set-the-allocation-rule

# Set the allocation rule ## What it does Takes in the approved budget, reads what last period's fund did, and settles the rule the money will be divided by. It says which activities the fund may buy and which it may not, and sets the caps, the share each side pays and any pool held back. ## Where it happens The agent does this in five activities across one reference process. Each one names the activity as that process words it. - **Choose the Allocation Rule** - `ref/prt/allocate-the-fund`, activity 4 - [Allocate the Fund](../../../../processes/partners/allocate-the-fund.md) - **Read Last Period's Fund** - `ref/prt/allocate-the-fund`, activity 2 - [Allocate the Fund](../../../../processes/partners/allocate-the-fund.md) - **Set What the Fund May Buy** - `ref/prt/allocate-the-fund`, activity 5 - [Allocate the Fund](../../../../processes/partners/allocate-the-fund.md) - **Set the Caps, the Match and the Pool** - `ref/prt/allocate-the-fund`, activity 6 - [Allocate the Fund](../../../../processes/partners/allocate-the-fund.md) - **Take in the Approved Budget** - `ref/prt/allocate-the-fund`, activity 1 - [Allocate the Fund](../../../../processes/partners/allocate-the-fund.md) ## What to record The allocation rule at a version, with the date it was published and the date every partner was told. Per partner, the amount and the exact inputs the rule read to produce it. The eligible activity list at a version, saying what is excluded as well as what is included. The amounts summed against the approved budget, and the difference. Per request: the eligibility finding naming the list version it was scored against, the balance at the time, the organization's share with the match and the cap applied, the decision and the reason it rests on. Per commitment: the amount held, the partner's fund it came from, and the date it expires. Per release: what went back to the fund and why. At the period close, what was allocated, committed, claimed, paid, released and moved. Any auditor can recompute a partner's allocation from the rule version and the recorded inputs. That contract covers every activity this abstract agent takes on, and it is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract agent does not do is in `com.agentcatalog.agent/NOT.md`.