FundCategoryOrder

FundCategoryOrder system rule allows a user to categorize, order and display the funds on PolicyValues screen and ActivityResults screen. A user can categorize the funds into categories such as primary funds, secondary funds, loans and can set up different tax contributions for each category. <CategoryOrder> tag can be used to order the category of a fund.

• If <CategoryOrder> is not configured in the rule, the fund categories are displayed in alphabetical order of the category labels, i.e. short description of codes used for category.
• If the funds are not defined in any category, these funds are displayed as "uncategorized" funds.

Note: Fund categorization is available only if the FundCategoryOrder rule is overridden at the Plan level for the Plan which is affected by Canadian law. The policies belonging to a group customer also displays the fund categorization if the rule is overridden at Global or Primary Company levels.

 

FundCategoryOrder Elements/Attributes

Element/Tag	Parent Element	Attribute	Definition	Element/Attribute Value and Description
<FundCategoryOrder>			Parent element of the rule.
<CategoryOrder>	<FundCategoryOrder>		Required: This tag dictates the order of category of the fund. The tag includes the code values of short description from AsCodePlanFundCategory code name. A user can specify these code values by the order in which the fund category should be displayed. The short description from the code table AsCodePlanFundCategory FieldValue corresponding to that code is used as the label of the fund category.

XML Schema

<FundCategoryOrder>

<CategoryOrder>[code values]</CategoryOrder>

</FundCategoryOrder>

XML Example

<FundCategoryOrder>

<CategoryOrder>01,02</CategoryOrder>

</FundCategoryOrder>