Allocation Element

The Allocation element allows configuration development to specify settings for allocations that move money into funds. This is used in conjunction with <AllocationFrom>.

Allocation Elements and Attributes

Element/Tag	Definition	Attributes	Element/Attribute Value and Description
<Allocation>	This is the start tag and end tag. This element is used if configuration is different for the 'From' and 'To' funds. See FundAllocation for details on configurable attributes.		Yes. If blank, will act as Yes.
		ALLOCATIONTYPES	Percent, Amount, PercentOfFund, Units - Define the available distribution format options for allocations. Comma-separated list.
		ALLOWMIXEDMETHODS	Yes, No - Allows different method codes to be specified for each of the allocations moving money out.
		EXCLUDEFUNDFIELD	String - Defines the value of the field or fund name to be included.
		EXCLUDEFUNDFIELDVALUE	Yes, No
		EXCLUDEFUNDNAME	Allows for a list of fund names that should not receive money. These fund names are separated by a comma.
		EXCLUDEFUNDSTATUS	Yes, No - Excludes funds from being displayed based on fund status.
		EXCLUDEFUNDSTATUSERROR	Yes, No
		EXCLUDETYPE	Allows funds to be excluded from the allocations that are moving money into a fund, based on the type of fund.
		FUNDLIMIT	Integer: Specifies the limit on the number of allocations that can take out money.
		INCLUDEFUNDFIELD	String - Defines the value of the field or fund name to be included.
		INCLUDEFUNDFIELDVALUE	Yes, No
		MIXEDALLOCATIONTYPES	Mixed, Percent, Amount, Units - Define the available distribution format options when "Mixed" is chosen. Comma-separated list.
		SHOWVALUATION	Yes, No

XML Example

<Allocation EXCLUDETYPE='01,02,05' EXCLUDEFUNDNAME='Suspense,AIMFund'></Allocation>

<Allocation ALLOWMIXEDMETHODS='YES' FUNDLIMIT='18'> </Allocation>

<Allocation EXCLUDEFUNDSTATUS='01,02,03'></Allocation>