DefaultAllocation Element

This element defines the Default Allocation that will be displayed in the Allocation section and whether or not it can be modified. This element is only applicable if the <FundAllocation> tag has been configured.

Note: The functionality of this element is replaced by the TransactionAllocationScreen attached rule and configuration should migrate toward using the new rule.

DefaultAllocation: Elements and Attributes
Element/Tag Parent Element Attributes Description / Values

<DefaultAllocation>

<Transaction>

 

Optional Element:

The start and end tag for the element. This element describes the source allocation data for initial presentation and whether a user can alter the allocations. The functionality of this element is replaced by the TransactionAllocationScreen attached rule and configuration should migrate toward using the new rule.

Values:

  • No

    • User alteration is restricted

  • Yes

    • User can alter the initial allocation presentation

  • Locked

    • User alteration is restricted

<DefaultAllocation>

 

 TYPE

Required Element:

This attribute identifies which of the multiple allocations persisted in the system is the source allocation.

Values:

  • Policy

  • Plan
CODE

Optional Element:

This attribute further identifies, by allocation type code, the source of the default allocation.

Values:

  • '01'

    • This the default code value for a Plan type allocation

  • '02'

    • This is the default code value for a Policy type allocation

  • code value

    • Code value must come from AsCodeAllocationType

    • Applicable for Policy type allocation

    • Any allocation type code value other than '01' (Plan) and '03' (Activity)

XML Schema

<DefaultAllocation TYPE="[Policy | Plan]" CODE="[02 | 01 | code value]">[Yes | No | Locked]</DefaultAllocation>

XML Example

<DefaultAllocation TYPE="Policy" CODE="14">No</DefaultAllocation>
<DefaultAllocation TYPE="Plan" CODE="01">Yes</DefaultAllocation>