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Policy

FundAllocationsChangeRequestAllocation

object
investmentTypestring

Allowed values:INVESTMENTFUNDINVESTMENTMODEL

modelIdstring

The corresponding model id of the elected model

Example:TBD

fundAllocationsInvestmentsarray[object]
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Example

FundAllocationsChangeRequest

object
correlationIdstring
effectiveDatestring(date)

Example:2024-01-01

reverseInitiatorboolean

Default:false

allocationobject
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externalIdentifiersobject
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Example

AmountTypes

object
amountTypestring

Allowed values:AMOUNTPERCENTAGEMAXFREEWITHDRAWALAMOUNTWITHDRAWALUNTILBASISEARNINGSONLYPRORATAMODIFIEDEARNINGSONLY

Example

AdhocFundTransferFundSegment

object
segmentIdstring
requestedAmountnumber(double)

Example:124.124213

Example

AdhocFundTransferFromFund

object
fundIdstring
requestedAmountnumber(double)

Example:124.124213

fundSegmentsarray[object]
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Example