101 results found

1. SWP/GE Fund Investments - add Discrete Amounts

   ESS allows funds to be configured with investment strategies containing a mix of discrete amounts and percentages. For example, a fund can be configured to have $20,000 in Pool A , then the remainder goes 60% to Pool B and 40% to Pool C.

   But Spectrum and GE don’t handle amounts like this – just percentages. In the above example, a fundholder would see an investment strategy of 60% Pool B and 40% in Pool C, but they can’t see the 20K in Pool A.

   • The EMStrategyDetails table needs additional fields for DetailAmount and PendingAmount
   • Spectrum needs to show all of these fields and needs to allow editing of amounts.
   • Spectrum needs a configuration setting for whether the foundation allows allocations by amount (default to False)
   • GENXT Fund record screen, Investments tile needs to show the new fields, and editing the investment details needs to allow modification of the new fields
   • The SPAcceptFundInvestment and SPRejectFundInvestment procedures in the Grants database need to be modified to update the new fields
   • The All In One Fund screen needs to be updated to show the new fields

   ESS allows funds to be configured with investment strategies containing a mix of discrete amounts and percentages. For example, a fund can be configured to have $20,000 in Pool A , then the remainder goes 60% to Pool B and 40% to Pool C.

   But Spectrum and GE don’t handle amounts like this – just percentages. In the above example, a fundholder would see an investment strategy of 60% Pool B and 40% in Pool C, but they can’t see the 20K in Pool A.

   • The EMStrategyDetails table needs additional fields for DetailAmount and PendingAmount
   • Spectrum needs to show all… more
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