Transaction Allocation Screen_Rule

The Transaction Allocation Screen populates the default policy level allocation details to the "Allocation" tab in activity process. For Funds allocation, the user has the option to add or modify the funds within the allocation sections and the fund list can be filtered by adding a query element. Support is provided to filter funds using and/or logic in business rules that compliments the syntax.

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:PlanDate]</AllocationDate> 

<Precision>

<PercentPrecision/>

</Precision>

<Allocation SWITCH="FROM">

<FundFields>

	<And>

	<FundField FIELDNAME="FundName" DATATYPE="TEXT" OPERATOR="Equal">

	<Value>High Income</Value>

	<Value>Balanced</Value>

</FundField>

	<FundField FIELDNAME="FundCategory" DATATYPE="TEXT" OPERATOR="Equal">

	<Value>01</Value>

	<Value>02</Value>

</FundField>

	</And>

		<Or>

	<FundField FIELDNAME="FundMODEL" DATATYPE="TEXT" OPERATOR="Equal">

	<Value>Model01</Value>

	<Value>Model02</Value>

	</FundField>

	<FundField FIELDNAME="FundValue" DATATYPE="TEXT" OPERATOR="NotEqual">

	<Value>100</Value>

	<Value>200</Value>

	</FundField>	

	</Or>

	</FundFields>

	<Events>

		<Event TYPE="ONLOAD">

		<ActionSet ID="OnLoadActionSet"></ActionSet>

	</Event>

	</Events>

		<Actions>

		<ActionSet ID="OnLoadActionSet">

		<Condition IF="Activity:AutoTransfer='YES'">

		<Action ACTIONTYPE="HIDE" SECTIONNAME="AllocationFrom"></Action>

	<Else>

	<Action ACTIONTYPE="SHOW" SECTIONNAME="AllocationFrom"></Action>

	</Else>

	</Condition>

	</ActionSet>

</Actions>

<AllocationMethods>

<AllocationMethod>[AsCodeAllocationMethod code value]</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>

<ScreenMath>

<Math ID="ScreenMathName">

	...

</Math>

</ScreenMath>

<Events>

<Event TYPE="ONLOAD|ONCHANGE|ONSUBMIT|CALLEDEVENT" ID="EventIDForCalledEvent">

	...

</Event>

</Events>

<Actions>

<ActionSet ID="ActionSetName">

	...

</ActionSet>

</Actions>

</TransactionAllocationScreen>