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Policy

FundAllocations

object
attributesobjectrequired
Show Child Parameters
Example

FundAttributes

object
fundIdstringrequired

Fund ID

Example:FUND456

accountTypestringrequired

Account Type

Example:Savings Account

fundFullNamestringrequired

Fund Full Name

Example:Fund XYZ

ledgerCodestringrequired

Ledger Code

Example:ABC123

totalValuestringrequired

Total Value

Example:5000

Example

SegmentAttributes

object
segmentIdstringrequired

Segment ID

Example:SEG123

originalDepositAmountstringrequired

Original Deposit Amount

Example:1000

originalDepositDatestringrequired

Original Deposit Date

Example:2022-01-01

depositDatestringrequired

Deposit Date

Example:2022-01-15

depositAmountstringrequired

Deposit Amount

Example:500

currentAmountstringrequired

Current Amount

Example:600

numberOfUnitsstringrequired

Number of Units

Example:10

renewalDatestringrequired

Renewal Date

Example:2023-01-01

sweepAccountIdstringrequired

Sweep Account ID

Example:SWEEP001

startDatestringrequired

Start Date

Example:2022-01-01

endDatestringrequired

End Date

Example:2022-12-31

Example

Segment

object
attributesobjectrequired
Show Child Parameters
Example

Funds

object
attributesobjectrequired
Show Child Parameters
segmentsarray[object]required
Show Child Parameters
Example