ValuesBlock Element

The <ValuesBlock> element displays a view only section of current Policy Fund values on the Activity's Allocations tab or directly on the Activity's Detail entry screen.

The <ValuesBlock> displays on the Allocations tab where the TransactionAllocationScreen business rule overridden for the transaction exists. If the transaction does not have this rule override, the <ValuesBlock> element displays a view only section of current Policy fund values on the Activity's Detail entry screen.

ValuesBlockElement: Elements and Attributes

Element

Attributes

Parent Element

Description

 Element/Attribute Value

<ValuesBlock>

  

<Transaction>

Optional:

This element causes a ValuesBlock section to be displayed during Activity data entry.

  

<FundDetails>

  

<ValuesBlock>

Required, Repeatable:

This section provides a condition that causes a type of Policy fund values to display.

  
 

EXPRESSION

<FundDetails>

Required:

The attribute provides the condition statement that must evaluate to be true in order to display associated Policy fund types. The expression has access to the Policy's fixed and dynamic fields.

Values:

conditional statement
 

TYPE

<FundDetails>

Required:

The attribute provides the type of Policy funds to display when conditions are true.

Values:

  • Accumulation

    • This value displays the funds invested and maintained during the accumulation phase of an annuity.

  • Payout

    • This value displays the funds assigned to the benefit split (payout) phase of an annuity.

 

XML Schema

<Transaction>
...
     <ValuesBlock>
        <FundDetails EXPRESSION="[condition statement]" TYPE="[Accumulation | Payout]"/>
        <FundDetails>...</FundDetails>
    </ValuesBlock>
...
</Transaction>

XML Example

<Transaction>
...
    <ValuesBlock>
        <FundDetails TYPE="Accumulation" EXPRESSION="Policy:StatusCode !='39'"/>
        <FundDetails TYPE="Payout" EXPRESSION="Policy:StatusCode='39'"/>
    </ValuesBlock>
...
</Transaction>