- Q -
For a variety of fund properties, a limit on the weight or
the number of that property can be created. The Weight/Number Constraint Type has additional filters and
aggregations that refine the action of the constraint.
Withdrawal From Last Month. Column title from
the Evaluation screen.
An operation that results in the return of funds from an
account to an investor. Webfolio allows for three types of
withdrawals: normal; adjustment; and interest.
Webfolio allows you to adjust the work flow for
allocations and operations to suit your specific office
practice including adding new statuses or deleting existing
ones. See Life cycle.
Certain actions may need to be taken when a status change
occurs for either an investment session or an allocation. For
example, an email may need to be sent advising of the change,
or an operation generated when an allocation is promoted to an
approved status. These actions are listed in the Workflow Action
Webfolio uses a series of rules to control the state
of an investment session or allocation. When a status changes,
specific actions must be taken to effect the change. E.g., an
email may be sent or an operation may need to be generated.
All of these actions are captured and listed in the workflow
Statuses and rules are joined together in the Workflow
Rule View browser.