Namespace "urn:voyant:integration"
Targeting Schemas (1):
voyant_schemas_dataIntegration-5.95.2.xsd
Targeting Components:
elements (138 global + 1733 local), complexTypes (121), simpleTypes (131)
Schema Summary
voyant_schemas_dataIntegration-5.95.2.xsd
Schema for the purpose of integration of Voyant Client and Plan information with internal and partner systems.
Target Namespace:
urn:voyant:integration
Version:
2.5.95.2
Defined Components:
elements (138 global + 1733 local), complexTypes (121), simpleTypes (131)
Default Namespace-Qualified Form:
Local Elements: qualified; Local Attributes: unqualified
Schema Location:
C:\Users\skip\Downloads\voyant\schemas\voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
All Element Summary (local elements unified by type)
accountAvailabilityEvent
Type:
xs:string
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
accountBeneficiaries
Type:
accountBeneficiaries
Content:
complex, 1 element
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
accountTransfer
Defines a transfer of fund from one plan account to another.
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 30 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
accountType
Type:
uniSavingsType
Content:
simple
Defined:
locally within uniTaxableSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeLiquidationOrder (in auPlanPreferences)
Type:
auAccountLiquidationOrder
Content:
complex, 1 element
Defined:
locally within auPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeLiquidationOrder (in caPlanPreferences)
Type:
caAccountLiquidationOrder
Content:
complex, 1 element
Defined:
locally within caPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeLiquidationOrder (in iePlanPreferences)
Type:
ieAccountLiquidationOrder
Content:
complex, 1 element
Defined:
locally within iePlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeLiquidationOrder (in ukPlanPreferences)
Type:
ukAccountLiquidationOrder
Content:
complex, 1 element
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeLiquidationOrder (in uniPlanPreferences)
Type:
uniAccountLiquidationOrder
Content:
complex, 1 element
Defined:
locally within uniPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeLiquidationOrder (in usPlanPreferences)
Type:
usAccountLiquidationOrder
Content:
complex, 1 element
Defined:
locally within usPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeSavingsOrder (in auPlanPreferences)
Type:
auAccountSavingsOrder
Content:
complex, 1 element
Defined:
locally within auPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeSavingsOrder (in caPlanPreferences)
Type:
caAccountSavingsOrder
Content:
complex, 1 element
Defined:
locally within caPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeSavingsOrder (in iePlanPreferences)
Type:
ieAccountSavingsOrder
Content:
complex, 1 element
Defined:
locally within iePlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeSavingsOrder (in ukPlanPreferences)
Type:
ukAccountSavingsOrder
Content:
complex, 1 element
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeSavingsOrder (in uniPlanPreferences)
Type:
uniAccountSavingsOrder
Content:
complex, 1 element
Defined:
locally within uniPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accountTypeSavingsOrder (in usPlanPreferences)
Type:
usAccountSavingsOrder
Content:
complex, 1 element
Defined:
locally within usPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accrualRateAboveYMPE
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is the accrual percentage per year of service for income above the Year's Minimal Pensionable Earnings (YMPE).
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accrualRateBelowYMPE
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is the accrual percentage per year of service for income below the Year's Minimal Pensionable Earnings (YMPE).
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accrualRateForBridgeBenefit
Only applicable when the bridge benefit applies, use this field to set the accrual rate of bridge benefit.
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
accrualRateMultiplier
Type:
xs:double
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
accumulationAssetAllocation
Type:
assetAllocation
Content:
complex, 1 attribute, 2 elements
Defined:
locally within portfolioSegmentation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
acrualRateType
Type:
ukFinalSalaryAccrualType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
active
Indicates whether this approval is still active, or if a user has unlocked the client record to make new changes.
Type:
xs:boolean
Content:
simple
Defined:
locally within planApprovalInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
activeAccrualRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
actuarialReductionRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
addDeathBenefitStepup
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
addGMIBRider
Indicates whether these annutization options apply.
Type:
xs:boolean
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
addGMIBStepup
Indicates whether these annutization options apply.
Type:
xs:boolean
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
additionalCredits (in ieTaxAndAllowanceInfo)
Type:
xs:integer
Content:
simple
Defined:
locally within ieTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
additionalCredits (in ieTaxesStepDetail)
A new amount for additional tax credits to apply.
Type:
xs:decimal
Content:
simple
Defined:
locally within ieTaxesStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
address
Type:
xs:string
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
addToScenario
Use this boolean to indicate whether this is a transfer between accounts; When it's false, it's a special case for funding contribution to certain account, not really a transfer.
Type:
xs:boolean
Content:
simple
Defined:
locally within accountTransfer element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
adjustedCostBasis
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
adjustPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
age
The age of the policy owner for the year of the policy
Type:
xs:integer
Content:
simple
Defined:
locally within illustrationDataYear complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ageAtEmploymentStart
Type:
xs:integer
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
ageOrYear
The value used in conjunction with the timeType to determine the actual year of the event.
Type:
xs:integer
Content:
simple
Defined:
locally within event element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
agePlusServiceFactor
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is "factor" value of to calculate benefit deduction on a sum of age that one starts to receive benefit and the years of service.
Type:
xs:integer
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
agePlusServiceFactorApplies
Only applicable when the pension plan type is PUBLIC_DB_PENSION, and the agePlusServiceYearReductionApplies flag is turned on.
Type:
xs:boolean
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
agePlusServiceReductionRate
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is the deduction rate when the Defined Benefit pension is received before normal retirement age or after a short service year.
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
agePlusServiceYearReductionApplies
Only applicable when the pension plan type is PUBLIC_DB_PENSION, indicates whether the agePlusServiceReduction applies or not.
Type:
xs:boolean
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
allowanceAmountUsed
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
allowedTaxFreeLumpSum
A percentage of the allowance value that is tax free.
Type:
xs:decimal
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
allowExerciseBeforeVest
Indicate whether allow to exercise the stock shares before vested.
Type:
xs:boolean
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
amount (type xs:decimal)
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
amount (type xs:integer)
Type:
xs:integer
Content:
simple
Defined:
locally at 12 locations in voyant_schemas_dataIntegration-5.95.2.xsd
amountApplies
Indicates whether the amount step detail change applies for this step detail.
Type:
xs:boolean
Content:
simple
Defined:
locally within realPropertyItemStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
amtEmployerContributed
Type:
xs:integer
Content:
simple
Defined:
locally within creditReserveContributionPartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
amtIndvContributed
Type:
xs:integer
Content:
simple
Defined:
locally within creditReserveContributionPartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
amtReceived
partialYearCalc
Type:
xs:integer
Content:
simple
Defined:
locally within incomePartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
amtSpent
partial year calc
Type:
xs:integer
Content:
simple
Defined:
locally within expensePartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annualAmount
Type:
xs:integer
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annualConcessionalPostTaxPercentageContribution
if contributionType specified as PERCENT, then the annual percent of income used to make to this account.
Type:
xs:decimal
Content:
simple
Defined:
locally within auRetirementSavingsStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annualDividend
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annualDividendApplies
Does the annual dividend amount change apply
Type:
xs:boolean
Content:
simple
Defined:
locally within employmentStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annualDollarWithdrawalLimit
Type:
xs:integer
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annualEmployerDollarContribution
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annualIncome
Annual income earned by the company before it's sold.
Type:
xs:decimal
Content:
simple
Defined:
locally within ukCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annualPercentageContribution
if contributionType specified as PERCENT, then the annual percent of income used to make to this account.
Type:
xs:decimal
Content:
simple
Defined:
locally within savingsAccountStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annualPercentageWithdrawalLimit
Type:
xs:decimal
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annualPostTaxPercentageContribution
if contributionType specified as PERCENT, then the annual percent of income used to make to this account.
Type:
xs:decimal
Content:
simple
Defined:
locally within auRetirementSavingsStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitization (in ieRetirementFund)
Type:
accountAnnuitization
Content:
complex, 14 elements
Defined:
locally within ieRetirementFund element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitization (type annuitization)
Type:
annuitization
Content:
complex, 9 elements
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annuitization (type ukPensionAnnuitization)
Type:
ukPensionAnnuitization
Content:
complex, 15 elements
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annuitizationAge
If timing is based on age, then the age of the owner when annuitization occurs
Type:
xs:integer
Content:
simple
Defined:
locally within accountAnnuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitizationApplies
Indicates whether these annutization options apply.
Type:
xs:boolean
Content:
simple
Defined:
locally within accountAnnuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitizationCalcMethod
Type:
annuityCalcMethod
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annuitizationEscalation
Method of escalation, if any for the amount.
Type:
escalationType
Content:
simple
Defined:
locally within annuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitizationEscalationValue
Used if escalationType is OTHER
Type:
xs:decimal
Content:
simple
Defined:
locally within annuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitizationEvent
Type:
xs:string
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annuitizationPayoutJoint
If true, indicates that annuity is based on the joint lives of two owners.
Type:
xs:boolean
Content:
simple
Defined:
locally within annuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitizationSurvivorshipPercent
Portion of payment to be paid upon death of owner or first owner.
Type:
xs:decimal
Content:
simple
Defined:
locally within annuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitizationTerm
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annuitizationTimingType (type timingType)
Type:
timingType
Content:
simple
Defined:
locally within accountAnnuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuitizationTimingType (type varAnnuitizationTimingType)
Type:
varAnnuitizationTimingType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annuitizationYearsCertain
Type:
xs:integer
Content:
simple
Defined:
locally within annuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
annuityAssumedInterestRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annuityRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
annuityStepDetail
Step Detail for Annuities
Type:
anonymous complexType (extension of itemStepDetail)
Content:
complex, 2 attributes, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
annuityType
Type:
annuityType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
appliedEventList
Type:
appliedEventList
Content:
complex, 1 element
Defined:
locally at 63 locations in voyant_schemas_dataIntegration-5.95.2.xsd
applyConversion
turn pension conversion on and off
Type:
xs:boolean
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
applyCPPSplit
(Canada Plans Only) Apply the CPP split?
Type:
xs:boolean
Content:
simple
Defined:
locally within caPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
applyFiveYearRule
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
applyRrspDeductionLimit
If it's TRUE, the rrspDeductionLimit is used.
Type:
xs:boolean
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
approval
Optional item that if included, specifies information about the plan approval, if it was approved.
Type:
planApprovalInfo
Content:
complex, 8 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
approvalDate
The date of the approval action
Type:
xs:dateTime
Content:
simple
Defined:
locally within planApprovalInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
approverFullName
The full name of the approver
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within planApprovalInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
approverHrefId
The hrefId of the user that did the approval
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within planApprovalInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
asOfDate
The date of pricing data from the pricing service, if any.
Type:
xs:date
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
assetAllocation
Type:
assetAllocation
Content:
complex, 1 attribute, 2 elements
Defined:
locally at 20 locations in voyant_schemas_dataIntegration-5.95.2.xsd
assetAllocationApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
assetAllocationInDrawdown
Type:
assetAllocation
Content:
complex, 1 attribute, 2 elements
Defined:
locally within portfolioSegment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
assumePredeceasedUponSimultaneousDeath
Type:
xs:boolean
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
assumptions
Type:
anonymous complexType
Content:
complex, 6 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 6 elements
auAgePension
AU Age Pension (AU Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
auAgePensionEnabled
Type:
xs:boolean
Content:
simple
Defined:
locally within auTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
auCompany
A non-person owner that represents a Canadian company.
Type:
anonymous complexType (extension of nonPersonOwner)
Content:
complex, 2 attributes, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
auCompanyDistribution
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 10 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
auCompanyDistributionItemStepDetail
A step detail for company distribution items
Type:
anonymous complexType (extension of incomeItemStepDetailType)
Content:
complex, 2 attributes, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
auDefinedBenefitPension
US Pension Plans (US Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 18 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 17 elements
Used:
at 1 location
auEmployment
Employment object (AU Plans Only)
Type:
anonymous complexType (extension of employment)
Content:
complex, 2 attributes, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
auEstatePlan
AU Estate Plan
Type:
anonymous complexType (extension of baseEstate)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
auIncomeProtection
Income protection insurance, added for AU, but can be used elsewhere if necessary
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 18 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 17 elements
Used:
at 1 location
auInvestment
AU Investment account, simple version
Type:
anonymous complexType (extension of AccountItemWithAssetAllocation)
Content:
complex, 2 attributes, 37 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
auOtherIncome
Non-employment income model.
Type:
anonymous complexType (extension of baseOtherIncome)
Content:
complex, 2 attributes, 15 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
auPlanPreferences
Defines the set of preferences available for the AU region.
Type:
auPlanPreferences
Content:
complex, 2 attributes, 41 elements
Defined:
locally within assumptions element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
auResidentType
Type:
auResidentType
Content:
simple
Defined:
locally within auTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
auRetirementSavingsStepDetail
AU Super Account stage detail
Type:
anonymous complexType (extension of retirementAccountStepDetailType)
Content:
complex, 2 attributes, 42 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
auSavings
A AU Savings Account
Type:
anonymous complexType (extension of AccountItemWithContributions)
Content:
complex, 2 attributes, 30 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 1 location
auSuperAccount
AU Investment account, simple version
Type:
anonymous complexType (extension of AccountItemWithAssetAllocation)
Content:
complex, 2 attributes, 52 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 24 elements
Used:
at 1 location
auTaxInfo
AU federal and capital gains effective rates..
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 13 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 12 elements
Used:
at 1 location
auTrust
A non-person owner that represents a trust in Australia (AU Plans Only)
Type:
anonymous complexType (extension of trust)
Content:
complex, 2 attributes, 12 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
auWindfall
A windfall for AU plans only, the only reason we need this is for the superannuation
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 15 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 14 elements
Used:
at 1 location
auxData
Type:
anonymous complexType (extension of xs:string)
Content:
simple, 2 attributes
Defined:
locally within auxDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 attributes
auxDetail
Additional non-schema defined, usually custom, details about a particular object in the plan.
Type:
anonymous complexType
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 59 locations
balance
Type:
xs:integer
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
basePrice
The stock price at the plan start, it must be a positive value.
Type:
xs:decimal
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
basicExpense
Basic expenses are the first set of expenses fulfilled in a plan.
Type:
anonymous complexType (extension of expense)
Content:
complex, 2 attributes, 22 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
benefactorAgeAtDeath
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
beneficiaries (in accountBeneficiaries)
Type:
accountBeneficiary
Content:
complex, 2 elements
Defined:
locally within accountBeneficiaries complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
beneficiaries (type beneficiaries)
Type:
beneficiaries
Content:
complex, 1 element
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
beneficiaries (type insuranceBeneficiary)
Type:
insuranceBeneficiary
Content:
complex, 3 elements
Defined:
locally within insuranceBeneficiaries complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
beneficiary
Type:
xs:string
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
beneficiaryEntry
Type:
beneficiary
Content:
complex, 3 elements
Defined:
locally within beneficiaries complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
beneficiaryId
Type:
xs:string
Content:
simple
Defined:
locally within estateDistributionDesignation complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
beneficiaryType (in beneficiaries : insuranceBeneficiary)
Type:
insuranceBeneficiaryType
Content:
simple
Defined:
locally within insuranceBeneficiary complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
beneficiaryType (in beneficiaryEntry)
Type:
beneficiaryType
Content:
simple
Defined:
locally within beneficiary complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
beneficiaryType (in percentageMap)
Type:
itemDesignationOwnerType
Content:
simple
Defined:
locally within percentageMapEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
beneficiaryType (in taxableDistributions)
Type:
taxableBeneficiaryType
Content:
simple
Defined:
locally within estateDistributionDesignation complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
benefitAmount
Type:
xs:integer
Content:
simple
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
benefitDurationType
Type:
benefitDurationType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
benefitPeriod
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
benefitReductionPct
Percentage of Benefit Reduction
Type:
xs:decimal
Content:
simple
Defined:
locally within ukFinalSalary element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
benefitsInKind
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
benefitsInKindApplies
Does the benefits in kind change apply
Type:
xs:boolean
Content:
simple
Defined:
locally within employmentStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
benefitTaxationType
Type:
taxationType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
benefitTimeType
Are benefits paid on a Daily or Monthly basis.
Type:
benefitTimeType
Content:
simple
Defined:
locally within longTermCareInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
benefitType
Type:
benefitType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
birthday
Type:
xs:date
Content:
simple
Defined:
locally within person complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bonus
The annual bonus amount, if any, received from the income source.
Type:
xs:integer
Content:
simple
Defined:
locally within employment complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bonusAmount
Change to the bonus amount
Type:
xs:integer
Content:
simple
Defined:
locally within employmentStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bonusAmountApplies
Does the bonus amount change apply
Type:
xs:boolean
Content:
simple
Defined:
locally within employmentStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
books
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
borrower
Id of the borrower; Depends on the borrower type, this could be Id of a person in plan, company/trust in plan, or null.
Type:
xs:string
Content:
simple
Defined:
locally within loan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
borrowerType
Type:
loanBorrowerType
Content:
simple
Defined:
locally within loan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bracket
Type:
xs:decimal
Content:
simple
Defined:
locally within bracketList complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bridgeBenefitApplies
If the user is going to receive benefit before 65 years old, use this flag to indicate whether the bridge benefit is applicable for this plan.
Type:
xs:boolean
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bridgeBenefitCurrentReceiving
Only applicable when the user is younger than 65 at plan start and currently receiving benefit, this amount is the bridge benefit on top of the basic benefit amount; After 65, this number is not applied anymore.
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bridgeBenefitOnStatement
Only applicable when the user is using statement to estimate the DB pension benefit.
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bringForwardCapExpirationYear
The bring forward arrangement expires and resets at the beginning of this year.
Type:
xs:integer
Content:
simple
Defined:
locally within auTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
businessTaxationType
Type:
businessTaxationType
Content:
simple
Defined:
locally within auCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
buyProperty
Type:
anonymous complexType (extension of baseGoal)
Content:
complex, 2 attributes, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
buyProperty (in rightSizeProperty)
Type:
xs:string
Content:
simple
Defined:
locally within rightSizeProperty element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
bypassTrustLoanAmount
For existing spousal bypass trusts, this is the current loaned out amount
Type:
xs:integer
Content:
simple
Defined:
locally within ukTrustDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
caAnnuity
CA Annuity Payout (CA Plans Only)
Type:
anonymous complexType (extension of annuityItem)
Content:
complex, 2 attributes, 26 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
caCompany
A non-person owner that represents a Canadian company.
Type:
anonymous complexType (extension of nonPersonOwner)
Content:
complex, 2 attributes, 12 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 12 elements
Used:
at 1 location
caDBPPYearOfServiceCap
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is value of maximum number of years of service can be accounted for pension benefit calculation.
Type:
xs:integer
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
caDefinedBenefitPension
Canada Pension Plans (Canada Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 45 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 44 elements
Used:
at 1 location
caEmployment
Employment object (Canada Plans Only)
Type:
anonymous complexType (extension of employment)
Content:
complex, 2 attributes, 18 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
caEstatePlan
CA Estate Plan
Type:
anonymous complexType (extension of baseEstate)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caInvestment
A Canada Investment Account (Canada Plans only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 38 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 19 elements
Used:
at 1 location
calcMethod
Type:
spendingGoalCalcMethod
Content:
simple
Defined:
locally within spendingOrWorthGoal element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
calcType
Type:
socialSecurityCalcType
Content:
simple
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
campusOtherExpenses
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
campusRoomAndBoard
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
canadaPensionPlan
Canada Pension Plans (Canada Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 12 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
caOldAgeSecurity
Canada OAP (Canada Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 12 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
caOtherIncome
Non-employment income model.
Type:
anonymous complexType (extension of baseOtherIncome)
Content:
complex, 2 attributes, 15 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
capGainsReliefApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
capGainTaxAsIncome
Is capital gains income taxed as regular income
Type:
xs:boolean
Content:
simple
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
capitalAcquisitionTaxGroup
Classification of the windfall for CAT tax (Irish Plans Only)
Type:
taxGroup
Content:
simple
Defined:
locally within ieWindfall element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
capitalElement
The portion of the payout that comes from after tax money/
Type:
xs:integer
Content:
simple
Defined:
locally within annuityItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
capitalGainLossYearTodate
Type:
xs:integer
Content:
simple
Defined:
locally within creditReserveContributionPartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
capitalGainsLossCarryOver
Type:
xs:integer
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
capitalGainsRealisedYearToDate
Type:
xs:integer
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
capitalGainsTaxRates
List of capital gains tax rates
Type:
bracketList
Content:
complex, 1 element
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
capitalGainsTaxThresholds
List of capital gains tax thresholds
Type:
bracketList
Content:
complex, 1 element
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
capitalProtectedValue
The amount of capital that is protected and will pass to a beneficiary at death.
Type:
xs:integer
Content:
simple
Defined:
locally within annuityItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
caPlanPreferences
Defines the set of preferences available for the CA region.
Type:
caPlanPreferences
Content:
complex, 2 attributes, 44 elements
Defined:
locally within assumptions element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
caRetirementSavings
Canada Retirement Savings accounts (Canada Plans Only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 47 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 28 elements
Used:
at 1 location
caRetirementSavingsStepDetail
Step Detail for Canada Retirement Savings Accounts (Canada Plans only)
Type:
anonymous complexType (extension of savingsAccountStepDetailType)
Content:
complex, 2 attributes, 34 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 10 elements
Used:
at 1 location
caSavings
A Canada Savings Account (Canada Plans only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 30 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
cashGrowByAssetAllocation
Type:
xs:boolean
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
caStockGrant
Type:
anonymous complexType (extension of stockGrant)
Content:
complex, 2 attributes, 37 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
caTaxInfo
Canada Tax and other factors for the first year of the plan.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 21 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 20 elements
Used:
at 1 location
caTrust
A non-person owner that represents a Canadian trust (Canada Plans Only)
Type:
anonymous complexType (extension of trust)
Content:
complex, 2 attributes, 13 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
caVariableAnnuity
CA Annuity Payout (CA Plans Only)
Type:
anonymous complexType (extension of AccountItemWithAssetAllocation)
Content:
complex, 2 attributes, 43 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 15 elements
Used:
at 1 location
cdaBalance
Type:
xs:decimal
Content:
simple
Defined:
locally within caCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
cdsbCarryForward
If you opened an RDSP in 2008 or later, and contributed less than the maximum amount, you can receive those Grant and Bond entitlements in future years.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
cdsgCarryForward
Previously unclaimed CDSG entitlement can be paid when a contribution is made to RDSP.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
cdsgGrantReceivedToDate
The total CDSG grant received by this beneficiary up to date; This is used to make sure one person cannot received more than $70 grants in his/her whole life time.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
cesgCarryForward
The CESG Government Grant unused entitlement can be carry forward.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
charityDistributionInstruction
Type:
estateDistributionInstruction
Content:
complex, 2 elements
Defined:
locally within estateDistribution complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
child
Type:
person
Content:
complex, 2 attributes, 7 elements
Defined:
locally within people element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
childAddition
Additional amount to receive based on child
Type:
xs:integer
Content:
simple
Defined:
locally within ukStatePension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
childExcludeFromPlanAge
The age that child owned accounts are available until.
Type:
xs:int
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
city
Type:
xs:string
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
class
Type:
assetAllocationClass
Content:
simple, 1 attribute
Defined:
locally within assetAllocation complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
client
The root element for a client plan.
Type:
anonymous complexType
Content:
complex, 20 attributes, 21 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 20 attributes, 21 elements
Used:
never
clientNote
Type:
clientNoteRecord
Content:
complex, 3 attributes, 1 element
Defined:
locally within clientNotes element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
clientNotes
All the client record level notes
Type:
anonymous complexType
Content:
complex, 1 element
Defined:
locally within clientRecordInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
clientRecord
Client Record info: Entity Group, Subscription, and optional Sub Group.
Type:
clientRecordInfo
Content:
complex, 4 attributes, 4 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
CLTList
Type:
previousCLT
Content:
complex, 3 elements
Defined:
locally within CLTList complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
collegeExpense
An expense for College or University education.
Type:
anonymous complexType (extension of BaseExpenseItem)
Content:
complex, 2 attributes, 22 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
color
The css color used to identify the person in the user interface.
Type:
xs:string
Content:
simple
Defined:
locally within person complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
colorIndex
The index (zero-based) of the stage color from the set of colors defined for stages
Type:
xs:integer
Content:
simple
Defined:
locally within stage element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
comment
The comment made by the approver, if any.
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within planApprovalInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
commonShareClassOwnershipMap
Detailed information of share class ownership: who owners how many shares of this share class at what cost per share.
Type:
commonShareClassOwnershipMap
Content:
complex, 2 attributes, 2 elements
Defined:
locally within companyCommonShareClass complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
commonShareClassOwnershipMapEntry
A list of ownership details, each entry is one owner's ownership information of the enclosing share class.
Type:
commonShareClassOwnershipMapEntry
Content:
complex, 4 elements
Defined:
locally within commonShareClassOwnershipMap complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
communityPropertyApplies
Type:
xs:boolean
Content:
simple
Defined:
locally within usPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
commutationRate
Type:
xs:double
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
commutedValue
Commuted value of the pension.
Type:
xs:integer
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
companyCommonShareClass
A list of company common share classes this company issued.
Type:
companyCommonShareClass
Content:
complex, 2 attributes, 4 elements
Defined:
locally within companyCommonShareClasses complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
companyCommonShareClasses
Type:
companyCommonShareClasses
Content:
complex, 1 element
Defined:
locally within caCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
companyDistribution
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 10 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
companyDistributionItemStepDetail
A step detail for company distribution items
Type:
anonymous complexType (extension of incomeItemStepDetailType)
Content:
complex, 2 attributes, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
companyId
Type:
xs:string
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
companyPreferredShare
Type:
companyPreferredShare
Content:
complex, 2 attributes, 5 elements
Defined:
locally within companyPreferredShares complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
companyPreferredShares
Type:
companyPreferredShares
Content:
complex, 1 element
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
companyValuation
The company valuation amount at plan start.
Type:
xs:decimal
Content:
simple
Defined:
locally within ukCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
companyValuationGrowthRate
The growth rate of the company valuation each year before it's sold.
Type:
xs:decimal
Content:
simple
Defined:
locally within ukCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
concessionalBalance
Type:
xs:decimal
Content:
simple
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
concessionalBucket
Type:
xs:decimal
Content:
simple
Defined:
locally within auWindfall element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
concessionalCarryForwardValueMap
Previous Five Years Unused Amounts Available for Concessional Contributions
Type:
yearToIntegerValueMap
Content:
complex, 1 element
Defined:
locally within auTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
concessionalPostTaxContributionApplies
Indicates whether the contribution step detail changes applies for this step detail.
Type:
xs:boolean
Content:
simple
Defined:
locally within auRetirementSavingsStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
concessionalPostTaxContributionFrequency
Type:
paymentFrequency
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
concessionalPostTaxContributionType
Type:
contributionType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
concessionalPostTaxDollarContribution
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
concessionalPostTaxPercentageContribution
Type:
xs:decimal
Content:
simple
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
consumerUsers
Collection of individual consumer user account access information.
Type:
consumerUserCollection
Content:
complex, 1 element
Defined:
locally within userAccessCollection complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
continueAfterMortality
Whether Income survives past death of owner for linked properties and co-owned salary.
Type:
xs:boolean
Content:
simple
Defined:
locally within baseOtherIncome complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
contributeBeforePayingExpenses
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
contribution
Type:
xs:integer
Content:
simple
Defined:
locally at 16 locations in voyant_schemas_dataIntegration-5.95.2.xsd
contributionApplies
Indicates whether the contribution step detail changes applies for this step detail.
Type:
xs:boolean
Content:
simple
Defined:
locally within savingsAccountStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
contributionFrequency
Type:
paymentFrequency
Content:
simple
Defined:
locally at 15 locations in voyant_schemas_dataIntegration-5.95.2.xsd
contributionPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 15 locations in voyant_schemas_dataIntegration-5.95.2.xsd
contributionPercentPostTax
Type:
xs:decimal
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
contributionPercentPreTax
Type:
xs:decimal
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
contributionRateAboveYMPE
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is the contribution rate for income above the Year's Minimal Pensionable Earnings (YMPE).
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
contributionRateBelowYMPE
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is the contribution rate for income below the Year's Minimal Pensionable Earnings (YMPE).
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
contributionType
Type:
contributionType
Content:
simple
Defined:
locally at 16 locations in voyant_schemas_dataIntegration-5.95.2.xsd
conversionAge
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
corporateIncomeTaxedAsActive
(Canada Plans Only) Corporate tax as active or passive income
Type:
xs:boolean
Content:
simple
Defined:
locally within caPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
costBasis (in maturityModel)
UK Term Protection Maturity, original value of asset.
Type:
xs:decimal
Content:
simple
Defined:
locally within maturityModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
costBasis (type xs:integer)
Type:
xs:integer
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
costPerShare
The cost per share when the owner acquired the shares.
Type:
xs:decimal
Content:
simple
Defined:
locally within commonShareClassOwnershipMapEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
country
Type:
ukCountry
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
coverageAmount
Type:
xs:integer
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
coverageAmountType
Type:
valueType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
creator
Type:
xs:string
Content:
simple
Defined:
locally within assetAllocationMetadata complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
creatorType
Type:
creatorType
Content:
simple
Defined:
locally within assetAllocationMetadata complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
creditLimit
If creditLimitType is FIXED, then the fixed credit limit.
Type:
xs:integer
Content:
simple
Defined:
locally within lineOfCredit element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
creditLimitAsPercent
If creditLimitType is PERCENT, then the percent to use
Type:
xs:decimal
Content:
simple
Defined:
locally within lineOfCredit element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
creditLimitType
Type:
lineOfCreditLimitType
Content:
simple
Defined:
locally within lineOfCredit element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
criticalIllnessInsurance
US, UNI, AU and Canada Critical Illness policy (US, UNI, AU and Canada Plans Only).
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 13 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 12 elements
Used:
at 1 location
crystallisationApplies
Determines whether or not to apply the crystallization or drawdown list
Type:
xs:boolean
Content:
simple
Defined:
locally within ukMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
crystallisationEvent
Type:
xs:string
Content:
simple
Defined:
locally within pensionCrystallisation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
crystallisedAmount
Type:
xs:decimal
Content:
simple
Defined:
locally within pensionCrystallisation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
crystallisedType
Type:
withdrawalLimitType
Content:
simple
Defined:
locally within pensionCrystallisation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
crystallizationEvent
Event when pension crystallisation will occur.
Type:
xs:string
Content:
simple
Defined:
locally within ieMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
crystallizeFinalSalaryBeforeMoneyPurchase
Type:
xs:boolean
Content:
simple
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
currency
Type:
xs:string
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
currentBenefitAmnt
Type:
xs:integer
Content:
simple
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
currentCashValue
For estimated insuranceCalcType, the cash value amount to use for any year until the end event year of the policy.
Type:
xs:integer
Content:
simple
Defined:
locally within estimatedWholeLifeInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
currentlyReceivingBenefits
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
currentMaturityBaseAmount
UK Term Protection Maturity, current value of the asset.
Type:
xs:integer
Content:
simple
Defined:
locally within maturityModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
currentSegments
Current number of segments of Life Bond.
Type:
xs:integer
Content:
simple
Defined:
locally within ukBondDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
customProduct
An identifer used to associate an Account with a particular custom product
Type:
xs:string
Content:
simple
Defined:
locally within AccountItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
deathBenefit (in yearData)
Type:
xs:decimal
Content:
simple
Defined:
locally within illustrationDataYear complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
deathBenefit (type xs:integer)
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
deathBenefitLumpSumPercent
This is the percent of a superannuation death benefit left to a spouse that is taken as a death benefit lump sum, not a death benefit income stream
Type:
xs:decimal
Content:
simple
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
deathBenefitStepupFrequency
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
deathPayoutType
The type of payout incurred when the owners/insured on a bond die.
Type:
jointPayoutType
Content:
simple
Defined:
locally within ukBondDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
debt
A secured or unsecured debt.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 19 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 18 elements
Used:
at 1 location
debt (in debtGoal)
Type:
xs:string
Content:
simple
Defined:
locally within debtGoal element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
debtGoal
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 5 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
debtItemStepDetail
Type:
anonymous complexType (extension of debtItemStepDetailType)
Content:
complex, 2 attributes, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
debtType
Type:
debtType
Content:
simple
Defined:
locally within debt element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
declaredLumpSumAmount
Type:
xs:double
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
decreasingBenefitRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
defaultAnnuityAssumedInterestRate
The default interest rate assumed for an annuity.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultCashSavingsGrowthRate
The default growth rate for a savings account (does not have any holdings) if it does not define its own specific growth rate.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultGiltRate
Type:
xs:decimal
Content:
simple
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultInternalTaxRate
Type:
xs:decimal
Content:
simple
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultInvestmentGrowthRate
The default growth rate for an investment account if it does not define its own specific growth rate and does not growByAssetAllocation.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultMarketCrashEventModel
Type:
marketCrashEventModel
Content:
complex, 12 elements
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultMortalityAge
Type:
xs:int
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultPriceIndex
The default price index.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultStartAge
Type:
xs:integer
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
defaultTaxTableEscalationRate
The default growth value used for the corresponding value in tax table assumptions.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
deletedItems
Type:
anonymous complexType
Content:
complex, 1 attribute, 1 element
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 1 attribute, 1 element
description
Type:
xs:string
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
designatedItems
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within estateItemDesignation complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
details
The sequence of all top-level plan model objects in the plan.
Type:
anonymous complexType
Content:
complex, 94 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 94 elements
detailsDate
The start date of the plan.
Type:
xs:date
Content:
simple
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
disabilityInsurance
US, AU, UNI and Canada Disability policy (US, AU, UNI and Canada Plans Only).
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 18 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 17 elements
Used:
at 1 location
disabilityInsuranceItemStepDetail
Type:
anonymous complexType (extension of growthItemStepDetailType)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
discountAmount
For discounted gift trusts, the amount of the gift discounted for IHT purposes.
Type:
xs:integer
Content:
simple
Defined:
locally within ukTrustDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
displayName
Type:
xs:string
Content:
simple
Defined:
locally within itemStepDetail complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
displayValue
The value of the stock grant at plan start, it's the value of all the exercised shares.
Type:
xs:decimal
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
distributeMaximumTaxFreeAmountToDependentBeneficiaries
Type:
xs:boolean
Content:
simple
Defined:
locally within auTrust element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
distributionOrder
Type:
xs:string
Content:
simple
Defined:
locally within estateDistribution complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
distributionType
Type:
companyDistributionType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
dividendAmt
The total dividend amount for this share class.
Type:
xs:integer
Content:
simple
Defined:
locally within shareClassDividendAmt complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
dividendRate
Type:
xs:decimal
Content:
simple
Defined:
locally within companyPreferredShare complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
dividendsTaxAsIncome
Is dividend income taxed as regular income
Type:
xs:boolean
Content:
simple
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
dividendTaxRates
List of dividend tax rates
Type:
bracketList
Content:
complex, 1 element
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
dividendTaxThresholds
List of dividend tax thresholds
Type:
bracketList
Content:
complex, 1 element
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
dividendYieldRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
dividendYieldRateApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
dividendYieldYearTodate
Type:
xs:integer
Content:
simple
Defined:
locally within creditReserveContributionPartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
dpspFixedContributionPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
dpspFixedContributionType
Type:
valueType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
drawdown
Planned withdrawal from one or multiple accounts.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 11 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 10 elements
Used:
at 1 location
drawdownDisplayName
Display name.
Type:
xs:string
Content:
simple
Defined:
locally within drawdown element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
drawdownDuration
Only applicable when the drawdownInMultiYears is true; This is the number of the years that the company sale proceeds is disbributed to owners.
Type:
xs:integer
Content:
simple
Defined:
locally within ukCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
drawdownFromAccounts
A list of accounts to withdraw from.
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within drawdown element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
drawdownInMultiYears
If true, it indicates that the whold liquidation proceeds of the company will be distributed to the owners in multiple years, start from the year the company is sold.
Type:
xs:boolean
Content:
simple
Defined:
locally within ukCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
drawdownItemStepDetail
Type:
anonymous complexType (extension of itemStepDetail)
Content:
complex, 2 attributes, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 1 location
drawdownPensionType
Type:
drawdownPensionType
Content:
simple
Defined:
locally within ukUnsecuredPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
duration
Type:
xs:integer
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
earlyRetirementBenefitReductionRate
Only applicable when the bridge benefit applies, for some pension plan, the benefit amount will be reduced if the owner retires early.
Type:
xs:decimal
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
employerContribution
Type:
employerContribution
Content:
complex, 6 elements
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
employerContributionApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 10 locations in voyant_schemas_dataIntegration-5.95.2.xsd
employerContributionType
Type:
employerContributionType
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
employerNicRateCode
When Salary Sacrifice applies, the employer NIC rate code.
Type:
employerNicRateCode
Content:
simple
Defined:
locally within ukMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
employerRebatePct
When Salary Sacrifice applies, the employer rebate percent.
Type:
xs:decimal
Content:
simple
Defined:
locally within ukMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
employmentId
Type:
xs:string
Content:
simple
Defined:
locally at 7 locations in voyant_schemas_dataIntegration-5.95.2.xsd
employmentSource
Type:
employmentSource
Content:
simple
Defined:
locally within employment complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
employmentStepDetail
A step detail for employment items
Type:
anonymous complexType (extension of incomeItemStepDetailType)
Content:
complex, 2 attributes, 12 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 6 elements
Used:
at 1 location
entityGroup
Type:
hierarchyItemInfo
Content:
complex, 4 elements
Defined:
locally within clientRecordInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
entreprenuersCapGainsRelief
Type:
xs:integer
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
erdtohBalance
Type:
xs:decimal
Content:
simple
Defined:
locally within caCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
escalationRate
For estimated insuranceCalcType, the rate at which to escalate the estimatedDeathBenefit amount.
Type:
xs:decimal
Content:
simple
Defined:
locally within estimatedWholeLifeInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
escalationType
Type:
escalationType
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
escalationTypeInDeferment
Type:
escalationType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
escalationValue
Type:
xs:decimal
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
escalationValueInDeferment
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
estateDistribution
Reference to the estate distribution model impl
Type:
estateDistribution
Content:
complex, 2 attributes, 6 elements
Defined:
locally within baseEstate complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
estateExpense
Estate expenses are fulfilled in the mortality year of the owner by their estate.
Type:
anonymous complexType (extension of expense)
Content:
complex, 2 attributes, 22 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
estateItemDesignations
Type:
estateItemDesignation
Content:
complex, 2 attributes, 3 elements
Defined:
locally within baseEstate complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
estateTaxExemptionCarryforward
Type:
xs:integer
Content:
simple
Defined:
locally within usTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
estateTaxExemptionCarryover
Type:
xs:boolean
Content:
simple
Defined:
locally within usPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
estateTaxExemptionUsed
Type:
xs:integer
Content:
simple
Defined:
locally within usTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
estimatedBenefit
Type:
xs:integer
Content:
simple
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
estimatedWholeLifeInsurance
An Illustrated Whole Life Policy with the option to calculate based on an estimation method
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 23 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 22 elements
Used:
at 1 location
event
An event in a plan.
Type:
anonymous complexType
Content:
complex, 2 attributes, 10 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 attributes, 10 elements
Used:
at 1 location
eventList
If the event is of type MULTI, then this is the list of events that make it up.
Type:
appliedEventList
Content:
complex, 1 element
Defined:
locally within event element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
eventRef
Type:
xs:string
Content:
simple
Defined:
locally within appliedEventList complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
events
The list of all events in the plan.
Type:
anonymous complexType
Content:
complex, 1 element
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
excludeFromAgePensionTests
Type:
xs:boolean
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
exerciseAtEvent
Only applicable to ISO/NSO and the exerciseTiming is AtEvent.
Type:
xs:string
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
exercisedDate
Type:
xs:date
Content:
simple
Defined:
locally within vestedAndExercisedSharesDataEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
exercisedFMV
Type:
xs:decimal
Content:
simple
Defined:
locally within vestedAndExercisedSharesDataEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
exerciseTiming
Only applicable to ISO/NSO.
Type:
stockGrantExerciseTimingEnum
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
exerciseType
Only applicable to ISO/NSO.
Type:
stockOptionExerciseType
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
existingLoanInitYear
The year that an existing loan was initiated; This year must be earlier or the same with the plan start year.
Type:
xs:integer
Content:
simple
Defined:
locally within loan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
expectedAdjCostBasis
For estimated insuranceCalcType, the expected adjusted cost basis at the end event year of the policy.
Type:
xs:integer
Content:
simple
Defined:
locally within estimatedWholeLifeInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
expectedCashValue
For estimated insuranceCalcType, the expected cash value at the end event of the policy.
Type:
xs:integer
Content:
simple
Defined:
locally within estimatedWholeLifeInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
expectedRebate
Type:
xs:integer
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
expense
Type:
expenseDetail
Content:
complex, 4 elements
Defined:
locally within expenseDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
expenseDetails
If goalValueType is ITEMIZED, the itemized expenses
Type:
expenseDetails
Content:
complex, 1 element
Defined:
locally within BaseExpenseItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
expenseItemStepDetail
Type:
anonymous complexType (extension of growthItemStepDetailType)
Content:
complex, 2 attributes, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
expiryPeriod
The number of years from the grant date that any shares not exercised should expire.
Type:
xs:integer
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
feature
The set of adviser modifiable features configured for user
Type:
featureType
Content:
empty, 2 attributes
Defined:
locally within consumerUserAccessType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
fedCapGainsRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
fedIncomeRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
fedTaxPaid
partialYearCalc
Type:
xs:integer
Content:
simple
Defined:
locally within incomePartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
feeRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 23 locations in voyant_schemas_dataIntegration-5.95.2.xsd
fhsaAccountClosureOption
Account Closure Option for FHSA.
Type:
fhsaAccountClosureOption
Content:
simple
Defined:
locally within caInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
fhsaContributionCarryForward
Used to keep track of FHSA contribution room that not used up in a year, so that it can be carried forward and used in future years.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
fhsaContributionsToDate
The lifetime FHSA contribution to date.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
fhsaTargetRetirementAccount
Target account for FHSA account closure.
Type:
xs:string
Content:
simple
Defined:
locally within caInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
firstName
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within person complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
fixedContributionAmount (in employerContribution)
The amount of a contribution if it's types are specified as FIXED, and DOLLAR.
Type:
xs:integer
Content:
simple
Defined:
locally within employerContribution complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
fixedContributionAmount (type xs:decimal)
Type:
xs:decimal
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
fixedContributionPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
fixedContributionType (type contributionType)
Type:
contributionType
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
fixedContributionType (type valueType)
Type:
valueType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
fixedLumpSumAmount
Type:
xs:double
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
fixedSpecialContributionAmount
Type:
xs:integer
Content:
simple
Defined:
locally within ukInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
frankedDividendPercent
The percent of dividend that results in a franking credit and offset
Type:
xs:decimal
Content:
simple
Defined:
locally within auOtherIncome element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
frankingCreditPercent
The percentage of dividend yield that results in a franking credit
Type:
xs:decimal
Content:
simple
Defined:
locally within auInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
frequencyType
Type:
xs:string
Content:
simple
Defined:
locally within pensionCrystallisation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
fromOwnerId
The owner from whom the item ownership is transferred.
Type:
xs:string
Content:
simple
Defined:
locally within singleItemOwnershipTransfer complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
fundingTransferId
Type:
xs:string
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
gender
Type:
gender
Content:
simple
Defined:
locally within person complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
giftExemptionCarryOver
Type:
xs:decimal
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
gmibAnnuityRider
Type:
gmibAnnuityRider
Content:
complex, 9 elements
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
gmibCompoundInflation
Indicates, if true, that interest is compounded rather than simple
Type:
xs:boolean
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
gmibCurrentBenefitBalance
The current balance of the benefit account if the annuity is pre-existing
Type:
xs:integer
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
gmibGuaranteeAge
Indicates the age of the owner the GMIB Rider is in effect to
Type:
xs:integer
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
gmibGuaranteeType
Indicates the type of guarantee for the GMIB, until age X, for x years, or lifetime
Type:
gmibGuaranteeType
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
gmibGuaranteeYears
Indicates the number of years the GMIB is in force
Type:
xs:integer
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
gmibRate
The interest rate guaranteed by the GMIB Rider
Type:
xs:decimal
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
gmibStepupFrequency
Indicates how often the GMIB benefit account should be stepped up, if at all.
Type:
xs:integer
Content:
simple
Defined:
locally within gmibAnnuityRider complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
goalIcon
The Id of the UI icon to associate with the Goal.
Type:
xs:string
Content:
simple
Defined:
locally within BaseExpenseItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
goalInvestmentProfile
Asset allocation for a goal or expense item.
Type:
assetAllocation
Content:
complex, 1 attribute, 2 elements
Defined:
locally within BaseExpenseItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
goals
Type:
anonymous complexType
Content:
complex, 3 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
govPensionEscalationRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
govtGrantBalance
The balance of the goverment grant balance for applicable caInvestmentType.
Type:
xs:integer
Content:
simple
Defined:
locally within caInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
graduatedStateAmount
Type:
xs:integer
Content:
simple
Defined:
locally within ukStatePension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
grantDate
The year the user received this grant.
Type:
xs:date
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
grantType (in caStockGrant)
The type of the grant, it can be RSU, ESO or ESO_CCPC.
Type:
caStockGrantType
Content:
simple
Defined:
locally within caStockGrant element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
grantType (in usStockGrant)
The type of the grant, it can be RSU, ISO or NSO.
Type:
usStockGrantType
Content:
simple
Defined:
locally within usStockGrant element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
gripBalance
Type:
xs:decimal
Content:
simple
Defined:
locally within caCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
group
Provides for custom categorization of expenses.
Type:
xs:string
Content:
simple
Defined:
locally within expense complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
growByAssetAllocation
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
growthItemStepDetail
Type:
anonymous complexType (extension of growthItemStepDetailType)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
growthRate (type xs:decimal)
Type:
xs:decimal
Content:
simple
Defined:
locally at 21 locations in voyant_schemas_dataIntegration-5.95.2.xsd
growthRate (type xs:double)
If the account is specified to not grow by asset allocation (growByAssetAllocation=false), then this is the fixed annual value by which it is grown.
Type:
xs:double
Content:
simple
Defined:
locally within AccountItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
growthRateApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
growthType
UK Term Protection Maturity, Options for type of Growth: NONE, GROWTH_RATE, ASSET_ALLOCATION.
Type:
growthType
Content:
simple
Defined:
locally within maturityModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
hasSubsequentGrants
Indicates whether there should be subsequent grants.
Type:
xs:boolean
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
holderModelId
Type:
xs:string
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
holding
Type:
accountHolding
Content:
complex, 16 elements
Defined:
locally within holdings complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
holdings
Type:
holdings
Content:
complex, 1 element
Defined:
locally at 14 locations in voyant_schemas_dataIntegration-5.95.2.xsd
homeEquityPlan
Deprecated?
Type:
anonymous complexType
Content:
complex, 1 attribute, 12 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 1 attribute, 12 elements
Used:
never
homeOtherExpenses
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
housingType
Type:
housingType
Content:
simple
Defined:
locally within collegeExpense element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
hrefId
The hrefId of the hierarchy item.
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within hierarchyItemInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
icon
The name of the image icon used to represent the event.
Type:
xs:string
Content:
simple
Defined:
locally within event element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
id (type xs:integer)
The id hierarchy item
Type:
xs:integer
Content:
simple
Defined:
locally within hierarchyItemInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
id (type xs:string)
Type:
xs:string
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
identifier
The id of the financial security in the contex of the specific idType.
Type:
xs:string
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
idRef
Type:
xs:string
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
idType
The variety of a ways a financial security can be identified: TICKER, CUSIP, ISIN, SEDOL, CASH, CUSTOM, MORNINGSTAR
Type:
securityIdType
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ieAnnuity
Irish Annuity Payout (Irish Plans Only)
Type:
anonymous complexType (extension of annuityItem)
Content:
complex, 2 attributes, 25 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ieCATThresholdEscalationRate
Type:
xs:decimal
Content:
simple
Defined:
locally within iePlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ieEmployment
Employment object (Irish Plans Only)
Type:
anonymous complexType (extension of employment)
Content:
complex, 2 attributes, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ieEstatePlan
Ireland Estate Plan
Type:
anonymous complexType (extension of baseEstate)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ieFinalSalary
Irish Final Salary (Irish Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 38 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 37 elements
Used:
at 1 location
ieInvestment
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 34 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 15 elements
Used:
at 1 location
ieMoneyPurchase
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 38 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 19 elements
Used:
at 1 location
iePlanPreferences
Defines the set of preferences available for the IE region.
Type:
iePlanPreferences
Content:
complex, 2 attributes, 40 elements
Defined:
locally within assumptions element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ieRetirementFund
Irish Retirement Funds Plans (Irish Plans Only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 27 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 8 elements
Used:
at 1 location
ieSavings
A Irish Savings Account (Irish Plans only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 30 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
ieStatePension
Irish State Pension (Irish Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 8 elements
Used:
at 1 location
ieTaxAndAllowanceInfo
UK Tax and other allowance factors for the start of the plan.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 14 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 13 elements
Used:
at 1 location
ieTaxesStepDetail
Changes to Irish Taxes values (Irish Plans only).
Type:
anonymous complexType (extension of itemStepDetail)
Content:
complex, 2 attributes, 5 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
ieWindfall
A windfall in an Irish plan.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 11 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 10 elements
Used:
at 1 location
ignoreDisability
Type:
xs:boolean
Content:
simple
Defined:
locally within employment complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ihtCarryOverPercent
the percent of the IHT threshold carried over from a previous spouse
Type:
xs:decimal
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ihtExemptionApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
ihtExemptPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
ihtExemptYear
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
illustratedWholeLifeInsurance
A whole life policy based on a CSV illustration.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 17 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 16 elements
Used:
at 1 location
illustrationData
Type:
illustrationData
Content:
complex, 1 element
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
importSuggestion
Type:
importSuggestion
Content:
empty, 2 attributes
Defined:
locally within importSuggestions element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
importSuggestions
Type:
anonymous complexType
Content:
complex, 1 element
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
inactiveDate
The date the active value was changed from true to false.
Type:
xs:dateTime
Content:
simple
Defined:
locally within planApprovalInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
includeTaxes
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
income
The annual amount of the income.
Type:
xs:integer
Content:
simple
Defined:
locally within baseOtherIncome complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
incomeAmount
For discounted gift trusts, the amount of annual withdrawals as income.
Type:
xs:integer
Content:
simple
Defined:
locally within ukTrustDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
incomeGrowthRate
The default growth rate for an income if it does not define its own specific growth rate.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
incomeId
Type:
xs:string
Content:
simple
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
incomeItemStepDetail
Type:
anonymous complexType (extension of incomeItemStepDetailType)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
incomeTaxRates
List of income tax rates
Type:
bracketList
Content:
complex, 1 element
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
incomeTaxThresholds
List of income tax thresholds
Type:
bracketList
Content:
complex, 1 element
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
incurEarlyWithdrawalPenalties
Type:
xs:boolean
Content:
simple
Defined:
locally within usPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
incurEmploymentInsurance
If true, indicates that the employment is subject to Canada employment insurance.
Type:
xs:boolean
Content:
simple
Defined:
locally within caEmployment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
indContribAmount
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
indContribPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
indContribType
Type:
FinalSalaryIndContriTypeEnum
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
indContributionsApply
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
individualEscalation
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
inflationRate
The rate at which the purchase price of the asset will increase before it is purchased in the future.
Type:
xs:decimal
Content:
simple
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
initialBalance
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
initialContributionValue
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
inputCurrency
Type:
xs:string
Content:
simple
Defined:
locally within BaseDetailItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
inSpecie
If possible, transfer is done without liquidating holdings in the account, by rather by transferring the actual holdings.
Type:
xs:boolean
Content:
simple
Defined:
locally within accountTransfer element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
inStateFees
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
inStateTuition
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
insuranceBeneficiaries
Type:
insuranceBeneficiaries
Content:
complex, 1 element
Defined:
locally at 8 locations in voyant_schemas_dataIntegration-5.95.2.xsd
insuranceCalcType
Indicates whether illutration data is used, or if an estimated method is used.
Type:
insuranceCalcType
Content:
simple
Defined:
locally within estimatedWholeLifeInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
insuredPersons
Type:
persons
Content:
complex, 1 element
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
integrationSource
Type:
anonymous complexType (extension of xs:string)
Content:
simple, 1 attribute
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 attribute
Used:
at 1 location
interestOnly
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
interestRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
interestRateApplies
Indicates whether the interest step detail change applies for this step detail.
Type:
xs:boolean
Content:
simple
Defined:
locally within debtItemStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
interestTaxAsIncome
Is interest income taxed as regular income
Type:
xs:boolean
Content:
simple
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
interestTaxDeductible
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
interestTaxRates
List of interest tax rates
Type:
bracketList
Content:
complex, 1 element
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
interestTaxThresholds
List of interest tax thresholds
Type:
bracketList
Content:
complex, 1 element
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
interestYieldRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
interestYieldRateApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
interestYieldYearTodate
Type:
xs:integer
Content:
simple
Defined:
locally within creditReserveContributionPartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
inTrust
Type:
xs:boolean
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
investmentAccount
ID for caInvestment (must be non-reg account) model.
Type:
xs:string
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
investmentClassName
Type:
xs:string
Content:
simple
Defined:
locally within suggestedAssetAllocationRange complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
investmentProfile
Type:
assetAllocation
Content:
complex, 1 attribute, 2 elements
Defined:
locally within portfolioSegment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isActiveIncome
Determines whether to tax as active or passive income for corporate taxes
Type:
xs:boolean
Content:
simple
Defined:
locally within baseOtherIncome complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isAMRF
Indicates whether retirement fund is an AMRF (Approved Minimum Retirement Fund).
Type:
xs:boolean
Content:
simple
Defined:
locally within ieRetirementFund element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isCapitalProtected
If true, indicates that annuity has some capital value that is protected and will pass to the beneficiary (must specify beneficiary).
Type:
xs:boolean
Content:
simple
Defined:
locally within annuityItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isDependantBeneficiary
Type:
xs:boolean
Content:
simple
Defined:
locally within auWindfall element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isEarnedIncome
Determines if an other income is earned income
Type:
xs:boolean
Content:
simple
Defined:
locally within baseOtherIncome complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isExercised
Type:
xs:boolean
Content:
simple
Defined:
locally within vestedAndExercisedSharesDataEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isExistingAnnuity
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
isExistingInvestment
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
isExistingLoan
If true, this is an existing loan, the owner just receive the payment for the loan every year; If false, the plan should move the amount of loan from the the owner to the borrower at the year the loan starts.
Type:
xs:boolean
Content:
simple
Defined:
locally within loan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isExistingTrust
Type:
xs:boolean
Content:
simple
Defined:
locally within trust complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isFederal
Indicates whether the retirement account jurisdiction is federal or provincial.
Type:
xs:boolean
Content:
simple
Defined:
locally within caRetirementSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isFromSpecificAccount
Indicates if the transfer is from a specific account, or from funds available in credits or any account.
Type:
xs:boolean
Content:
simple
Defined:
locally within accountTransfer element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isFutureValue
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
isGoal
Indicating whether an Expense is a Goal related Expense.
Type:
xs:boolean
Content:
simple
Defined:
locally within BaseExpenseItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isHeldBy
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
isJoint
Type:
xs:boolean
Content:
simple
Defined:
locally at 7 locations in voyant_schemas_dataIntegration-5.95.2.xsd
isNew
Type:
xs:boolean
Content:
simple
Defined:
locally within homeEquityPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isPayoff
Type:
xs:boolean
Content:
simple
Defined:
locally within onetimePayment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isPublicSector
Type:
xs:boolean
Content:
simple
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isSettlersInPlan
Type:
xs:boolean
Content:
simple
Defined:
locally within trust complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isSurvivorPension
Indicates if pension payout came as a result of survivorship of another's pension.
Type:
xs:boolean
Content:
simple
Defined:
locally within canadaPensionPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isTaxable
Type:
xs:boolean
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
isUserDefaultTeam
When specified for a user, indicates that the team is the default assigned for new client's created by that user.
Type:
xs:boolean
Content:
simple
Defined:
locally within teamInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isVested
Type:
xs:boolean
Content:
simple
Defined:
locally within vestedAndExercisedSharesDataEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
isYieldReinvested
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
isYieldReinvestedApplies
Indicates whether the yield reinvested step detail changes applies for this step detail.
Type:
xs:boolean
Content:
simple
Defined:
locally within savingsAccountStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
itemDetailsStepEvent
The event after which to begin applying step detail changes.
Type:
xs:string
Content:
simple
Defined:
locally within itemStepDetail complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
itemName
The display name of the item
Type:
xs:string
Content:
simple
Defined:
locally within unknownItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
items
The list of found items that belong to the unmapped type
Type:
unknownItem
Content:
complex, 5 elements
Defined:
locally within unmappedIntegrationType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
itemStepDetailList
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally at 17 locations in voyant_schemas_dataIntegration-5.95.2.xsd
itemToTransfer
Item Id of the item to be transferred.
Type:
xs:string
Content:
simple
Defined:
locally within singleItemOwnershipTransfer complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
itemValue
The numeric value of the item
Type:
xs:decimal
Content:
simple
Defined:
locally within unknownItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
jointPayoutType
Type:
jointPayoutType
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
lastName
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within person complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lastUpdated
Type:
xs:date
Content:
simple
Defined:
locally within assetAllocationMetadata complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lcgeClaimedToDate
The Canada Lifetime Capital Gain Exemptation claimed up to date.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
legacyAssetAllocation
Type:
assetAllocation
Content:
complex, 1 attribute, 2 elements
Defined:
locally within portfolioSegmentation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
legacyExpense
Legacy expenses are expenses related on to passing portions of a persons estate before death.
Type:
anonymous complexType (extension of BaseExpenseItem)
Content:
complex, 2 attributes, 20 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
lifeFundWithdrawalStrategy
The approach to use for life fund withdrawals.
Type:
lifeFundWithdrawalStrategyType
Content:
simple
Defined:
locally within ukBondDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lifeInsuranceExpenseRate
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lifelongResident
True if person owner has been resident for life.
Type:
xs:boolean
Content:
simple
Defined:
locally within caOldAgeSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lifetime
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
lifetimeAllowanceOverageAsCash
Specifies if the amount over the lifetime allowance at crystallisation age should be taken as cash or left in the plan.
Type:
xs:boolean
Content:
simple
Defined:
locally within ukMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lifetimePayments
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
limitBenefitToDebtAmount
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
limitContributionsToAllowance
Determines if the contributions should be capped by the annual contribution income deduction limit or allowed to exceed it.
Type:
xs:boolean
Content:
simple
Defined:
locally within ukMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
limitOrScheduleApplies
Does the withdrawal limit or schedule withdrawal changes apply
Type:
xs:boolean
Content:
simple
Defined:
locally within unsecuredPensionStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lineOfCredit
A line of credit specifies a specific debt product that can be drawn upon to fulfill expenses.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 23 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 22 elements
Used:
at 1 location
lineOfCreditItemStepDetail
Type:
anonymous complexType (extension of debtItemStepDetailType)
Content:
complex, 2 attributes, 13 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
linkedDebtList
The debts if any that this property collateralize.
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
linkedDebts
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
linkedExpenseList
This list contains the ids of the linked expenses to the property
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
linkedIncomeList
This list contains the ids of the linked incomes to the property
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
linkedIncomeProtectionList
This list contains the ids of the linked income protection insurance to the Super
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
linkedLifeInsuranceList
This list contains the ids of the linked life insurance to the Super
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
linkedTPDInsuranceList
This list contains the ids of the linked total permanent disability insurance to the Super
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidateDesignatedAssetWhenNeeded
Type:
xs:boolean
Content:
simple
Defined:
locally within baseEstate complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationApplies
Type:
xs:boolean
Content:
simple
Defined:
locally within stockGrantStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationDollarsAmount
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
liquidationOrder (in accountTypeLiquidationOrder in auPlanPreferences)
Type:
auAccountLiquidationType
Content:
simple
Defined:
locally within auAccountLiquidationOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationOrder (in accountTypeLiquidationOrder in caPlanPreferences)
Type:
caAccountLiquidationType
Content:
simple
Defined:
locally within caAccountLiquidationOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationOrder (in accountTypeLiquidationOrder in iePlanPreferences)
Type:
ieAccountLiquidationType
Content:
simple
Defined:
locally within ieAccountLiquidationOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationOrder (in accountTypeLiquidationOrder in ukPlanPreferences)
Type:
ukAccountLiquidationType
Content:
simple
Defined:
locally within ukAccountLiquidationOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationOrder (in accountTypeLiquidationOrder in uniPlanPreferences)
Type:
uniAccountLiquidationType
Content:
simple
Defined:
locally within uniAccountLiquidationOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationOrder (in accountTypeLiquidationOrder in usPlanPreferences)
Type:
usAccountLiquidationType
Content:
simple
Defined:
locally within usAccountLiquidationOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationSharesValue
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
liquidationStartEvent
The year that the company is scheduled to be sold.
Type:
xs:string
Content:
simple
Defined:
locally within ukCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
liquidationType
Type:
stockGrantLiquidationType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
loan
A loan : the loan owner must be a person in the plan; The owner lends fund to a borrower; The borrower could be one of the following: a person in the plan, a company/trust in the plan or someone not in the plan.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 14 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 13 elements
Used:
at 1 location
loanItemStepDetail
Type:
anonymous complexType (extension of debtItemStepDetailType)
Content:
complex, 2 attributes, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
lockedPreference
Type:
xs:string
Content:
simple
Defined:
locally within lockedPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lockedPreferences
Type:
lockedPreferences
Content:
complex, 1 element
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
longTermCareInsStepDetail
Changes to Irish Taxes values (Irish Plans only).
Type:
anonymous complexType (extension of itemStepDetail)
Content:
complex, 2 attributes, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
longTermCareInsurance
US, UNI, AU and CA Long Term Care policy (US, UNI, AU and Canada Plans Only).
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 13 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 12 elements
Used:
at 1 location
lowerBoundaryEventId
The id of the event that defines the start of the stage.
Type:
xs:string
Content:
simple
Defined:
locally within stage element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lowerYearLimit
The earliest year in the timeline that this event is allowed to be moved to.
Type:
xs:integer
Content:
simple
Defined:
locally within event element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lowRateCapUsedToDate
Type:
xs:integer
Content:
simple
Defined:
locally within auTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lumpSumAmount
Type:
xs:integer
Content:
simple
Defined:
locally within homeEquityPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lumpSumBenefitAmount
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
lumpSumChoice
Type:
lumpSumChoice
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
lumpSumFixedAmount
If lumpSumOption is "OTHER"
Type:
xs:integer
Content:
simple
Defined:
locally within ieMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lumpSumOption
Type:
iePensionLumpSumOption
Content:
simple
Defined:
locally within ieMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lumpSumPaymentApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
lumpSumPercent (in ieMoneyPurchase)
If lumpSumOption is "PERCENT"
Type:
xs:double
Content:
simple
Defined:
locally within ieMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lumpSumPercent (type xs:decimal)
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
lumpSumSalaryMultiple
If lumpSumOption is "SALARY_MULTIPLE"
Type:
xs:double
Content:
simple
Defined:
locally within ieMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
lumpSumType
Type:
lumpSumType
Content:
simple
Defined:
locally within pensionCrystallisation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
mainResidenceIhtExemptionApplies
Qualify for UK Estate Inheritance Tax Exemption on Main Residence.
Type:
xs:boolean
Content:
simple
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
mapContent
Type:
yearAndIntValueEntry
Content:
complex, 2 elements
Defined:
locally within yearToIntegerValueMap complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
mappableTypes
The list of possible types that unmapped types may be assigned
Type:
xs:string
Content:
simple
Defined:
locally within unmappedIntegrationType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
marketAssumptionsDate
The last update date of the market assumptions, if any
Type:
xs:dateTime
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
marketAssumptionsName
The name of the market assumptions, if any
Type:
xs:string
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
marketValue (in holding)
The current value of the block of the financial security.
Type:
xs:decimal
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
marketValue (in property)
The current value if property were sold.
Type:
xs:integer
Content:
simple
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
matchingPercentContribution
Type:
xs:decimal
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
matchingPercentIncome
Type:
xs:decimal
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
maturityModel
Payout at end Term Maturity
Type:
maturityModel
Content:
complex, 9 elements
Defined:
locally within ukTermProtection element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
max
Type:
xs:decimal
Content:
simple
Defined:
locally within suggestedAssetAllocationRange complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
maxBenefitAge
The maximum age of the owner that benefits are paid.
Type:
xs:integer
Content:
simple
Defined:
locally within disabilityInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
maxWithdrawalPercentWithoutSurrenderCharge
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
medicalCardHolder
Type:
xs:boolean
Content:
simple
Defined:
locally within ieTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
metadata
Type:
assetAllocationMetadata
Content:
complex, 8 elements
Defined:
locally within assetAllocation complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
milestoneExpense
Milestone expenses are fulfilled after all Luxury expenses.
Type:
anonymous complexType (extension of expense)
Content:
complex, 2 attributes, 22 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
min
Type:
xs:decimal
Content:
simple
Defined:
locally within suggestedAssetAllocationRange complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
modelId
Type:
xs:string
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
moneyPurchaseStepDetail
UK Money Purchase Account step detail (UK Plans only)
Type:
anonymous complexType (extension of savingsAccountStepDetailType)
Content:
complex, 2 attributes, 31 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
monthlyBenefitAmount
The monly amount of the benefit
Type:
xs:integer
Content:
simple
Defined:
locally within ukLongTermCareProtection element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
mortgageBalance
Type:
xs:integer
Content:
simple
Defined:
locally within homeEquityPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
mortgageFees
Type:
xs:integer
Content:
simple
Defined:
locally within homeEquityPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
mostRecentExcessWithdrawalYear
The most recent year, if any, where an excess withdrawal occurred.
Type:
xs:integer
Content:
simple
Defined:
locally within ukBondDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
name (defined in hierarchyItemInfo complexType)
The name of the hierarchy item.
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within hierarchyItemInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
name (type xs:string)
Type:
xs:string
Content:
simple
Defined:
locally at 52 locations in voyant_schemas_dataIntegration-5.95.2.xsd
netWorthGoal
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 6 elements
Used:
at 1 location
newPurchase
If true, indicates the asset will be purchased as part of the plan.
Type:
xs:boolean
Content:
simple
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
nonconcessionalBalance
Type:
xs:decimal
Content:
simple
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
nonConcessionalBucket
Type:
xs:decimal
Content:
simple
Defined:
locally within auWindfall element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
nonPersonOwners
The section for non-people objects that can own other items in the plan.
Type:
anonymous complexType
Content:
complex, 6 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 6 elements
nonRothPostTaxContributionFrequency
if a contributionType specified as DOLLAR, than the contribution value is set to one of the payment frequency types.
Type:
paymentFrequency
Content:
simple
Defined:
locally within usRetirementPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
nonRothPostTaxContributionType
Contributions are made as fixed DOLLAR amounts, or as PERCENT of income, or MAX_CONTRIBUTION possible.
Type:
contributionType
Content:
simple
Defined:
locally within usRetirementPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
nonRothPostTaxDollarContribution
if contributionType specified as DOLLAR, then the annual contribution amount made to this account.
Type:
xs:integer
Content:
simple
Defined:
locally within usRetirementPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
nonRothPostTaxPercentageContribution
if contributionType specified as PERCENT, then the annual percent of income used to make to this account.
Type:
xs:decimal
Content:
simple
Defined:
locally within usRetirementPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
normalPensionAge
The normal starting age for the state pension.
Type:
xs:integer
Content:
simple
Defined:
locally within ukStatePension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
normalRetirementAge
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
normalRetirementAgeFactor
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is value of normal retirement age without deduction on benefit.
Type:
xs:integer
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
normalRetirementAgeFactorApplies
Only applicable when the pension plan type is PUBLIC_DB_PENSION, and the agePlusServiceYearReductionApplies flag is turned on.
Type:
xs:boolean
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
note
The contents of the note
Type:
xs:string
Content:
simple
Defined:
locally within clientNoteRecord complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
notes
Plan level notes text.
Type:
xs:string
Content:
simple
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
nrdtohBalance
Type:
xs:decimal
Content:
simple
Defined:
locally within caCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
numberOfPayments
Type:
xs:integer
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
numberOfShares
Number of shares this owner holds.
Type:
xs:decimal
Content:
simple
Defined:
locally within commonShareClassOwnershipMapEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
numberOfYears
Type:
xs:integer
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
offCampusOtherExpenses
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
offCampusRoomAndBoard
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
offsetSavingsAccount
A savings accounts whose balance can reduce the calculation of interests versus principal on mortgage payment
Type:
xs:string
Content:
simple
Defined:
locally within debt element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
oldCreator
Type:
xs:string
Content:
simple
Defined:
locally within assetAllocationMetadata complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
oldName
Type:
xs:string
Content:
simple
Defined:
locally within assetAllocationMetadata complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
onetimePayment
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 5 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
onetimePaymentList
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
onetimePayments
Type:
anonymous complexType
Content:
complex, 1 element
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
optimizePensionSplitting
(Canada Plans Only) Let Voyant optimize the pension split amount to reduce total tax due.
Type:
xs:boolean
Content:
simple
Defined:
locally within caPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
options
Type:
trustCapitalDistributionOptions
Content:
simple
Defined:
locally within trustDistribution element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
order
Type:
xs:integer
Content:
simple
Defined:
locally within assetAllocationMetadata complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
originalSegments
Original number of segments purchased for Life Bond.
Type:
xs:integer
Content:
simple
Defined:
locally within ukBondDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
otherBalance
Type:
xs:decimal
Content:
simple
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
otherBucket
Type:
xs:decimal
Content:
simple
Defined:
locally within auWindfall element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
otherCapGainsTaxRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
otherIncome
Non-employment income model.
Type:
anonymous complexType (extension of baseOtherIncome)
Content:
complex, 2 attributes, 14 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
otherIncomeTaxRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
outOfStateFeesGrad
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
outOfStateTuition
Type:
xs:long
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
owner
Type:
xs:string
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
ownerAgeAtDeath
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
ownerId
Type:
xs:string
Content:
simple
Defined:
locally within ownershipPercentage complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
owners
Type:
owners
Content:
complex, 1 element
Defined:
locally at 52 locations in voyant_schemas_dataIntegration-5.95.2.xsd
ownershipDistribution
Type:
ownershipPercentages
Content:
complex, 1 element
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
ownershipPercentage
Type:
ownershipPercentage
Content:
complex, 3 elements
Defined:
locally within ownershipPercentages complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ownershipTransfers
Type:
singleItemOwnershipTransferList
Content:
complex, 1 element
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
ownershipType
Type:
assetOwnershipType
Content:
simple
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ownerType (in commonShareClassOwnershipMapEntry)
Allowed owner types are: PERSON_IN_PLAN, PERSON_OUTSIDE_PLAN.
Type:
commonShareOwnerType
Content:
simple
Defined:
locally within commonShareClassOwnershipMapEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ownerType (in ownershipPercentage)
Type:
ownerType
Content:
simple
Defined:
locally within ownershipPercentage complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ownerYearOfDeath
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
parentItemId
The plan item to apply the step detail changes to
Type:
xs:string
Content:
simple
Defined:
locally within itemStepDetail complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
partialFirstYear
Type:
xs:boolean
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
partialYearCalcConfig (type creditReserveContributionPartialYearCalcConfig)
Type:
creditReserveContributionPartialYearCalcConfig
Content:
complex, 7 elements
Defined:
locally within AccountItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
partialYearCalcConfig (type expensePartialYearCalcConfig)
Type:
expensePartialYearCalcConfig
Content:
complex, 3 elements
Defined:
locally within expense complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
partialYearCalcConfig (type incomePartialYearCalcConfig)
Type:
incomePartialYearCalcConfig
Content:
complex, 5 elements
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
partialYearCalcType
Type:
partialYearCalcTypeEnum
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
parValue
Type:
xs:decimal
Content:
simple
Defined:
locally within companyPreferredShare complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
path
If element is a subGroup element, this is the comma-separated list of subGroup parent hrefIds starting at the root up to and including this subGroup node hrefId. e.g. if this subGroup is grandChildA, then the path for this might be "parentA,childA,grandChildA"
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within hierarchyItemInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
payLTATaxByBenefitReduction
Whether Benefit Reduction Applies
Type:
xs:boolean
Content:
simple
Defined:
locally within ukFinalSalary element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
paymentAmount
Type:
xs:integer
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
paymentChangeApplies
Indicates whether the payment step detail change applies for this step detail.
Type:
xs:boolean
Content:
simple
Defined:
locally within debtItemStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
paymentEvent
Type:
xs:string
Content:
simple
Defined:
locally within onetimePayment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
paymentFrequency
Type:
paymentFrequency
Content:
simple
Defined:
locally at 16 locations in voyant_schemas_dataIntegration-5.95.2.xsd
payoutOption
Type:
trustPayoutOptions
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
payOutRMDFirstYear
if it's TRUE, an RMD payout will occur the first year if there is an option.
Type:
xs:boolean
Content:
simple
Defined:
locally within caRetirementSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
payoutTaxationType
UK Term Protection Maturity, Options for tax method: NONE, INCOME, CAPITAL_GAINS, DIVIDENDS, OTHER.
Type:
taxationType
Content:
simple
Defined:
locally within maturityModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pensionableSalary
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
pensionAccrualType
Type:
dbPensionAccrualType
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
pensionContributionCarryOver
Available pension contribution allowance carryforward, from the three years prior to plan start
Type:
yearToIntegerValueMap
Content:
complex, 1 element
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pensionCrystallisation
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
pensionCrystallisationList
List of references to pension crystallization models
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within ukMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pensionCrystallisations
Type:
anonymous complexType
Content:
complex, 1 element
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
pensionEscalationRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
pensionInvestmentOption
Type:
iePensionInvestmentOption
Content:
simple
Defined:
locally within ieMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pensionSplitElection
If it's TRUE, the pensionSplitPercent will be applied.
Type:
caPensionSplitElectionType
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pensionSplitPercent
The percentage of pension income of this client will be accounted as his/her spouse's income.
Type:
xs:decimal
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pensionSubjectToGovtCap
Only applicable when the pension plan type is PUBLIC_DB_PENSION, indicates whether the final pension amount is subject to the Canada government Defined Benefit limit.
Type:
xs:boolean
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pensionSurvivorshipOption
Type:
ukPensionSurvivorshipOption
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
people
Type:
anonymous complexType
Content:
complex, 3 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
percent
If non-empty, then the financial security holding is specified as a percentage of the total holdings held in account.
Type:
xs:decimal
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentage
Type:
xs:decimal
Content:
simple
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
percentageMap
Type:
percentageMapEntry
Content:
complex, 3 elements
Defined:
locally within estateItemDesignation complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentAnnuitized
The percent of a balance annuitized
Type:
xs:decimal
Content:
simple
Defined:
locally within accountAnnuitization complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentCrystallised
Type:
xs:decimal
Content:
simple
Defined:
locally within pensionCrystallisation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentEligibleDividends
Type:
xs:decimal
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
percentGainsTaxedAsShortTerm
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
percentGainsTaxedAtIncomeRate
Of the percent gains taxed, the percent of the taxable gains which will be taxed as income tax (short term gains).
Type:
xs:decimal
Content:
simple
Defined:
locally within usSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentOfIncome
Type:
xs:decimal
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
percentOfMax
If PERCENT_OF_MAX calcType, the percent of the max benefits received.
Type:
xs:decimal
Content:
simple
Defined:
locally within canadaPensionPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentOfSalary
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
percentOfSpecialAllowanceContribution
Type:
xs:decimal
Content:
simple
Defined:
locally within ukInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentPerYearService
Type:
xs:decimal
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
percentTaxedAsCapitalGains
Type:
xs:decimal
Content:
simple
Defined:
locally within usPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentTaxedAsIncome
Type:
xs:decimal
Content:
simple
Defined:
locally within usPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentValue (in trustStepDetail)
Type:
xs:integer
Content:
simple
Defined:
locally within trustStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentValue (type xs:decimal)
Type:
xs:decimal
Content:
simple
Defined:
locally within trust complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
percentYearlyGainsTaxed
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
performRMDAtBeginningOfYear
if it's TRUE, the payout will occur at the beginning of the year instead of standard end of the year.
Type:
xs:boolean
Content:
simple
Defined:
locally within caRetirementSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
person
Type:
xs:string
Content:
simple
Defined:
locally within persons complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
personId
The id of the person in the plan that represents the beneficiary.
Type:
xs:string
Content:
simple
Defined:
locally within accountBeneficiary complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
personType
Type:
personType
Content:
simple
Defined:
locally within person complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
PETList
Type:
previousPET
Content:
complex, 2 elements
Defined:
locally within PETList complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
phase
Type:
auSuperAccountPhase
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
planType
What is the pension plan type: PUBLIC_DB_PENSION, PRIVATE_DB_PENSION
Type:
dbPensionPlanType
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
policyYear
The 1-based policy year index.
Type:
xs:integer
Content:
simple
Defined:
locally within illustrationDataYear complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
portfolioSegment
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 5 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
portfolioSegmentation
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 5 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
portfolioSegmentList
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally within portfolioSegmentation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
postTaxContributionApplies
Indicates whether the contribution step detail changes applies for this step detail.
Type:
xs:boolean
Content:
simple
Defined:
locally within auRetirementSavingsStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
postTaxContributionFrequency
Type:
paymentFrequency
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
postTaxContributionType
Type:
contributionType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
postTaxDollarContribution
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
postTaxPercentageContribution
Type:
xs:decimal
Content:
simple
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
preferencesCreator
The preferences set creator, if any
Type:
xs:string
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
preferencesUpdateDate
The last update date of the preferences set, if any
Type:
xs:dateTime
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
preferredFundingModels
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
premium
Type:
xs:decimal
Content:
simple
Defined:
locally within illustrationDataYear complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
premiumAmount (in longTermCareInsStepDetail)
Type:
xs:decimal
Content:
simple
Defined:
locally within longTermCareInsStepDetail element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
premiumAmount (type xs:integer)
Type:
xs:integer
Content:
simple
Defined:
locally at 12 locations in voyant_schemas_dataIntegration-5.95.2.xsd
premiumEndYear
For estimated insuranceCalcType, the last year to pay premiums.
Type:
xs:integer
Content:
simple
Defined:
locally within estimatedWholeLifeInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
premiumPaymentFrequency
Type:
paymentFrequency
Content:
simple
Defined:
locally at 12 locations in voyant_schemas_dataIntegration-5.95.2.xsd
prevGiftsGroupA
Type:
xs:decimal
Content:
simple
Defined:
locally within ieTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
prevGiftsGroupB
Type:
xs:decimal
Content:
simple
Defined:
locally within ieTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
prevGiftsGroupC
Type:
xs:decimal
Content:
simple
Defined:
locally within ieTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
previousCLTs
[Previous Chargeable Lifetime Transfers (CLT) from up to 14 years prior to plan start
Type:
CLTList
Content:
complex, 1 element
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
previousPensionLumpSum
Type:
xs:integer
Content:
simple
Defined:
locally within ieTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
previousPETs
Previous Potentially Exempt Transfers from up to 7 years prior to plan start
Type:
PETList
Content:
complex, 1 element
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
previousTopupsMap
[Previous Top-ups and segment encashments
Type:
topupList
Content:
complex, 1 element
Defined:
locally within ukInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
previousYearsTaxableIncome
The number of years a resident since age 18, if not a lifelong resident.
Type:
xs:double
Content:
simple
Defined:
locally within caOldAgeSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pricedCurrency
The currency used by the pricing service to price this financial security
Type:
xs:string
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pricedMarketValue
The market value as specified by a pricing service
Type:
xs:decimal
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
pricedUnitValue
The unit value as specified by a pricing service
Type:
xs:decimal
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
primaryPerson
Type:
person
Content:
complex, 2 attributes, 7 elements
Defined:
locally within people element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
priority
Type:
xs:integer
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
property
A property or physical asset
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 27 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 26 elements
Used:
at 1 location
property (type xs:string)
Type:
xs:string
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
propertyGrowthRate
The default growth rate for a property and non-investment assets if it does not define its own specific growth rate.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
propertyType
Type:
assetType
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
protectedAllowanceAmount (in ieTaxAndAllowanceInfo)
Type:
xs:decimal
Content:
simple
Defined:
locally within ieTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
protectedAllowanceAmount (in ukTaxAndAllowanceInfo)
Type:
xs:integer
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
protectedTaxFreeCashAmount
Type:
xs:integer
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
protectionApplies
Type:
xs:boolean
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
protectionType
Money Purchase allowance factor type
Type:
ukProtectionType
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
protectionYear
Type:
xs:integer
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
province
Type:
caProvince
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
provTaxPaid
partialYearCalc
Type:
xs:integer
Content:
simple
Defined:
locally within incomePartialYearCalcConfig complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
purchaseAge
Type:
xs:integer
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
purchaseAmount
For a new annuity, the amount to be invested
Type:
xs:integer
Content:
simple
Defined:
locally within annuityItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
purchaserOfProperty
Type:
purchaserOfProperty
Content:
simple
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
purchaseType
Type:
timingType
Content:
simple
Defined:
locally within homeEquityPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
purchaseValue
Type:
xs:integer
Content:
simple
Defined:
locally at 8 locations in voyant_schemas_dataIntegration-5.95.2.xsd
purchaseYear
Type:
xs:integer
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
qualifiedExpenseRate
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
rateOfInflation
The default rate of inflation if a plan item does not define it's own growth rate or inflation rate.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
rdspContributionsToDate
The lifetime RDSP contribution to date.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
realPropertyItemStepDetail
A step detail for a physical asset or property item
Type:
anonymous complexType (extension of growthItemStepDetailType)
Content:
complex, 2 attributes, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
receiveCredit
If true, indicates the plan should receive a credit in the amount of the initial balance of the debt to be used to fund other items in the plan.
Type:
xs:boolean
Content:
simple
Defined:
locally within debt element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
receiveMaturityValueAtDeath
UK Term Protection Maturity, whether receiving payout at time of death, oppose to the end of the term.
Type:
xs:boolean
Content:
simple
Defined:
locally within maturityModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
receivePayoutAtEndOfTerm
UK Term Protection Maturity, whether receiving payout at the end of the term, oppose to time of death.
Type:
xs:boolean
Content:
simple
Defined:
locally within maturityModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
recipientName
Type:
xs:string
Content:
simple
Defined:
locally within legacyExpense element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
recipientRef
The id of the model item in the plan representing the recipient.
Type:
xs:string
Content:
simple
Defined:
locally within legacyExpense element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
recipientType
The type of the recipient of the legacy transfer.
Type:
recipientType
Content:
simple
Defined:
locally within legacyExpense element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
recur
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
recurrenceInterval
How often the expense recurs if it recurs less often than annual.
Type:
xs:integer
Content:
simple
Defined:
locally within expense complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
regimeType
Indicates type of tax regime model As Primary (Federal), Secondary (State, Province, Territory)
Type:
TaxRegimeType
Content:
simple
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
remainingBringForwardCapAmount
The remaining amount of bring forward that has not been used and is available for use before the expiration year.
Type:
xs:integer
Content:
simple
Defined:
locally within auTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
remainingCostBasis
Remaining cost basis.
Type:
xs:integer
Content:
simple
Defined:
locally within ukBondDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
remainingGrowthPercentage
Only applicable when the partialFirstYear is true; Indicate how much remaining growth percentage on each account.
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
reportDisplay
Type:
reportDisplay
Content:
simple
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
reportDisplayName
The name of the team as it should be displayed in a report.
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within teamInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
reportIncluded
Indicates whether this approval included an attested report.
Type:
xs:boolean
Content:
simple
Defined:
locally within planApprovalInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
residenceNilRateBandCarryOverPercent
Type:
xs:decimal
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
respContributionsToDate
The lifetime RESP contribution to date.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
retailPriceIndex
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
retainedIncome
The retained income amount of the company at plan start.
Type:
xs:decimal
Content:
simple
Defined:
locally within ukCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
retirementAccount
ID for caRetirementSavings (must be LIRA) model.
Type:
xs:string
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
retirementAnnuity
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
retirementReliefApplies
Only applicable when the asset type is Business or Farm/Fishing property.
Type:
xs:boolean
Content:
simple
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
returnIndividualContributions
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
rightSizeProperty
Type:
anonymous complexType (extension of baseGoal)
Content:
complex, 2 attributes, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
rrspContributionCarryForward
deprecated
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
rrspDeductionLimit
Used as the RRSP contribution limit for the plan start year if applyRrspDeductionLimit is TRUE.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
salary
The annual or monthly salary for the employment (based on the isMonthly value).
Type:
xs:integer
Content:
simple
Defined:
locally within employment complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
salaryMultiplier
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
salarySacrificeApplies
Indicates Salary Sacrifice is applicable this Money Purchase.
Type:
xs:boolean
Content:
simple
Defined:
locally within ukMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
salaryScheme
Type:
salaryScheme
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
saveIncomeAfterRetirement
(BMO plans) BMO wants to be able to save excess income in retirement
Type:
xs:boolean
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
savingsAccountStepDetail
Type:
anonymous complexType (extension of savingsAccountStepDetailType)
Content:
complex, 2 attributes, 24 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
savingsExpenseRate
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
savingsOrder (in accountTypeSavingsOrder in auPlanPreferences)
Type:
auAccountSavingsType
Content:
simple
Defined:
locally within auAccountSavingsOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
savingsOrder (in accountTypeSavingsOrder in caPlanPreferences)
Type:
caAccountSavingsType
Content:
simple
Defined:
locally within caAccountSavingsOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
savingsOrder (in accountTypeSavingsOrder in iePlanPreferences)
Type:
ieAccountSavingsType
Content:
simple
Defined:
locally within ieAccountSavingsOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
savingsOrder (in accountTypeSavingsOrder in ukPlanPreferences)
Type:
ukAccountSavingsType
Content:
simple
Defined:
locally within ukAccountSavingsOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
savingsOrder (in accountTypeSavingsOrder in uniPlanPreferences)
Type:
uniAccountSavingsType
Content:
simple
Defined:
locally within uniAccountSavingsOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
savingsOrder (in accountTypeSavingsOrder in usPlanPreferences)
Type:
usAccountSavingsType
Content:
simple
Defined:
locally within usAccountSavingsOrder complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
scheduledWithdrawalDollarAmount
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
scheduledWithdrawalPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
scheduledWithdrawalType
Type:
scheduledWithdrawalType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
schoolId
Type:
xs:long
Content:
simple
Defined:
locally within collegeExpense element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
schoolInfo
The type of housing to be used at the educational institution.
Type:
anonymous complexType
Content:
complex, 17 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 17 elements
Used:
at 1 location
schoolType
Type:
schoolType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
secondStateAmount
Type:
xs:integer
Content:
simple
Defined:
locally within ukStatePension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
secondTaxRegime
secondTaxRegime model is only exposed in PlanPref excluding UNI
Type:
taxRegimeModel
Content:
complex, 1 attribute, 17 elements
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
segments
Number of segments in the bond when the Top-up occurred
Type:
xs:integer
Content:
simple
Defined:
locally within topupEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
selectedAsset
Type:
xs:string
Content:
simple
Defined:
locally within homeEquityPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
sellProperty
Type:
anonymous complexType (extension of baseGoal)
Content:
complex, 2 attributes, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
sellProperty (in rightSizeProperty)
Type:
xs:string
Content:
simple
Defined:
locally within rightSizeProperty element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
serviceUptoYear
Only applicable when the bridge benefit applies, when calculating the bridge benefit amount, use this field to tell only the service up to certain year is applicable for bridge benefit calculation, e.g. it's year 2015, 2017 for college pension and teacher's pension respectively.
Type:
xs:integer
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
settlers
Type:
persons
Content:
complex, 1 element
Defined:
locally within trust complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
shareClass
ID of the share class.
Type:
xs:string
Content:
simple
Defined:
locally within shareClassDividendAmt complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
shareClassDividendAmt
A list of dividend amount values, one for each share class if there is any distribution for that share class.
Type:
shareClassDividendAmt
Content:
complex, 2 elements
Defined:
locally within shareClassDividendAmtMap complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
shareClassDividendAmtMap
Type:
shareClassDividendAmtMap
Content:
complex, 1 element
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
shares
Type:
xs:integer
Content:
simple
Defined:
locally within vestedAndExercisedSharesDataEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
sharesGranted
The number of shares granted to the user.
Type:
xs:integer
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
sharesVested
The number of shares already have been vested in this grant, it must be a non-negative integer.
Type:
xs:integer
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
showBasicExpensesLine
Type:
xs:boolean
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
singleItemOwnershipTransfer
Type:
singleItemOwnershipTransfer
Content:
complex, 2 attributes, 7 elements
Defined:
locally within singleItemOwnershipTransferList complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
sourceAccount
The plan account Id that is the source of funds for the transfer, if transfer isFromSpecificAccount.
Type:
xs:string
Content:
simple
Defined:
locally within accountTransfer element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
specialContributionNumYears
Type:
xs:integer
Content:
simple
Defined:
locally within ukInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
specialContributionType
For ISAs, the spouse allowance fields control how much additional contribution is made if a spouse allowance is received at spouse's death event.
Type:
contributionType
Content:
simple
Defined:
locally within ukInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
spendingGoalExpense
This provides a mechanism to specify a spending amount that is inclusive of other obligatory expenses such as mortgages and taxes in the plan.
Type:
anonymous complexType (extension of expense)
Content:
complex, 2 attributes, 23 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
spendingOrWorthGoal
This is very similar to the spendingGoalExpense item but this gives the ability to switch between a net worth goal and a pure spending goal without linking, de-linking, adding, and deleting other model items.
Type:
anonymous complexType (extension of expense)
Content:
complex, 2 attributes, 24 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
spouse
Type:
person
Content:
complex, 2 attributes, 7 elements
Defined:
locally within people element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
spouseAddition
Additional amount to receive based on spouse
Type:
xs:integer
Content:
simple
Defined:
locally within ukStatePension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
spouseDistributionInstruction
Type:
estateDistributionInstruction
Content:
complex, 2 elements
Defined:
locally within estateDistribution complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stage
Defines a section of the timeline between 2 events on the timeline.
Type:
anonymous complexType
Content:
complex, 1 attribute, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 1 attribute, 4 elements
Used:
at 1 location
stages
The list of all stages defined in the plan.
Type:
anonymous complexType
Content:
complex, 1 element
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
startAge
Type:
xs:integer
Content:
simple
Defined:
locally at 7 locations in voyant_schemas_dataIntegration-5.95.2.xsd
startYear
Type:
xs:integer
Content:
simple
Defined:
locally within portfolioSegment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
state
Type:
xs:string
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stateCapGainsRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
stateIncomeRate
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
status (in approval)
The status of the approval: SUBMITTED, APPROVED, null
Type:
anonymous simpleType (restriction of xs:string)
Content:
simple
Defined:
locally within planApprovalInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
status (type annuityStatus)
Type:
annuityStatus
Content:
simple
Defined:
locally within annuityItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
status (type finalSalaryStatus)
Type:
finalSalaryStatus
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
stepDetails
Type:
anonymous complexType
Content:
complex, 25 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 25 elements
stmntAge62Beneift
If STATEMENT calcType, then amount received at age 62
Type:
xs:integer
Content:
simple
Defined:
locally within usSocialSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stmntAge70Benefit
If STATEMENT calcType, then amount received at age 70
Type:
xs:integer
Content:
simple
Defined:
locally within usSocialSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stmntChildBenefit
If STATEMENT calcType, then child benefit amount
Type:
xs:integer
Content:
simple
Defined:
locally within usSocialSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stmntDisability
If STATEMENT calcType, the disability benefit amount
Type:
xs:integer
Content:
simple
Defined:
locally within usSocialSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stmntFullBenefit
Type:
xs:integer
Content:
simple
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
stmntSpouseAtRetirementBenefit
If STATEMENT calcType, the spouse at retirement benefit amount
Type:
xs:integer
Content:
simple
Defined:
locally within usSocialSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stmntSpouseCaringBenefit
If STATEMENT calcType, the spouse caring benefit amount
Type:
xs:integer
Content:
simple
Defined:
locally within usSocialSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stockExchange
For financial securities that have identifiable stock exchanges or markets.
Type:
xs:string
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
stockGrantStepDetail
Type:
anonymous complexType (extension of stockGrantStepDetailType)
Content:
complex, 2 attributes, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
strikePrice
This is the strike price the owner pays when exercise the stock option, it must be a positive value for ISO and NSO; Must be 0 for RSU.
Type:
xs:decimal
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
subAccountValue
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
subGroup
Type:
hierarchyItemInfo
Content:
complex, 4 elements
Defined:
locally within clientRecordInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
subscription
Type:
hierarchyItemInfo
Content:
complex, 4 elements
Defined:
locally within clientRecordInfo complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
subsequentGrantDollars
Required positive decimal value when the 'hasSubsequentGrants' is true and 'subsequentGrantsType' is DOLLARS.
Type:
xs:decimal
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
subsequentGrantEndsAtEvent
Required non-null value when the 'hasSubsequentGrants' is true.
Type:
xs:string
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
subsequentGrantPercentOfSalary
Required positive decimal value when the 'hasSubsequentGrants' is true and 'subsequentGrantsType' is PERCENT_OF_SALARY.
Type:
xs:decimal
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
subsequentGrantShares
Required positive integer value when the 'hasSubsequentGrants' is true and 'subsequentGrantsType' is SHARES.
Type:
xs:integer
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
subsequentGrantStartAtEvent
Required non-null value when the 'hasSubsequentGrants' is true.
Type:
xs:string
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
subsequentGrantsType
Required non-null value when the 'hasSubsequentGrants' is true.
Type:
stockSubsequentGrantType
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
suggestedAssetAllocationRanges
Type:
suggestedAssetAllocationRange
Content:
complex, 3 elements
Defined:
locally within assetAllocationMetadata complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
suggestedTypes
The suggested jaxb types which this item may be
Type:
xs:string
Content:
simple
Defined:
locally within unknownItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
superBeneficiaries
Beneficiary designation for superannuation account. insuranceBeneficiaries is a better fit than accountBeneficiaries
Type:
insuranceBeneficiaries
Content:
complex, 1 element
Defined:
locally within auSuperAccount element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
surrender
Type:
xs:decimal
Content:
simple
Defined:
locally within illustrationDataYear complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
surrenderPeriod
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
survivorPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 8 locations in voyant_schemas_dataIntegration-5.95.2.xsd
survivorshipInDeferment
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
targetAccount
The plan account Id that is the target for funds for the transfer.
Type:
xs:string
Content:
simple
Defined:
locally within accountTransfer element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
targetSweepAccounts
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
targetSweepDebtAccounts
Type:
modelIdList
Content:
complex, 1 element
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
tax
Tax paid on transfer amount
Type:
xs:integer
Content:
simple
Defined:
locally within previousCLT complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxable
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
taxableDistributionInstruction
Type:
taxableDistributionInstruction
Content:
complex, 2 elements
Defined:
locally within estateDistribution complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxableDistributions
Type:
estateDistributionDesignation
Content:
complex, 3 elements
Defined:
locally within estateDistribution complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxableExpenseRate
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxAsPAYE
For self employed income, whether to tax as PAYE.
Type:
xs:boolean
Content:
simple
Defined:
locally within ukEmployment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxationType
Type:
taxationType
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
taxDeductible
Indicate whether this expense is tax deductible or not.
Type:
xs:boolean
Content:
simple
Defined:
locally within expense complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxDeferredExpenseRate
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxesDue
Type:
xs:integer
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
taxesStepDetail
Changes to Taxes values (US Plans only).
Type:
anonymous complexType (extension of itemStepDetail)
Content:
complex, 2 attributes, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
taxFreeCashTaken
Type:
xs:integer
Content:
simple
Defined:
locally within ukTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxFreeExpenseRate
Type:
xs:decimal
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxRegime
Type:
taxRegimeModel
Content:
complex, 1 attribute, 17 elements
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
taxRegimeApplies
Type:
xs:boolean
Content:
simple
Defined:
locally within taxRegimeStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxRegimeStartYear
The first year that the tax regime starts.
Type:
xs:integer
Content:
simple
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
taxRegimeStepDetail
Type:
anonymous complexType (extension of taxRegimeStepDetailType)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
team
Optional item that if included, specifies information about the client user team with access to the client record.
Type:
teamInfo
Content:
complex, 6 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
term
Type:
xs:integer
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
termLifeInsurance
Term Life Insurance policy (US, UNI, AU and Canada Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 26 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 25 elements
Used:
at 1 location
tfsaContributionCarryForward
Used to keep track of TFSA contribution room that not used up in a year, so that it can be carried forward and used in future years.
Type:
xs:integer
Content:
simple
Defined:
locally within caTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
thresholdEscalation
The annual rate at which tax thresholds are escalated.
Type:
xs:double
Content:
simple
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
timeType
Type:
timeType
Content:
simple
Defined:
locally within event element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
timing
Type:
debitFulfillmentTimingEnum
Content:
simple
Defined:
locally within onetimePayment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
timingType
Type:
timingType
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
topupsList
Type:
topupEntry
Content:
complex, 3 elements
Defined:
locally within topupList complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
transferAll
If this is true, the fromOwnerId and transferValue fields are ignored; All the owners' full ownership will be transferred out to the target owners.
Type:
xs:boolean
Content:
simple
Defined:
locally within singleItemOwnershipTransfer complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
transferAmount
If not useAllAvailableFunds, then the specific amount to transfer.
Type:
xs:decimal
Content:
simple
Defined:
locally within accountTransfer element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
transferBalanceCapUsedToDate
Type:
xs:integer
Content:
simple
Defined:
locally within auTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
transferBeforePayingExpenses
If true, than transfer occurs in a year before expenses are fulfilled.
Type:
xs:boolean
Content:
simple
Defined:
locally within accountTransfer element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
transferExcessCreditsToSavings
Type:
xs:boolean
Content:
simple
Defined:
locally within planPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
transferPayout
Type:
xs:boolean
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
transferPayoutToAccount
Type:
xs:string
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
transferValue
The percentage value to be transferred.
Type:
xs:decimal
Content:
simple
Defined:
locally within singleItemOwnershipTransfer complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trust
Type:
xs:string
Content:
simple
Defined:
locally within trustDistribution element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trustBeneficiariesDesignationApplies
Type:
xs:boolean
Content:
simple
Defined:
locally within trustStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trustDistribution
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 10 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
trustIncomePayoutOptionApplies
Type:
xs:boolean
Content:
simple
Defined:
locally within trustStepDetailType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trustStepDetail
Type:
anonymous complexType (extension of trustStepDetailType)
Content:
complex, 2 attributes, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
trustStructure (in caTrust)
Type:
caTrustStructure
Content:
simple
Defined:
locally within caTrust element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trustStructure (in ukTrustDetails)
Type:
ukTrustStructure
Content:
simple
Defined:
locally within ukTrustDetails complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trustStructure (in usTrust)
Type:
usTrustStructure
Content:
simple
Defined:
locally within usTrust element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trustType (in auTrust)
Type:
auTrustType
Content:
simple
Defined:
locally within auTrust element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trustType (in caTrust)
Type:
caTrustType
Content:
simple
Defined:
locally within caTrust element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
trustType (in usTrust)
Type:
usTrustType
Content:
simple
Defined:
locally within usTrust element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
tuitionType
Type:
tuitionType
Content:
simple
Defined:
locally within collegeExpense element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in auInvestment)
Type:
auInvestmentType
Content:
simple
Defined:
locally within auInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in auSavings)
Type:
auSavingsType
Content:
simple
Defined:
locally within auSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in caInvestment)
Type:
caInvestmentType
Content:
simple
Defined:
locally within caInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in caRetirementSavings)
Type:
caRetirementSavingsType
Content:
simple
Defined:
locally within caRetirementSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in caSavings)
Type:
caSavingsType
Content:
simple
Defined:
locally within caSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in event)
Type:
eventType
Content:
simple
Defined:
locally within event element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in ieInvestment)
Type:
ieInvestmentType
Content:
simple
Defined:
locally within ieInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in ieMoneyPurchase)
Type:
ieMoneyPurchaseType
Content:
simple
Defined:
locally within ieMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in ieSavings)
Type:
ieSavingsType
Content:
simple
Defined:
locally within ieSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in property)
Type:
assetType
Content:
simple
Defined:
locally within property element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in taxableDistributionInstruction)
Type:
taxableEstateDistType
Content:
simple
Defined:
locally within taxableDistributionInstruction complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in ukInvestment)
Type:
investmentType
Content:
simple
Defined:
locally within ukInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in ukMoneyPurchase)
Type:
moneyPurchaseType
Content:
simple
Defined:
locally within ukMoneyPurchase element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in ukSavings)
Type:
ukSavingsType
Content:
simple
Defined:
locally within ukSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in uniInvestments)
Type:
uniInvestmentType
Content:
simple
Defined:
locally within uniInvestments element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in usCollegeSavings)
Type:
usCollegeSavingsType
Content:
simple
Defined:
locally within usCollegeSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in usRetirementPlan)
Type:
retirementPlanType
Content:
simple
Defined:
locally within usRetirementPlan element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (in usSavings)
Type:
savingsType
Content:
simple
Defined:
locally within usSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (type companyType)
Type:
companyType
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
type (type estateDistType)
Type:
estateDistType
Content:
simple
Defined:
locally within estateDistributionInstruction complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
type (type insuranceType)
Type:
insuranceType
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
type (type windfallTypes)
Type:
windfallTypes
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
typeDescription
The type description received from the integration to aid in the identification of the account.
Type:
xs:string
Content:
simple
Defined:
locally within unknownItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
typeId
The id of the unmapped type
Type:
xs:string
Content:
simple
Defined:
locally within unmappedIntegrationType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
typeName
The display name of the unmapped type
Type:
xs:string
Content:
simple
Defined:
locally within unmappedIntegrationType complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ukAnnuity
UK Annuity Payout (UK Plans Only)
Type:
anonymous complexType (extension of annuityItem)
Content:
complex, 2 attributes, 25 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukBondDetails
Type:
ukBondDetails
Content:
complex, 6 elements
Defined:
locally within ukInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ukCompany
A non-person owner that represents a Canadian company.
Type:
anonymous complexType (extension of nonPersonOwner)
Content:
complex, 2 attributes, 14 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 14 elements
Used:
at 1 location
ukCriticalIllnessProtection
UK and Irish Critical Illness policy (UK and Irish Plans Only).
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 11 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 10 elements
Used:
at 1 location
ukEmployment
Employment object (UK Plans Only)
Type:
anonymous complexType (extension of employment)
Content:
complex, 2 attributes, 20 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
ukEstatePlan
Uk Estate Plan
Type:
anonymous complexType (extension of baseEstate)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukFinalSalary
UK Final Salary item (UK Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 43 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 42 elements
Used:
at 1 location
ukIHTExemptionEscalationRate
Type:
xs:decimal
Content:
simple
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ukIHTPropertyExemptionEscalationRate
Type:
xs:decimal
Content:
simple
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ukIncomeProtection
UK and Irish Disability policy (UK and Irish Plans Only).
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 15 elements
Used:
at 1 location
ukInvestment
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 46 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 27 elements
Used:
at 1 location
ukLongTermCareProtection
Long Term Care Policy (UK and Irish Plans Only).
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 14 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 13 elements
Used:
at 1 location
ukMoneyPurchase
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 43 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 24 elements
Used:
at 1 location
ukMoneyPurchaseContributionLimitGrowthValue
Type:
xs:decimal
Content:
simple
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ukMoneyPurchaseLifetimeLimitGrowthValue
Type:
xs:decimal
Content:
simple
Defined:
locally within ukPlanPreferences complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ukPlanPreferences
Defines the set of preferences available for the UK region.
Type:
ukPlanPreferences
Content:
complex, 2 attributes, 46 elements
Defined:
locally within assumptions element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ukSavings
A UK Savings Account (UK Plans only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 30 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
ukStatePension
UK State Pension (UK Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 13 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 12 elements
Used:
at 1 location
ukTaxAndAllowanceInfo
UK Tax and other allowance factors for the start of the plan.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 22 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 21 elements
Used:
at 1 location
ukTermProtection
UK and Irish Term Insurance policy (UK and Irish Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 24 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 23 elements
Used:
at 1 location
ukTrustDetails
Type:
ukTrustDetails
Content:
complex, 4 elements
Defined:
locally within ukInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
ukUnsecuredPension
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 30 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
ukWholeLifeProtection
UK and Irish Whole Life Insurance policy (UK and Irish Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 15 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 14 elements
Used:
at 1 location
uniEmployment
Employment object (UNI Plans Only)
Type:
anonymous complexType (extension of employment)
Content:
complex, 2 attributes, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
uniEstatePlan
UNI Estate Plan
Type:
anonymous complexType (extension of baseEstate)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
uniInvestments
A generic Investment account.
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 36 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 17 elements
Used:
at 1 location
uniInvestmentsStepDetail
UNI Investment Account step detail (UNI Plans only)
Type:
anonymous complexType (extension of savingsAccountStepDetailType)
Content:
complex, 2 attributes, 31 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
uniPlanPreferences
Defines the set of preferences available for the UNI region.
Type:
uniPlanPreferences
Content:
complex, 2 attributes, 39 elements
Defined:
locally within assumptions element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
uniTaxableSavings
Taxabe Savings accounts (UNI Plans Only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 27 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 8 elements
Used:
at 1 location
uniTaxRegimeModel
Uni tax regime model.
Type:
anonymous complexType (extension of taxRegimeModel)
Content:
complex, 1 attribute, 18 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
unitCost
The amount paid for 1 unit of this particular block of the financial security.
Type:
xs:decimal
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
units
The number of units of financial security held.
Type:
xs:decimal
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
unitValue
The value of 1 unit of the financial security.
Type:
xs:decimal
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
unknownIntegrationItems
Type:
anonymous complexType
Content:
complex, 2 elements
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
unknownItem
Type:
unknownItem
Content:
complex, 5 elements
Defined:
locally within unknownIntegrationItems element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
unlimitedBenefitPeriod
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
unmappedIntegrationType
The list of unmapped integration types
Type:
unmappedIntegrationType
Content:
complex, 4 elements
Defined:
locally within unmappedIntegrationTypes complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
unmappedIntegrationTypes
Type:
unmappedIntegrationTypes
Content:
complex, 1 element
Defined:
locally within unknownIntegrationItems element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
unsecuredPensionStepDetail
Step Detail for UK Drawdown Pension Accounts (UK Plans only)
Type:
anonymous complexType (extension of savingsAccountStepDetailType)
Content:
complex, 2 attributes, 25 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
upperBoundaryEventId
The id of the event that defines the end of the stage.
Type:
xs:string
Content:
simple
Defined:
locally within stage element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
upperYearLimit
The latest year in the timeline that this event is allowed to be moved to.
Type:
xs:integer
Content:
simple
Defined:
locally within event element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
usAnnuity
US Annuity Payout (US Plans Only)
Type:
anonymous complexType (extension of annuityItem)
Content:
complex, 2 attributes, 26 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
usCollegeSavings
A US College Savings Account (US Plans only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 30 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 1 location
useAllAvailableFunds
If true, then the entire balance of sourceAccount is tranferred if possible to targetAccount
Type:
xs:boolean
Content:
simple
Defined:
locally within accountTransfer element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
useBaseSalaryOnly
Type:
xs:boolean
Content:
simple
Defined:
locally at 3 locations in voyant_schemas_dataIntegration-5.95.2.xsd
useBringForwardCarryOver
Type:
xs:boolean
Content:
simple
Defined:
locally within auTaxInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
useCommonShareClass
Type:
xs:boolean
Content:
simple
Defined:
locally within caCompany element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
useEffectiveRates
Used to set within tax bracket system to use effective tax rate or marginal tax rates
Type:
xs:boolean
Content:
simple
Defined:
locally within taxRegimeModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
useManualLockRate
Boolean value that indicates to use userEnteredLockRate instead of the double or triple lock logic
Type:
xs:boolean
Content:
simple
Defined:
locally within ukStatePension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
usEmployment
Employment object (US Plans Only)
Type:
anonymous complexType (extension of employment)
Content:
complex, 2 attributes, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
usePreferredFundingItemOnly
Type:
xs:boolean
Content:
simple
Defined:
locally at 6 locations in voyant_schemas_dataIntegration-5.95.2.xsd
user
Individual user access type
Type:
consumerUserAccessType
Content:
complex, 4 attributes, 1 element
Defined:
locally within consumerUserCollection complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
userAccess
Optional item that if included holds information about users that have access to this client record.
Type:
userAccessCollection
Content:
complex, 1 element
Defined:
locally within client element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
userEnteredLockRate
Value used in place of internal calculation of double or triple lock
Type:
xs:decimal
Content:
simple
Defined:
locally within ukStatePension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
useRMD
Type:
xs:boolean
Content:
simple
Defined:
locally within portfolioSegmentation element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
useSpouseAgeForRMDRate
if it's TRUE, the RMD factor will be calculated using spouse age instead of primary.
Type:
xs:boolean
Content:
simple
Defined:
locally within caRetirementSavings element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
usEstatePlan
US Estate Plan
Type:
anonymous complexType (extension of baseEstate)
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
useTaxRegime
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
useToFulfillNonQualifiedExpenses
Account can be used to fulfill non qualified expenses (Added for FHSA to prevent account from being liquidated before tax-free use)
Type:
xs:boolean
Content:
simple
Defined:
locally within caInvestment element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
useTrustFundingItemsToPayGrantorTaxExpense
Type:
xs:boolean
Content:
simple
Defined:
locally within usTrust element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
usPension
US Pension Plans (US Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 17 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 16 elements
Used:
at 1 location
usPlanPreferences
Defines the set of preferences available for the US region.
Type:
usPlanPreferences
Content:
complex, 2 attributes, 47 elements
Defined:
locally within assumptions element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
uspWithdrawStrategy
Type:
MoneyPurchasePensionWithdrawStrategyType
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
usRetirementPlan
US Retirement Plan accounts (US Plans Only)
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 43 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 24 elements
Used:
at 1 location
usSavings
A savings account (US plans only).
Type:
anonymous complexType (extension of AccountItem)
Content:
complex, 2 attributes, 35 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 16 elements
Used:
at 1 location
usSocialSecurity
US Social Security Payout (US Plans Only)
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 15 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 14 elements
Used:
at 1 location
usStockGrant
Type:
anonymous complexType (extension of stockGrant)
Content:
complex, 2 attributes, 37 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
usTaxInfo
US federal and state income and capital gains effective rates..
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 11 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 10 elements
Used:
at 1 location
usTaxRegimeModel
US tax regime model.
Type:
anonymous complexType (extension of taxRegimeModel)
Content:
complex, 1 attribute, 17 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
never
usTrust
A non-person owner that represents a trust in United States of America (US Plans Only)
Type:
anonymous complexType (extension of trust)
Content:
complex, 2 attributes, 13 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
usVariableAnnuity
Irish Annuity Payout (Irish Plans Only)
Type:
anonymous complexType (extension of AccountItemWithAssetAllocation)
Content:
complex, 2 attributes, 43 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 15 elements
Used:
at 1 location
valuationType
Indicates how the total value of this block of the financial security was derived.
Type:
valuationType
Content:
simple
Defined:
locally within accountHolding complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
value (type xs:decimal)
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
value (type xs:integer)
Type:
xs:integer
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
value2014
Valuation as of Jan 1, 2014.
Type:
xs:integer
Content:
simple
Defined:
locally within ieFinalSalary element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
valueType
A Goal's amount is based on a specific YEARLY value, are INCOME_BASED, or ITEMIZED from expenses
Type:
expenseValueType
Content:
simple
Defined:
locally within BaseExpenseItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
vestedAndExercisedShares
Type:
vestedAndExercisedSharesDataEntry
Content:
complex, 7 elements
Defined:
locally within vestedAndExercisedSharesData complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
vestedAndExercisedSharesData
This field allows the user to give information of shares the user currently holding that are vested and/or exercised.
Type:
vestedAndExercisedSharesData
Content:
complex, 1 element
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
vestedDate
Type:
xs:date
Content:
simple
Defined:
locally within vestedAndExercisedSharesDataEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
vestedFMV
Type:
xs:decimal
Content:
simple
Defined:
locally within vestedAndExercisedSharesDataEntry complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
vestPeriod
How many years it requires to fully vest all the shares in the stock grant.
Type:
xs:integer
Content:
simple
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
vestSchedule (in vestSchedule : stockGrantVestSchedule)
Type:
stockGrantVestScheduleEntry
Content:
simple, 1 attribute
Defined:
locally within stockGrantVestSchedule complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
vestSchedule (type stockGrantVestSchedule)
Required if there are shares not vested in this grant; This fields tells when and how many shares to be vested.
Type:
stockGrantVestSchedule
Content:
complex, 1 element
Defined:
locally within stockGrant complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
waitingPeriod
The waiting period in months before payouts begin after disability.
Type:
xs:integer
Content:
simple
Defined:
locally within disabilityInsurance element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
widowed
Type:
xs:boolean
Content:
simple
Defined:
locally within ieTaxAndAllowanceInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
widowsPensionApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
widowsPensionCalcScheme
Type:
FinalSalaryWidowsPensionCalcSchemeEnum
Content:
simple
Defined:
locally within ukFinalSalary element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
widowsPensionEscalation
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
widowsPensionPercent
Type:
xs:decimal
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
windfall
A single year non-employment income.
Type:
anonymous complexType (extension of BaseDetailItem)
Content:
complex, 2 attributes, 10 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
withdrawalFixAmountDistributionType
Type:
withdrawalFixAmountDistribution
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
withdrawalLimitApplies
Type:
xs:boolean
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
withdrawalLimitType
Type:
withdrawalLimitType
Content:
simple
Defined:
locally at 4 locations in voyant_schemas_dataIntegration-5.95.2.xsd
withdrawalStrategy
Type:
withdrawalStrategy
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
year
Type:
xs:integer
Content:
simple
Defined:
locally at 5 locations in voyant_schemas_dataIntegration-5.95.2.xsd
year1AllocationPercentile
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year1FixedGrowth
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year2AllocationPercentile
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year2FixedGrowth
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year3AllocationPercentile
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year3FixedGrowth
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year4AllocationPercentile
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year4FixedGrowth
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year5AllocationPercentile
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
year5FixedGrowth
Type:
xs:double
Content:
simple
Defined:
locally within marketCrashEventModel complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
yearData
Type:
illustrationDataYear
Content:
complex, 7 elements
Defined:
locally within illustrationData complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
yearlyPercentGainsTaxed
Defines an estimated "churn".
Type:
xs:decimal
Content:
simple
Defined:
locally within AccountItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
yearOfInception
The year the Trust was established.
Type:
xs:integer
Content:
simple
Defined:
locally within trust complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
years
The loan duration if the debt is a mortgage or loan type
Type:
xs:integer
Content:
simple
Defined:
locally within debt element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
yearsCertain
Type:
xs:integer
Content:
simple
Defined:
locally within annuityItem complexType in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
yearsOfService
Type:
xs:integer
Content:
simple
Defined:
locally at 2 locations in voyant_schemas_dataIntegration-5.95.2.xsd
yearsOfServiceFactor
Only applicable when the pension plan type is PUBLIC_DB_PENSION, this is value of normal years of service without deduction on benefit.
Type:
xs:integer
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
yearsOfServiceFactorApplies
Only applicable when the pension plan type is PUBLIC_DB_PENSION, and the agePlusServiceYearReductionApplies flag is turned on.
Type:
xs:boolean
Content:
simple
Defined:
locally within caDefinedBenefitPension element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
yearsResidentSince18
The number of years a resident since age 18, if not a lifelong resident.
Type:
xs:integer
Content:
simple
Defined:
locally within caOldAgeSecurity element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
zip
Type:
xs:string
Content:
simple
Defined:
locally within schoolInfo element in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Complex Type Summary
accountAnnuitization
Options for annuitizing a percentage amount of an account
Content:
complex, 14 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 2 locations
accountBeneficiaries
Collection of beneficiaries for an account, e.g. a family RESP account.
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
accountBeneficiary
A specific beneficiary of an account, e.g.
Content:
complex, 2 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
accountHolding
An individual financial security.
Content:
complex, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 16 elements
Used:
at 1 location
AccountItem
Base schema for most account types
Content:
complex, 2 attributes, 19 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 18 elements
Used:
at 18 locations
AccountItemWithAssetAllocation
A base investment accounts that has an asset allocation, cost basis, and the notion of percent gains taxed and taxed annually.
Content:
complex, 2 attributes, 28 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 4 locations
AccountItemWithContributions
A AU Savings Account
Content:
complex, 2 attributes, 25 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 6 elements
Used:
at 2 locations
annuitization
Options for annuitizing a value
Content:
complex, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 2 locations
annuityItem
Content:
complex, 2 attributes, 25 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 24 elements
Used:
at 4 locations
appliedEventList
The set of events that define the timeline for a model item.
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 2 locations
assetAllocation
Defines a mapping of asset classes to percentage.
Content:
complex, 1 attribute, 2 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 1 attribute, 2 elements
Used:
at 6 locations
assetAllocationClass
Content:
simple, 1 attribute
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 attribute
Used:
at 1 location
assetAllocationMetadata
Information about a particular, pre-defined asset allocation.
Content:
complex, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 8 elements
Used:
at 1 location
auAccountLiquidationOrder
AU account liquidation order
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
auAccountSavingsOrder
AU savings order
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
auPlanPreferences
Content:
complex, 2 attributes, 41 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
BaseDetailItem
Content:
complex, 2 attributes, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 attributes, 1 element
Used:
at 61 locations
baseEstate
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 6 locations
BaseExpenseItem
Content:
complex, 2 attributes, 11 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 10 elements
Used:
at 3 locations
baseGoal
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 3 locations
baseOtherIncome
Content:
complex, 2 attributes, 13 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 12 elements
Used:
at 3 locations
beneficiaries
Collection of generic beneficiaries.
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
beneficiary
A generic beneficiary of an item, specify the percentage of the total benefit allocated to this beneficiary
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
bracketList
Use for tax regimes, for multiple entries of tax rates or thresholds
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 8 locations
caAccountLiquidationOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
caAccountSavingsOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
caPlanPreferences
Content:
complex, 2 attributes, 44 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
clientNoteRecord
Client Record Level Note
Content:
complex, 3 attributes, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 attributes, 1 element
Used:
at 1 location
clientRecordInfo
Information regarding the Client record.
Content:
complex, 4 attributes, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 attributes, 4 elements
Used:
at 1 location
CLTList
List of Chargeable Lifetime Transfers (CLT)
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
commonShareClassOwnershipMap
Content:
complex, 2 attributes, 2 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
commonShareClassOwnershipMapEntry
Content:
complex, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
companyCommonShareClass
Content:
complex, 2 attributes, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
companyCommonShareClasses
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
companyPreferredShare
Content:
complex, 2 attributes, 5 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
companyPreferredShares
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
consumerUserAccessType
Provides information about whether a particular consumer user has access to the Consumer Go Planning Application, or the Consumer Snapshot application.
Content:
complex, 4 attributes, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 attributes, 1 element
Used:
at 1 location
consumerUserCollection
Information about
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
creditReserveContributionPartialYearCalcConfig
Content:
complex, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
debtItemStepDetailType
A step detail for debt types
Content:
complex, 2 attributes, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 3 locations
employerContribution
A model of an employer contribution to a retirement plan.
Content:
complex, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 6 elements
Used:
at 1 location
employment
The base schema for all region specific employment objects.
Content:
complex, 2 attributes, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 15 elements
Used:
at 6 locations
estateDistribution
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 1 location
estateDistributionDesignation
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
estateDistributionInstruction
Content:
complex, 2 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 2 locations
estateItemDesignation
Allows to designate one or multiple items to a specific beneficiary designation.
Content:
complex, 2 attributes, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
expense
An expense in the plan.
Content:
complex, 2 attributes, 22 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 11 elements
Used:
at 5 locations
expenseDetail
One expense in an ITEMIZED Goal
Content:
complex, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
expenseDetails
A collection of ITEMIZED Goal expenseDetails
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
expensePartialYearCalcConfig
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
featureType
Name and value of a feature
Content:
empty, 2 attributes
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 attributes
Used:
at 1 location
gmibAnnuityRider
Guaranteed minimum income benefit rider
Content:
complex, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
growthItemStepDetailType
A base step detail for items that grow
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 6 locations
hierarchyItemInfo
Information regarding an item in the hierarchy: Entity Group, Subscription, SubGroup, or Team
Content:
complex, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 4 locations
holdings
The set of individual financial instruments held in an account.
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
ieAccountLiquidationOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
ieAccountSavingsOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
iePlanPreferences
Content:
complex, 2 attributes, 40 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
illustrationData
Collection of ordered yearly illustration data for illustratedWholeLifeInsurance
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
illustrationDataYear
Data for single year of a policy illustration
Content:
complex, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
importSuggestion
Content:
empty, 2 attributes
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 attributes
Used:
at 1 location
incomeItemStepDetailType
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 4 locations
incomePartialYearCalcConfig
Content:
complex, 5 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 1 location
insuranceBeneficiaries
Collection of beneficiaries for an insurance product
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 2 locations
insuranceBeneficiary
A specific beneficiary of an insurance product, and the percentage of the total benefit allocated to this beneficiary
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
itemStepDetail
A step detail defines the specific attributes for an item to change at a specific point in time in it's timeline.
Content:
complex, 2 attributes, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 10 locations
lockedPreferences
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
marketCrashEventModel
Definition of Market Crash Model.
Content:
complex, 12 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 12 elements
Used:
at 1 location
maturityModel
Payout at end Term Maturity
Content:
complex, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
modelIdList
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 16 locations
nonPersonOwner
Content:
empty, 2 attributes
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 attributes
Used:
at 4 locations
owners
Set of people or non-people owner objects that own a model object
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
ownershipPercentage
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
ownershipPercentages
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
percentageMapEntry
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
person
A person in the plan.
Content:
complex, 2 attributes, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 attributes, 7 elements
Used:
at 3 locations
persons
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 2 locations
PETList
List of Potential Exempt Transfers (PET)
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
planApprovalInfo
Information regarding the plan approval, if any.
Content:
complex, 8 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 8 elements
Used:
at 1 location
planPreferences
Content:
complex, 2 attributes, 37 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 36 elements
Used:
at 6 locations
previousCLT
Paired Set of Year as key and amount and tax values for CLT Transfer
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
previousPET
Paired Set of Year as key and amount for PET Transfer
Content:
complex, 2 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
retirementAccountStepDetailType
A step detail for most AccountItem types
Content:
complex, 2 attributes, 31 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
savingsAccountStepDetailType
A step detail for most AccountItem types
Content:
complex, 2 attributes, 24 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 20 elements
Used:
at 6 locations
shareClassDividendAmt
Content:
complex, 2 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
shareClassDividendAmtMap
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
singleItemOwnershipTransfer
Defines a transfer of Asset or Company share to one or multiple new owners; Each new owner may have a different percentage in the new ownership.
Content:
complex, 2 attributes, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 6 elements
Used:
at 1 location
singleItemOwnershipTransferList
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
stockGrant
Stock grant
Content:
complex, 2 attributes, 36 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 35 elements
Used:
at 2 locations
stockGrantStepDetailType
A step detail for most AccountItem types
Content:
complex, 2 attributes, 16 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 12 elements
Used:
at 1 location
stockGrantVestSchedule
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
stockGrantVestScheduleEntry
Content:
simple, 1 attribute
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 attribute
Used:
at 1 location
suggestedAssetAllocationRange
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
taxableDistributionInstruction
Content:
complex, 2 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
taxRegimeModel
Generic definition of a tax regime.
Content:
complex, 1 attribute, 17 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 1 attribute, 17 elements
Used:
at 4 locations
taxRegimeStepDetailType
A step detail for most AccountItem types
Content:
complex, 2 attributes, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
teamInfo
Information regarding the Client Team that has access to the client.
Content:
complex, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
topupEntry
Yearly total of Top-ups
Content:
complex, 3 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 3 elements
Used:
at 1 location
topupList
List of Top-ups
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
trust
A non-person owner that represents a Trust.
Content:
complex, 2 attributes, 10 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 10 elements
Used:
at 3 locations
trustStepDetailType
A step detail for most AccountItem types
Content:
complex, 2 attributes, 9 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 1 location
ukAccountLiquidationOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
ukAccountSavingsOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
ukBondDetails
A model of an employer contribution to a retirement plan.
Content:
complex, 6 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 6 elements
Used:
at 1 location
ukPensionAnnuitization
Options for annuitizing a Uk Money Purchase or Drawdown Pension - includes lump sum percent options
Content:
complex, 15 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
ukPlanPreferences
Content:
complex, 2 attributes, 46 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 9 elements
Used:
at 1 location
ukTrustDetails
A model of an employer contribution to a retirement plan.
Content:
complex, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
uniAccountLiquidationOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
uniAccountSavingsOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
uniPlanPreferences
Content:
complex, 2 attributes, 39 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
unknownItem
Content:
complex, 5 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 5 elements
Used:
at 2 locations
unmappedIntegrationType
Content:
complex, 4 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 4 elements
Used:
at 1 location
unmappedIntegrationTypes
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
usAccountLiquidationOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
usAccountSavingsOrder
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
userAccessCollection
Information about user access to this client record.
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
usPlanPreferences
Content:
complex, 2 attributes, 47 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 10 elements
Used:
at 1 location
vestedAndExercisedSharesData
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 1 location
vestedAndExercisedSharesDataEntry
Content:
complex, 7 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 7 elements
Used:
at 1 location
yearAndIntValueEntry
One entry in the integer to double map.
Content:
complex, 2 elements
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definitions of 2 elements
Used:
at 1 location
yearToIntegerValueMap
The previous PET
Content:
complex, 1 element
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Includes:
definition of 1 element
Used:
at 2 locations
Simple Type Summary
annuityCalcMethod
The method used to ascertain an annutiy payment value.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
annuityStatus
The status of annuity payout.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
annuityType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
assetOwnershipType
Mechanisms of ownership: JOINT_TENANCY or TENANTS_IN_COMMON
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
assetType
Types of property and other physical assets.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 2 locations
auAccountLiquidationType
AU account liquidation type
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
auAccountSavingsType
AU account savings type, we are not using tax types here because AU just has income tax.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
auInvestmentType
The types of investment accounts in an Australias plan (Australia plans only).
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
auResidentType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
auSavingsType
The types of AU Savings accounts (AU Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
auSuperAccountPhase
The types of investment accounts in an Australian plan (Australia plans only).
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
auTrustType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
beneficiaryType
The various possible types of beneficiaries for an insurance product.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
benefitDurationType
How long to payout a benefit
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
benefitTimeType
Are benefits defined as Daily, or Monthly
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
benefitType
The various types of insurance benefit payout options: fixed LUMP_SUM, regular INCOME, DECREASING lump sum, or INCREASING lump sum
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
businessTaxationType
The basic types of trust settlers.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caAccountLiquidationType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caAccountSavingsType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caInvestmentType
The types of investment accounts in a Canada plan (Canda plans only).
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
calcType
The specific region associated with the plan.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caPensionSplitElectionType
Indicates whether pension splitting applies, and how..
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caProvince
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caRetirementSavingsType
The types of retirement accounts in a Canada plan (Canda plans only).
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caSavingsType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caStockGrantType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caTrustStructure
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
caTrustType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
clientPlanPermissionType
The access type client user has to this plan.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
commonShareOwnerType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
companyDistributionType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
companyType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
contributionType
Indicates whether a contribution is specified as a DOLLAR amount, a PERCENT, or a the MAX_CONTRIBUTION allowed.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 6 locations
creatorType
The type of entity that created an asset allocation.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
dbPensionAccrualType
Differnt ways to calculate the Defined Benefit Pension amount: according to the percent of income or according to percent per year of service.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
dbPensionPlanType
Only applicable for Canada Defined Benefit Pension; These are different types of Defined Benefit Pension Plan
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
debitFulfillmentTimingEnum
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
debtType
The basic types of debt.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
drawdownPensionType
UK Drawdown/Unsecured Pension Types (UK Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
employerContributionType
Employer contributions are either MATCHING an employee contribution, or a FIXED value.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
employerNicRateCode
UK Money Purchase Employer National Insurance Rate Codes (UK Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
employmentSource
Indicates the source of employment income.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
escalationType
Methods for escalation
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 3 locations
estateDistType
The possible types for how the estate is distributed
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
eventType
The different types of events in a plan.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
expenseValueType
A Goal Expense's amount is based on a SPECIFIED value, are INCOME_BASED, or ITEMIZED from expenses
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
fhsaAccountClosureOption
CA Investment Accounts of Type FHSA Only
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
FinalSalaryIndContriTypeEnum
UK Final Salary Advanced Options Individual Employee contribution can either be percent of salary or fixed amount.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
finalSalaryStatus
Status of Payouts from ukFinalSalary and ieFinalSalary items (UK and Irish Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
FinalSalaryWidowsPensionCalcSchemeEnum
UK Final Salary Advanced Options Widow or Widowers Pension Calculation either Service to Date or Accrual to Normal Retirement Date.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
gender
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
gmibGuaranteeType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
growthType
UK Term Protection Maturity, Growth Scheme Types.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
housingType
The type of housing to be used at the educational institution.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ieAccountLiquidationType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ieAccountSavingsType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ieInvestmentType
Types of ieInvestment accounts (Irish Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ieMoneyPurchaseType
Irish Money Purchase Types (Irish Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
iePensionInvestmentOption
Irish Money Purchase option for investment at retirement (Irish Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
iePensionLumpSumOption
Irish Money Purchase option for lump sum at retirement (Irish Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ieSavingsType
Types of Irish savings accounts.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
importOption
Suggestion for whether a plan should be added or skipped during an import.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
insuranceBeneficiaryType
The various possible types of beneficiaries for an insurance product.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
insuranceCalcType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
insuranceType
Indicates whether an insurance item is available as part of an employment or a personal purchase.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
investmentType
UK Investment Types (UK Plans only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
itemDesignationOwnerType
The various possible types of beneficiaries for an estate.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
jointPayoutType
Payout of benefits at FIRST to die, or SECOND to die for joint products.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 2 locations
lifeFundWithdrawalStrategyType
The approach to use for life fund withdrawals.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
lineOfCreditLimitType
A line of credit can be limited to a fixed amount, or as a percent of equity in an asset.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
loanBorrowerType
The basic types of loan borrowers.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
lumpSumChoice
Lump sum options for UK/Ireland Defined Benefits/Final Salaries NONE = No Lump Sum Value FIXED = Commutated lump sum where the lump sum amount is specified DECLARED = A declared value unrelated to the base amount ACCRUAL = Uncommutated lump sum where the where the amount is calculated using a multiplier MAXIMUM = Only available for UK.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
lumpSumType
The different ways to take a lump sum in a pension crystallisation
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
MoneyPurchasePensionWithdrawStrategyType
The different ways to withdraw from an Unsecured Pension.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
moneyPurchaseType
UK Money Purchase Types (UK Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ownerType
The type of owner for an ownership distribution, either a person in the plan (with accomponying id) or person outside of plan.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
partialYearCalcTypeEnum
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
paymentFrequency
Payment frequency, can be used for payments going into or out of the plan, for example: employment income, debt payment, investment contribution.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 6 locations
personType
The type of person in the plan.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
purchaserOfProperty
purchaser type for retirement relief
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
recipientType
The type of recipient for a legacy git: PERSON_IN_PLAN, PERSON_OUTSIDE_OF_PLAN, CHARITY
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
reportDisplay
The content to be displayed as part of cover sheet for client report.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
retirementPlanType
US Retirement Plan account types (US Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
salaryScheme
How to calculate as salary scheme: LAST_YEAR, AVG_LAST_5_YEARS, or AVG_HIGHEST_3_YEARS.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
savingsType
The types of US Savings accounts (US Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
scheduledWithdrawalType
The different ways to limit or not limit a withdrawal from an account in a particular year.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
schoolType
Is the School PUBLIC or PRIVATE
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
securityIdType
The variety of a ways a financial security can be identified: TICKER, CUSIP, ISIN, SEDOL, CASH, CUSTOM, MORNINGSTAR
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
socialSecurityCalcType
How to determine or calculate benefit amount: CURRENTLY_RECEIVING, ESTIMATE, STATEMENT, PERCENT_OF_MAX
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
spendingGoalCalcMethod
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
stockGrantExerciseTimingEnum
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
stockGrantLiquidationType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
stockOptionExerciseType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
stockSubsequentGrantType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
taxableBeneficiaryType
The various possible types of beneficiaries for an estate.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
taxableEstateDistType
The possible types for how the taxable estate is distributed
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
taxationType
The type of taxation: None, Income, Capital Gains, Dividend, and Other.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 3 locations
taxGroup
Classification of the Irish inheritance for capital acquisition (Irish Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
TaxRegimeType
Indicates type of taxation PRIMARY (Federal), SECONDARY (State/Provincial/Regionial)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
timeType
Defines the timing type of an event.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
timingType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 3 locations
trustCapitalDistributionOptions
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
trustPayoutOptions
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
trustSettlerType
The basic types of trust settlers.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
never
trustStructure
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
never
tuitionType
Where the school is located relative to the residence of the attendee.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukAccountLiquidationType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukAccountSavingsType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukCountry
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukFinalSalaryAccrualType
Different options of predefined UK Final Salary accrual rate.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukPensionSurvivorshipOption
Irish Money Purchase Types (Irish Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukProtectionType
UK Money Purchase allowance factor.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukSavingsType
The types of UK Savings accounts (UK Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
ukTrustStructure
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
uniAccountLiquidationType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
uniAccountSavingsType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
uniInvestmentType
The generic investment types for UNI investment accounts.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
uniSavingsType
Savings accounts types (UNI Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
usAccountLiquidationType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
usAccountSavingsType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
usCollegeSavingsType
The types of US Education Savings accounts (US Plans Only)
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
usStockGrantType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
usTrustStructure
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
usTrustType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
valuationType
Different ways to value a holding.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
valueType
Indicates whether a contribution is specified as a DOLLAR amount or as PERCENT.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 3 locations
varAnnuitizationTimingType
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
windfallTypes
Types of windfalls: Inheritance, Gifts, Gambling, and Other.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
withdrawalFixAmountDistribution
The different ways to withdraw fixed amount on a group of accounts.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
withdrawalLimitType
The different ways to limit or not limit a withdrawal from an account in a particular year.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 2 locations
withdrawalStrategy
Withdrawals on an account be specified as withdrawal limits, where up to a specific amount CAN be taken as needed Withdrawals can also be execute based on a scheduled amount.
Defined:
globally in voyant_schemas_dataIntegration-5.95.2.xsd; see XML source
Used:
at 1 location
XML schema documentation generated with DocFlex/XML 1.12 using DocFlex/XML XSDDoc 2.9.0 template set