Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# CopyBooks Overview

A CopyBook is a type of business rule that allows for plans, transactions and other rules to share common functionality. Maintenance for configuration is easier as the CopyBook configuration is held in one place. This configuration can contain data for events such as the creation of fields for screens, actions for math and spawns.

When a transaction or rule references a CopyBook the contents of that CopyBook are resolved and inserted inside that rule or transaction at the specific place the CopyBook is referenced.

CopyBook Functionality

- Create a new CopyBook

- Create a CopyBook override

- Call a CopyBook

- Resolving rules

- Delete a CopyBook

CopyBook Tips

- The CopyBook must exist as a global business rule prior to an override being added.

- CopyBooks can be overridden at specific levels to support calculation variations. Overriding a CopyBook allows you to keep the name of the CopyBook the same, but when called in the configuration, the system will go the CopyBooks folder and look for overrides from the lowest level and up. A CopyBook call starts looking for overrides at the Fund, State, Transaction, Plan, Company levels until it gets to the Global level.

- Confirm the fields and/or math variables referenced but not defined within the CopyBook exist within the transaction that calls the CopyBook.

- In this release, entire sections of a CopyBook can be added on all panes (except the General). If you want to add multiple sections of a CopyBook or a partial section of a CopyBook, you can only do this on the Math and Fields pane. For all other panes, you will need to use the XML Source Pane.

- When using CopyBooks with Assignments, the following combinations are allowed:

- Assignment alone

- Assignment and Math

- Assignment and Fields

- Assignment and other sections as long as one of the other sections is Math and/or Fields.