Set profile values in rules

Contacts, portfolios and securities may have additional data stored into their profile as attributes. These attributes can be get, set or removed in rules using a handy utility called ProfileUtil.

Import

The ProfileUtil and Profile2 needs to be imported into the rule table:

import fi.fasolutions.mod.portfoliomanagement.util.*;
import fi.fasolutions.mod.portfoliomanagement.domain.Profile2

or

fi.fasolutions.mod.portfoliomanagement.util.ProfileUtil,fi.fasolutions.mod.portfoliomanagement.domain.Profile2;

Usage

Get profile attribute

Example of getting a profile attribute of type String from a portfolio

ProfileUtil.getProfileAttribute($p, "<attributeKey>", String.class, services)

Set profile attribute

Example of setting a profile attribute of type String to a portfolio

ProfileUtil.setProfileAttribute($p, "<attributeKey>", "<Attribute value>", services)

Remove profile attribute

Example of removing a profile attribute from a portfolio

ProfileUtil.removeProfileAttribute($p, "<attributeKey>", services)

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