HR-XML 3.0 Standards, 2009  September  23.

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Element: InvestmentAllocation

Name InvestmentAllocation
Type InvestmentAllocationType
Documentation (of type) Dictionary Entry Name: Savings Plan Allocation_ Investment. Details

Definition: Identifies the investment towards which funds should be applied and the percentage of funds to apply.

Usage Rule: Note that InvestmentReferenceID generally would be a "fund code" or other key maintained by the mutual fund or investment company receiving the savings plan elections. Such key would generally point to a table on that company's system where details of the investment are defined. For example, the key identify an investment defined by such attributes as: InvestmentName; InvestmentTypeCode; InvestmentSymbol; ExchangeCode; ShareClassCode. The use of such key provides for better normalization of data and less duplication of data in the message. These other components describing investments are available in the HR-XML library and could be used in the InvestmentDetails/UserArea if required.

XML Instance Representation
<InvestmentAllocation>

< InvestmentReferenceID> ... </ InvestmentReferenceID> [0..1]
< AllocationPercentage> ... </ AllocationPercentage> [0..1]
< UserArea> ... </ UserArea> [0..1]
</InvestmentAllocation>
Schema Component Representation
<xsd:element name="InvestmentAllocation" type=" InvestmentAllocationType"/>