeFundStatus]</FundStatus>

</FundStatuses>

</FundCriteria>

</Funds>

</Allocation>

</TransactionAllocationScreen>