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>.
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>