Schema portfolioReview.xsd


schema location:  portfolioReview.xsd
 
Elements  Complex types 
portfolioReview  accountType 
PortfolioReviewType 
ReviewType 
securitiesType 
securityType 


element portfolioReview
diagram
type PortfolioReviewType
children reviewAccounts
attributes
Name  Type  Use  Default  Fixed  Annotation
begDate  xs:date  required      
endDate  xs:date  required      
recCount  xs:integer  required      
aplTime  xs:integer  required      
source 
<xs:element name="portfolioReview" type="PortfolioReviewType"/>

complexType accountType
diagram
used by
element ReviewType/account
attributes
Name  Type  Use  Default  Fixed  Annotation
accountSnam  xs:string  required      
accountBwnum  xs:integer  required      
accountDtcno  xs:string  required      
accountLname  xs:string  required      
source 
<xs:complexType name="accountType">
  <xs:attribute name="accountSnam" type="xs:string" use="required"/>
  <xs:attribute name="accountBwnum" type="xs:integer" use="required"/>
  <xs:attribute name="accountDtcno" type="xs:string" use="required"/>
  <xs:attribute name="accountLname" type="xs:string" use="required"/>
</xs:complexType>

complexType PortfolioReviewType
diagram
children reviewAccounts
used by
element portfolioReview
attributes
Name  Type  Use  Default  Fixed  Annotation
begDate  xs:date  required      
endDate  xs:date  required      
recCount  xs:integer  required      
aplTime  xs:integer  required      
source 
<xs:complexType name="PortfolioReviewType">
  <xs:sequence>
    <xs:element name="reviewAccounts" type="ReviewType" minOccurs="0" maxOccurs="unbounded"/>
  </xs:sequence>
  <xs:attribute name="begDate" type="xs:date" use="required"/>
  <xs:attribute name="endDate" type="xs:date" use="required"/>
  <xs:attribute name="recCount" type="xs:integer" use="required"/>
  <xs:attribute name="aplTime" type="xs:integer" use="required"/>
</xs:complexType>

element PortfolioReviewType/reviewAccounts
diagram
type ReviewType
children account securities
source 
<xs:element name="reviewAccounts" type="ReviewType" minOccurs="0" maxOccurs="unbounded"/>

complexType ReviewType
diagram
children account securities
used by
element PortfolioReviewType/reviewAccounts
source 
<xs:complexType name="ReviewType">
  <xs:sequence>
    <xs:element name="account" type="accountType"/>
    <xs:element name="securities" type="securitiesType"/>
  </xs:sequence>
</xs:complexType>

element ReviewType/account
diagram
type accountType
attributes
Name  Type  Use  Default  Fixed  Annotation
accountSnam  xs:string  required      
accountBwnum  xs:integer  required      
accountDtcno  xs:string  required      
accountLname  xs:string  required      
source 
<xs:element name="account" type="accountType"/>

element ReviewType/securities
diagram
type securitiesType
children security
source 
<xs:element name="securities" type="securitiesType"/>

complexType securitiesType
diagram
children security
used by
element ReviewType/securities
source 
<xs:complexType name="securitiesType">
  <xs:sequence>
    <xs:element name="security" type="securityType" minOccurs="0" maxOccurs="unbounded"/>
  </xs:sequence>
</xs:complexType>

element securitiesType/security
diagram
type securityType
children begShares begPrice begMV begPMV endShares endPrice endMV endPMV tradedShares tradedValue gainLoss gainLossPMV incomeGainLoss incomeGainLossPMV
attributes
Name  Type  Use  Default  Fixed  Annotation
secSacus  xs:integer  required      
secCusip  xs:string  required      
secTick  xs:string  required      
secDesc  xs:string  required      
source 
<xs:element name="security" type="securityType" minOccurs="0" maxOccurs="unbounded"/>

complexType securityType
diagram
children begShares begPrice begMV begPMV endShares endPrice endMV endPMV tradedShares tradedValue gainLoss gainLossPMV incomeGainLoss incomeGainLossPMV
used by
element securitiesType/security
attributes
Name  Type  Use  Default  Fixed  Annotation
secSacus  xs:integer  required      
secCusip  xs:string  required      
secTick  xs:string  required      
secDesc  xs:string  required      
source 
<xs:complexType name="securityType">
  <xs:sequence>
    <xs:element name="begShares" type="xs:decimal"/>
    <xs:element name="begPrice" type="xs:decimal"/>
    <xs:element name="begMV" type="xs:decimal"/>
    <xs:element name="begPMV" type="xs:decimal"/>
    <xs:element name="endShares" type="xs:decimal"/>
    <xs:element name="endPrice" type="xs:decimal"/>
    <xs:element name="endMV" type="xs:decimal"/>
    <xs:element name="endPMV" type="xs:decimal"/>
    <xs:element name="tradedShares" type="xs:decimal"/>
    <xs:element name="tradedValue" type="xs:decimal"/>
    <xs:element name="gainLoss" type="xs:decimal"/>
    <xs:element name="gainLossPMV" type="xs:decimal"/>
    <xs:element name="incomeGainLoss" type="xs:decimal"/>
    <xs:element name="incomeGainLossPMV" type="xs:decimal"/>
  </xs:sequence>
  <xs:attribute name="secSacus" type="xs:integer" use="required"/>
  <xs:attribute name="secCusip" type="xs:string" use="required"/>
  <xs:attribute name="secTick" type="xs:string" use="required"/>
  <xs:attribute name="secDesc" type="xs:string" use="required"/>
</xs:complexType>

element securityType/begShares
diagram
type xs:decimal
source 
<xs:element name="begShares" type="xs:decimal"/>

element securityType/begPrice
diagram
type xs:decimal
source 
<xs:element name="begPrice" type="xs:decimal"/>

element securityType/begMV
diagram
type xs:decimal
source 
<xs:element name="begMV" type="xs:decimal"/>

element securityType/begPMV
diagram
type xs:decimal
source 
<xs:element name="begPMV" type="xs:decimal"/>

element securityType/endShares
diagram
type xs:decimal
source 
<xs:element name="endShares" type="xs:decimal"/>

element securityType/endPrice
diagram
type xs:decimal
source 
<xs:element name="endPrice" type="xs:decimal"/>

element securityType/endMV
diagram
type xs:decimal
source 
<xs:element name="endMV" type="xs:decimal"/>

element securityType/endPMV
diagram
type xs:decimal
source 
<xs:element name="endPMV" type="xs:decimal"/>

element securityType/tradedShares
diagram
type xs:decimal
source 
<xs:element name="tradedShares" type="xs:decimal"/>

element securityType/tradedValue
diagram
type xs:decimal
source 
<xs:element name="tradedValue" type="xs:decimal"/>

element securityType/gainLoss
diagram
type xs:decimal
source 
<xs:element name="gainLoss" type="xs:decimal"/>

element securityType/gainLossPMV
diagram
type xs:decimal
source 
<xs:element name="gainLossPMV" type="xs:decimal"/>

element securityType/incomeGainLoss
diagram
type xs:decimal
source 
<xs:element name="incomeGainLoss" type="xs:decimal"/>

element securityType/incomeGainLossPMV
diagram
type xs:decimal
source 
<xs:element name="incomeGainLossPMV" type="xs:decimal"/>


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