Delete a Transaction

There are several things to consider before deleting a transaction.  There are two situations in which you will NOT be able to delete a transaction.

1. If the transaction has been applied to a policy in OIPA as an activity, regardless of status, it will not be deleted.

2. If the transaction is specified in the Spawn section of another transaction it will not be deleted.

If you have Release Management functionality turned on, that will also affect your ability to delete a transaction.  In Release Management, when you delete a transaction it must be added to a Configuration Package.  Once the package is promoted and deployed into the target environment, the transaction can be deleted as long as activities in OIPA are not associated with it.  If there are pending or active activities associated with the transaction, you will receive an error message listing activities associated with that transaction and the configuration package will not be deployed.  You will need to delete the activities that are associated with the transaction and then re-deploy the configuration package.

You also need to make sure when you delete a transaction that you remove it from all possible locations where it could have been attached.  You will need to check the following locations:

• EligibleTransactionsByPolicyStatus business rule.  If it was added to this business rule then you need to remove it.

• Data Dictionary.  Remove entries in the Data Dictionary that refer to the transaction.  This will keep your Data Dictionary clean and current.

• OIPA Security.  Remove entries from Security that refer to the transaction.  You can do this by checking-out and then checking-in each user under OIPA Security | Users.  The system will only pull current transactions so ones that have been deleted will not appear.  This is not mandatory, but will keep your security tables up-to-date.

• Global Rules Explorer.  You will need to check the Transactions folder.  Type the transaction name in the Search field to pull up the transaction and any overrides.  Make sure you delete them all.

Steps to Delete a Transaction

1. Navigate to the Global Rules Explorer and type the transaction name into the Search field at the top of the screen.  Your search results will show you all the overrides that exist for that transaction.  Make a note of the overrides so that you delete them all.

2. Navigate to the Main Explorer and open the Company>Plan folder where your transaction resides.    

3. Scroll through the list of transactions until you find the one you want to delete.

4. Double-click the transaction.  This will open the folder and reveal the transaction XML file.

5. Right-click the transaction XML file and select Delete Rule.

Note:  If you have Release Management turned on, a window will appear asking you to put the deleted transaction into a Configuration Package.  Select a Configuration Package and click OK.

6. Click Yes when the delete confirmation message appears.  The transaction will be deleted.

7. Navigate to the Business Rule folder for the Company and Plan where your deleted transaction resided.  

8. Double-click the Plan Rules folder and double-click the EligibleTransactionsByPolicyStatus business rule.  

9. Click the EligibleTxns tab and scroll through the list of transactions until you find the one you deleted.

10. Click the transaction.  It will appear highlighted in blue.

11. Click Remove.

12. Check-in the file to save your changes to the database.

Note:  If you have other plan overrides for your transaction, make sure to open each plan folder and delete the transaction.  You can make sure you know the location of all plan overrides by performing a search in the Global Explorer for your transaction.  All plan overrides will come back in the search results.  

Delete Data Dictionary Entry

Once you delete the transaction, click the Data Dictionary icon on the tool bar.  When the Data Dictionary opens, search for the transaction.  You can highlight the transaction in the search result window and click Delete to remove it from the Data Dictionary.  

Update Security

Open the Admin Explorer tab and navigate to Security | OIPA Security | Users.  Check-out each user file and then check it back in.  This will update security and remove the deleted transaction information.