element <ieMoneyPurchase> (global)

Namespace:	urn:voyant:integration
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

XML Representation Summary

<ieMoneyPurchase

id	=	xs:string
partnerRefId	=	xs:string

Content:

</ieMoneyPurchase>

Content model elements (37):

accountAvailabilityEvent,

annualDollarWithdrawalLimit,

annualPercentageWithdrawalLimit,

annuitization (type annuitization),

appliedEventList,

assetAllocation,

balance,

contributeBeforePayingExpenses,

contribution,

contributionFrequency,

contributionPercent,

contributionType,

crystallizationEvent,

customProduct,

dividendYieldRate,

employerContribution,

employerContributionApplies,

feeRate,

growByAssetAllocation,

growthRate (type xs:double),

lumpSumPercent (in ieMoneyPurchase),

lumpSumSalaryMultiple,

name (type xs:string),

owners,

partialYearCalcConfig (type creditReserveContributionPartialYearCalcConfig),

pensionInvestmentOption,

type (in ieMoneyPurchase),

withdrawalLimitType,

withdrawalStrategy,

yearlyPercentGainsTaxed

Included in content model of elements (1):

details

Known Usage Locations

Within anonymous complexTypes of elements (1):

details [ref]

Anonymous Type Detail

Type Derivation Tree

BaseDetailItem (extension)

AccountItem (extension)

complexType

XML Source (w/o annotations (12); see within schema source)

<xs:element name="ieMoneyPurchase">

<xs:complexType>

<xs:complexContent>

<xs:extension base="AccountItem">

<xs:sequence>

<xs:element name="type" type="ieMoneyPurchaseType"/>

<xs:element maxOccurs="1" minOccurs="0" name="feeRate" type="xs:decimal"/>

<xs:element minOccurs="0" name="contribution" type="xs:integer"/>

<xs:element minOccurs="0" name="contributionPercent" type="xs:decimal"/>

<xs:element maxOccurs="1" minOccurs="0" name="contributionType" type="contributionType"/>

<xs:element maxOccurs="1" minOccurs="0" name="contributionFrequency" type="paymentFrequency"/>

<xs:element name="employerContributionApplies" type="xs:boolean"/>

<xs:element maxOccurs="1" minOccurs="0" name="employerContribution" type="employerContribution"/>

<xs:element maxOccurs="1" minOccurs="0" name="crystallizationEvent" type="xs:string"/>

<xs:element maxOccurs="1" minOccurs="0" name="lumpSumOption" type="iePensionLumpSumOption"/>

<xs:element maxOccurs="1" minOccurs="0" name="lumpSumPercent" type="xs:double"/>

<xs:element maxOccurs="1" minOccurs="0" name="lumpSumSalaryMultiple" type="xs:double"/>

<xs:element maxOccurs="1" minOccurs="0" name="lumpSumFixedAmount" type="xs:integer"/>

<xs:element maxOccurs="1" minOccurs="0" name="pensionInvestmentOption" type="iePensionInvestmentOption"/>

<xs:element maxOccurs="1" minOccurs="0" name="annuitization" type="annuitization"/>

<xs:element maxOccurs="1" minOccurs="0" name="assetAllocation" type="assetAllocation"/>

<xs:element minOccurs="0" name="holdings" type="holdings"/>

<xs:element maxOccurs="1" minOccurs="0" ref="auxDetail"/>

<xs:element minOccurs="0" name="appliedEventList" type="appliedEventList"/>

</xs:sequence>

</xs:extension>

</xs:complexContent>

</xs:complexType>

</xs:element>

Content Element Detail (all declarations; defined within this component only; 19/38)

annuitization

Type:

annuitization, complex content

XML Source (see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="annuitization" type="annuitization"/>

appliedEventList

Type:

appliedEventList, complex content

Events on an account are used to the define the timeline of contributions to the account. The first event defines the start of contributions to the account, while the second event defines when contributions end to the account.

XML Source (w/o annotations (1); see within schema source)

<xs:element minOccurs="0" name="appliedEventList" type="appliedEventList"/>

assetAllocation

Type:

assetAllocation, complex content

If the account is specified to growByAssetAllocation, than this is the asset allocation used to grow the account.

XML Source (w/o annotations (1); see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="assetAllocation" type="assetAllocation"/>

auxDetail

Type:

anonymous complexType, complex content

XML Source (see within schema source)

<xs:element maxOccurs="1" minOccurs="0" ref="auxDetail"/>

contribution

Type:

xs:integer, predefined, simple content

if contributionType specified as DOLLAR, then the annual contribution amount made to this account.

XML Source (w/o annotations (1); see within schema source)

<xs:element minOccurs="0" name="contribution" type="xs:integer"/>

contributionFrequency

Type:

paymentFrequency, simple content

if a contributionType specified as DOLLAR, than the contribution vlaue is considered a monthly amount.

Simple Content

enumeration of xs:string

Enumeration:

"WEEKLY", "BI_WEEKLY", "SEMI_MONTHLY", "MONTHLY", "QUARTERLY", "SEMI_ANNUALLY", "ANNUALLY"

XML Source (w/o annotations (1); see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="contributionFrequency" type="paymentFrequency"/>

contributionPercent

Type:

xs:decimal, predefined, simple content

if contributionType specified as PERCENT, then the annual percent of income used to make to this account.

XML Source (w/o annotations (1); see within schema source)

<xs:element minOccurs="0" name="contributionPercent" type="xs:decimal"/>

contributionType

Type:

contributionType, simple content

Contributions are made as fixed DOLLAR amounts, or as PERCENT of income, or MAX_CONTRIBUTION possible.

Simple Content

enumeration of xs:string

Enumeration:

"DOLLAR", "DOLLAR_WITH_INFLATION", "PERCENT", "MAX_CONTRIBUTION"

XML Source (w/o annotations (1); see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="contributionType" type="contributionType"/>

crystallizationEvent

Type:

xs:string, predefined, simple content

Event when pension crystallisation will occur. Defaults to retirement.

XML Source (w/o annotations (1); see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="crystallizationEvent" type="xs:string"/>

employerContribution

Type:

employerContribution, complex content

XML Source (see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="employerContribution" type="employerContribution"/>

employerContributionApplies

Type:

xs:boolean, predefined, simple content

XML Source (see within schema source)

<xs:element name="employerContributionApplies" type="xs:boolean"/>

feeRate

Type:

xs:decimal, predefined, simple content

The annual account fees incurred, specified as a percentage of the account.

XML Source (w/o annotations (1); see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="feeRate" type="xs:decimal"/>

holdings

Type:

holdings, complex content

The set of individual financial instruments held in an account.

XML Source (w/o annotations (1); see within schema source)

<xs:element minOccurs="0" name="holdings" type="holdings"/>

lumpSumFixedAmount

Type:

xs:integer, predefined, simple content

If lumpSumOption is "OTHER"

XML Source (w/o annotations (1); see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="lumpSumFixedAmount" type="xs:integer"/>

lumpSumOption

Type:

iePensionLumpSumOption, simple content

Simple Content

enumeration of xs:string

Enumeration:

"NONE", "PERCENT", "SALARY_MULTIPLE", "MAX_TAX_FREE", "MAX_AT_20", "OTHER"

XML Source (see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="lumpSumOption" type="iePensionLumpSumOption"/>

lumpSumPercent

Type:

xs:double, predefined, simple content

If lumpSumOption is "PERCENT"

XML Source (w/o annotations (1); see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="lumpSumPercent" type="xs:double"/>

lumpSumSalaryMultiple

Type:

xs:double, predefined, simple content

If lumpSumOption is "SALARY_MULTIPLE"

XML Source (w/o annotations (1); see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="lumpSumSalaryMultiple" type="xs:double"/>

pensionInvestmentOption

Type:

iePensionInvestmentOption, simple content

Simple Content

enumeration of xs:string

Enumeration:

"ARF", "ANNUITIZE"

XML Source (see within schema source)

<xs:element maxOccurs="1" minOccurs="0" name="pensionInvestmentOption" type="iePensionInvestmentOption"/>

type

Type:

ieMoneyPurchaseType, simple content

Simple Content

enumeration of xs:string

Enumeration:

"OCP"	-	Occupational Pension
"PP"	-	Personal Pension
"PRSA"	-	PRSA
"SSAS"	-	SSAS

XML Source (see within schema source)

<xs:element name="type" type="ieMoneyPurchaseType"/>

XML schema documentation generated with DocFlex/XML 1.12 using DocFlex/XML XSDDoc 2.9.0 template set