Is there was a full specification of all the account fields that can be used with the DAG?
Specifically, I'm looking to simulate a 401(k) account with limited options for investments, which may or may not have a balance in them.
Is there was a full specification of all the account fields that can be used with the DAG?
Specifically, I'm looking to simulate a 401(k) account with limited options for investments, which may or may not have a balance in them.
The default fields which appear when you create the DAG catalogue are all the fields which can be used. Here is an example of a 401 XML which you can upload to DAG investment and test it out.
<site>
<status>0<status>
<investmentAccount accountBaseType="retirement" acctType="401k" uniqueId="47802637">
<planNumber>25000</planNumber>
<planName>GENERAL Potters PSP</planName>
<accountName>GENERAL Potters PSP</accountName>
<hasInvestmentOption>1</hasInvestmentOption>
<accountNumber>13123534212</accountNumber>
<balance balType="totalBalance">
<curAmt curCode="USD">3588.65</curAmt>
</balance>
<holdingList>
<holding holdingType="mutualFund" uniqueId="-633856231">
<description>SSGA TRGT RET 2050 M SSGA TRGT RET 2050 M</description>
<dailyChange curCode="USD">27.13</dailyChange>
<price curCode="USD">10.449</price>
<quantity>343.445</quantity>
<value curCode="USD">3588.65</value>
<cusipNumber>85744W655</cusipNumber>
</holding>
</holdingList>
</investmentAccount>
</site>