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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. |