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Portfolio conditions and actions

Portfolio class methods available in rule conditions and actions are listed below.

Conditions

Portfolio attribute

Syntax

Additional information

Return type

Type Code

type.code

Basic info

String

Portfolio ID

shortName

Basic info

String

Status code

status

Basic info

String

Currency

currency.securityCode

Basic info

String

Primary contact

primaryContact

Contact conditions and actions

Contact

Juridical code

juridical.code

Basic info

String

Language code

language.code

Basic info

String

Tax country code

country.code

Basic info

String

Start date

startDate

Basic info

Java date

Creation date

creationDate

Basic info

Java date

Valuation method

valuationMethod

Basic info

String

Portfolio group codes

portfolioGroups

Portfolio groups

String

In portfolio group

hasGroup("$1", services)

Portfolio groups

Boolean

Not in portfolio group

hasNotGroup("$1", services)

Portfolio groups

Boolean

Has tag

hasTag("$1")

Preference - Tags

Boolean

Doesn't have tag

hasNotTag("$1")

Preference - Tags

Boolean

Has group tag

hasGroupTag("$1")

Preference - Tags

Boolean

Doesn't have group tag

hasNotGroupTag("$1")

Preference - Tags

Boole

Actions

Action

Syntax

Input type

Add a tag

setTag("$1")

String

Remove a tag

removeTag("$1")

String

Set status code

setStatus("$1")

String