An allocation of assets as related to superannuation, product, or client portfolio.
| Field Label | API Name | Type | Notes |
| Allocation Number | Name | Text (80) | Required |
| Allocation Type | cloupra__Allocation_Type__c | Lookup (Cloupra__Category__C) | The type of this allocation. |
| Asset/Liability | cloupra__Asset_Liability__c | Lookup (Cloupra__Portfolio_Holding__C) | |
| Benchmark | cloupra__Benchmark__c | Textarea (255) | |
| Client | cloupra__Client__c | Lookup (Account) | |
| Created By ID | CreatedById | Lookup (User) | Required |
| Created Date | CreatedDate | Datetime | Required |
| Current Allocation % | cloupra__Current_Allocation_Percent__c | Formula (Percent) | Help text: The current value of this allocation as a percentage of the total balance. Formula: if(and(not(isblank(cloupra__Service__c)), cloupra__Service__r.cloupra__Balance__c != 0), cloupra__Current_Value_Dollars__c / cloupra__Service__r.cloupra__Balance__c, null) |
| Current Value $ | cloupra__Current_Value_Dollars__c | Currency (12, 6) | The current value of the allocation in dollars. |
| Deleted | IsDeleted | Checkbox | Required |
| Future Allocation % | cloupra__Future_Allocation_Percent__c | Percent (18, 0) | The future value of the allocation, in percent. |
| Last Modified By ID | LastModifiedById | Lookup (User) | Required |
| Last Modified Date | LastModifiedDate | Datetime | Required |
| Lower Percentage | cloupra__Lower_Percentage__c | Percent (3, 2) | |
| Owner ID | OwnerId | Lookup (Group, User) | Required |
| Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
| Record ID | Id | Id (18) | Required |
| Service | cloupra__Service__c | Lookup (Cloupra__Service__C) | The service related to this allocation. |
| System Modstamp | SystemModstamp | Datetime | Required |
| Upper Percentage | cloupra__Upper_Percentage__c | Percent (3, 2) |
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