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 | String | |
Portfolio ID | shortName | String | |
Status code | status | String | |
Currency | currency.securityCode | String | |
Primary contact | primaryContact | Contact | |
Juridical code | juridical.code | String | |
Language code | language.code | String | |
Tax country code | country.code | String | |
Start date | startDate | Java date | |
Creation date | creationDate | Java date | |
Valuation method | valuationMethod | String | |
Portfolio group codes | portfolioGroups | String | |
In portfolio group | hasGroup("$1", services) | Boolean | |
Not in portfolio group | hasNotGroup("$1", services) | Boolean | |
Has tag | hasTag("$1") | Boolean | |
Doesn't have tag | hasNotTag("$1") | Boolean | |
Has group tag | hasGroupTag("$1") | Boolean | |
Doesn't have group tag | hasNotGroupTag("$1") | Boole |
Actions
Action | Syntax | Input type |
|---|---|---|
Add a tag | setTag("$1") | String |
Remove a tag | removeTag("$1") | String |
Set status code | setStatus("$1") | String |