Global Rules Explorer Tab

The Global Rules Explorer tab allows you to view the global business rules and their associated files. You will be able to view global rules, overrides of rules, CopyBooks and functions contained for the various rules. Overrides for rules include company, plan, transaction, fund and state level overrides.

To view a rule, just expand the rules folder and double-click on its XML file. The configuration will display in the Configuration Area.

The Business Rules, Transactions and Segment folders all have a right-click Refresh option. If you select one of the three main rule folders, you can click the Refresh button to update your view of the rules. Any recently added or revised rules that other configurors have been working on will display.

Refresh option on Global Rules Explorer

Global Rules Folders

Global rule explorer showing all rule categories

Attached folder stores all the rules that you may need to attach to a transaction. The rules in the attached folder provide the ability to configure additional processing options.
Calculate folder stores all the rules that perform system calculations.
Copy Books folder stores all CopyBook rules (can be global or plan-specific).
File folder stores all rules that identify report files.
Functions folder stores all function rules that can be reused for calculations.
Interface folder stores all rules that are used to interface XML data to different systems.
Plan Rules folder stores all rules that are required in order to have any new plan.
Screen folder stores rules that are associated with a screen in the application.
System folder stores rules that must be present in order for the system to process correctly.
System Calculations folder stores rules with pre-defined names that are used to perform set calculations. The syntax required is defined by the rule name. These rules should only be used for backward compatibility.
System Validations stores rules with pre-defined names that are used to perform set validations. The syntax required is defined by the rule name. These rules should only be used for backward compatibility.
Table File folder stores all rules that direct the system to a table that stores required data.
User Defined folder stores optional rules.
Transaction folder stores all configured transaction rules.
Segments folder stores all configured segment rules.

Note: If all the rule folders are empty there is a possibility that the XML schemas are null in the business rules table. In this case, you will need to upload schemas using the Upload Schema function on the toolbar. Please refer to the Upload Schemas section for more information.